Local Business Growth Audit Pack
Audit an appointment business for missed calls, slow follow-up, weak offers, review gaps, and booking leaks.
- Runtime
- 60-90 minutes
- Difficulty
- Advanced
- Format
- Local growth audit pack
Example run
The artifact is the proof.
Tested 2026-07-12 · Claude (Fable 5)
Scenario: A solo-owner dental practice in Waco with two front-desk staff; the owner suspects lunch-hour calls go to voicemail but has no missed-call data.
Sample artifact
From the example runLine 1 — phone leak (missed-call rate ASSUMED 20-40%, booking rate ASSUMED 25-35%): low: 220 calls x 20% x 25% x $240 = $2,640. High: 220 x 40% x 35% x $240 = $7,392. Between $2,600 and $7,400 a month. Line 2 — form leak: 35 leads x 100% slow reply (tested: 5h25m, no auto-responder) x 25-35% x $240 = between $2,100 and $2,940 a month. Line 3 — no-show leak: NOT COMPUTED — the practice tracks its 12% no-show rate but not how many ever rebook; listed as an open question for the owner.
Before
A hunch about missed calls, a raw call count from the phone system, and no dollar figure on anything — every agency pitch to this owner started from vibes.
After
A six-axis scorecard with tested evidence per score (Capture 1/5, Booking flow 1/5, three axes explicitly left alone), a $4,700-$10,300/month leak band with the arithmetic shown, a four-fix 30-day plan ordered by dollars recovered per day, and one line honestly marked NOT COMPUTED because the practice tracks no rebooking data.
Run it like this
- 01Fill the inputs list with the owner; write "unknown" for anything they can't produce
- 02Run the 15-minute operator test — after-hours call, timed form submission, test booking, text test — and write down exactly what happened
- 03Paste inputs, website copy, review profile, and test results into the master prompt
- 04Check every score's cited evidence and redo the worksheet arithmetic on a napkin before showing the owner anything
- 05Deliver the one-page summary, run the four-fix plan, and rerun the three worksheet lines at day 30 against today's baseline
What you leave with
Useful output, not another chat.
Six-axis leak scorecard with written 1-5 anchors
Missed-revenue math the owner can check on a napkin
30-day recovery plan ranked by dollars recovered per day of effort
Contents
The working parts.
Best for Med spas, clinics, home services, and appointment businesses with inbound lead leakage.
Useful for