The CFO Field Kit

Four instruments that take the pattern this research documents from reading to working program. Artifacts, not opinions: every instrument asks for documents and queries, not assessments of people.

What is in it

01
The Finance-Office Evidence Checklist
Nine signals, all visible from the finance seat alone: the GL, the reforecast bridge, the CPQ data, the board file. Recognize the pattern before you ask anyone a single question.
02
The Revenue System Triage Rubric
One page. Five numbers your systems can either produce within one business day or not, five structural checks against the benchmark record, and one of four verdicts. It never scores a person or a function.
03
The Causation Question Set
The finance self-audit first, then the questions for the CRO, CCO, CPO, CMO, and CEO that turn a stuck retention number from a blame contest into a diagnosis. Every question names the artifact that verifies the answer.
04
The Board Slide Template
A PPTX template with an XLSX input tab that demands exactly the rubric’s five inputs. Completing the rubric produces the slide.

How it runs

The sequence is designed: checklist (recognize, alone, from your own systems), then rubric (score, artifacts only), then question set (diagnose, across the ELT), then board slide (commit, publicly). Each step raises the cost of stopping and the value of help.

Where it comes from

Every band, figure, and mechanism in the kit traces to The Retention Reckoning, seven editions of the KBCM/Sapphire Private SaaS Survey, reconciled. The report shows its work and stays free; the kit is the working end of it.