Free self-diagnostic

Find the next revenue-system gap to fix.

Answer ten questions across Capture, Nurture, Convert, Measure, and Automate. The score is a diagnostic aid: use it to identify the earliest weak handoff, then verify that handoff with a real customer journey.

Capture

Turn demand into an owned opportunity.

1. Does every new inquiry create or update a durable contact or opportunity record?

Include calls, forms, chat, text, referrals, and marketplace leads.

2. Can you identify where a new inquiry originally came from after it enters your system?

The source should survive later follow-up and conversion activity.

Nurture

Keep the next action visible and appropriate.

1. Does every active opportunity have a visible next action and owner?

A future action can be human or automated, but it should be explicit.

2. Do follow-up sequences have consent, stop, and human-escalation rules?

The system should know when to continue, stop, or hand off.

Convert

Make commitment easy and observable.

1. Can a qualified prospect reach booking, purchase, or a human decision without unnecessary handoffs?

Check the path on a phone, not only from an internal desktop.

2. Is the intended commitment event clearly defined and measurable?

Examples include booked appointment, paid order, signed agreement, or accepted consultation.

Measure

Connect source, progression, and outcome.

1. Can you reconstruct a recent customer journey from source through the final outcome?

The answer should come from system evidence rather than memory.

2. Do your reports connect meaningful progression and revenue outcomes, not only traffic or lead counts?

A useful measurement model connects activity to a business result.

Automate

Remove repetition without hiding exceptions.

1. Do active automations have known inputs, outputs, stop conditions, and exception handling?

A failure should become visible work instead of disappearing.

2. Can you name the manual step each automation removes and the evidence that the handoff still works?

Automation should reduce repeatable work without reducing visibility.

Answer all ten questions to calculate the diagnostic.

Your diagnostic

AR Score

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