REVENUE LEAK DIAGNOSTIC — INTAKE FORM

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Business Name

Your Role

Owner / Founder Partner Team Lead / Manager

Industry

Realtor / Real Estate Home Services Professional Services Other

Location

GTA Ontario Canada (outside ON)

Approximate Annual Revenue

$100k–$300k $300k–$500 $500–$1M $1M+

Do you currently receive inbound leads?

Yes, consistently Sometimes Not reliably

What happens when a new lead comes in?

We respond immediately We respond when someone is available It depends / not consistent

Where do leads most often slip?

Missed calls Slow response No follow-up sequence CRM not updated Not sure — that’s the issue

Do you currently use a CRM?

Yes, consistently Yes, but it’s unreliable No

How confident are you in your pipeline data?

Very confident Somewhat confident Not confident at all

Which statement feels closest to the truth?

“Everything depends on me” "We’re busy but disorganized” “I know money is slipping somewhere” “We need structure before we scale”

Why are you exploring this now?

What happens if nothing changes in the next 3–6 months?

If we identify clear revenue leaks and a path to fix them, are you prepared to invest in systems to resolve this?

Yes Possibly Not at this time

Anything else we should know before the diagnostic?