Scorecard for professional services firms
Answer 12 short questions about how your firm finds, wins, prices, bills, and keeps clients. You get a one-page map of where revenue slips away, and the stage to fix first.
Built for socially conscious businesses doing roughly $100K to $5M a year. Also for service firms that sell expertise and time: accounting, law, consulting, agencies, engineering, IT, and similar practices. Plan on about five minutes. Answer for how things usually go, not how they go on a good week.
The six stages on your map
Before you start
Your map appears on screen as soon as you finish. We will also email you a copy.
Your Revenue Leakage Map
Book a brainstorming call to walk through your map, the stage you would start with, and whether fractional CMO support fits your firm. If a simpler fix makes more sense, we will tell you.
A conversation about your situation and whether we are a fit. It is not a free audit, and booking is optional -- your map and next moves are yours either way.
Each of the 12 questions has four answers scored 0 to 3, two questions per stage. A stage score is the average of its answers shown as a percent: 75% and up is Holding, 45% to 74% is Dripping, and below 45% is Leaking. "Not sure" answers are left out of the math, and the stage is flagged as a blind spot. Your overall score is the average of the six stages.
The stage to start with is the lowest-scoring one. When stages tie, the one closer to payment comes first, because fixing it does not depend on finding new clients.
This is a planning tool built from your own answers. It shows you where revenue is leaking in your company, and provides additional insights to help you know where to get started with fixing your revenue leaks.
We would be happy to collaborate with you on a more comprehensive solution to generate more revenue over the next 60-90 days. Book a brainstorming call here: