Website conversion leak audit

Your website may be getting leads.
It may also be losing them.

RMD checks the unsexy parts that actually turn visitors into customers: forms, calls-to-action, quote follow-up, booking friction, CRM handoff, email confirmations, mobile flow, and missed-reply recovery.

FormsFollow-upCRM handoffMobile UXQuote recovery
Example audit output

Leak Scorecard

6leaks found
2critical fixes
24hquick-win window
$recovery potential
What gets checked

Six places owner-led businesses quietly leak revenue.

This is not a generic SEO report. It is a buyer-path audit: can a real customer land, trust, inquire, get routed, and be followed up with before the opportunity dies?

Lead capture

Forms that fail or ask too much

Submission test, required fields, upload friction, thank-you page, confirmation email, and notification routing.

CTA clarity

Pages with no obvious next step

Hero CTA, service-page CTA, mobile CTA, phone/email placement, and whether the offer is specific enough.

Speed to lead

Slow or inconsistent follow-up

What happens after inquiry: owner alert, CRM status, draft response, missing-detail request, and follow-up window.

Quote recovery

Stale estimates and dead proposals

Quotes with no response should become a recovery queue, not an inbox memory test.

Trust gaps

Weak proof before asking for contact info

Case studies, process clarity, service fit, location trust, reviews, and objections that should be answered earlier.

Tracking

No way to know what worked

Lead source, page path, UTM capture, form events, and weekly summary of open opportunities.

Sample finding

The output is a fix list, not a 40-page PDF.

Critical leak: Quote request form submits successfully, but no confirmation email is sent to the customer and no follow-up task is created. Impact: A high-intent visitor can request pricing and hear nothing if the inbox alert is missed. Fix: Add customer confirmation, owner notification, CRM/open quote status, and 48-hour follow-up draft. Suggested system: Revenue Recovery Agent queue.

Guardrail: RMD does not need autonomous sending to recover revenue. The safe first step is draft-and-approve follow-up plus a weekly owner queue.

Deliverable

What you get.

Leak scorecard

Ranked issues by severity, owner impact, and estimated fix difficulty.

Quick-win fixes

Highest-leverage changes that can usually be fixed first: CTA, form, confirmation, routing, follow-up.

Automation spec

If a leak needs automation, RMD maps the first practical build: intake portal, quote follow-up, CRM handoff, or recovery queue.

Sample report

See the short, fix-first audit format RMD can use for prospects and clients.

Open sample report

Scorecard template

Download the CSV checklist used to rank lead capture, CTA, follow-up, quote recovery, proof, tracking, and mobile leaks.

Download scorecard CSV