CRM Health Check

Answer 10 quick questions about how your CRM is actually used day to day. In about two minutes, you’ll get a CRM Health Score and a clear recommendation on what to fix first. No signup required.

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Lead Capture

Are new leads automatically added to your CRM?

Leads from forms, ads, referrals, or other sources should enter the CRM without someone manually copying them over.

FAQ

Common CRM Health Check FAQs

A few quick answers about what the score means, what the assessment covers, and what to do if your CRM needs work.

What is a CRM health check?

A CRM health check is a review of how well your customer relationship management system supports lead capture, pipeline management, follow-up, automation, reporting, data quality, and team adoption.

What is a good CRM Health Score?

In this assessment, scores from 80–100 are considered Healthy, 60–79 Functional, 40–59 Unstable, and 0–39 Needs Attention. The score is directional rather than a formal certification.

Does a low score mean I need a new CRM?

No. A low score does not necessarily mean your CRM software is the problem. In many cases, the bigger issue is how the system is configured, maintained, or used by the team.

What areas does the CRM Health Check assess?

The assessment covers Lead Capture, Pipeline Structure, Follow-Up & Automation, Data & Reporting, and Process & Adoption.

How long does the CRM Health Check take?

The assessment contains 10 questions and is designed to take about two minutes. No email address or signup is required.

Lead Leakage Calculator

Based on your inputs, the bigger opportunity may be improving how existing leads move through your funnel, rather than simply generating more of them.

How many new leads or inquiries does your business typically generate each month?
What percentage of incoming leads actually receive a meaningful response or conversation?
%
Of the leads you contact, how many typically move to a sales call, consultation, demo, quote, or qualified opportunity?
%
Of qualified opportunities, what percentage normally become customers?
%
What is the average revenue generated from one new customer?

Potential revenue opportunity

$0 / month

$0 potential annual opportunity

Current process

Contacted leads
Qualified opportunities
Estimated customers
Estimated revenue

Improved process

Contacted leads
Qualified opportunities
Estimated customers
Estimated revenue

Where the leakage may be happening

Contact gap

Opportunity gap

Close gap

What this number actually means

This calculator is a directional estimate, not a revenue forecast. It shows the difference between your current funnel and a moderately improved version using the same number of incoming leads.

The point isn’t that every business should hit these exact numbers. It’s to identify whether your biggest growth opportunity may already be sitting inside your existing pipeline.

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This is a directional estimate, not a guarantee. Potentially recoverable revenue is based on the assumptions provided and moderate, reasonable improvements to your existing numbers — not a perfect funnel. Actual results depend on your market, offer, and execution.

FAQ

Lead Leakage Calculator FAQs

A few quick answers about revenue leakage, funnel conversion, and what the estimate actually means.

What is lead leakage?

Lead leakage happens when potential customers enter your funnel but fail to progress because of missed follow-up, weak qualification, slow response, unclear ownership, or poor conversion between stages. It means some of the demand you already generated never becomes a real sales opportunity or customer.

How does the Lead Leakage Calculator work?

The calculator uses your monthly lead volume, contact rate, lead-to-opportunity rate, close rate, and average customer value to estimate your current funnel output. It then compares that with a modest improvement scenario using the same number of leads.

Does lead leakage mean I need more leads?

Not necessarily. If your existing leads are not being contacted, qualified, followed up, or converted consistently, increasing lead volume can simply send more prospects into the same gaps. Improving the process may create additional revenue before you spend more on acquisition.

Which stages can cause revenue leakage?

Revenue can leak at several points in the funnel. Common areas include leads that are never contacted, leads that do not become qualified opportunities, and opportunities that fail to convert into customers.

Is the revenue estimate guaranteed?

No. The result is a directional estimate, not a revenue forecast or guarantee. Actual performance depends on factors such as lead quality, sales cycle, pricing, market conditions, team execution, and the assumptions used in the calculator.

Marketing Budget Calculator

1
Enter your revenue Gross monthly revenue — not profit. Even a rough number works.
2
Pick your niche & stage Benchmarks are specific to your market and where you are in growth
3
Get your allocation Channel-by-channel priority order with the reasoning behind it

Strategic Note

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These are directional benchmarks, not prescriptions. Allocation percentages reflect industry patterns for your niche and stage. Lean and solopreneur businesses typically start at the lower end of each range. Use this as a starting framework, then adjust based on what’s actually working in your market.

Want a custom plan?

These numbers are a starting point.
Let’s build the actual plan.

Tell me what you’re working on — I’ll review your numbers and send back a focused recommendation within 24 hours. No pitch, no retainer required.

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FAQ

Marketing Budget Calculator FAQs

A few quick answers about marketing budgets, channel allocation, and how to use the calculator’s recommendation.

How much should a business spend on marketing?

There is no single percentage that works for every business. A practical marketing budget depends on factors such as revenue, growth stage, business model, margins, existing demand, and how aggressively the company wants to grow. The calculator is designed to provide a starting estimate rather than a universal rule.

What percentage of revenue should go to marketing?

Marketing spend is often discussed as a percentage of revenue, but the right level varies significantly by business type and stage. A newer or faster-growing company may choose to invest more heavily than an established company focused on maintaining its current position.

How should a marketing budget be split across channels?

Channel allocation should reflect where customers actually discover, evaluate, and buy from the business. The calculator uses the selected business type and growth stage to suggest a mix, but the recommendation should be adjusted using your own performance data over time.

Does the recommended budget change by business stage?

Yes. Early-stage businesses, scaling companies, and more mature businesses usually have different priorities. The calculator uses growth stage as one of the inputs when generating its recommendation and suggested channel mix.

Is the Marketing Budget Calculator a financial forecast?

No. The result is a planning estimate, not a financial forecast, guaranteed return, or professional financial advice. Actual results depend on execution, channel performance, margins, market conditions, customer acquisition costs, and other business-specific factors.