A short business review to identify where leads, sales and customer follow-up may be leaving revenue on the table. Takes about 5–10 minutes.
Use rough monthly counts. If unknown, leave at zero.
Rate the current system, not the people doing the work. 1 = no system, 5 = highly organized.
These are adjustable modeling assumptions, not promised results.
All opportunity figures are estimates based on the information entered and should not be treated as guaranteed revenue.
Review the findings together and determine which areas offer the highest return for the business.
This assessment identifies opportunity areas. It intentionally does not prescribe the detailed marketing, lead-management, sales, automation or customer-service implementation required to address them.