Revenue and capacity
Your business type, typical sale or project value, monthly revenue, and the amount of work your team can deliver.
The $99 Revenue Leakage Assessment
See which gaps in your revenue process deserve attention first
Use your business numbers and process answers to get three priorities, clearly explained revenue scenarios, and a printable 30/60/90-day action plan. $99 once.
Built around roofing and estimate-based project work. Other trades should review the questions and methodology before purchasing. Review the methodology.
Automated planning assessment. Does not verify your records or guarantee recovered revenue.
What is a revenue leakage assessment?
It is a structured review of the places where opportunities, billable work, cash collection, or margin may be slipping through your process.
The Contractor AI Labs assessment uses your business totals and process answers to generate an automated report. It helps you decide what to investigate and improve first.
It does not reconcile your books, verify your transactions, or follow up with customers on your behalf.
Who it is designed for
Businesses that manage inquiries, quotes or proposals, service delivery, and invoices can use the free tools and process guides. The current paid assessment was developed around roofing. For other trades and service professions, review the methodology and confirm that the assessment’s assumptions fit your business before purchasing.
Revenue exposure scenarios are not confirmed losses, forecasts, or promises of recovery.
One report. A practical next step.
$99one time
no subscription
no subscription
- Your personalized leakage score
- Ten category scores
- Monthly and annual exposure ranges
- Formulas and assumptions explained
- Three recovery priorities and first actions
- A printable 30/60/90-day recovery plan
Built around roofing and estimate-based project work. Other trades should review the questions and methodology before purchasing. Review the methodology.
Automated planning assessment. Does not verify your records or guarantee recovered revenue.
Complete the questions first. One-time payment to unlock your report.
See the complete sample report →What to have ready
Use one consistent reporting period.
Exact numbers are best. If you use estimates, the report explains how your inputs affect confidence.
Inquiries and estimates
Inquiry totals, missed calls, bookings, estimates, completed jobs, and your follow-up practices.
Billing and delivery
Unbilled work, overdue invoices, preventable rework, and who owns each handoff.
Use business totals. Customer names and private customer records are not needed.
Illustrative report structure
From a possible gap to a specific action.
This example shows how a finding can lead to a practical next step. It is not a customer report or a personalized result.
Opportunity to investigate
Estimate follow-up
Check open estimates that have no recorded next step or outcome.
Evidence to gather
The open-estimate list
Review date sent, last contact, next action, owner, and recorded status.
Action to consider
Assign the next step
Give each open estimate an owner and follow-up date. Track responses and outcomes.
The paid report includes scores, scenarios, priorities, and a 30/60/90-day plan. Each scenario explains its formulas and assumptions.
Know what you are buying
Assessment questions, answered.
When do I pay?
Complete the six sections first, then make a one-time $99 payment. Results unlock after payment is verified.
Will this do the follow-up for me?
No. You receive findings, workflows, and a plan. Your team implements the actions. Software and consulting are not included.
How is the report produced?
An automated scoring framework uses the numbers and process answers you submit. It identifies patterns and scenarios; it does not inspect records or activity you have not provided.
Does it guarantee more revenue?
No. Outcomes depend on your inputs, lead quality, capacity, market conditions, and team follow-through.
What is the refund policy?
Review the current refund policy ↗ before purchasing. Payment takes place securely through Stripe after you complete the questionnaire.
Can I keep a copy of the report?
The current assessment supports downloading or printing the report. Save a copy when it opens so you have a permanent record.