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Precision Growth Group · for owner-led trades shops

Money Leak Scorecard

Five questions you can answer from memory. You'll get a rough estimate of the money sitting in your quotes, your receivables and your pricing.

Your shop

Ticket No. MLS-001
01

Last 12 months, roughly.

$
02

Total dollar value of quotes you've sent that haven't been approved or turned down.

$
03

What a typical job bills for.

$
04

A rough count is fine.

invoices
05
Do you know your profit margin by job type?

Example numbers are filled in for a $2M shop. Replace them with yours.

Estimate

Money at stake
  • Quotes worth chasing$8,000

    20% of $40,000 in open quotes, won back with steady follow-up.

  • Cash stuck in late invoices$11,250

    25 late invoices at about $450 each. Already earned; it just isn't in the bank.

  • Margin you may be missing$40,000

    2% of $2,000,000 a year from repricing or reshaping your least profitable work.

Available now (quotes and late invoices)$19,250
Each year (pricing and job mix)$40,000
Total at stake, first year$59,250

That's about 3.0% of your annual revenue.

Email me my results

We'll email your results and a few short follow-ups. Unsubscribe anytime.

Check it yourself in 2 minutes

  1. Open your job software and go to Quotes (some call them Estimates).
  2. Filter to quotes awaiting response, sent more than 14 days ago.
  3. Add up the total. That's money your customers already asked you to price.

Most owners find more there than they expected.

See it on your own numbers

This scorecard guesses from five answers. An AI Assessment checks your job software against your books record by record and shows the exact quotes, invoices and jobs behind the numbers.

These estimates assume your books are accurate. An AI Assessment shows whether they are.

Book a free 30-minute call

Jared Stauffer · Precision Growth Group · 20-year CTO, Phoenix

How the estimate works

  • