Your business name and logo
Page 01 · Cover
Revenue Leak Report
Prepared for the owner, by Everline Solutions. It's their report, on their letterhead, with one finding on the front so nobody has to go looking for the point.
Estimated monthly leak identified
$7,400
Example figure. The math behind it is on page 06. Confidential to the business and prepared for its owner.
Page 02 · Executive summary
The one page some owners will ever read.
So it gets written last, and written best. Four or five sentences of plain English, no drama: what the business is strong at, where it's quietly losing money, and how much of that is fixable inside 90 days.
Three headline findings
- After 5pm, new callers reach voicemail and most don't call back$2,900/mo
- Quotes go out and nothing chases them$1,800/mo
- Nine hours a week of admin that software already does$1,600/mo
Total estimated leak · conservative · math on page 06$7,400/mo
AI Readiness Grade: C+
Good tools, barely connected. The people are ready before the systems are, which is the better problem to have.
The three moves, in order
- Answer every call, day or night. Payback about six weeks.
- Quote follow-up that runs itself. Payback about three weeks.
- An AI workspace your team actually uses. Immediate.
Footer line, on every copy: everything in this report is actionable with or without Everline.
Page 03 · How we assessed
Where every number came from.
This page exists because the owner is going to show this report to a partner, a spouse, or an accountant, and it has to survive that conversation without us in the room.
What we did
- Mystery calls in and out of hours, each one dated, timed, and logged
- Website form and direct message tests, response times recorded
- A full review audit, and the same tests run on two competitors
- AI visibility testing across three assistants
- A 45-to-60-minute operations walkthrough over Zoom
- A software and subscription inventory
What we did not do
- Look at any financials beyond what you chose to share
- Contact a single one of your customers
- Accept a referral fee from any vendor named in this report
Every dollar figure uses your own numbers, your average ticket and your lead volume, with conservative assumptions. The math sits beside the figure. Where we guessed, we say we guessed.
Page 04 · The customer experience test
Your business, experienced the way a buyer experiences it.
Presented as a log, not as commentary. This is the page owners feel in their stomach, and it's deliberately placed before any dollar figure so the evidence lands first.
The log · example entries
- Phone call · Tue 10:40am0 minAnswered on the third ring, booking offered. This is what good looks like.
- Phone call · Tue 7:15pm17+ hrsVoicemail. No callback by noon the following day.
- Website form · Wed 9:00am26 hrsAutomatic reply only, then nothing until the next afternoon.
- Instagram message · Wed 9:05amNo replyNothing inside the test window.
Against what buyers expect
Most people hire whoever answers first. Two of the four tests above never reached a human at all.
The same tests, two competitors
Reported without naming and shaming. "Competitor A answered at 7:15pm." That single line does more work than a paragraph of argument.
Screenshots of each test are attached in the appendix. Illustrative entries shown here.
Page 05 · How AI sees you
Who the machines recommend when a buyer asks.
ChatGPT, Gemini and Perplexity each get the same three questions a real customer would ask. We record the answer verbatim, screenshot it, and put the leaderboard on the page.
"Best in the area?" · who each assistant named
- Assistant oneNot mentionedNamed three competitors, in order, with reasons.
- Assistant two4thNamed, but after three others, and with the wrong opening hours.
- Assistant threeNot mentionedRecommended calling a directory site instead of any business by name.
Errors and inventions found
- Opening hours two years out of date
- A service listed that the business has never offered
- An old address still being repeated as current
Why it matters, and that it's fixable
A growing share of buyers ask an assistant instead of a search engine. Assistants recommend businesses whose information they can find and trust. Both halves of that are things you can change.
AI Visibility: 3/10. Every screenshot is in the appendix.
Page 06 · The leak scorecard
The money page, with the arithmetic left in.
Five categories, each graded and priced from your own inputs. Assumptions are stated inline, soft estimates are flagged as soft, and every figure is rounded down. A conservative number you believe beats a big one you doubt.
- Response · speed to new leadsBleeding$2,9008 missed calls/wk × 30% booking rate × $340 average ticket × 4.3 weeks
- Follow-up · quotes and estimatesLeaking$1,80012 unchased quotes/mo × 15% recovery × $1,000 average quote
- Scheduling · no-shows and gapsLeaking$7004 no-shows/mo × $340 × 50% recoverable
- Reputation · reviews and referralsLeaking$400Review gap against your top competitor. Flagged as a soft estimate.
- Admin · hours on manual workBleeding$1,6009 hrs/wk × $40/hr equivalent × 4.3 weeks
- Invoicing and collectionsSolid$0Nothing to fix here. Pages that only find problems aren't reports.
Total · your numbers · rounded down$7,400/mo · $88,800/yr
Illustrative figures. In a real report every input above is one you gave us in the walkthrough.
Page 07 · AI readiness grade
What the business can actually absorb.
Four pillars, graded A to F, one honest paragraph each. This is the page that decides whether the spend on pages 09 and 10 pays off or stalls, so it comes before them.
CDataCustomer history lives across three apps and one notebook.
BSystemsGood tools, barely talking to each other. Two of them overlap.
BPeopleTwo staff already use AI quietly. You have a champion and didn't know it.
DProcessMost decisions still route through the owner's head.
Composite: C+. Readiness is what determines whether an AI investment pays off or stalls. Every fix in this report starts with the readiness step it depends on.
The software and subscription inventory behind the Systems grade, including anything you're paying for twice, is in Appendix A.
