WHAT WE ANALYZE
We examine the customer journey from the first inquiry to the final decision, using the information available to identify gaps worth addressing.
Review incoming calls, forms, messages, and after-hours inquiries to identify opportunities that may not be captured or answered.
Evaluate how quickly new leads receive attention and whether consistent follow-up happens after the initial contact, consultation, or estimate.
Examine stale leads, outstanding estimates, open opportunities, and the steps between an inquiry and a completed sale.
Use available data to estimate potential monthly revenue exposure where reasonable, and identify which gaps deserve attention first.
YOUR DELIVERABLES
Your audit goes beyond the 60-minute session. We review the agreed information and document the findings that can guide your next decisions.
A documented summary of the revenue-related gaps identified, the supporting observations, and the areas that may require improvement.
A reasoned estimate of potential revenue exposure based on available records and clearly stated assumptions, where sufficient data exists.
Recommended next steps organized around potential impact, urgency, and practical implementation priorities.
BOOK YOUR AUDIT
One-time investment: $1,500. Select an available time below and complete payment to confirm your session with Crystal. Additional analysis and written findings are included as part of the audit.
Relevant business information may be requested to support the analysis. Report delivery timing will be confirmed based on the agreed scope and availability of the required data.
COMMON QUESTIONS
The audit includes a 60-minute session with Crystal, additional analysis of the agreed business information, a written findings report, an estimated monthly revenue impact where data permits, and a prioritized action plan. It is a one-time service.
Useful information may include lead volumes, missed-call records, CRM pipeline data, response times, outstanding estimates, appointment outcomes, and average sale values. We will clarify which records are relevant to your audit. Sensitive business data should be shared through an appropriate secure method.
Not necessarily. Where sufficient data exists, we can estimate potential revenue exposure using documented assumptions. These figures are estimates, not guaranteed losses or recoverable revenue.
The delivery timeline depends on the agreed scope and the information available for review. We will communicate the expected timeline as part of the audit process.
No. The audit provides findings and prioritized recommendations. Implementation is a separate service that CGX can discuss with you if you decide to move forward.