Sample Audit -- This is an excerpt of a Revenue Leak Audit for "Peak Performance HVAC," a fictional business. This example is an HVAC shop. Your audit is built for your business, whatever service you sell. The figures are illustrative examples of what the audit calculates from your quiz answers. Your audit uses your actual numbers.

Confidential . Revenue Leak Audit

Estimated Monthly Leak:
~$7,450/mo

Roughly $89,400 a year . Peak Performance HVAC . Denver, CO . HVAC Services . March 2026

~$7,450
Est. monthly leak
~$2,600
Biggest leak: Close rate
8
Leak categories quantified
61/100
Leak score
What's inside the full audit -- 25 sections
Every audit follows this structure. All 8 leak categories are quantified with your numbers. Sections 01 and 02 are shown in full below.
01Executive SummaryShown below
02Do This WeekShown below
03KPI Dashboard & Your MetricsFull audit
04Industry Benchmark AnalysisFull audit
05Cash Flow & Job CostingFull audit
06Competitive Benchmark ComparisonFull audit
07Close Rate & Sales ProcessFull audit
08Dead & Dormant LeadsFull audit
09Systems & Automation AuditFull audit
10Customer RetentionFull audit
11Referral GenerationFull audit
12Pricing PowerFull audit
13Reviews & Reputation SystemFull audit
14Capacity, Scheduling & QualityFull audit
15Owner LeverageFull audit
16Tech & Software StackFull audit
17Assets & Business ValueFull audit
18Scaling StrategyFull audit
19Hiring & Team BuildingFull audit
20Acquisition StrategyFull audit
21Master Implementation ChecklistFull audit
22Priority Action MatrixFull audit
2390-Day Structured RoadmapFull audit
24Revenue Recovery ProjectionFull audit
25Work With FlavioShown below
01
Executive Summary

Peak Performance HVAC is leaking an estimated $7,450 a month -- roughly $89,400 a year -- not because of poor workmanship, but because of fixable operational gaps. Think of it like a duct system with eight small leaks: the blower works harder every month, and the comfort never arrives. The dollars here are conservative estimates built from the ranges reported in the quiz, and the math behind every figure is shown so it can be checked against real books.

HVAC businesses leak revenue in a specific, structural way. Demand arrives in spikes, quotes go out fast, and follow-up dies the moment the next emergency call comes in. Estimates sit unanswered, past customers drift to whoever calls them first in spring, and pricing stays flat while equipment and refrigerant costs climb. None of this shows up on a P&L line -- which is why it never gets fixed.

The three biggest opportunities, in order: Close rate & sales process (~$2,600/mo) -- converting at an estimated 44% against the 65% benchmark used in the quiz math, with roughly 44 leads a month affected. Dead & dormant leads (~$1,550/mo) -- approximately 155 unconverted quotes sitting in the pipeline, partly paid for and never re-engaged. Pricing power (~$1,100/mo) -- rates that have not moved since 2024 while costs did. These three interlock: better follow-up feeds the close rate, and firmer pricing makes every recovered job worth more.

The next 90 days are not a rebuild. They are a sequence: run the reactivation play in Section 02 this week, install the follow-up sequence from the close rate section next, then test a pricing adjustment on new quotes. Businesses in HVAC that fix these gaps typically recover an estimated 15-25% of the identified total within 90 days -- for Peak Performance, roughly $13,400-$22,400.

The shift is from reactive to systematic. Top HVAC operators do not follow up when they remember; a system follows up every time. That is the entire difference this audit is built to close.

Conservative 90-day target: ~$19,700 recovered. Everything above that is upside. The audit is intentionally conservative -- the math is shown for every figure so you can check it against your own books.
All figures are estimates based on the ranges provided in the quiz. Actual results depend on your situation and implementation consistency.
02
Do This Week
~$1,100-$2,200

The Play: Reactivate Your 10 Most Recent Dead Quotes

Pull the 10 most recent quotes that never converted and work only those today. Recency matters: an HVAC quote from six weeks ago is still a live problem -- the system is still short-cycling, the repair is still pending -- while a quote from last summer is a different season and a different budget. This play costs $0, needs no ads and no new software. Just your phone and your quote list.

The Exact Sequence: 2 Texts + 1 Call

Text 1 - Send This Morning

Hi [Name], it's Mike at Peak Performance HVAC. Going through open estimates this week -- yours is still active. Want me to hold your spot on next week's schedule?

Text 2 - Send 4 Hours Later If No Reply

Hi [Name], Mike again. If the timing moved or the price didn't sit right, no problem -- can I make one adjustment to the quote before I close it out? Yes or no is fine.

Call - End of Day Voicemail for Anyone Who Hasn't Replied

Hi [Name], this is Mike from Peak Performance HVAC. I sent a couple of texts today about the estimate we put together for your system. I'm finalizing next week's schedule and wanted to give you first shot at a slot before it fills. If you've gone another direction, totally fine -- just let me know and I'll close the file. Either way, you can reach me right on this number. Thanks, [Name].

What This Is Worth

The math, conservatively: 10 contacts, a 5-10% reactivation rate, valued at the conservative $2,200 average job value -- an estimated $1,100 to $2,200 in recovered revenue from a single afternoon. The 5-10% assumption is deliberately low: structured re-engagement campaigns typically see 10-20%, so the downside case is built in.

Do It Today: 4 Steps, Under 1 Hour of Work
  1. Pull the 10 most recent unconverted quotes from your CRM, inbox, or clipboard. (10 min)
  2. Send Text 1 to all 10 this morning. (10 min)
  3. At the 4-hour mark, send Text 2 to everyone who hasn't replied. (10 min)
  4. End of day: call the rest and leave the voicemail script. (20 min)
Recovery figures are estimates based on a conservative 5-10% reactivation rate applied to reported quote volume and average job value. Individual results vary.
07

Close Rate & Sales Process -- ~$2,600/mo

The 44% vs 65% benchmark gap, the dollar math behind it, and the complete 5-email follow-up sequence written word-for-word for HVAC -- subject lines included.

Included in the full audit

08

Dead & Dormant Leads -- ~$1,550/mo

The full re-engagement system for all ~155 unconverted quotes -- not just the 10 most recent. Email, text, and final-touch scripts with timing and a tracking setup.

Included in the full audit

12

Pricing Power -- ~$1,100/mo

What flat pricing since 2024 is costing against rising parts and labor costs, the safe way to test a 7-10% increase, and the exact price-increase script for existing customers.

Included in the full audit

15

Owner Leverage -- ~$980/mo

How many owner hours per week are going to scheduling, invoicing, and chasing paperwork -- priced at what that time is worth on jobs -- and which of it to automate or hand off first.

Included in the full audit

25
Work With Flavio

This audit was built by Flavio DeOliveira, not a marketing agency. The same person who wrote the diagnostic math walks businesses through fixing it: systems and automation, sales process, customer experience, and day-to-day operations. No ad budgets, no content calendars -- just the operational fixes quantified in the sections above.

Your 30-Minute Walkthrough Call Is Included

Every Revenue Leak Audit includes a free 30-minute walkthrough call. Bring the report. You'll confirm your top leak, sanity-check the numbers against your real books, and leave with the first three moves in order.

Peak Performance HVAC is fictional.
Your numbers aren't.

Your audit is built from your actual lead volume, close rate, pricing, and trade. Take the free 15-question quiz, see your leak number, then decide if the full audit is worth $9.

Show me my number
Free 30-minute walkthrough call included