Free Assessment

Find out what your business
is losing — in 3 minutes.

Answer 9 questions about your business and how you handle leads, response, and follow-up. We'll identify your biggest revenue gap and show you what fixing it is worth.

✓ 3 minutes

✓ No calls required

✓ 100% free

Question 1 of 9 11%

What type of business do you run?

This helps us tailor your results to the systems most relevant to your business.

Professional Services (legal, consulting, accounting, etc.)

Financial Services (insurance, tax, financial planning, etc.)

Healthcare Services (home health, therapy, care agencies, etc.)

Home Services (HVAC, cleaning, plumbing, landscaping, etc.)

Staffing & Recruiting

Local Service Business (barbershop, salon, fitness, etc.)

Other

How many inbound inquiries does your business receive per week?

Calls, texts, web forms, emails — all channels combined.

1–5 inquiries per week

6–15 inquiries per week

16–30 inquiries per week

30+ inquiries per week

What happens when a call comes in and nobody answers?

Be honest — this is where most businesses have the biggest leak.

It goes to voicemail and we call back when we have time

It goes to voicemail and the caller gets an automatic text or email

We have a system but it's not consistent

Every missed call triggers an automatic response within minutes

How quickly does your business typically respond to a new inquiry?

Think about your average, not your best case.

Within 5 minutes — automatically

Within 1 hour — usually

A few hours — depends on the day

Next business day or longer

What is your follow-up process for a lead that doesn't convert immediately?

A prospect requests a quote or expresses interest but doesn't book right away — what happens next?

Nothing specific — we wait for them to reach back out

We follow up once or twice manually, then move on

We have a loose follow-up process but it's not consistent

We have an automated multi-touch sequence that runs regardless

Do you have a process to bring back customers who haven't returned in 90+ days?

Reactivation is usually the fastest path to revenue for established businesses.

No — past customers just come back when they need us

We reach out occasionally but it's not structured

We run seasonal promotions sometimes

Yes — we have automated campaigns specifically for dormant customers

How would you describe your online reviews (Google, Yelp, etc.)?

Reviews are often the difference between a prospect calling you or a competitor.

Few reviews — we've never really focused on generating them

Some reviews but they're inconsistent and we don't actively manage them

Decent reviews — we ask clients manually sometimes

Strong reviews — we have an automated system that generates them consistently

How visible are your leads and revenue in real time?

Can you see right now how many leads you have, how many converted, and where you're losing them?

Not really — we mostly go by feel and bank balance

We track some things in spreadsheets but it's manual

We use a CRM but data isn't always up to date

Yes — we have a live dashboard showing leads, conversion, and revenue

What is your average job or client value?

This helps us calculate what your revenue gap is worth in real dollars.

Under $200 per job/client

$200–$500 per job/client

$500–$1,500 per job/client

$1,500+ per job/client

Specific to your business

Results are based on your actual answers — not generic benchmarks.

No contact info required

Complete the assessment and see your results instantly. No email required upfront.

Actionable, not theoretical

You'll know exactly what to fix — whether you work with us or not.

Find out what your businessis losing — in 3 minutes.