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Where is revenue leaking in your business?

Answer these 12 short questions to uncover the gaps where revenue is leaking in your business. Nothing you enter here is stored or identifiable, so you can be as honest as possible!

0 of 12 answered

"Not sure" scores the same as "No": if nobody knows, nobody is managing it. "Doesn't apply to us" leaves the question out of your results.

Area 1 of 6

Know what's actually working

1Can you say accurately which marketing channels brought in last quarter's customers?
2Do marketing, sales and finance agree on how many sales marketing brought in?

Area 2 of 6

Leads that turn into customers

3Does sales follow up every lead marketing passes over?
4Does every lead arrive with where it came from and what they asked about?

Area 3 of 6

The right message, to the right customer, at the right time

5Before marketing contacts a customer, can it see their latest orders and conversations with your team?
6If a customer opts out in one system, does every other system know?

Area 4 of 6

Customers who buy again and stay

7If a regular customer stopped buying, would someone notice within three months?
8Can the people who look after a customer see what they've bought without asking finance?

Area 5 of 6

Enquiry to order, and a forecast you can stand behind

9Is every quote or proposal followed up on a set date?
10Is your forecast built from live deals, rather than last year plus a bit?

Area 6 of 6

One customer record everyone trusts and uses

11Does your team work from your CRM rather than their own spreadsheets?
12Does each customer appear once in your systems, with the same details everywhere?

"Not sure" scores the same as "No": if nobody knows, nobody is managing it. "Doesn't apply to us" leaves the question out of your results.