Free Revenue Leak Checklist

Use this with your team

Mark what is true today.

This checklist does not submit or save your answers. Use the progress marker as a moment-in-time view, then choose the section that needs the clearest owner.

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01Lead-to-cash ownership

Trace the path from first inquiry through booked work, delivery, and collection. The goal is a named owner and a visible next step at every handoff.

Every new lead has one named owner and a documented next action.Lead stages are defined in the CRM or shared pipeline and mean the same thing to the team.Proposals, sold work, scheduling, and client onboarding have an explicit handoff.Outstanding invoices and collection follow-up have a named owner and review date.You can identify the oldest open loop without asking the founder to reconstruct it.

02Weekly scoreboard

Keep the scoreboard small enough to use every week. It should help the team decide what deserves attention, not create a second reporting job.

Open leads and their next steps are visible in one place.Follow-ups due this week have an owner and a date.Booked work, active delivery, and work waiting on someone are easy to distinguish.Outstanding invoices and collection actions are reviewed on a regular cadence.The team leaves the weekly review with one priority and a clear accountable owner.

03Follow-up cadence

Replace “we should follow up” with a simple rhythm for the moments where good opportunities usually go quiet.

New inquiries receive a response expectation the team understands.Proposal follow-up has a defined sequence instead of a single reminder.No-response leads have a close-the-loop step so they do not stay indefinitely open.Past clients and referral opportunities have a deliberate re-engagement rhythm.Follow-up behavior is reviewed for consistency, not used as a surprise performance test.

Mark what is true today.

Turn the checklist into a focused operating plan.