Pipeline Audit
Find out what your current demand should be producing.
Thirty minutes on your real numbers. We look at current demand, economics and capacity, find the stage that is costing you the most estimates, and sketch what an operating plan for your business would look like.
- Length
- 30 minutes
- Format
- Working session on your numbers
- You leave with
- A view of your bottleneck and a target logic
- Booking
- Live calendar below, no form to chase
(01) Book the call
Choose a time for your Pipeline Audit.
This is our live scheduling calendar. Choose an available time and complete the calendar’s booking steps.
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Preparation checklist
Optional. Have these figures to hand if you can. Approximate figures are welcome; we will identify which assumptions need validation.
Company
- Trade or service type
- Service area you cover
- How long you have been operating
Economics
- Average project or contract value
- Gross margin range
- Close rate on attended estimates
Demand today
- Monthly inquiry volume
- Current marketing spend
- Where the inquiries come from
Operation
- Current CRM and phone setup
- Who answers inbound, and when
- Estimates per week and crew capacity
Judgement
- Your view of the primary bottleneck
- What you have already tried
- What a good quarter would look like
(02) What happens
What we’ll review in the call.
This is a working session, not a pitch. You leave with a view of your own pipeline whether or not we go further.
Run the numbers
Average project value, margin, close rate, inquiry volume and spend, put together into what a qualified estimate is actually worth to you.
Find the leak
We locate the stage losing the most opportunities: demand, response, qualification, booking, confirmation or recovery.
Map the required system
What would have to exist, from tracking and pages to CRM and response coverage, for that stage to stop leaking.
Sketch an appointment target
A defensible number from your inputs, not an industry average. If we go further, it is written into the operating plan.
Confirm economic fit
Whether the cost per attended estimate your margin supports is achievable in your market at the advertising budget you can commit, alongside the management scope the work would need.
Check capacity
How many estimates your team can attend and how many projects your crews can deliver without damaging service.
(03) Before you book
Sketch your audit focus in a minute.
An optional four-step planner. Your choices stay in this browser tab and are never stored or sent; the summary is preparation notes for the audit conversation.
Optional planning tool
Step 1 of 4
Four quick choices, no contact details. Nothing you select is stored or sent anywhere; it stays on this page and clears when you leave. It simply sketches what your Pipeline Audit could concentrate on.
(04) FAQ
Before you book.
It is a qualification call in both directions. We are checking whether your economics, capacity and area make an engagement viable, and you are checking whether the method holds up.
Approximations are fine. We will flag which inputs matter most and where a better figure would change the conclusion.
The call works through your own numbers live. The leak analysis and the target logic are done in the session, so you keep what we find either way.
We first understand your goals, market, capacity and current marketing. Then we recommend a scope and a tailored investment. Advertising spend and platform usage are always separate and paid on your own accounts, and everything is confirmed in writing before launch.
You book directly on our scheduling calendar and the session follows the agenda above rather than a pitch deck. Who owns your account day to day is set out in the operating plan if we proceed.
Thirty minutes.
30 minutes. Your real numbers. A clear decision.
