01
Give prospects a reason to engage.
Offer a short diagnostic that identifies potential weaknesses in their lead conversion process before the first conversation.
Sales intelligence before the first conversation
What Would One More Closed Deal Per Month Be Worth to Your Business?
Give prospects a reason to talk before you pitch.
The Revenue Leak Assessment helps agencies, SaaS sales teams and consultants uncover where prospects are losing revenue, so they can lead more relevant discovery calls, demonstrate value and build a stronger case for their solutions.
Results in minutes · 3 free assessments · no credit card required
Why sales teams use it
Better-informed conversations, from first contact to proposal.
Built for agencies, SaaS sales teams and consultants who diagnose a prospect's needs before recommending a solution.
02
Walk into discovery better prepared.
See prospect priorities, relevant questions and sales conversation angles before discussing your solution.
03
Build a stronger case for the sale.
Connect your services to problems the prospect has identified rather than delivering another generic pitch.
See it in action
From the prospect's first answer to your prepared conversation.
Four things happen when a prospect completes the Revenue Leak Assessment. All four run today.
01
Your prospect takes the assessment
Twelve questions across seven areas of their revenue process, in about three minutes, under your brand.
02
They receive personalized results
Their Revenue Capture Score, status band, key insights and top three priorities.
03
You get the intelligence
Contact and business details, the same score and priorities, a recommended call and email angle, what not to lead with, and discovery questions in your dashboard.
04
You start informed
Their own answers set the agenda for the first conversation instead of your assumptions.
Every completed assessment is recorded to your account once, and its intelligence is waiting in your dashboard. Results in minutes · No card required · One free trial per business.
What you receive
The prospect gets value before being pitched. You get intelligence before you call.
What your prospect gets
Twelve questions, seven leak areas measured and scored, and a personalized report: their Revenue Capture Score, their status band, and their top three opportunities with what to do next.
What you get as the partner
Your own branded diagnostic that turns every completed assessment into an insight-rich lead your team can act on.
- A branded 12-question assessment you share with one link
- A scored opportunity with contact and business details on every completion
- Private call-prep intelligence before the first conversation
- Every completed assessment processed once, never twice
Inside every completed assessment
- A lead magnet prospects actually get value from
- A scored opportunity, not just another form submission
- Top three revenue priorities identified for you
- Private call-prep intelligence before the conversation
- Discovery questions drawn from their own answers
- Guidance on what not to lead with
One dashboard, one link, no new systems
- Share one assessment link and let it work
- Your intelligence stays readable after you cancel
- Support from real people at [email protected]
- Monthly plans you can cancel yourself, anytime
Why assessments
Generic lead magnets get downloaded. Diagnostics get completed.
The prospect gets value before being pitched. You get intelligence before you call.
| Traditional lead magnet | Revenue Leak Assessment |
|---|---|
| An ebook or checklist tells them something they might use someday. | A diagnostic shows them where revenue may be leaking today. |
| A gated form gives you an email address and a guess. | A diagnostic gives you a scored opportunity with their top three priorities. |
| You open every call cold. | You open the call already knowing their answers and weakest areas. |
| They wait for a pitch. | They receive personalized results within minutes, under your name. |
How it works
From a shared link to a prepared conversation.
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Sign in and claim your free assessments
Three completed assessments, one time, no card required.
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We set up your assessment and email your unique link
Your link carries your attribution, so every completed assessment is credited to your account.
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Your prospect completes the diagnostic
Twelve questions across seven areas of their revenue process, in about three minutes.
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They receive their personalized report
Their Revenue Capture Score, status band, and top three priorities.
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You open your dashboard
Contact details, priorities, call angle, what not to lead with, and discovery questions.
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You start the conversation informed
Their priorities set the agenda instead of your assumptions.
Sample sales intelligence report
Don't walk into your next discovery call guessing what matters.
This fictional example shows how assessment findings identify lead response and follow-up weaknesses and generate useful discovery questions and sales conversation angles you can bring into the call.
Fictional demonstration · production scoring logic
27
Revenue Capture Score · Significant Leakage
Evergreen Wellness & Med Spa
101–250 leads per month · $5,001–$10,000 monthly marketing spend
Where the revenue is leaking
Priority 1Lead Response0/100
Priority 2Follow-up17/100
Priority 3Reactivation33/100
Sales priority HOT · private call and email angles, plus five discovery questions, ready before your first conversation.
View the Sample Sales Intelligence Report
Opens the full buyer-side report for Evergreen, a fictional demonstration business, with the real engine-generated findings.
What is live today, and what is still being built
Two lists, side by side, so you can see exactly what you are buying before you choose a plan.
Already live
- The branded 12-question Revenue Leak Assessment
- Scoring across seven revenue leak areas
- The prospect's personalized results
- Your private intelligence report in this dashboard
- Plan management and monthly billing
Still being built
- Automated email notifications when an assessment completes
- CRM integrations for Close, HubSpot and GoHighLevel
- Automatic plan-to-allowance synchronization
- A trial-expiration reminder sequence
We would rather tell you what is not ready yet than sell you something that does not exist.
Pricing
Try 3 assessments free. Scale from $49 a month.
Every limit below is counted in completed prospect assessments. One free trial per business.
3 Free Assessments
IncludedFree
See what better discovery looks like.
Test the RLA with three prospects and experience the sales intelligence firsthand.
3 completed prospect assessments, one time
Added automatically after verified sign-in. No card required. One free trial per business.
Starter
$49.00 / month
Make your next 10 prospect conversations count.
Bring personalized findings and stronger discovery questions into your sales process.
Up to 10 completed prospect assessments per month
Billed monthly. Cancel anytime.
Growth
Most popular$99.00 / month
Build a more informed sales pipeline.
Use diagnostic insights across up to 20 prospects to support more relevant demos and proposals.
Up to 20 completed prospect assessments per month
Billed monthly. Cancel anytime.
Pipeline Pro
$249.00 / month
Bring diagnostic selling to your team.
Support higher-volume prospecting with consistent, personalized sales intelligence.
Up to 60 completed prospect assessments per month
Billed monthly. Cancel anytime.
FAQ
Before you ask.
What is a Revenue Leak Assessment?
A diagnostic lead magnet and sales-enablement tool. It asks 12 questions across seven areas of a business's revenue process, including response speed, follow-up, conversion, CRM hygiene, reviews and referrals, retention, and marketing return. It returns a Revenue Capture Score, an overall status band, and the prospect's top three priorities. The prospect learns something useful about their own business, and you gain a scored opportunity plus private call-prep intelligence.
What counts against my allowance?
Completed prospect assessments. The free plan includes 3, one time. Starter includes up to 10 per month, Growth up to 20, and Pipeline Pro up to 60. Reading your intelligence report in this dashboard does not consume an assessment.
Do I need a credit card for the free assessments?
No. Sign in with your email, and the free plan is added to your account. You only pay if you choose a monthly plan.
Which businesses is this built for?
Consultants, marketing agencies, SaaS and AI solution providers, sales professionals, and any service business that diagnoses a client's needs before recommending a solution.
What happens when I cancel?
Your monthly billing stops at the end of the month you have already paid for, and your allowance stops renewing. Until that month ends you keep full access, so remaining assessments stay usable. Past results stay readable. There are no partial-month refunds, and the free assessments need no cancellation at all.
How do I get help?
Email [email protected] for support, account, billing or onboarding help, or use the contact form inside your dashboard. For sales conversations before you sign up, email [email protected].
Start with three completed assessments.
No card required. Cancel a paid plan whenever you like.