Priority findings
Clear ranking of the highest-leverage gaps instead of a giant list of generic marketing advice.
Professional sample deliverable
See exactly what Harborline would look for in your lead process.
This nine-page example demonstrates the structure, clarity, and practical detail of a Harborline Lead Leak Audit. It is designed to help an owner understand where leads may be slipping away and what to fix first.
Fictional sampleNo inflated promisesBuilt for owner decisions
Inside the audit
Specific enough to act on. Conservative enough to trust.
Customer journeys
Before-and-after diagrams show how missed calls, web inquiries, and estimates can move toward a booking.
Practical messages
Examples demonstrate tone and timing while leaving final wording subject to client approval.
Value model
Conservative assumptions illustrate break-even potential without claiming guaranteed customers or revenue.
Implementation plan
A low-friction 30-day sequence explains what Harborline would configure, test, and report.
Measurement
Reporting focuses on contacted leads, replies, callbacks, bookings, and confirmed or clearly labeled estimated value.
Important context
This is a fictional example, not a disguised case study.
The sample company, observations, and numbers are illustrative. A real audit replaces assumptions with the business's actual lead path, available systems, approximate volume, typical completed job revenue, and staff process.
A real audit may use:
- Website and booking-path review
- Client interview or written questionnaire
- Available phone, form, CRM, or estimate data
- Owner-approved assumptions when data is incomplete
After the audit
How Harborline would turn the recommendations into a working system.
Confirm the scope
Choose the first lead path worth fixing, such as missed calls or unbooked estimates.
Invite limited access
The client owns the accounts and invites Harborline only where configuration is needed.
Approve wording and rules
The business approves messages, timing, escalation, and staff responsibilities.
Launch and measure
Harborline tests the workflow and provides a short, plain-English results report.