Sample audit: when paid work does not fit
A sample with made-up records, clear assumptions, and a plan for the next step. It is not client proof.
By John Lawal · Reviewed October 13, 2026
Sample teaching example. Not client data, a client result, or a forecast. Every value below is made up to show the method. It is not a Blue Star client, a revenue claim, or an expected result.
1. The business question
Would missed-call follow-up justify a paid revenue-recovery project?
One fictional month; no real calendar dates or clinic identity. Repeat events are grouped by sample contact ID. Internal tests, spam, and an opted-out contact are excluded. None of the IDs identifies a real person.
2. What the records show
20 events → 12 unique contacts → 9 eligible contacts → 6 replies → 3 bookings → 2 attended visits → 1 paid sale. Collected value is $600. In this sample, we allow 50% of the sale for costs. That leaves $300 before any new work. That is not recovered profit.
| ID | Events | Eligible | Reply | Booked | Attended | Paid |
|---|---|---|---|---|---|---|
| S01 | 3 | Yes | Yes | Yes | Yes | $600 |
| S02 | 2 | Yes | Yes | Yes | Yes | No |
| S03 | 2 | Yes | Yes | Yes | No | No |
| S04 | 1 | Yes | Yes | No | No | No |
| S05 | 1 | Yes | Yes | No | No | No |
| S06 | 1 | Yes | Yes | No | No | No |
| S07 | 2 | Yes | No | No | No | No |
| S08 | 2 | Yes | No | No | No | No |
| S09 | 1 | Yes | No | No | No | No |
| S10 | 1 | internal test | No | No | No | No |
| S11 | 2 | spam | No | No | No | No |
| S12 | 2 | opted out | No | No | No | No |
3. What a change may be worth
There are three eligible contacts with no reply. Each scenario assumes extra booking chance, attendance, close rate, $600 collected value per sale, and 50% gross margin. Extra attended visits are capped at two a month. All scenario probabilities are teaching assumptions.
| Case | Extra booking / show / close | Monthly modeled gross profit | 90-day model |
|---|---|---|---|
| Low | 10% / 60% / 20% | $10.80 | $32.40 |
| Base | 20% / 80% / 25% | $36.00 | $108.00 |
| High | 40% / 90% / 40% | $129.60 | $388.80 |
Base math: 3 × 0.20 × 0.80 × 0.25 × $600 × 0.50 × 3 = $108 over 90 days. This assumes the fictional month repeats. Staff and implementation costs are still to be subtracted.
4. A claim the audit rejects
20 call events times $600 equals $12,000 of lost sales. Rejected: events are not unique buyers, contact does not imply intent, and no evidence says they would buy.
5. The decision memo
Do not buy a paid recovery project on these fictional inputs. Assign a callback owner, use the current tools, log the outcome, and collect better evidence. Any staff time has a cost to record. The example does not pass the medspa paid-audit economic screen.
The $2,500 audit and $7,500 sprint must be justified separately under their fit rules. This sample fails the modeled $15,000/month paid-audit screen. Even the high 90-day model does not cover a sprint. Any eligible credit would reduce applicable fees once; it would not create profit.
What remains unknown
- Probabilities and margin are invented teaching assumptions, not verified recovery evidence.
- The month-to-month repetition assumption may fail.
- Seasonality, offer changes, capacity, existing bookings, opt-outs, cancellations and refunds must be reconciled.
- A before/after difference alone does not prove that one change caused a result.
- No patient identifiers, private screenshots or real contact details appear in this dataset.
What to do next
- Check contact eligibility and deduplicate the real records.
- Assign a callback owner using the current approved tools.
- Log outcomes and staff costs; judge the change after a stated review window.
Source method: the sample input is stored in the downloadable CSV. The model uses expected values, not fractional real customers. No causal result is claimed.
Want help choosing the next step?
If you want to talk it through, tell me what you want to change. We can look at what to check first.
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