Practical revenue diagnostics for small businesses
Alan Business Works helps lead-driven businesses identify where inbound opportunities are missed, where active leads fall through the cracks, and where quoted jobs stall—without adding more software, more meetings, or a long consulting engagement.
Not sure which audit fits?
Answer ten practical yes/no questions about inbound lead handling, CRM follow-up, and unsold estimates. You’ll get an immediate score and a recommendation for the audit—or audits—that—that best matches the gaps you flagged.
Three focused services
Find where new inquiries are missed, delayed, mishandled, or lost before they become properly booked opportunities.
Find where good leads are delayed, forgotten, poorly followed up, or lost across the sales process.
Identify which unsold jobs are worth working first, why they are stalling, and how to pursue them systematically.
Compare the audits
Most revenue leaks don’t look dramatic. They look like missed calls, stale leads, and unfollowed estimates—until you add them together.
| Compare | Inbound Lead & Booking Conversion Audit | Sales Process & CRM Leak Audit | Unsold Estimate & Follow-Up Recovery Audit |
|---|---|---|---|
| Best for | Leads not getting booked | Leads stalling in your pipeline | Estimates going unsold |
| Price | $299 | $249 | $299 |
| Choose this if… | You’re generating inquiries, but you’re not confident that enough of them are turning into booked jobs. | You have leads, but you’re unsure who owns them, what happens next, or where they stall. | You send estimates or proposals, but you don’t have a reliable system for recovering the ones that don’t close immediately. |
| Scope | Up to 200 recent inquiries | Full sales process review | Up to 250 opportunities |
| Core deliverable | 60-point front-door scorecard | 60-point process scorecard + highest-priority revenue leaks | Recovery priority model |
| Action plan | 7-day booking playbook | 30-day action plan | 14-day follow-up sequence |
| Tools included | 6 scripts + tracking framework | Lead-flow analysis + process accountability framework | 6 recovery messages + tracker |
| Turnaround | Within 48 hours after sufficient intake is received and audit start is confirmed | Within 48 hours after sufficient intake is received and audit start is confirmed | Within 48 hours after sufficient intake is received and audit start is confirmed |
| Format | Written report, no calls | Written report, no calls | Written report, no calls |
Choose by symptom
Start with the point where revenue is most likely leaking. You do not need to diagnose the process before you buy.
Choose the Inbound Lead & Booking Conversion Audit when the problem is slow response, missed calls, weak intake, inconsistent booking, or a poor handoff from inquiry to sales.
See Inbound Booking AuditChoose the Sales Process & CRM Leak Audit when leads exist but ownership, next actions, statuses, reminders, or follow-up discipline are breaking down.
See CRM Leak AuditChoose the Unsold Estimate & Follow-Up Recovery Audit when you have completed estimates or proposals sitting unsold and need to know which ones are still worth pursuing.
See Estimate Recovery AuditSimple by design
No discovery call, no Zoom meeting, and no long consulting engagement.
Pick the part of the revenue path that is giving you the most trouble.
After purchase, you receive a written intake request for the records, screenshots, exports, or process details needed for the audit.
Once sufficient information is received, Alan Business Works confirms that the audit has started. That confirmation starts the 48-hour delivery window.
You get a practical written report with prioritized findings, recommended fixes, and the next actions to take.
Why Alan Business Works
Alan Business Works is grounded in more than 25 years of entrepreneurial and operating experience across marketing, sales, call-center operations, lead handling, staffing, business systems, reporting, accounts payable and receivable, and day-to-day process management.
The focus is practical: identify where opportunities are being lost, show what is creating the leak, and give you a written plan you can actually use.
What you are buying
Each audit has a defined scope, fixed introductory price, written deliverable, and clear turnaround rule. If the available information is too weak to support a useful conclusion, we ask for more rather than inventing numbers or pretending the data says more than it does.
Read the FAQWhat these audits can uncover
Most revenue leaks do not look dramatic. They look like a few missed calls, a few stale leads, and a few estimates nobody followed up on—until you add them together.
A home-service business can look busy and still lose opportunities through missed calls, slow callbacks, inconsistent intake, or weak booking handoffs. Because those losses often happen before a lead is properly logged, they can stay invisible. This audit is designed to show where the breakdown occurs, when it occurs, and what to fix first so more of the demand you already generate has a fair chance to become booked work.
A CRM can be full of opportunities while good leads sit without a clear owner, next action, or follow-up date. The longer those gaps remain invisible, the easier it is to mistake a process problem for a lead-quality problem. This audit identifies where accountability and follow-up break down and turns those findings into a prioritized 30-day action plan.
Unsold estimates are not all equal. Some may still be recoverable; others may no longer deserve attention. Without a clear priority model, teams often spend time on the loudest or largest quote instead of the opportunity most likely to move. This audit helps separate the estimates worth pursuing from the ones that should stop consuming time, then gives you a structured recovery sequence to work from.
If a written, no-call audit feels unfamiliar, the sample report lets you see how findings are organized, prioritized, and translated into action before you spend anything. Your actual audit then applies that framework to your own records, process, and available evidence—so the deliverable is based on your business rather than generic advice.
Insights
These short guides help you recognize common breakdowns in lead handling, CRM follow-up, and estimate recovery. If a pattern sounds familiar, you will know exactly which part of the process deserves a closer look.
Learn five practical signs that leads are stalling because of ownership, next-action, status, and follow-up gaps inside your CRM.
Read insight →A practical look at seven front-door process gaps that can cause paid inquiries to disappear before they become booked opportunities.
Read insight →Understand why estimates stall, how follow-up becomes inconsistent, and why recovery effort should be prioritized instead of applied equally.
Read insight →Slow follow-up can create losses at multiple points in the customer journey. Learn where delay tends to hide and how to diagnose it without guessing at revenue.
Read insight →After the audit
The audit is designed to stand on its own, but if implementation exposes new friction—or you want a second set of eyes on whether the fixes are actually working—Alan Business Works can stay involved through focused additional services.
That gives you one place to help clean up the lead-to-revenue operation from first inquiry through CRM follow-up, booking, estimates, recovery, and ongoing process discipline.
View Additional ServicesThe additional-services library now includes 18 standalone diagnostics plus 8 purpose-built combined reviews. Standalone services stay standalone; combined reviews exist only when two smaller related checks belong in one report.
No recurring contract is required.
Not sure where to start?
No discovery call required. Read our refund policy.