Scorecard for professional services firms

Where is your firm losing revenue it already earned -- or almost won?

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.

A map of six revenue stages, each marked holding, dripping, or leaking
The stage to work on first, with three specific moves you can start this month
One number to watch so you know whether the fix is working

Built for firms doing roughly $100K to $5M a year 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

Where should we send your results?

Your map appears on screen as soon as you finish. We will also email you a copy.

Question 1 of 12

Your Revenue Leakage Map

Here is where revenue is slipping

The map

In client-journey order, from first inquiry to repeat work

Talk through your map

Book a discovery 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.

Talk through my map

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.

How this score works

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 does not measure dollars lost, and it is not a validated industry benchmark. Use it to decide where to look first.