Free Revenue Leak Diagnostic

1. Business Profile

Business Name Industry / Type 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? Existing Automation Level

4. Time & Efficiency

What takes the most time in your business? (select all that apply)

Following up with leads/customers Creating content (social, email, proposals) Building/maintaining prospect lists Data entry and spreadsheet work Scheduling and calendar management Customer support / answering repetitive questions Internal team communication/updates

Do you create regular content (social posts, newsletters, proposals)? How do you currently build your prospect/lead list? How much manual data entry or spreadsheet work happens weekly? What's your biggest operational bottleneck right now? (optional, 2-3 sentences)

Find Your Revenue Leaks in 10 Minutes.