Sample PI Firm has a current score of 40/100 (Critical leakage). The biggest fixable gap is weekly review and ownership. The main estimate shows $199,088 in annual opportunity.
This estimate uses the monthly volume, step-by-step rates, average gross value, and modest improvement assumptions entered in the audit.
| Scenario | Where improvement happens | Additional monthly wins | Annual opportunity |
|---|---|---|---|
| Conservative | Retainer signed | 0.4 | $47,402 |
| Expected | Retainer signed, Consultations scheduled | 1.7 | $199,088 |
| Accelerated | Retainer signed, Consultations scheduled, Contacted | 4.3 | $493,809 |
Adjust the planning numbers to see how inquiry volume, average value, or a modest improvement could change the opportunity range.
Data strength: high. Keep the report useful by refreshing these numbers monthly.
11.7/20 points - material
Missed calls, after-hours coverage gaps, or unmanaged inquiry routes may be letting qualified demand escape before a real conversation starts.
This finding uses the answers and monthly numbers entered in the audit.
4.9/15 points - critical
Response-speed inputs point to delayed callbacks, slow first replies, or unclear service-level ownership while prospects are still comparing options.
This finding uses the answers and monthly numbers entered in the audit.
5.8/20 points - critical
Attempt volume, cadence duration, channel mix, or ownership gaps indicate qualified prospects may age out without a complete recovery sequence.
This finding uses the answers and monthly numbers entered in the audit.
9.8/20 points - critical
Qualification, scheduling, no-show recovery, or retainer/deposit workflow gaps may be creating friction after the prospect has already shown intent.
This finding uses the answers and monthly numbers entered in the audit.
3/15 points - critical
Weak weekly review, unclear ownership, or stalled-opportunity tracking may be hiding where inquiries get stuck.
This finding uses the answers and monthly numbers entered in the audit.
5/10 points - material
Gaps in source tracking may make it hard to know which marketing channels create signed cases, confirmed bookings, and revenue.
This finding uses the answers and monthly numbers entered in the audit.
| What to fix | Why it matters | Do first | Next 30 days |
|---|---|---|---|
| Respond before the prospect moves on Some inquiries may be waiting long enough to shop other options. | A faster first reply can recover opportunities without spending more on marketing. | Set a five-minute response target for new calls, forms, chats, and messages. | Create an owner and reminder for every inquiry that misses the response target. |
| Make sure every new inquiry gets a fast human response Too many inquiries may be reaching voicemail, unmonitored forms, or after-hours gaps. | When a qualified person waits too long, they often contact another firm, venue, or restaurant before your team can help. | Route unanswered calls and forms to a monitored queue with same-day text-back. | Set a simple response target for calls, forms, and after-hours inquiries, then review misses every week. |
| Follow up long enough to win the right inquiries Follow-up may be ending too soon or relying on too few channels. | Many qualified inquiries need several helpful touches before they sign, schedule, deposit, or book. | Define the next seven touches across call, text, and email. | Assign an owner, reminders, and overdue alerts for every qualified inquiry that has not converted. |
| Make the consultation, proposal, or deposit step easier to finish Scheduling, reminders, no-show recovery, or final paperwork may not be consistent. | Once someone is qualified, small process gaps can turn real 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. |
| Know which sources create real revenue The business may not be connecting each inquiry source to signed cases, confirmed bookings, or revenue. | Budget decisions can favor visible lead volume instead of the sources that actually produce revenue. | Require source and campaign capture at intake or inquiry creation. | Create a monthly view that shows which sources became signed cases, confirmed bookings, or revenue. |
| Review open opportunities every week Stalled inquiries, missed follow-up, and lost opportunities may not be getting regular leadership attention. | Without a simple weekly review, the team can normalize stalled cases, proposals, retainers, and deposits. | Review new, stalled, and lost opportunities every week with clear owners. | Create age limits for each step and a short weekly list of what needs action. |
Recommended working session
Review how stalled opportunities are spotted, who owns them, and what leaders review each week.
Stalled opportunity review
Weekly team meeting structure
Source-to-revenue measurement
Open opportunity list
Weekly meeting notes
Won/lost summary
A simple weekly review rhythm for catching stalled opportunities earlier.
45 minutes. No obligation to buy anything.
Related tool
Contacted - 62%
Qualified - 58%
Consultations scheduled - 46%
Consultations attended - 63%
Retainer signed - 38%
Figures are planning estimates based on the business totals entered in the audit. They are not guarantees, case value estimates, booking promises, profit forecasts, legal advice, or financial advice.
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