Revenue Leakage Assessment

Allow about 10 minutes. Estimates are welcome. Check the practices you consistently use, then enter your business totals and brief answers below. Leave unknown numbers blank. Submitting this form does not purchase an audit.

Name and role of the person completing this assessment.

List your main trade or trades.

Include the states where you work.

For each business area below, check the practices you consistently use. Select all that apply. If none apply, choose only "None yet"; if you are unsure, choose only "Not sure". Business numbers are optional and estimates are welcome. Share business totals only, without customer records or payment details. KERDOS reviews and validates your answers before preparing findings.

1. Lead generation & marketing

Which marketing practices do you consistently use?

Select all that apply, or choose only None yet / Not sure.

2. Lead response & missed opportunities

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

3. Appointments & show rate

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

4. Estimates & sales conversion

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

5. Financing & payment options

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

6. Unsold estimate follow-up

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

7. Lead tracking & accountability

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

8. Pricing, job value & profit

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

9. Production & customer experience

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

10. Reviews, referrals & repeat business

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

11. Reconnect with past customers & leads

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

12. Goals & revenue reporting

Which of these do you consistently do?

Select all that apply, or choose only None yet / Not sure.

Business totals: enter one amount or count per box below. Estimates are welcome; leave unknown values blank. Use the same reporting period for all monthly totals. Then tap Submit Assessment. Prefer a downloadable copy? The fillable PDF is on our Connect page. KERDOS reviews your answers before preparing findings; this assessment does not guarantee results.

Past 12 months; estimate is fine. Blank if unknown.

Revenue target for the next 12 months.

Typical sold job value; blank if unknown.

Enter 30 for 30%; blank if unknown.

Use the same monthly period; blank if unknown.

Use the same monthly period; blank if unknown.

Use the same monthly period; blank if unknown.

Use the same monthly period; blank if unknown.

Use the same monthly period; blank if unknown.

Use the same monthly period; blank if unknown.

Total marketing spend for the same monthly period.

Payments received in the same monthly period.

Outstanding invoice balance at period end.

Period used for monthly totals; blank if unknown.

Period used for monthly totals; blank if unknown.

Select the description that best fits your totals.