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AI Revenue Leak & Recovery Diagnostic
Enter approximate numbers. Don't worry about perfection — ballpark is fine.
1. Business Profile
Business Name
Industry / Type
Home Services
Coaching/Consulting
Med Spa
Legal
Real Estate
Financial Services
Other
Monthly Leads (all sources)
New Customers per Month
Monthly Marketing Spend ($)
2. Revenue Model
Avg First Purchase Value ($)
Avg Purchases per Customer per Year
Avg Customer Lifetime (years)
Use 1 for one-time purchases.
Gross Margin (%)
(e.g. 60 for 60%)
Current Close Rate (%)
(lead → customer)
Ideal Close Rate (%) if follow-up were strong
3. Follow-Up & Funnel Discipline
% of Leads Never Contacted
% of Leads Contacted Too Late (after 24h)
Avg Follow-Up Attempts per Lead
Follow-Up Duration (days)
No-Show Rate (%) for booked calls/appointments
Do you use a CRM?
Yes
No
Yes, but not consistently
Existing Automation Level
None
Basic
Strong
We use AI already
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