The free workbook

Find where your business is losing time and money.

Work through 13 common business leaks, estimate their cost using your own numbers, and decide which problem deserves attention first.

Inside the audit

Turn a concern into something you can check.

Questions covering customer response, pricing, follow-up, marketing, operations, and expenses.

Use the figures you have to estimate the impact. Treat incomplete numbers as a starting point for further review.

Compare the problems you find and choose a manageable first change, with someone responsible for following it through.

Put it to work

Have recent inquiries, follow-up records, recurring expenses, and relevant reports nearby.

Record what you know, what needs checking, and which answers depend on another team member.

Pick a problem you can act on, assign an owner, and set a date to review the result.

Get the workbook

Use the form to request the workbook. You can also ask for the book link.

The audit helps organize your own review. Estimates depend on the information you put in, and business results vary.

For questions about the workbook, contact [email protected].

By Todd Eubanks · Caboodle Media

Go through the details

The book walks through the same areas with explanations, examples, and practical steps for reviewing how the business works.

Let's talk it through

Bring the questions your audit raises. We can talk through the website, marketing, or technology work involved.