01 / INBOUND
What happens when the phone rings?
Capture total inbound calls, answered calls, missed calls, after-hours volume, abandoned calls, and routing exceptions. Avoid counting repeat attempts as unique leads.
FIELD GUIDE / REVENUE OPERATIONS
The revenue leakage
field guide.
A practical worksheet for examining what happens between first contact and a completed job. Use this guide before your Revenue Review.
FIVE PLACES TO LOOK
Follow the customer
through the pipeline.
02 / CONTACT
How long until a human or AI replies?
Sample actual lead-response time by channel and hour. Note which messages are never answered or are answered after customers have moved on.
03 / BOOKING
Which qualified inquiries become appointments?
Track qualification, schedule availability, booking completion, cancellation, no-shows, and actual completed work.
04 / ESTIMATES
What happens after the quote is sent?
Count eligible open estimates by age, value, owner, last contact, and final outcome. Separate incremental recovery from jobs that would have closed anyway.
05 / RETENTION
When do prior customers hear from you?
Review maintenance eligibility, customer service history, contact permissions, customer preferences, and repeat-service campaigns.
Start with an illustrative revenue model.
No personal information is needed to use the calculator. You can adjust assumptions directly in your browser.
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