FREE · 10-MINUTE REVENUE LEAK CHECK
Find Where Revenue May Be Slipping Through Your Business.
Answer a few practical questions about your calls, estimates, jobs, invoices, and past customers. In about 10 minutes, you’ll see which areas appear strongest, where warning signs are showing up, and what to investigate first.
About 10 minutes · No payment · No documents to upload · No obligation
If your answers do not indicate enough of an opportunity to justify deeper work, Forma will tell you.
YOUR REVENUE LEAK PROFILE
Highest Attention
Estimate Follow-Up
High attention
Lead Response
Moderate attention
Past Customer Follow-Up
Moderate attention
STRONGER AREA
Invoicing & Payment · Stronger
RECOMMENDED FIRST LOOK — Open estimates with no documented next action.
Illustrative result preview — actual findings depend on your answers.
10 MINUTES. THREE USEFUL ANSWERS.
Finish the Check Knowing Where to Look First.
01 — WHERE TO LOOK FIRST
Where to Look First
The 2–3 parts of your revenue process showing the strongest warning signs.
02 — WHAT’S WORKING BETTER
What’s Working Better
See which areas appear more organized so you do not waste attention fixing everything at once.
03 — WHAT TO DO NEXT
What to Do Next
Receive a practical recommended next step based on your responses, including whether deeper investigation appears justified.
FROM FIRST CALL TO REPEAT CUSTOMER
Six Places Revenue Can Lose Momentum.
CALLS
Lead Response
Are incoming opportunities answered and tracked consistently?
ESTIMATES
Estimate Follow-Up
Does every open estimate have an owner and next action?
JOBS
Job Ownership
Can the team see who owns active work and what happens next?
PAYMENT
Invoicing & Payment
Does completed work turn into invoices and collected payment promptly?
PAST CUSTOMERS
Customer Retention
Are existing customers systematically brought back?
VISIBILITY
Management Visibility
Can management see what needs attention without hunting through multiple systems?
IS THIS WORTH TAKING?
Take the Check If Any of This Sounds Familiar.
Estimates stay open longer than they should
Missed calls or inquiries sometimes receive inconsistent follow-up
Different employees handle the same process differently
Past customers are rarely contacted again
Important next actions depend on somebody remembering
Your software has the information, but it is difficult to see what deserves attention
Very small or brand-new businesses with little existing lead, estimate, or customer volume may not get much value from the check yet.
START WITH WHAT IS ALREADY HAPPENING
Answer based on what normally happens inside the business—not what the written process says is supposed to happen.
NOTHING TO UPLOAD. NOTHING SENSITIVE REQUIRED.
You do not need financial statements, customer lists, CRM passwords, payment information, or confidential documents. Answer general questions based on how your business normally operates today.
Start My Free Revenue Leak Check
Free · About 10 minutes · No payment information · No obligation
Do not enter customer names, passwords, payment-card information, medical information, or other sensitive personal information.
If the results do not indicate enough opportunity to justify deeper investigation, Forma will tell you.
FREQUENTLY ASKED QUESTIONS
A Few Practical Answers
Is the Revenue Leak Check really free?
Do I need to provide financial records or CRM access?
Will the check tell me exactly how much money I am losing?
The Revenue Leak Check identifies warning signs based on the answers you provide. It does not independently verify financial losses or guarantee that revenue can be recovered.