One-week leak count
Business: ____________________ Week of: ____________ Counted by: ____________
1 · Phone calls
Your phone’s call log has most of this. A missed call is one nobody picked up.
| Day | Calls in | Missed | Missed & called back same day |
|---|---|---|---|
| Mon | |||
| Tue | |||
| Wed | |||
| Thu | |||
| Fri | |||
| Sat | |||
| Sun |
2 · Web forms, emails and messages from new customers
Note the time each one arrived and the time someone first replied.
| Day | New inquiries | Replied within 1 hour | Longest wait |
|---|---|---|---|
| Mon | |||
| Tue | |||
| Wed | |||
| Thu | |||
| Fri | |||
| Sat | |||
| Sun |
3 · Quotes
For each quote requested this week: the day it was asked for and the day it went out.
| Customer | Requested | Sent | Days waiting |
|---|---|---|---|
4 · Retyping
Hours someone spent this week copying invoices, forms or notes from one place into another: ________ hours (who: ____________)
Turn it into dollars
Missed or slow inquiries this week (missed calls not called back + inquiries not answered within an hour) × 4.3 weeks × your close rate × your average job × your margin × 12 = gross profit a year at risk.
Or put your numbers into the calculator at lumidian.ai, then book 20 minutes and we’ll go through them with you. If the number is too small to be worth fixing, we’ll tell you.