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The 10-Point Revenue Leak Self-Check
A quick gut-check for where your business might be losing revenue before it's ever tracked in a report. Answer all 10 questions. It takes about 60 seconds.
Before it gets booked
Do you know what percentage of inbound calls actually get answered live, not sent to voicemail?
*
A
Yes
B
No
Is there a clear, written standard for how fast a form submission or text should get a response?
*
A
Yes
B
No
If your main point of contact was out sick tomorrow, would inbound leads still get handled the same day?
*
A
Yes
B
No
During the sales process
Does every active lead in your CRM have a clear owner and a scheduled next action?
*
A
Yes
B
No
Can you say, right now, how many leads have gone untouched for more than a week?
*
A
Yes
B
No
Do leads ever get marked "follow up later" with no specific date attached?
*
A
No
B
Yes
Is there a consistent process for how leads move from "new" to "quoted," or does it vary by person?
*
A
Yes — it's consistent
B
It varies by person
After the estimate goes out
Do you have a defined follow-up sequence for estimates that haven't been accepted after 7 days?
*
A
Yes
B
No
Can you tell which unsold estimates are still worth pursuing versus which are dead?
*
A
Yes
B
No
Do you know your estimate-to-close rate, or is it a guess?
*
A
I know it
B
It's a guess
See My Results