The same 12-question diagnostic worksheet we walk every Diagnostic client through. Score your shop's intake, adjuster relationships, and documentation flow before the next major event. No fluff, no upsell — just the questions that predict whether you'll capture or leak revenue this season.
We'll email the PDF within 5 minutes. No newsletter, no spam — one email, the checklist attached.
Each question has four answer options scaled 0–3. Total possible is 36. Your total puts you in one of four readiness tiers and tells you which leak to fix first.
How well does your shop capture inbound calls? After-hours answer rate, booking conversion, confirmation-text speed — the metrics that decide whether a storm-event lead becomes a job.
How systematically do you manage the adjuster channel? Directory hygiene, automated updates after job complete, dormant-adjuster reactivation, and top-3 referrer revenue concentration.
How fast does a completed job become deposited cash? Claim-package turnaround, photo organization, Xactimate process, and days-from-job-complete to invoice-paid.
Walk through it with your office manager and your top operator. You'll know within 12 questions which category is leaking the most revenue.
A score under 22 means you're leaking revenue in multiple sections. The 15-minute call is the right next step — we'll prioritize the leaks and tell you whether the Diagnostic makes sense.
Most shops at this level have one specific leak that's costing them disproportionately. We can usually pinpoint it on a 15-minute call.
Genuinely. We're always studying shops that have figured out parts of this. Email us directly — we'd love to learn what you're doing right.
Skip straight to the 15-minute call. We'll walk you through the same checklist live and score your shop on the spot.
Book a 15-minute call