Readiness Score
Six areas add up to 100 points: response coverage, speed, follow-up, process, weekly review, and source tracking.
How the audit works
A simple review of what happens after an inquiry comes in.
The audit looks at the everyday steps that turn an inquiry into a signed case or confirmed booking. It does not promise revenue, price cases, or guarantee bookings.
Opportunity Range
The range uses monthly inquiry volume, step-by-step close rates, average gross value, and modest improvement assumptions.
Data Strength
Better numbers make the report more useful. If a number is unknown, choose Not sure instead of guessing wildly.
Recommendations
The report starts with the fix most likely to matter first, such as faster response, stronger follow-up, cleaner handoffs, or better source tracking.
How the estimate is built
Current wins = monthly inquiries x each step-by-step rate.
Annual gross value = monthly wins x average gross value x 12.
Estimated opportunity = improved annual value minus current annual value.
Incomplete Answers
The preview stays cautious until enough sections are answered. Rankings appear only after the report has enough information.
Counts or Rates
Use monthly counts if you know how many inquiries moved through each step. Use approximate rates if percentages are easier.
Choosing the First Fix
The first recommendation focuses on a problem that is important, fixable, and likely to affect the next step in the funnel.
What You Receive
You receive an in-browser report and a downloadable executive copy for leadership review.
Limits
Outputs are planning estimates, not guarantees, case value estimates, booking promises, profit forecasts, legal advice, or financial advice.