Know where your recurring revenue is leaking before you make your next growth decision.
Clarix traces what you are seeing in your numbers back to where growth is actually breaking down, then tells you what to fix first. It is an independent second opinion, before you commit money to the hire, the vendor, the campaign or the raise.
Clarix is worth the most right before the money moves.
Most founders come to us with a decision already on the table.
For SaaS founders
- You are about to hire your first sales rep or head of sales.
- You have raised, or you are preparing a board update, and need to show where the next dollar goes.
- You are about to switch agencies or increase ad spend.
- Churn has jumped and the team is split on why.
- You are stepping back from founder-led sales.
For insurance brokerages
- You are about to add a producer.
- You are about to buy leads from a new vendor.
- A key producer has left and you need to replace them.
- The book is softening at renewal.
- You are launching a new product line or carrier appointment.
Clarix checks the diagnosis behind the decision, so you commit to the right fix instead of the one you were sold.
You will not get 25 recommendations. You will get the few that matter.
Most reviews hand you a long list of everything that could be better. That leaves you where you started: still deciding what to do first.
Clarix is built the other way round. We look at the whole recurring-revenue engine, find where it is leaking most, and put the fixes in order.
And we have nothing to sell you at the end of it. We are not paid to recommend any channel, agency, tool or vendor.
Ten stages of your recurring-revenue engine that impacts growth
Tracing the root cause of problems that show up in one place but start in another.​
Positioning
Is it immediately clear who you serve, what you do, and why they should choose you?
Offer and pricing
Does what you sell, and how you price it, fit the customers you are trying to win?
Acquisition channels
Is your time and money going to the channels that actually bring in the right customers?
Lead capture
When the right person shows interest, do you capture it, or lose them?
Lead response and follow-up
How fast does someone answer a new enquiry, and what happens to the people who do not buy straight away?
Sales conversion
Where do deals stall, and is sales capacity the constraint or qualified pipeline?
Onboarding and activation
SaaS: Do new customers reach value quickly? Brokerage: Is binding and onboarding smooth enough to keep the client?
Retention and renewal
Are you losing customers you should never have signed, or the ones you should be keeping?
Expansion and referral
Is your existing base growing, and is it sending you new business?
Unit economics and measurement
Do you know what a customer costs to win, what they are worth, and which numbers you should be tracking?
Illustrative pattern, not a client's results
Illustrative pattern, not a client's results
A clear answer, and the order to act on it.
Your Growth Baseline
Where your numbers actually stand today, so every future decision has something to be measured against.
Your Growth Diagnostic and Constraint Map
What’s working, what’s leaking, where the money is going, and the root cause behind it, in plain language.
Your Growth Priorities Roadmap
Every constraint ranked by impact, effort and confidence, the highest-leverage opportunities and what not to pursue.
A findings session
We walk you through what we found, one-to-one, and answer your questions.
Your next best move
An honest recommendation on what to do next, including whether you need anything more from us at all.
Something you can take into the room. The findings are written so you can share them with your board, investors or partners and defend the decision you make.
Five steps. Usually under two hours of your time.
Growth Snapshot Call
Free, 30 minutes. Tell us the decision you are weighing. We will tell you honestly whether Clarix is the right next step.
Access
You share access to your existing accounts, reports and numbers. Messy data is fine.
Review
3 to 5 business days. We work through the ten stages and trace where growth is leaking.
Findings session
We walk you through the diagnosis and your top three priorities.
Your move
Implement the findings yourself, bring in your own team, work with specialists we recommend, or continue with Ollo on a Growth Roadmap. It is your call.
Clarix tells you where growth is leaking. The rest of the Roadmap tells you how to fix it.
Your Growth Priorities Roadmap is the first part of the Clarix Growth Roadmap. If you want us beside you while you act on it, Growth Advisory completes the plan:
Growth Experiment Plan
The hypotheses, experiments and success metrics that prove what will work before you scale it.
90-Day Growth Execution Plan
What happens, when, who owns it, and the vetted specialists matched to the work.
Then we measure the results against your baseline every month, and decide together what to double down on, change or stop.
Clarix is built for recurring-revenue businesses where growth has become the hard part.
A good fit if you are
- A B2B SaaS founder or leadership team, including fintech and insurtech, past the early stage
- The principal of an independent insurance brokerage
- About to make a growth decision and want an independent check first
- Spending on growth but cannot clearly see what is returning
- Hearing different answers from every vendor, agency or advisor you talk to
- Leading a team that needs an outside view to settle the argument about priorities
Not the right fit if you need
- Social media management
- Day-to-day content creation
- Month-to-month campaign execution
The Clarix Growth Diagnostic
Compare it to the cost of the decision it is checking: a hire, a quarter of ad spend, a new lead vendor, a year of the wrong agency.
- Free 30-minute Growth Snapshot Call first
- Findings in 3 to 5 business days
- One working session and a findings session
- No retainer to sign
- No pressure to buy implementation
Questions.
Then Clarix will confirm it, and you will commit with confidence instead of hope. If the Snapshot Call makes it clear you do not need it, we will tell you.
No. Clarix ends with our honest recommendation, which is sometimes to do nothing else yet.
That is normal, and it is a finding in itself. We work with what exists and tell you which numbers you should start capturing.
The 30-minute call, access to your existing accounts and reports, and one working session. Usually under two hours in total.
The opposite. Internal teams often benefit most, because Clarix gives them an outside case for the priorities they have been arguing for.
Yes. They are written to be shared and to support the decision you make.
Yes. We work with businesses across the Caribbean and the diaspora, and most of the work happens remotely.
Before you make the next growth decision, know what you are fixing.
The hire. The vendor. The campaign. The raise. Spend 30 minutes finding out whether Clarix is the right next step.