The Revenue Self-Audit
Thirteen questions across six hand-offs, and one place to start.
Owner-led US businesses · $1M a year and up
Money leaks between first inquiry and collected cash. We find where.
Free self-check · two taps · no email
Hand-off 1 of 6 · Inquiry → Quote
Choose the answer that sounds like your business.
Score the other five hand-offs
That was one of six hand-offs where money changes hands, from first inquiry to collected cash. The other five take about three minutes and end in a dated sheet that names where to start.
The standard we check against: every step is somebody’s job.
Two taps for the first hand-off. The other five if you want them. A call only if you ask.
Every estimate on this page is yours, cited, or labeled as an assumption.
Unanswered inquiries, unchased quotes, late invoices. In two weeks we measure them from the books and name the first fix.
- Fixed fee
- $4,500
- Length
- Two weeks
- Access to records
- Read-only
Nothing gets switched off, nobody learns new software, and the report is yours whatever you decide.
+1 (202) 600-6027Mon–Fri, 9 a.m.–6 p.m. ET · A real person answers or calls you back the same business day.After hours? Book the call online: one form, no calendar
Six hand-offs
Where does work stop moving in your business?
Fig. 1
The leak lives between the steps, not inside them.
- Inquiry
- Hand-off 01 to Quote
- Hand-off 02 to Contract
- Hand-off 03 to Delivery
- Hand-off 04 to Invoice
- Hand-off 05 to Payment
- Hand-off 06 to Margin
01Inquiry to Quote
An inquiry is revenue asking to happen.
What it costs
Every inquiry answered late competes with whoever answered first. The cost is real and, without a timestamp, uncounted.
The standard
Every inquiry is logged the moment it arrives, the first reply is stamped by the system, and someone can state last month’s response time without guessing.
02Quote to Contract
A quote is a promise with no owner unless someone gives it one.
What it costs
Each quote that ends in silence is priced, sent work that was never closed or declined.
The standard
Every quote leaves with a follow-up date on someone’s calendar, and every quote ends in a recorded outcome — won, lost, or declined — never silence.
03Contract to Delivery
The distance between what was signed and what gets done is where scope leaks.
What it costs
Unpriced extra work is revenue delivered and never billed. It appears nowhere, because nobody wrote it down.
The standard
The team works from the same written scope the customer signed, and any work beyond it is priced on a written change order before it happens.
04Delivery to Invoice
Finished work not yet billed is a loan nobody decided to make.
What it costs
Every day between work finished and invoice sent is an interest-free loan to the customer.
The standard
Invoicing is part of finishing: the bill goes out the day the work is done, and there is a way to check that nothing finished sits unbilled.
05Invoice to Payment
Terms are what you wrote. Days-to-paid is what is true.
What it costs
The gap between the written terms and the days payment actually takes is financed from the payroll account.
The standard
Terms and reality agree: invoices are paid close to their terms, and past-due reminders go out on a schedule without anyone deciding to send them.
06Payment to Margin
Money that arrived is not money you kept.
What it costs
A monthly P&L average hides which jobs earned and which quietly cost money. When nobody can name the three worst, that is the answer.
The standard
You know how many days of costs your cash covers, and job costs are recorded well enough to rank last quarter’s jobs by what they actually earned.
None of these is a marketing problem. Every one of them happens after the customer has already raised their hand — or already signed — which is why buying more leads does not fix any of them.
One example · unanswered inquiries
Here it is with ordinary numbers. Yours will be different.
Fig. 2
Leaving the business every year
A labeled assumptionIllustrative example
- Inquiries a month
- 40
- A year of them
- 480
- Never followed up
- 144
- Would have closed
- 36
- At an average of
- $6,000
- Every year
- $216,000
Every number above is an assumption we chose, shown so the shape of the math is visible. Put in your own four numbers and the figure follows.
How we got this number
- 40 inquiries a month × 12 = 480 a year
- 480 × 30% never followed up = 144
- 144 × 25% closed = 36 jobs
- 36 × $6,000 = the total above
Who runs it
Small on purpose. Senior on purpose.
A team with ten-plus years in strategic consulting and business-process automation. Before Lumina, our people built and ran revenue operations inside a Fortune 500 US financial institution.
Tamara Stepanyan, founder
The 20-minute call comes before any payment, and you will be told the name of whoever calls you.
We ran the diagnosis on ourselves first.
We put our own outbound calling through the same six dimensions we sell, and we publish what it showed: a firm that will not measure itself has no business measuring you.
What we hold ourselves to, in writing.
The fee pays for the answer, not for a pitch, and it does not change.
If we miss you, we try twice more over the next few days and then stop: no drip campaign, no newsletter, no texts you didn’t ask for.
We call you back the same business day.
No client case studies yet — we would rather tell you that than invent one.
Free tools
Put a number on it yourself.
The Leak Calculator
What the inquiries nobody followed up were worth, from four numbers.
Answers
- Signs Your Business Needs an Operations Audit
A practical checklist for deciding whether your business needs an operations audit now — and the signs that say wait, before you pay anyone.
6-min read
- What a Missed Call Costs a Service Business
What a missed call can cost: why the phone is a high-intent channel, why a caller may leave no voicemail, and what to measure before choosing a fix.
7-min read
- Why Invoices Go Out Late After the Job Is Done
The work is done and the invoice still has not gone out. Where the pre-invoice pipeline stalls — paperwork, sign-off, approvals — and the same-day fix.
7-min read
The next step
Bring us the process that keeps getting stuck. We will tell you if we can help.
- Leave a name, number and email on the next page. A person reads it, not a bot or a ticket queue. We call you back the same business day.
- 20-minute call: fit, not yet, or not us.
- If it fits: the Revenue Review, $4,500 flat, two weeks.
Book the 20‑minute call
+1 (202) 600-6027Mon–Fri, 9 a.m.–6 p.m. ET · A real person answers or calls you back the same business day.