RevOps Works PIPELINE AUDIT PREP

Before your discovery call

Pipeline audit prep

About 15 minutes. Rough numbers are fine, and so are blanks. Your answers let us walk into the call already knowing how leads turn into paid jobs today, so we can spend the time on where revenue is leaking.

Only the three starred fields are required. Share only what you're comfortable with. We never need passwords.

About you

Your name *

Company *

Your role

Call date and time

Best phone

Email *

1Your business

Main services you sell

Average job or deal size ($)

Service area

Who handles sales and quoting?

Who handles calls and scheduling?

Who handles invoicing and payments?

Busiest months of the year

2Where your leads come fromATTRACT · CAPTURE

Check every source that brings you new customers.

Roughly how many new leads a month?

Which source brings your best customers?

3How leads get answered and bookedRESPOND · QUALIFY · BOOK

Who answers the phone during business hours?

After hours, calls go to:

Voicemail Answering service Someone's cell phone Nobody / not sure

How fast does a new web lead usually hear back?

Under 5 minutes Within an hour Same day Next day or later

Can customers book online?

Yes No

Do you track missed calls?

Yes No Not sure

4Quotes and closingSELL · PROPOSE · FOLLOW UP · CLOSE

Quotes are built in (check all that apply):

Quoting software Spreadsheet or Word Paper On the spot, verbally

Quotes sent in a typical month

About how many of those you win (%)

After a quote goes out, follow-up happens:

Every time, on a schedule Sometimes Rarely Only if they call us

The most common reason you lose a quote

5Invoicing and collectionsINVOICE · COLLECT

Invoices are sent from (tool or method)

Do you take deposits?

Yes No Some jobs

Typical days from job done to paid

Overdue invoices right now (rough $ or count)

Who follows up on late payments, and how?

6After the job is doneRETAIN · REACTIVATE · REFER

We ask every customer for a Google review We reach back out to past customers (maintenance, seasonal work, check-ins) We have a referral offer or program

Number of Google reviews today

Star rating

7Tools you use todayJUST THE NAMES, NEVER PASSWORDS

CRM or customer list

Phone system

Calendar or scheduling

Quoting or estimating

Accounting and invoicing

Payments

Email or text marketing

Website platform

8The one thing

If we could fix one thing in your sales process, what would it be?

For the call, it helps to have a rough count of the last 90 days of leads, two or three recent quotes (one won, one lost), and your price list.

Your answers go only to the RevOps Works team preparing your audit.

Thanks. See you on the call.

We've got your answers and will come prepared with where your loop is leaking.

Something to add or change? Just reply to your booking email.