Free Funnel Review

Where are good opportunities being lost?

Share a typical month from your main selling season. Richard will personally review the numbers and offer his initial thoughts on where the greatest constraints or unanswered questions may be.

Before you begin

Use monthly averages for a typical month during your main selling season—not a record month.
If your business is not seasonal, use an average of the last three to six completed months.
Enter whole-number counts where requested. If you only know a percentage, use the percentage field.
Leave any optional field blank if you do not know it. Reasonable estimates are fine.

About you and the business

First name Last name

Business email Company

Company website Primary trade

Market or service area (optional)

Period represented

Tell us what period your monthly averages represent.

Typical month or date range (optional) Similar operating months per year (optional)

Monthly funnel

Use monthly averages. Counts are preferred because they let us calculate the rates consistently.

Monthly marketing spend ($) (optional) Raw leads (count) (optional) Leads contacted (count) (optional) Contact rate (%) (if count is unknown) Appointments set (count) (optional) Appointments issued (count) (optional) Appointments run (count) (optional) Sales before cancellations (count) (optional) Reported close rate (%) (optional) Sold-job cancellations (count) (optional) Cancellation rate (%) (if count is unknown) Net sales after cancellations ($) (optional) Jobs installed (count) (optional) Installed revenue ($) (optional) Installed revenue collected within 90 days (%) (optional) Average net sale ($) (optional)

Financial context—if known

These are different numbers. Gross margin is what remains after direct job costs. Fixed overhead is the recurring cost of operating the business whether or not a job is sold.

Gross margin after direct job costs (%) (optional) Monthly fixed overhead ($) (optional)

If you provide both numbers, we can estimate monthly break-even revenue. You do not need to calculate it yourself.

What concerns you most? Tell Richard what you see—or what you cannot yet see. I am an owner or senior decision-maker for this business.

By submitting, you agree that Contractor Breakthroughs may contact you about this review. Do not include customer names or other personal information. See the privacy notice.

This is an initial business review based on the information you provide—not financial advice, an audit or a complete diagnosis.