Revenue Leak Audit | 4THDMC

Assumption Mode:

Lowest defensible estimates

BUSINESS CONTEXT

About the Business

Average job / service value ($)

New leads or inquiries per month

Completed jobs / customers per month

LEAD RESPONSE

How Fast Do You Respond to New Leads?

Covers initial contact only — leads that went cold before ever receiving an estimate.

Under 5 minutes — automated

Within 1 hour

Same day

1–2 days

Inconsistent / some fall through

Assumes 35% of leads lost to slow response

ESTIMATES & PROPOSALS

Unchased Estimate Loss

Covers estimates already sent that went cold — separate from Lead Response Loss, which covers contacts who never became an estimate.

Estimates or quotes sent per month

Average estimate value ($)

Percent of estimates never followed up (%)

Assumes 15% recoverable opportunity rate on unchased estimate value

APPOINTMENTS

No-Show & Cancellation Loss

No-shows or cancellations per month

Average appointment value ($)

Ability to refill cancelled slots

Often refill

Sometimes refill

Rarely refill

Assumes 50% of unrecovered cancellations are lost revenue

REFERRALS

Referral Gap Loss

How often do you ask for referrals?

Every time — consistently

Sometimes

Rarely

Never

Assumes 5% referral rate if asked, 35% close rate on referrals

ONLINE REPUTATION

Review Trust Gap

Current Google review strength

Strong — 50+ reviews, 4.7+ stars

Decent — 20–49 reviews, 4.5+

Weak — under 20 reviews

Problem — under 4.3 stars

Monthly leads from Google / search

Directional estimate — trust gap varies by industry

PRICING & MARGIN

Pricing Gap Loss

Revenue left on the table because the business is underpriced relative to what the market will bear. Uses average job value already entered above.

Estimated market rate for this service type ($)

Current pricing position

Underpriced — below what the market supports

At market — priced in line with competitors

Overpriced — above market rate

Enter market rate and pricing position to calculate gap

Calculating leak estimates...

Revenue Leak Audit Results

Conservative estimates based on inputs provided

These numbers are estimates based on the inputs provided and are designed to prioritize workflow fixes, not guarantee recoverable revenue. All figures use conservative assumptions unless otherwise noted. Treat as directional guidance only.

Note on categories: Lead Response Loss and Unchased Estimate Loss are mutually exclusive — the first covers contacts who never reached the estimate stage, the second covers estimates already sent that went cold. They do not overlap.

CONSERVATIVE RECOVERABLE LEAK

Annual estimate — most defensible leaks

BROADER OPPORTUNITY GAP

Annual estimate — includes directional categories

This is what we are here to fix.

INTERNAL NOTES (not printed)