# Local Business Automation Audit
## 15-Point Checklist to Find Where Your Leads Are Leaking

**Business name:** \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_
**Date:** \_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_\_

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### Section 1: Phone & Inbound Calls

| # | Check | Status (✅ / ❌ / ?) |
|---|-------|----------------------|
| 1 | **After-hours calls are answered** — not just voicemail. Every call during closed hours is captured by an automated system. | |
| 2 | **Calls are answered within 3 rings** during business hours. If you're busy on a job and can't pick up, a backup answers. | |
| 3 | **Appointments are booked over the phone without friction** — the person (or AI) on the other end can check availability, schedule, and send confirmation in one conversation. | |
| 4 | **You know how many calls you missed last week.** If you can't pull this number, you're losing leads in the dark. | |

**Revenue gap:** Estimated missed calls/week × average job value × close rate = $_______

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### Section 2: Web Leads & SMS

| # | Check | Status |
|---|-------|--------|
| 5 | **Website visitors can book instantly** — not just fill a contact form. Button-to-calendar in 2 clicks. | |
| 6 | **SMS/chat inquiries get a response within 5 minutes** during business hours. | |
| 7 | **Text-to-book is available** — prospects can text a number and get availability + book without a phone call. | |
| 8 | **After-hours web inquiries get auto-reply** — immediate response saying "thanks, we'll call tomorrow" with a booking link. | |

**Revenue gap:** Website visitors who didn't book × 2% conversion × avg job = $_______

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### Section 3: Follow-Up & Quotes

| # | Check | Status |
|---|-------|--------|
| 9 | **Every estimate/quote gets a follow-up at 24 hours.** No quote should go cold. | |
| 10 | **Follow-up sequence exists** — at least 3 touches (24h, 72h, 7 days) for every unclosed lead. | |
| 11 | **Lost leads get a "we're here when you need us" message** — not just abandoned. | |

**Revenue gap:** Quotes sent but not closed last month × average close rate improvement from follow-up (typically 30%) × avg job value = $_______

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### Section 4: Reviews & Reputation

| # | Check | Status |
|---|-------|--------|
| 12 | **Every completed job gets a review request** within 24 hours, when the customer is happiest. | |
| 13 | **Review requests are automated** — not manual texts or asking in person and forgetting. | |
| 14 | **You respond to every review** (good and bad) within 48 hours. Google rewards active responders with higher rankings. | |

**Revenue gap:** Jobs completed last month × 30% conversion to reviews × 10% boost in close rate from better reviews = $_______

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### Section 5: Analytics & Monitoring

| # | Check | Status |
|---|-------|--------|
| 15 | **You have a dashboard** that shows calls answered, leads captured, jobs booked, and revenue attributed — all in one place. | |

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## Scoring Guide

**Count your ✅:**
- **12-15 ✅**: You're ahead of 90% of local businesses. Your automation stack is solid. Look for marginal gains.
- **7-11 ✅**: You're leaking revenue but have a foundation. 2-3 focused fixes can add 20-30% more booked jobs.
- **3-6 ✅**: You're leaving significant money on the table. Prioritize phone answering + SMS booking first — biggest ROI.
- **0-2 ✅**: You're losing more leads than you're capturing. Most local businesses in this band are missing 50%+ of potential revenue. A full AI receptionist setup will 2-3x your booked jobs.

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## Your Revenue Leak Estimate

| Category | Revenue Gap |
|----------|-------------|
| Missed calls | $________ |
| Web leads not converting | $________ |
| Cold quotes (no follow-up) | $________ |
| Missing reviews (lost rankings) | $________ |
| **Total Monthly Leak** | **$________** |

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## Next Steps

**Option A: DIY** — Use this checklist to fix things one at a time. Start with phone answering (biggest gap).

**Option B: Done-For-You** — We set up the full AI receptionist system in 72 hours. Includes AI phone agent, SMS booking, follow-up automation, review engine, and dashboard.

→ **[Book a Free 15-Min Call](https://digitalhustlerx.com/contact)** — We'll walk through your audit results and show you exactly what a setup looks like for your business. No pitch. Just the numbers.

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*DHX Services — AI Receptionist for Local Service Businesses*
*https://agents.62.84.186.1.sslip.io/services/ai-receptionist/*