Page 08 · The opportunity map
Every move worth making, ranked. And the ones that aren't.
Between three and seven fixes, each scored on value, effort and payback, then sorted into NOW, NEXT and LATER. This is the page owners photograph.
- 1 · Answer every call, day or nightNow$2,900/moMedium effort · payback about 6 weeks
- 2 · Quote follow-up that runs itselfNow$1,800/moLow effort · payback about 3 weeks
- 3 · An AI workspace your team usesNow$1,600/moLow effort · payback immediate, in hours rather than dollars
- 4 · Reviews asked for on time, every jobNext$400/moLow effort · payback about 4 weeks · waits until move 1 is live
- 5 · Getting found in AI answersNextSoftLow effort · 60 to 90 days · deliberately not given a hard number
The Skip List · in every report, no exceptions
- A custom chatbot on your website. Your enquiry volume doesn't justify it. Revisit at roughly double your current lead flow.
- Automated social posting. It would cost you the voice that's currently winning you referrals.
Anyone can sell you more AI. Naming what not to buy is the part worth paying for.
Page 09 · Top fix, spec'd for any builder
Never-Miss Call Coverage
Named for the outcome, not the technology. Every top-three move gets this treatment: what it is, what changes on a Tuesday, what it recovers, and a spec box any competent shop could quote from.
What changes day to day
A customer calls at 7:15pm on a Tuesday.
Today: voicemail, and roughly two thirds of them never call back.
After: answered in two rings, the job described back to them correctly, a slot booked into your calendar, and a transcript in your inbox before you've finished dinner.
What it recovers
The $2,900/month Response line from page 06, less an allowance for calls that were never going to convert.
Readiness prerequisite: the Data grade on page 07. Your service list and pricing have to live somewhere a system can read before this is worth switching on.
The vendor-ready spec box
Acceptance criteria. Done means: after-hours calls answered inside two rings; the booking written to your existing calendar; a transcript to the owner within five minutes; and a clean handoff to a human on request.
Cost band and timeline. A fair market range for setup and monthly running, stated as a band rather than a quote, with a realistic build window.
Who builds it: any competent implementation shop can quote from this spec. Everline will quote it too, built with you or done for you. You are free to take it anywhere else, and the report is written so that you can.
Page 10 · Fixes two and three, spec'd
The same treatment, twice more.
Each of the remaining NOW moves gets its own outcome name, its own before and after, the scorecard line it recovers, and its own spec box with testable acceptance criteria.
Quote Follow-Up That Runs Itself
Recovers: the $1,800/month Follow-up line.
Today a quote goes out and whether it gets chased depends on how busy that week was. After, every quote gets a sequence, it stops the moment the customer replies, and you see who's gone quiet before it's too late to do anything about it.
Done means: no customer receives a chase after replying, and you can see every open quote and its age on one screen.
The Team AI Workspace
Recovers: the $1,600/month Admin line, in hours rather than dollars.
Your Business Brain, already built during the audit, opened up to your staff. It knows your services, prices, policies and the way you talk, so the five questions your team asks you every week stop coming to you.
Done means: three named staff using it weekly without being reminded, and a written record of what it's allowed to answer on its own.
Every spec box states its readiness prerequisite from page 07. Nothing here starts before the thing it depends on is working.
Page 11 · The 12-month roadmap
The order, the dependencies, and who does what.
Two swim lanes, because roughly half of this is work you can do yourself and nobody should be charging you for it. The rest is real systems integration, software wired into your phone line, CRM and calendar, which is why it needs a developer. Review gates are built in, so nothing starts before the thing it depends on has been measured.
Q1Q2Q3Q4
Needs a developer
Call coverage liveAn AI agent on your phone line, answering after hours and booking real jobs into your calendar
Quote follow-upFollow-up texts fire from your CRM until every open quote gets an answer
Review engineReview requests trigger themselves the moment a job closes in your job software
Scheduling gapsCancelled slots text your waitlist and refill themselves
You can do this
Listings cleaned up
Team workspaceAn afternoon of free fixes: AI stops guessing your hours, your team stops guessing your answers
Review gate at day 90You read the answered-call numbers yourself. Q2 doesn't start until Q1 has paid
SOPs for new staffYour know-how, written down once. New hires stop learning by shadowing you
Re-run the AI checkAsk the assistants about your business again, and watch who they name now
You can do this
This needs a developer, and the specs are written
Example: the review engine waits until call coverage is live, because more jobs completed means more reviews worth asking for. At day 90 you measure answered-call rate before anything in Q2 begins.
Page 12 · Budget and your three paths
The only page that asks you for anything.
The all-in cost of the whole roadmap, set against the leak from page 06. The comparison does the selling, so nothing else has to.
The line items · your own figures land in the right-hand column
- Tools and subscriptions, full roadmapmonthly
- Build costs, from the spec cost bandsone-time
- Advisory, if you choose path twomonthly
- Against the estimated leak on page 06$7,400/mo
Do it yourself
$?
This report was written to be executable without us. The specs are vendor-ready and the order is laid out.
Work with Everline
$500 credit
We implement the fixes from this report together, month to month, no contracts, priced by what the assessment found. $500 of your fee is credited if you start within 30 days.
Do nothing
$7,400/mo
Also a choice. At the estimated leak rate, this is what it costs.
The 30-day credit window is stated once, plainly, and never mentioned again. Booking link and signature block follow.
