Client Journey Quick Leak Scorecard

Find your biggest revenue leaks in 7 questions and see how far behind AI‑powered competitors you are.

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Next steps

Turn insight into action

Once they’ve downloaded, the obvious next question is: “Now what?

Use these next two steps to turn your score into a concrete plan.

Top 3 Revenue Leaks

Get a 30‑day audit of your Top 3 Revenue Leaks

The Quick Leak Scorecard is a snapshot based on your judgment. The 3 Revenue Leaks Audit goes deeper, using your actual data.

  • Identify your Top 3 revenue and profit leaks across the full journey
  • Use your CRM, marketing, and service data to quantify what they’re costing you
  • Prioritise fixes that combine AI, automation and omnichannel journeys
  • Build a 90‑day roadmap you can execute without blowing up the business
Learn more
Find and Fix

Run a focused Find & Fix on your worst‑performing stage

Your lowest‑scoring stage on the Quick Leak Scorecard is not a “nice‑to‑know” it’s where you’re bleeding margin and capacity today.

  • Fix one broken stage (Enquiry, Onboarding, Service, Renewals, etc.)
  • Map the real world client journey and failure points
  • Design a smarter, AI‑assisted, omnichannel workflow
  • Ship changes quickly – not in a 12‑month transformation project
Learn more
FAQs

Got a questions? Get your answer

Quick answers to questions you may have. Can't find what you're looking for? Please reach out.

It’s built for advice‑led financial services firms – broking, wealth, accounting, insurance and other intermediated models.

If you have recurring client relationships and multiple touchpoints (enquiries, onboarding, service, renewals, reviews), this will be relevant

The Quick Leak Scorecard takes under 5 minutes. The full online Client Journey Leak Scorecard (which we link you to afterwards) takes 5–7 minutes.

You’ll get a fast, honest view of:

  • Which stages of your client journey are likely leaking the most revenue
  • How “smart” your journeys are (automation, AI, omnichannel, single customer view) vs. “we technically do the steps”
  • Whether it’s worth going deeper with a Find & Fix sprint or a 3 Revenue Leaks review

The Quick Leak Scorecard PDF and the online scorecard are both free. If your scores show meaningful leaks, we’ll invite you to explore our Find & Fix or Top 3 Revenue Leaks engagements but there’s no obligation and no hard sell.

  • The Quick Scorecard (this PDF): 7 questions, high‑level view across the full journey. Great for a first pass with your leadership or ops team.
  • The full online scorecard: 21 questions, deeper dive into each stage with clearer priorities and next‑step guidance.