The more you share below, the sharper the plan we bring to your call. We use these numbers to model exactly where your revenue is leaking and what we'd fix first.
Don't have every figure? No problem. Estimate or skip, and submit what you have. Takes about 10 minutes, and you can save and finish anytime.
We'll send you a link so you can save your progress and pick up where you left off — from any device, anytime. No password needed.
Just the basics, so we know who we're building this for.
Only the offer we'd be scaling, so skip any row you're unsure of. This is what lets us pinpoint your fastest revenue wins. Everything you enter stays confidential.
| Month | Deals closed | Cash collected | Total contract value | Gross margin % |
|---|
The numbers above the close. Estimates are fine. This shows us where leads are slipping through.
| Month | New leads | Booked calls | Qualified calls | Show rate | Ad spend |
|---|
Headcount, commissions, and costs running today, so we can model your true margin and where it's recoverable.
Every channel that produces leads. Add, edit, or remove freely.
Bullet points are perfect — we'll dig deeper on the call.
Links so we can audit what's already running.
The biggest unlocks usually hide here.
Be honest, be ambitious. We work backwards from these numbers to build your plan.
We're reviewing your audit now and will reach out within 24 hours with next steps.