Free checklist · 15 minutes · score it yourself

The 28-question audit you can run from your chair.

The same five leak categories I test in a full Revenue Leak Audit, compressed into yes/no questions a sales leader can answer without opening the CRM. One rule holds it together: if you had to go and check, the answer is No — a system you can't interrogate from your chair isn't a system, it's a hope.

• —Intake & ownership — does every lead have a named human and a dated next action?
• —Follow-up — is the next touch on a calendar, or in someone's head?
• —Pipeline hygiene — do deals die on schedule, or live forever as zombies?
• —Handoffs — does the written card travel, or just the verbal version?
• —Proposals & quotes — does every sent quote have an owner for the next step?

Scoring that can't be gamed

Four bands from Leaking in most groups to Tight — with the three highest-leverage fixes per band. Two leaking sections override a flattering total, and if you score high the guide says so: not every checklist ends in a booking link.

Free. One email. Your score is yours — the email just delivers the file.

Want the evidence version? Take the free Revenue Leak Assessment →