AuditMix

Findings

Every finding is linked to evidence, impact, owner and action.

F-01 · Follow-Up ProcessCritical

No follow-up after unbooked estimate requests

Evidence

CRM export: 112 of 287 estimate requests (39%) in the last 90 days have no logged activity after the first call.

Business impact

At a $1,850 average job and 35% close rate, roughly $72,000 in pipeline is at risk per quarter.

Recommended action

Build a 5-touch follow-up sequence (SMS day 0, call day 1, email day 3, SMS day 7, email day 14).

Effort
6 hrs
Owner
Office Manager
Package
Foundation
Outcome
Recover 15–20% of stalled estimates
Confidence
High
F-02 · Website & ConversionHigh

Homepage has no single primary call-to-action

Evidence

Homepage scan found 4 competing buttons above the fold and no visible phone number on mobile.

Business impact

Visitors face unnecessary choices; mobile users (71% of traffic) can't call in one tap.

Recommended action

Use one 'Book a Plumber' button and a tap-to-call phone bar on mobile.

Effort
3 hrs
Owner
Web Developer
Package
Foundation
Outcome
+20–30% form and call conversions
Confidence
Medium
F-03 · SEO & AI SearchHigh

Service pages missing for water heaters and drain cleaning

Evidence

Sitemap shows 1 generic 'Services' page. These two services are 48% of revenue.

Business impact

No dedicated pages to rank or convert for the highest-value searches.

Recommended action

Create two dedicated service pages with pricing ranges, FAQs, reviews and booking form.

Effort
8 hrs
Owner
Marketing Lead
Package
Growth
Outcome
Rank for 20+ local service keywords
Confidence
Medium
F-04 · CRM SetupCritical

Website form leads are not entering the CRM

Evidence

Form submissions go to a shared inbox. 0 CRM records have source = 'Website form'.

Business impact

Leads can't be tracked, assigned or followed up automatically.

Recommended action

Connect the website form to the CRM with source tagging and auto-assignment.

Effort
4 hrs
Owner
Office Manager
Package
Foundation
Outcome
100% of web leads tracked
Confidence
High
F-05 · Social MediaMedium

Google Business Profile inactive for 5 months

Evidence

Last post: May 2026. Only 3 of 41 reviews have owner responses.

Business impact

Lower local visibility and weaker trust signals vs. competitors posting weekly.

Recommended action

Post weekly and respond to all reviews within 48 hours.

Effort
1 hr/week
Owner
Marketing Lead
Package
Growth
Outcome
Higher map-pack visibility
Confidence
Medium
F-06 · Analytics & TrackingHigh

No conversion tracking for phone calls

Evidence

Analytics has page views only; no call tracking or form-submission events configured.

Business impact

$1,400/month ad spend can't be tied to booked jobs.

Recommended action

Set up call tracking numbers and form conversion events.

Effort
3 hrs
Owner
Agency
Package
Foundation
Outcome
Accurate cost per booked job
Confidence
High