An honest, factual picture of how your lead and revenue generation works right now, so every judgment in the diagnostic rests on reality instead of impression.
Fill every field. Where you do not have a number, write "unknown," because not knowing is itself a finding.
| Month 1 | Month 2 | Month 3 | Swing (highest minus lowest) |
|---|---|---|---|
List each source you currently get leads from, and roughly what share each contributes.
| Source | Est. percent of leads | Est. percent of revenue |
|---|---|---|
| Month 1 | Month 2 | Month 3 | Range (lowest to highest) |
|---|---|---|---|
Mark any of these that are true. Each is a sign generation is not yet a system:
Your largest dependency is more than half your leads (single-source fragility). Your monthly new-customer swing is large relative to the average (feast or famine). Your conversion rate is "unknown" (you cannot see your own funnel). You answered "No" to predictability (generation is hope, not a system). Carry this snapshot into the scoring step; the picture it paints is the problem the rest of the pathway turns into a reliable engine.
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