01 · Lead Capture

Can your business catch leads the moment they come in?

1. When someone fills out your contact form, how fast do they get a response?

2. When a call goes to voicemail after hours, what happens?

02 · Follow-Up

What happens after the first contact, when they don’t buy immediately?

3. How many times do prospects hear from you after the first interaction before they book, buy, or disappear?

4. When someone books an appointment or call with you, what happens next?

03 · CRM & Pipeline

Can you see what’s in your pipeline without asking anyone?

5. Where does your sales pipeline actually live?

6. Can you tell me right now how many open opportunities you have and what stage they’re in?

04 · Retention & Reputation

Are you working your past customers as hard as your new ones?

7. How often do your past customers hear from you after the job is done?

8. What’s your review generation process after a job or engagement?

05 · Operations

How much of your business still runs through you personally?

9. How much of your business runs when you take a full week off and don’t check anything?

10. If you had to onboard a new team member tomorrow, how long would it take to show them how the business actually works?

Please answer all 10 questions before scoring.

Total Score

Breakdown by Category

Lead Capture— / 10
Follow-Up— / 10
CRM & Pipeline— / 10
Retention & Reputation— / 10
Operations— / 10

Your Two Biggest Gaps

What I’d Build First

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