Revenue Leak Checklist
30-point funnel diagnostic — find where your sales process is quietly losing money
Most revenue leaks are invisible until you look for them. This checklist was built from the same framework used in the ReplyPilot Revenue Leak Audit ($500) — which has identified $50K+ in real revenue gaps for home-services and SaaS businesses.
Use this during quarterly business reviews, pre-fundraising audits, or whenever your close rate has stalled. Takes 45–90 minutes to run through a full funnel.
What you get
One checklist file (.md) — ready to use in Notion, Google Sheets, or your CRM. Each check has: category tag, diagnostic question, what to look for, and the most common fix.
30 diagnostic checks by category
Checkout & Payment (8 checks)
- PayPal/checkout form loads in under 3 seconds on mobile CHECKOUT
- No mandatory account creation before payment CHECKOUT
- Payment options include PayPal (highest conversion for $9–$50 products) CHECKOUT
- Return/cancel URLs redirect correctly after payment CHECKOUT
- Pricing displayed before checkout form — no hidden fees at cart CHECKOUT
- Checkout page has no outbound links or distractions CHECKOUT
- Payment confirmation email fires within 2 minutes of purchase CHECKOUT
- Download/delivery link works immediately after payment CHECKOUT
Pricing & Packaging (6 checks)
- Entry price point exists (under $50) for first-time buyers PRICING
- Price anchoring used: higher-tier option makes mid-tier feel reasonable PRICING
- Payment plans or split options exist for products over $200 PRICING
- Pricing page explains what each tier includes — no ambiguity PRICING
- Free trial or sample exists that converts to paid PRICING
- Discount codes are functional and don't stack unexpectedly PRICING
Follow-up & Nurture (6 checks)
- Abandoned checkout gets a recovery email within 2 hours FOLLOWUP
- Proposal follow-up scheduled automatically if no reply in 3 days FOLLOWUP
- Warm inbound gets a reply within 4 business hours FOLLOWUP
- Post-purchase email sequence educates and upsells FOLLOWUP
- Churned customers receive a win-back offer before deletion FOLLOWUP
- Referral ask happens at the moment of highest satisfaction (post-delivery) FOLLOWUP
Metrics & Visibility (5 checks)
- Monthly recurring revenue is tracked in real time METRICS
- Conversion rate by traffic source is known (not estimated) METRICS
- Average deal size is measured monthly by channel METRICS
- Revenue per customer segment is calculated quarterly METRICS
- Sales cycle length (first contact → cash) is tracked METRICS
Proposals & Close (5 checks)
- Proposal turnaround time under 48 hours from request PROPOSAL
- Proposal includes a clear next-step CTA — not just pricing PROPOSAL
- Proposal has social proof: logos, testimonials, or case studies PROPOSAL
- Proposal terms include a validity window (creates urgency) PROPOSAL
- Lost deals are followed up with a "what almost worked" conversation PROPOSAL
$9
Instant download · One .md file · 30 checks across 5 categories
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Questions? Email miloantaeus@gmail.com