Standing of the operation
The one-paragraph read.
Sarah’s operation stands solid: brand is strong, delivery is consistent, retention is above the growing-lane benchmark. The gap is on the demand side — the funnel is under-fed because outreach is inconsistent and referral asks are still manual. Solving the top of funnel unlocks the whole ladder; nothing else is broken enough to need attention first.
Where the operation grades against the standard.
Each service line, evaluated against the standard.
| Service line | Volume / mo | Retention | Margin | Standing |
|---|---|---|---|---|
| Group Yoga (drop-in) | 112 sessions | 68% | 44% | Healthy |
| Group Yoga (membership) | 34 members | 91% | 62% | Healthy |
| Breathwork Workshops | 2 workshops | — | 78% | Under-shipped |
| 1:1 Private Sessions | 6 sessions | 50% | 85% | Priced too low |
Money already on the table, not yet claimed.
Three opportunities surface this quarter, ranked by ease-of-capture:
| Opportunity | Est. quarterly value | Ease |
|---|---|---|
| Ship breathwork workshops on cadence (2→4 / mo) | + $1,840 | Easy |
| Reprice 1:1 privates to market ($95 → $135) | + $720 | Easy |
| Win-back sequence to lapsed members (24 contacts) | + $1,290 | Medium |
Regulars & recurring bookings.
34 members active this quarter (+ 4 net vs. Q2). Membership retention 91% quarter-over-quarter — the top of that number is drop-in students converting to membership; the bottom is 3 members who lapsed after the workshop calendar went dark in June.
Top 5 referrers this quarter drove 11 new drop-ins between them. Nothing structured yet in the referral engine — currently a hand-thanks-a-hand thing.
Next quarter’s build order.
Three moves this quarter, in order of leverage:
Q3 focus: Restart the workshop calendar with 4 workshops booked before September. This alone lifts the demand pillar 12–15 points on the radar and captures the largest of the three revenue-recovery opportunities.
Q3 secondary: Roll out the referral prompt sequence to the 34 members. Members who refer stay longer — retention pillar will lift as a downstream effect.
Q3 backburner: Reprice 1:1 privates alongside a positioning refresh. Not urgent; can wait until Q4.
This month’s priority list.
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1
Draft the workshop calendar · Aug – Sep Pick dates, set pricing, confirm room availability. Announce via newsletter + IG.Owner: Sarah
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2
Ship the referral prompt sequence Enable the referral module, seed with the current top-5 referrer list, launch by Aug 15.Owner: System
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3
Rebuild the win-back list Segment the 24 lapsed members, draft 3-touch win-back email, ship in first week of September.Owner: System
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4
Price-refresh workshop for 1:1 privates Set new $135 price, update landing page, quiet-launch to new inquiries only.Owner: Sarah
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5
Book the Q4 review call 30-min touchpoint on Oct 1 to review progress against these four priorities.Owner: TOJ