Marketing Leads

You're doing well at capturing the attention of potential customers, and answering the phone.

You're doing well, but there's room for improvement.

Bottom line, in dollars and cents? Achieving a B would have meant as much as $51k in additional revenue this month (that's about $610k over a year).

Marketing Leads and Lead Classification are connected, so the revenue gains from improving them may look similar. You’ll get the best results by improving both—focusing on just one might not be enough.

Lead Classification

You're doing so-so at identifying how well the call center distinguishes opportunities from non-opportunities in inbound calls.

This is worth improving.

Bottom line, in dollars and cents? Achieving a C+ would have meant as much as $51k in additional revenue this month (that's about $610k over a year).

This shows how well your team recognizes genuine opportunities during inbound calls. Every missed opportunity is business left on the table. Consistent training and QA audits on calls strengthen performance. The biggest gains come when Lead Classification and Marketing Leads improve together, ensuring you capture more of the opportunities already coming your way.

Booking

You're doing poorly at turning interest into action — getting callers to take that next step and book an appointment.

Let's focus on getting you back on track.

Bottom line, in dollars and cents? Achieving a C would have meant as much as $100k in additional revenue this month (that's about $1.2M over a year).

Dispatch

You're doing well at getting technicians assigned and out to jobs, and most of the time ensuring the right person is making it to the right appointment.

You're doing well, but there's room for improvement.

Bottom line, in dollars and cents? Achieving a B would have meant as much as $100k in additional revenue this month (that's about $1.2M over a year).

Each delay, misassignment, or scheduling gap means less efficiency and missed opportunities to serve customers. Stronger dispatching improves job flow, boosts customer satisfaction, and increases the number of completed jobs.

Opportunity To Sell

You're doing so-so at creating chances for your team to present solutions once they arrive at the customer’s home.

This is worth improving.

Bottom line, in dollars and cents? Achieving a C+ would have meant as much as $150k in additional revenue this month (that's about $1.8M over a year).

Every time a tech leaves without offering a clear path forward, potential revenue is lost. The more often genuine opportunities are created and recognized, the greater the impact on sales and customer trust.

Conversion

You're doing so-so at turning sales opportunities into completed jobs.

This is worth improving.

Bottom line, in dollars and cents? Achieving a C+ would have meant as much as $200k in additional revenue this month (that's about $2.4M over a year).

Each missed conversion is business left on the table after you’ve already invested in marketing, booking, and dispatching. Better conversions mean more revenue without adding more leads, which is the most efficient growth you can achieve. Conversion is always worth improving.

Revenue Trend

You're doing so-so at growing revenue over time, so keep your eye on your revenue trend line is moving in the right direction.

This is worth improving.

Bottom line, in dollars and cents? Achieving a C+ would have meant as much as $700k in additional revenue this month (that's about $8.4M over a year).

Tracking revenue trends helps you see whether gains are consistent and sustainable. Improving here means not just hitting one good month, but building steady, reliable growth that supports long-term profitability.