Practical checks for better marketing decisions.
Use these checks to review your website, replies and sales records, then choose what needs attention next.
Check the path from interest to new customers.
Choose one area to review. Use a recent customer example to check what happens in practice.
Make it easy to get in touch.
- Service clarity. Does the page clearly explain the service and who it is for?
- Next step. Is the next step easy to find?
- Form fields. Does the form ask only for information needed at this stage?
- Relevant proof. Are project examples or reviews close to where visitors decide to contact you?
- Mobile contact. Can visitors use the call link and complete the form on a phone, with a clear confirmation after submitting?
- Contact source. Where tracking is available, does a new contact record identify the page or source it came from?
Give every request a clear next step.
- Inbox checks. Do submitted forms reach an inbox someone checks?
- Missed calls. Is someone responsible for returning missed calls within an agreed time?
- Confirmation. Does the confirmation message explain who will respond and when?
- Reply ownership. Does each request have a named owner, an agreed response time and a record of when the first reply was sent?
- Follow-up. If the person does not respond, is appropriate follow-up planned, with a clear stopping point?
- Response record. Is the reply and next action recorded so another team member can understand what happened?
See which contacts became customers.
- Source and service. Can you connect each customer or closed request to its original contact source and the service requested, where that information is available?
- Business fit. Do you record whether the request is a good fit for the business?
- Next step. Do you know whether the next step was an appointment, estimate or booking?
- Sales outcome. Is the outcome clear: became a customer, declined, still deciding or stopped responding?
- Sale value. Do you record the sale value and, where available, gross profit: the sales amount remaining after direct costs?
- Improvement priority. Do the records help you choose a specific improvement to make next?
Choose one check you cannot confirm. Record what you found and the next action.
Put your findings in context.
Revenue Leak Model
Explore the possible value of recovering more qualified contacts through better response.
- Numbers to have ready
- Monthly qualified contacts, current close rate and first-year gross profit per customer.
- What it shows
- Illustrative first-year gross profit from one month’s recovered contacts.
Uses a fixed 10% recovery assumption. Excludes fees and other incremental costs; not a forecast.
Open the homepage calculatorSee how the customer path works.
Use this explanation to connect how people find your business, make contact, receive a reply, decide and become customers.
View the customer pathUnderstand pricing and scope.
See how setup, selected ongoing management and other required costs are identified before you commit.
View pricing and scopeFound a gap you want help understanding?
Share your website or business profile and one main concern. We review the public contact path and your description, then provide a short written summary with up to three observations and a suggested next step.
The review covers one business and one concern. It does not include an account audit, implementation or a full marketing plan. There is no obligation to buy further work.