Sample PI Firm scored 40/100 (Critical leakage). The largest controllable gap is conversion governance. The expected scenario models $199,088 in annual opportunity.
Opportunity is directional and uses user-supplied volume, rates, average gross value, and capped relative improvement assumptions.
| Scenario | Affected stages | Annual opportunity |
|---|---|---|
| Conservative | Retainer signed | $47,402 |
| Expected | Retainer signed, Consultations scheduled | $199,088 |
| Accelerated | Retainer signed, Consultations scheduled, Contacted | $493,809 |
Set a five-minute response target for new calls, forms, chats, and messages.
Confidence: high. Keep the model current by refreshing funnel rates monthly.
Expected scenario: $199,088
11.7/20 points - material
Contact coverage and routing earned 11.7 of 20 points from response.liveAnswerRate, response.afterHoursCoverage, response.missedCallTextBack, funnel.contactedRate.
4.9/15 points - critical
Response speed earned 4.9 of 15 points from response.medianResponseMinutes, response.slaMeasured, funnel.contactedRate.
5.8/20 points - critical
Follow-up discipline earned 5.8 of 20 points from followUp.attempts, followUp.durationDays, followUp.multichannel, followUp.ownerAssigned, followUp.overdueAlerts, followUp.reactivation.
9.8/20 points - critical
Intake or booking process earned 9.8 of 20 points from process.*, funnel.appointmentRate, funnel.progressionRate, funnel.winRate.
3/15 points - critical
Conversion governance earned 3 of 15 points from governance.crmStages, governance.stageAgingReviewed, governance.weeklyPipelineReview, governance.qaReview, governance.closedRevenueReporting.
5/10 points - material
Attribution and reporting earned 5 of 10 points from attribution.sourceCaptured, attribution.offlineFeedback, attribution.sourceToRevenueReporting, attribution.utmPreserved.
| Finding | Impact | Immediate | 30 days |
|---|---|---|---|
| Reduce speed-to-lead below the decision window Response speed is slow enough for competitors or alternatives to intercept the inquiry. | Faster acknowledgment can recover opportunities without increasing ad spend. | Set a five-minute response target for new calls, forms, chats, and messages. | Add alerting and manager review for every inquiry that misses the SLA. |
| Close the first-contact coverage gap A meaningful share of paid demand is not reaching a live or fast response path. | Missed and delayed first contact usually creates the largest avoidable loss because every downstream conversion depends on it. | Route unanswered calls and forms to a monitored queue with same-day text-back. | Create SLA dashboards for live answer, first response, after-hours handling, and routing exceptions. |
| Install a complete follow-up cadence The current cadence appears too short or too narrow for high-intent prospects who do not convert on the first attempt. | Unworked or lightly worked inquiries often hide recoverable revenue already paid for by marketing. | Define the next seven touches across call, text, and email. | Automate reminders, ownership, overdue alerts, and reactivation for aged opportunities. |
| Standardize the appointment-to-decision path Scheduling, reminder, no-show, and final-conversion steps are not fully controlled. | Conversion friction after qualification turns legitimate demand into silent drop-off. | Add reminders and a recovery action for every missed consultation, tour, or proposal step. | Document the standard handoff, decision criteria, and final signature or deposit workflow. |
| Connect source reporting to booked revenue Source capture and offline conversion feedback are incomplete. | Budget decisions become biased toward visible lead volume instead of actual revenue outcomes. | Require source and campaign capture at intake or inquiry creation. | Create a monthly source-to-revenue view and send offline conversion feedback where supported. |
| Create weekly conversion governance Pipeline aging, QA, and revenue review are not consistently forcing action. | Without governance, leakage becomes invisible and teams normalize stalled opportunities. | Review new, stalled, and lost opportunities every week with clear owners. | Create stage-aging thresholds and closed-revenue reporting for every source. |
Contacted - 62%
Qualified - 58%
Consultations scheduled - 46%
Consultations attended - 63%
Retainer signed - 38%
Figures are directional planning estimates from user-supplied aggregate inputs. They are not guarantees, benchmarks, settlement-value calculations, hospitality profit calculations, or financial advice.
Private reports are marked noindex, nofollow, and noarchive. Do not enter confidential claimant, medical, guest, case, or payment data.