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Revenue leak audit worksheet
RevenueAnatomy
For UK HVAC owner-operators
Map -> Measure -> Mend

The 4-Leak Worksheet

Ten minutes. One honest look at where money is leaking from your business. Start with rough numbers. Conservative guesses beat perfect guesses you never make.

How to use this sheet

1. Map the leaks with one honest question per category.
2. Measure each leak in pounds per week using rough, conservative numbers.
3. Circle the biggest number. That is the first leak to mend.

Map and measure

Leak 01 · Phone
Missed calls × average job value × 0.5

Do I answer every call, every time?

If not, estimate how many calls a week you miss.

Average job value

Estimated £/week lost

Leak 02 · Slow quotes
Delayed quotes × likely close value

Do my quotes go out the same day, every time?

If not, how many quotes slip past 24-48 hours in a typical week?

Average quote value

Estimated £/week at risk

Leak 03 · Dead leads
Un-chased quotes × 10% × average job value

Do I systematically follow up every quote that did not convert?

If not, estimate how many quotes from the last 90 days were never chased.

Average job value

Estimated £/week recoverable

Leak 04 · Admin drag
Admin hours × your on-tools hourly value

How many hours a week disappear into paperwork?

Count invoicing, scheduling, chasing payments, certificates, and job-sheet admin.

Your hourly earning value on tools

Estimated £/week lost

Totals and first move

Total weekly leak across all four:

Which leak is biggest right now?

What is the first practical step to mend it this week?