The Hidden Profit Leak Checklist
Eighteen yes/no questions to find where revenue is slipping through process gaps. We do not sell AI. We solve business problems.
Answer honestly — this isn’t a marketing quiz, it’s a diagnostic. Check every box that’s true for your business right now.
Pricing
Are you still quoting the same price you set more than a year ago, without checking it against current costs?
Have you given a discount in the last 90 days without a specific business reason for it?
Do you find out a job was less profitable than expected only after it’s finished?
Are your prices based on what feels fair rather than what your actual costs and time require?
Client Retention
Do you find out a client left only when they stop responding, rather than seeing it coming?
Have you gone more than 60 days without checking in on an active client relationship?
Do your best clients get the same generic treatment as everyone else?
Are you unsure which of your current clients are actually profitable versus just busy?
Missed Follow-Up
Are you still manually re-confirming every appointment instead of it happening automatically?
Do proposals sit for weeks without a scheduled follow-up?
Have you lost track of a lead simply because they didn’t respond to the first message?
Do referrals and testimonials only happen when a client thinks to offer them?
Time Waste
Are you doing tasks each week that a template, form, or automation could handle instead?
Do you spend time re-entering the same information into more than one system?
Have you built a manual workaround for something a tool you already pay for could do automatically?
Do you regularly work on tasks that don’t require your specific expertise?
Delegation Gaps
Are you still the only person who knows how a key process actually works?
Would the business struggle for more than a day if you were unreachable?
Have you avoided delegating a task because explaining it once felt like more work than just doing it yourself?
Scoring:
0–3 checked — You’re relatively tight. Worth a periodic re-check, not urgent.
4–8 checked — There’s a real leak somewhere in here, and it’s probably costing you more than you’d guess.
9+ checked — This isn’t a tuning problem. Multiple systems are leaking at once, and they’re compounding each other.
If you checked five or more, the next right step isn’t guessing which one to fix first — it’s the Business & AI Assessment: a 90-minute, $499 operational read that tells you exactly where the leaks are and in what order to close them.
Want a printable copy? Save this page or print it directly from your browser.
Checked five or more boxes?
That’s exactly what the Business Strategy & Systems Assessment is for — a 90-minute, $499 operational read that tells you where to start and in what order.