Revenue Leak Review

Book your Revenue Leak Review.

In 30 minutes we will review how your company handles leads, calls, follow-up, contracts, production, and reporting — and show exactly where revenue is leaking, and how ProjectPal recovers it. A business review, not a software tour.

  • A real operational review — we walk your business, not a feature checklist.
  • Your lead-to-cash funnel mapped: Lead, Call, Customer, Appointment, Contract, Job, Invoice, Referral.
  • A branch-by-branch and team-by-team comparison — see who converts and who leaks.
  • Exactly where leads, calls, and margin are slipping out of the operation today.
  • A governed-AI walkthrough — AI proposes, a human confirms, every action permissioned and audited.

About 30 minutes, tailored to your trade and size. No obligation, no high-pressure pitch — just a clear picture of where the money is going.

Built for multi-location operators HVAC · Plumbing · Electrical Roofing · Remodeling · More

Tell us about your operation

We tailor the review before we ever get on the call.

Which of these apply? (optional)

By submitting, you agree we may contact you about your review. We respect your time — no spam, no sharing your data.

What happens next

Three steps from first call to clear picture

No drawn-out sales cycle. We move fast because the goal is your decision, not our pipeline — by the end you will know exactly where the revenue is leaking.

1

We learn your operation

A short, candid conversation about how leads come in, how calls get handled, how jobs get sold, and where the handoffs break down across your branches.

2

We map your lead-to-cash flow — live

We model your real lifecycle on screen: your trades, your teams, your funnel. No slideware — you watch your operation take shape from the first call to the final invoice.

3

You see where the revenue is leaking

We point to the specific places revenue is slipping out — missed calls, weak follow-up, stalled contracts, unattributed marketing, branch blind spots — and how ProjectPal recovers it.

Prefer to look around first? See why operators choose ProjectPal

Questions

What to expect from your Revenue Leak Review

What is a Revenue Leak Review?

A 30-minute working session where we map how your company handles leads, calls, follow-up, contracts, production, and reporting — and show where revenue is leaking. It is a business review, not a software demo.

How long does it take?

About 30 minutes, tailored to your trade and company size before we ever get on the call.

Is there any cost or obligation?

No. The review is free and there is no obligation to buy anything.

Do I have to switch software to do this?

No. We map your current operation regardless of what you use today, then show where ProjectPal could help.

Do I have to replace my phone system?

No. ProjectPal works alongside your existing phone, SMS, and email — we will talk through what connects.

Who should attend?

Whoever owns the numbers — usually the owner or the operations/office manager.

How is my information handled?

We only use what you share to prepare and run your review. ProjectPal is built with role- and branch-level permissions, tenant isolation, and audit trails.