Result
A report you'll actually use
Every audit ends with a report like this — a sample calculated from real answers is shown below.
Overall audit score
66/ 100
Category scores
35
CRM system
60
Sales team
50
Social media
82
Advertising
Financial metrics
- Monthly revenue goal
- $30,000,000
- Average order value
- $350,000
- Customers needed
- 86
- Leads needed
- 2,867
- Recommended ad budget
- $34,404 – $55,907 / month
Sales funnel
Leads needed2,867
Interested1,577
In negotiation861
Customers86
⚠ Important warnings
- Your current ad spend ($500/mo) is significantly below the recommended range ($34,404–$55,907) — you may not be generating enough inquiries to hit your revenue goal.
- You don't have a CRM — customers and inquiries can slip through the cracks.
✦ Recommendations
- Consider gradually increasing your ad budget to $34,404.
- Set up a simple CRM to track all inquiries in one place.
- Set up a consistent, professional content strategy on social media.
- Measure every stage of your sales funnel to find and fix the weakest point.
30-day plan
Day 1-10
Foundation
Set up a CRM and inquiry-tracking system, and bring inquiries from every channel into one place.
Day 11-20
Systems
Standardize your sales scripts and response process, and set up a consistent social media content schedule.
Day 21-30
Growth
Direct your budget to the chosen ad channel, track results, and shift more spend to whatever performs best.