Find the leaks.
Keep the opportunity.

Every missed appointment is an opportunity that slips away.

Uses 52 weeks ÷ 12 = 4.33 weeks per month. Enter the average revenue an attended appointment produces, including appointments that do not result in a sale.

What happens when your system starts converting better than you?

Include software and setup costs spread over the months you expect to use them. Leave cost at zero to compare revenue only; ROI then remains undefined. Revenue-based ROI excludes fulfilment costs and margins.

Your next sale may need another follow-up.

Conversion per stage is a percentage of the original leads, added for each stage and capped at 100% overall. Missed follow-up opportunities count contact attempts; additional deals count modelled conversions. Estimated lost revenue multiplies those additional deals by your average deal size.

You’re sitting on money… your system just isn’t collecting it.

Current and potential LTV use a 12-month horizon with at most one repeat purchase and one upsell per customer. The upsell purchase-rate field represents the share offered an upsell; the closing ratio represents the share who accept. Period filters group new-customer cohorts; they do not predict when revenue is collected.

If more leads come in today… will your system survive it?

Answer Yes only when the system is in use by your team. Each of the six checks has equal weight. This is a starting point for discussion, not an operational audit. Time and currency filters do not apply to this score.

Imagine replying to every message in under 60 seconds… even while you sleep.

Use your best estimate of interest lost. Response time is recorded as context; your selected loss percentage controls the estimate. This model values every lost lead at the full average deal value, so the recovery figure is an upper bound, not a sales forecast.

What if your business could think, respond, and follow up—without you being involved every time?

Include only tasks you still do manually, such as replies, follow-ups, writing and scheduling. Current automation count provides context; it does not multiply the result. Savings represent the value of time freed, before software, setup and review costs.

What if every new hire could start learning before Day 1?

Daily staff value is needed to estimate ramp-up loss. It can differ from salary. Training cost values the trainers’ time; ramp-up values the new hires’ output gap. This model assumes full daily value is lost until productivity, so treat it as cost exposure rather than guaranteed savings.

What if every satisfied customer had a simple way to share their experience?

Monthly leads are needed to calculate additional sales. The increase is in percentage points: a 5% rate plus 10 points becomes 15%, capped at 100%. This is your what-if estimate, not a guaranteed effect of collecting testimonials.

What if your customers could become your next growth channel?

Referrals per customer means referrals per month from customers willing to participate. Net revenue deducts commissions only; it is not net profit. Annual estimates assume a steady monthly pace and do not add referred customers back into the referral base.