Review questions, audits, and companion resources for the book’s 13 topics. Choose an area to examine and work through it using your own business records.
Each page explains what to check, offers a companion-resource request, and suggests a manageable next step.
Check how long new inquiries wait, who responds, and what happens outside business hours.
View chapter resources Chapter 02Review missed calls, phone routing, voicemail, and the information customers get when they reach your business.
View chapter resources Chapter 03Review whether your website and sales materials clearly explain who you help, what you do, and how to get started.
View chapter resources Chapter 04Compare quoted prices with delivery costs, discounts, scope changes, and the margin each job actually produces.
View chapter resources Chapter 05Review open quotes and unfinished conversations to see where a useful next step is missing.
View chapter resources Chapter 06Check whether the numbers you use are complete, consistent, and connected to decisions someone actually makes.
View chapter resources Chapter 07Find the approvals, decisions, and missing information that keep work waiting on one person.
View chapter resources Chapter 08Review recurring tasks, decide who should handle them, and make the handoff clear enough to follow.
View chapter resources Chapter 09Review customer relationships, the cost of serving them, and the work that keeps useful relationships healthy.
View chapter resources Chapter 10Review campaign spending, tracking, and customer outcomes so you can see which questions the reports answer.
View chapter resources Chapter 11Review an outside provider’s scope, fees, reporting, account arrangements, and responsibility for the work.
View chapter resources Chapter 12Organize questions about bookkeeping, cash flow, tax planning, and financial oversight for the advisers who handle them.
View chapter resources Chapter 13Review recurring charges, unused services, overlapping subscriptions, and the terms behind each expense.
View chapter resources
The Leak Detector explains the topics in more detail. Use a chapter’s resources for a focused review, or start with the general Leak Audit to consider the business as a whole.
If your review points to website, marketing, communications, or business-technology work, we can help you decide what to address first.
