15-minute revenue recovery self-check

This is a self-guided worksheet. The separately offered no-charge walkthrough is discussed on a call. Use test identities or approved internal records. Keep private client and patient data out of public forms.

First 5 minutes: try the path.

1. Call your own business. If no one answers, check what happens next.
2. Submit one clearly labeled test request on your own site.
3. Record when a useful reply arrives and who owns it.

Next 5 minutes: look at recent outcomes.

1. Choose ten recent eligible leads and remove duplicate contacts.
2. Count replies, confirmed bookings, attended visits, and paid sales.
3. Check whether each cancellation or no-show has a clear next step.

Last 5 minutes: choose what to check first.

1. Can a visitor see what you do and how to reach you?
2. Does each lead have a named owner?
3. Do clients have a fair chance to share honest feedback? Do not filter requests to only happy clients.
4. What one gap has enough evidence to review next?

Notes to keep

Goal: ______________________________

Observed gap and source: ______________________________

Owner and next step: ______________________________

Baseline, cost, and review date: ______________________________

A gap is a question to investigate. It is not proof of lost revenue. Use the existing tools when they can do the job.

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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