Go at your own pace · saves as you go on this device
This is the do-it-yourself version. It's in depth, but it's all information you should have or know as a business owner. If you'd rather talk it through, most people get more out of 30 minutes with me. Book a free Chain Check
Find and fix where the money is leaking.
This is how I go through a business when I'm looking for lost revenue, set up so you can do it on your own. It walks the whole path from the day you spend a marketing dollar to the day it comes back.
It comes in two stops. The Quick Audit shows you your eight link scores and where the chain is breaking. The Full Audit keeps going into your real numbers by source, what a lead is really worth, the rest of the 40 checks, a speed test, your systems and tracking, a grade for your marketing help, where AI fits, and a complete 30-day plan. When you finish, you download your Revenue Leak Report, your 30-day plan with the steps for every fix, and the Leak Fix Kit. Your progress saves, so you can stop and come back.
Be hard on yourself. Nobody sees this but you.
Quick Audit
Full Audit
Your bonuses, including the follow-up templates, the review and referral kit, and the speed-test script, are in the Leak Fix Kit. Every No in your plan has a message in there you can send today.
Quick Audit · Step 1
About you.
The eight links are the same for everyone. The questions underneath change with what you run, so a nonprofit isn't asked about quotes and a plumber isn't asked about donors.
Your website scan is already running. Add your first name and what you run, and you're in.
What best describes what you run?
Give me your website and I'll scan it while you work. Anything I can find on it, I'll fill in for you to confirm.
No spam and no list sold. I read every one of these myself.
Quick Audit · Step 2
Your basic numbers.
Use last month, or an average month. Rough is fine. If you don't know a number, leave it blank. Finding out you don't know it is a result.
- Revenue back for every $1
Quick Audit · Step 3
The 16 key checks.
Two checks per link, the two that tell me the most. Answer Yes only if it's true today, every time. If it happens when somebody remembers, that's a Partly.
Quick Audit · Done
Your Quick Audit is done.
You've seen where it's leaking. The full audit shows what it's costing you and how to fix it.
Your answers so far carry over. You pick up right where you left off.
Keep going: the full audit.
Or skip the rest. Book a free Chain Check and I'll tell you where I'd look first.
Book my free Chain Check- The other 24 checks, link by link
- What each source of {customers} really costs you and brings back
- What a {lead} is worth to you, in dollars
- A test of how fast you really follow up
- Your systems, your tracking and your marketing help, graded
- Where AI can save you time, and where it can't
- A 30-day plan built from every answer, with the steps for each fix
Full Audit · Part 4
Where your money really goes.
Most owners have never seen these figures side by side. A source that looks cheap up front can be the most expensive one you have.
A tip from Laura
“Most owners I talk to know their revenue. Far fewer know their margin. Put your best guess in below, then go check it with whoever does your books. It's the number that decides how much you can afford to spend to get a customer.”
- Marketing spend
- Revenue from them
- Revenue back for every $1 spent
Full Audit · Part 5
What a lead is worth.
Most owners judge a {lead} by what it cost. The better question is what it's worth. This works out the most you can afford to pay for one and still make money.
- Gross profit from one customer, lifetime
- Most you can pay to get one customer
- Most you can pay for one lead
- What a lead costs you now
- One more customer a month is worth, per year
- Closing 1% more of your leads is worth, per year
Full Audit · Part 6
The other 24 checks.
Three more checks per link. Same rule: Yes only if it's true today, every time.
Full Audit · Part 7
The speed test.
This is the one that surprises people. Most owners think they're faster than they really are.
If you know, answer now. Not sure between two answers? Pick the slower one. It's usually the true one.
If you don't know, leave it on "I'll test it this week." It goes into week one of your plan. Run the test, then come back and update these answers. They stay saved on this device, and your report updates with them.
How to run the test
Don't warn anybody. The script and a log to fill in are in your Leak Fix Kit.
Full Audit · Part 8
Your systems and tracking.
Two short checklists. The first is whether your {leads} live somewhere that makes follow-up automatic. The second is whether you can see which dollars came back. If your website scan found something, it's filled in for you to confirm.
Where your {leads} live
What you can track
Full Audit · Part 9
Grade your marketing help.
Answer these about whoever runs your marketing: an agency, a freelancer, an employee, or you. I've owned an agency for years, so I know which questions separate the ones doing real work from the ones sending reports.
Full Audit · Part 10
Where AI fits.
AI doesn't fix bad marketing. It makes it happen faster. Once a link is working, here's where it can save you time. Mark what you're already doing and what you'd like to try. Anything you want to try goes into your plan.
Full Audit · Part 11
Your 30-day plan.
This builds itself from every answer, Quick and Full. The order is on purpose: fix the leaks closest to the money first, and worry about getting more attention last. More traffic into a leaky chain just costs more.
- Chain score out of 100
Full Audit · Your downloads
Your downloads.
Everything from your audit, ready to keep: your full report, your plan, and the Leak Fix Kit with every template filled in for you.
Want me to go through this with you? Bring your report to a free Revenue Chain Check.
Book my free Chain CheckYour downloads
Your Revenue Leak Report, 30-day plan and Leak Fix Kit
Everything is in the download: my summary of what I found, your 30-day plan with the steps for every fix, your scores and answers explained, your numbers in dollars, and the Leak Fix Kit with Laura's guide.
A .zip with three PDFs. Prefer one file?
Or download one at a time
Your Revenue Leak Report
Your scores, what every answer means and what to do about it, your numbers in dollars, your website scan, and your plan.
Your 30-day plan
Just the checklist, week by week, to print and work through.
The Leak Fix Kit
Follow-up templates, the review and referral kit, the speed-test script and log, the questions for your marketing help, and Laura's guide to knowing your numbers. Filled in with your name and business.
The Leak Fix Kit, online
The same templates on a page where you can fill in your details once and copy any message with one tap.
Send me your report and I'll see exactly where you landed. I read every one of these myself.
Your next steps
Here's where your money is going.
Three ways to fix it
Do it yourself
Work the plan
Your 30-day plan and the Leak Fix Kit, with the steps for every fix. Most owners can knock out week one on their own.
Do it with me
A free Revenue Chain Check
Bring your plan. I'll tell you which two fixes I'd do first and what I'd skip.
Book my free Chain CheckHave it done
The Revenue Leak Intensive
Two weeks. I find the five biggest leaks and put a dollar figure on each one. I fix the quick wins I can address during the Intensive and give you the plan for everything else.
Talk to me about itPut it on your calendar
Four weekly check-ins for your plan, each with that week's fixes, plus a reminder in 30 days to retake the audit. Your answers stay saved on this device, so you'll see which links you've closed.
Since you're getting this free, all I ask is that you send me your report, plus one thing that was useful and one thing that wasn't.
preston@conecreatives.com · 210-693-2626
Marketing should make money. Now you know where yours is going.