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Free Unit Economics Self-Check Template

A self-check on acquisition cost, lifetime value, payback, contribution margin and expansion economics — is your growth actually profitable?

~10 min
5 weighted dimensions
AI PDF Report
AI Consultant
Live Preview

Quick answer

A self-check on acquisition cost, lifetime value, payback, contribution margin and expansion economics — is your growth actually profitable?

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About this template

Companies argue about LTV:CAC ratios while the quieter killers go unmeasured: elongating payback, thin contribution margin after support costs, expansion that hides flat retention. This self-check walks founders through input-based estimates of all five economics, flags which assumption carries the whole model, and generates an AI report of the ratio to fix first. Every number is your input; honesty beats optimism here.

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Template at a Glance

TemplateUnit Economics Self-Check
CategoryBusiness & Strategy
FormatWeighted 1–5 assessment with personalized AI PDF report
Time to completeAbout 10 minutes per response
What you getA personalized AI report (printable PDF) per response, plus the raw answers
Best forFounders · Finance leads · Growth leads
CostFree to copy and customize on FormLM
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What This Assessment Measures

Five dimensions, scored 1–5 and weighted into one result.

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Live Preview

Sample form and AI report preview — fill it in to see live scoring and the report.

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Fill it in to see how responses flow.
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Sample AI report with scoring visuals and recommendations, printable as a PDF.
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Scan the QR on the report to start an AI consultant chat.
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What's Included

Everything you need to run this template.

1

Five weighted dimensions

CAC, LTV & margin, Payback period, Contribution margin, Expansion economics — each scored 1–5.

2

Weighted composite score

A defensible overall view that keeps dimensions separate.

3

Personalized AI PDF report

The weakest dimension, what it caps, and a prioritized fix list.

4

QR into an AI consultant chat

Every report links a chat trained on this topic for follow-ups.

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How It Works

From copy to deliverable in four steps.

1

Use This Template

Copy the assessment, scoring and report settings into your FormLM workspace — free.

2

Customize

Adjust dimensions and weights to match how your business runs.

3

Share and collect

Send the link or QR; each response is scored automatically.

4

Review and act

Open the personalized AI PDF report and share it with stakeholders.

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Who Is This For

Pick your role — see how it fits your workflow.

1

Founders

Know if growth pays for itself.

2

Finance leads

Align claims with assumptions.

3

Growth leads

Spend against payback, not hope.

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Key Features

What makes this template work as a professional deliverable.

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Sample Questions Inside

A preview of real questions — the full version adds scoring and a personalized report per respondent.

  1. Our CAC includes salaries, tools and failed spend (1–5)
  2. LTV is computed on gross margin, not revenue (1–5)
  3. CAC payback stays comfortably inside a sane window (1–5)
  4. Contribution margin after support cost is known and stable (1–5)
  5. Expansion and retention strengthen the model per cohort (1–5)
  6. Which assumption in your model is purest faith? (open)
  7. At what payback would you slow growth deliberately? (open)
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Frequently Asked Questions

What is a healthy LTV:CAC here?
The classic three-to-one is a rule of thumb, not a law; the report weighs ratio, payback period and margin together, because a 4:1 ratio with 18-month payback can still starve a company.
Do I need perfect data for this self-check?
No — it is built on documented estimates; the AI report labels which output is most assumption-sensitive, which is itself the useful finding.
Is this a financial model?
It is a structured self-check on unit-economics reasoning, not a substitute for a full model or financial advice.
Which five economics are scored?
CAC, LTV and margin, payback period, contribution margin, and expansion economics — scored for measurement quality and health.
What does the AI report recommend?
The single weakest economic input to instrument or improve first, and what would move payback fastest.
Is it free to use?
Yes. Click Use This Template to copy the form, scoring and report configuration into your FormLM workspace for free, then customize and share it.
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A 5-dimension scored check with a personalized AI report — free to copy and customize.