Sample report. This is a redacted example for a fictional agency company (Harbor Agency). Your report is generated from your answers and business type.

Agency diagnostic · Example

Revenue Leak Report

Harbor Agency · Sample generated report

Executive summary

Funnel health score

47/100

Needs attention

Total estimated monthly loss

$98,162

If you fix only one thing this month

Focus on Conversion leak — Implement a CRM with defined pipeline stages this week.

Quick wins (under 1 hour each)

✓Implement a CRM with defined pipeline stages this week.
✓Standardize proposal templates with clear next steps.
✓Proactively pitch adjacent services when you spot opportunities.

Total estimated monthly revenue loss

$98,162

Fixing your top 3 leaks could recover a meaningful share of this over the next 90 days.

Top 3 leaks to fix first

Conversion leak

Medium · 64/100

$53,856 /month estimated loss

Typical proposal close rate: 25–40%

With 10% proposal close rate and 40% proposal send rate, deals are stalling in your sales process.

Fix first:

→Quick winImplement a CRM with defined pipeline stages this week.
→Quick winStandardize proposal templates with clear next steps.
→Medium effortAdd a discovery call checklist to improve qualification.

Expansion leak

High · 90/100

$31,387 /month estimated loss

Upsell frequency is "rare or never". Existing clients are your cheapest source of new revenue.

Fix first:

→Medium effortPresent a growth roadmap during project kickoff.
→Quick winProactively pitch adjacent services when you spot opportunities.
→StrategicBundle ongoing optimization into initial contracts.

Response leak

High · 76/100

$8,424 /month estimated loss

Top agencies respond to leads in under 1 hour

Leads waiting over 24 hours for a first reply are likely contacting competitors. Speed-to-lead is your highest-leverage fix.

Fix first:

→Quick winSet up instant auto-reply with calendar link when a lead comes in.
→Medium effortAssign a dedicated 'first responder' during business hours.
→Quick winUse Slack/SMS alerts for new form submissions.

30-day action plan

Week 1 — Quick wins

→Implement a CRM with defined pipeline stages this week.
→Standardize proposal templates with clear next steps.
→Proactively pitch adjacent services when you spot opportunities.

Week 2 — Build momentum

→Add a discovery call checklist to improve qualification.
→Present a growth roadmap during project kickoff.

Week 3 — Deeper fixes

→Assign a dedicated 'first responder' during business hours.

Week 4 — Strategic

→Bundle ongoing optimization into initial contracts.

All leak categories

Acquisition leak

Low risk · 0/100

/month est.

Retention leak

Low risk · 10/100

$2,775

/month est.

Billing / recovery leak

High risk · 80/100

$1,720

/month est.

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