What your report looks like
Your written report lists your top 3–5 opportunities. Each one is laid out in the same clear structure so you know exactly what to do next — and what you can do yourself versus what's worth building.
Every recommendation includes
- Current issue
- Why it matters
- Simple DIY option
- Recommended system
- Possible tools
- Estimated complexity
- Suggested next step
Sample recommendation: Missed lead follow-up
Current issue
Leads come in through multiple channels (phone, email, website forms, referrals) and follow-up is inconsistent.
Why it matters
Slow or missed follow-up can lose jobs and makes the business look less professional. Even a one-day delay measurably lowers your close rate.
Simple DIY option
Use a shared lead tracker with status and a next follow-up date so every inquiry has an owner and a deadline.
Recommended system
Build a lead intake and follow-up system that captures inquiries, summarizes them with AI, sends notifications, and tracks next steps automatically.
Possible implementation
Website form, dashboard, AI summary, suggested reply, follow-up reminders, and email notifications.
Estimated effort
Low to medium, depending on your existing tools.
Suggested next step
Good candidate for a custom implementation project.
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