Before you start
Gather monthly inbound volume, approximate stage conversion rates, average gross value, response speed, follow-up cadence, and attribution practices.
CliqSpark Revenue Leakage Audit
User Guide
Use aggregate operating inputs from call tracking, CRM, form submissions, booking systems, or informed team estimates.
During the audit
Choose Not sure when a value is unknown. The confidence score will explain which inputs would improve the model.
After the report
Review the first action, top three recommendations, and the 30-day plan before expanding to downstream optimization.
Private sharing
Unlocked private reports are intended for internal review. Do not submit confidential claimant, guest, medical, case, or payment details.