PRINTABLE REVIEW WORKSHEET

Where is revenue slipping away?

Walk one recent enquiry through every stage. Record what actually happens—not what the process document says should happen.

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BUSINESS

REVIEW DATE

REVIEWED BY

ONE REVENUE OUTCOME TO IMPROVE

Enquiry

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Where do enquiries arrive?

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Who owns the first response?

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What is the actual median response time?

BASELINE Enquiries per month: ____ Response within target: ____%

Qualification

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What information is genuinely required?

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Does the customer know what happens next?

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Are urgent, suitable and unsuitable enquiries routed differently?

BASELINE Suitable enquiries: ____% Abandoned before next step: ____%

Quote or appointment

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Who owns every open quote or booking?

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Does each record have a next action and date?

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What does the customer hear while work is being prepared?

BASELINE Quotes issued: ____ Average time to quote: ____

Follow-up

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How many follow-up attempts are made?

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Are messages useful and specific rather than generic checking-in?

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When does automation stop and a person take over?

BASELINE Quotes followed up: ____% Quote-to-customer rate: ____%

Delivery and payment

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Are expectations, reminders and changes clear?

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Can the team see delays and ownership?

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Are payment and completion stages recorded?

BASELINE Completed jobs: ____ Average job value: $____

Reviews, referrals and return

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When are satisfied customers asked for a review?

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Is there a simple referral path?

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Which customers have a natural reason to return?

BASELINE Reviews requested: ____% Repeat/referral revenue: $____

Revenue visibility

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Can revenue be traced to its original source?

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Can the owner see lost and stalled opportunities?

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Which offer, page or campaign creates profitable customers?

BASELINE Revenue with known source: ____% Unresolved opportunities: ____

Fix the first constraint

The most expensive leak is:

The customer behaviour proving it is:

The smallest change to test is:

The owner and deadline are:

The measure that will prove improvement is: