Eightx Talk to a CFO
The Eightx System · Free 7-Day Course

You’re leaking $500K–$2M in profit
and your P&L can’t see it.

Find it in 7 days. Free.

7 emails. 14 templates. 28 Claude prompts. The full operating system Eightx installs at $5M–$200M brands — yours to download.

We send 7 emails over 7 days. One unsubscribe click and you’re out. No upsells in the emails.

$500K–$2M

Typical leak found

14 days

Audit to diagnosis

$650M+

Client revenue managed

Know you have a leak? You don’t need this course. Talk to a CFO instead. →

How this works

One ladder. No upsells.

01

You sign up.

Email 1 lands instantly. The 3-Leak Diagnostic — the first download — is in it.

02

You read the course over 7 days.

Each email is 4–6 minutes. Each ships with a Claude-prompt-ready template.

03

You decide.

If the course finds your leak, DIY with the templates — or book a 30-min Profit Audit Call to install it with us. If it doesn’t, unsubscribe with one click. No upsells.

D1 — D7 · The 7-Email Course

7 emails. 7 days.
The full system, nothing held back.

Each email is paired with downloadable templates — 14 in total across the course. Every template ships with two Claude prompts: one that fills it in the way I would given your inputs, and a Socratic thought-experiment prompt that walks you through designing a custom version for your brand.

T01 — T14 · The Templates

The same artifacts we install at private clients.

Every template ships with two Claude prompts — one that fills it in the way I would given your inputs, and a Socratic thought-experiment prompt that walks you through designing your own. Drop in your numbers; the diagnosis writes itself.

T01 / DIAGNOSE

Growth Economics Audit

23-question scorecard across 6 leak categories. Score it; the dominant leak names itself.

T02 / MODEL

3-Year Driver-Based P&L

36-month driver-based P&L. Static budgets are inert; this one tells you why.

T03 / CASH

13-Week Cash Flow

Rolling weekly cash forecast. The non-negotiable overlay on every annual plan.

T04 / DEMAND

Demand Forecast Variance Worksheet

Funnel decomposition. Attribute every miss across traffic, CPM, CTR, ATC, CVR, AOV.

T05 / SUPPLY

Cash-Validated Procurement Gate

4-check PO scoring — WOH ceiling, margin floor, runway weeks, proof of demand.

T06 / CADENCE

X&OP Monthly Meeting Agendas

4 weekly agendas — demand, supply, finance, exec sign-off. One decision per meeting.

T07 / TRACK

Daily Net Profit Tracker

Daily P&L snapshot. Revenue, contribution margin, ad spend, runway — in one screen.

T08 / OWN

Team Scorecards

6 functions, R/Y/G. Each function owns a single number. No more cross-blame.

T09 / VENDORS

Agency Red/Yellow/Green Tracker

Monthly agency review. Tells you which retainers earn their seat — and which don’t.

T10 / RETENTION

Cohort Analysis Model

12 monthly cohorts × 13-month grid. M+12 LTV/CAC resolves the “scale acquisition vs. invest in retention” debate.

T11 / LTV

LTV by Product

Which entry product produces your highest-LTV customers. The Trojan-horse SKUs that pay back 4–5x in twelve months.

T12 / CAC

Max CAC + Payback Period

Four CAC ceilings — Day 1, 90-day, 365-day, 24-month. Most brands operate at 60–80% of theirs without knowing it.

T13 / TEAM

24-Month Hiring Plan

Trigger-based, not calendar-based. Every role has a fire-when, a fire-if, a cost, and a 6-month performance gate.

T14 / BOARD

Monthly Board Pack

12 sections, 12 pages. Operating context first, accounting second. The Asks page forces decisions, not “thoughts welcome.”

Built for $5M–$200M DTC & CPG operators

The system runs on real client data — not theory.

$8M Profitability swing

A $100M DTC retailer was 4 months late on audit, qualified opinion, losing $5.67M annually. After installing the X&OP system: clean audit, $10M ABL renewed, +$2.5M net income.

+33% / +50% Revenue / margin

A home decor DTC brand with 8% margins and one warehouse. Installed scorecards, demand forecasting, and the procurement gate. Revenue +33%, margins to 12%, expanded to 4 warehouses.

“It wasn’t until we elevated our fractional CFO that it felt like we got real control of the business and I was driving it — it wasn’t driving me.”

Nate Gunn

Co-Founder, WildBird

Who this is for — and who it isn’t.

For you if…

  • You’re a founder, CEO, or exec at a $5M–$200M DTC or CPG brand
  • You’re a marketing lead who wants the forecast to mean something
  • You’re a finance lead who wants to install discipline, not just report it
  • You’re an ops team tired of being downstream of a forecast you don’t trust

Not for you if…

  • You’re pre-revenue
  • Your accounting books are more than 60 days behind — fix that first
  • You’re looking for a 5-minute “AI-generated playbook”
  • You want frameworks without numbers — this course is real
Matt Putra, Managing Partner at Eightx

Matt Putra

Managing Partner, Eightx

About the author

Built by Matt Putra, fractional CFO at Eightx.

150+ engagements. $650M in client revenue managed. Same framework, same templates, same prompts we run at private clients — sequenced as 7 emails. No upsells in the emails.

I write operator-direct. Specific numbers, short paragraphs, no “transform your business.” If you’ve been to one of my talks or read the blog, this course is the same voice — just sequenced.

Or skip the course

30 minutes. Your P&L.
We find a leak in 20 — or I tell you on the call.

30 min. Free. Senior CFO on the call. If we can’t find a leak we’ll tell you — no pitch deck, no proposal.

Talk to a CFO

30 min · Free · Senior CFO on the call

Or start with Email 1

7 emails. 14 templates.
Free.

The system Eightx installs at $5M–$200M brands — sequenced as a 7-day course. Email 1 lands in your inbox the moment you sign up.

We send 7 emails over 7 days. One unsubscribe click and you’re out. No upsells in the emails.