Executive Summary
Monthly preventable loss
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Estimated payback window
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Provide fix budget to compute payback.
Diagnostic Snapshot
Your funnel
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Budget → Leads → Sales → Lost revenue
30-Day Quick Wins (recover first 10-15%)
90-Day Operating System (reach 20-30%)
Financial Impact
Scenarios assume constant CPL and conversion rates. Improvements typically come from process fixes (response time, follow-up, handoffs), not extra media spend.
KPI & Governance
- Response time (median): aim < 60 minutes
- % unworked leads: keep < 10%
- Show-rate: meetings held ÷ booked
- Win-rate: sales ÷ qualified opportunities
- CPL: track by channel and intent
- Sales cycle length: reduce handoffs and idle time
Weekly Ops Stand-Up (15 min)
- Owner for every new lead (auto-assign)
- Response SLA breaches reviewed
- Pipeline hygiene: recycle, disqualify, next steps
Recommended Proof Assets
- 1x case study with quantified ROI
- 1-pager “Why Now / Why Us”
- Product/Service FAQ for objections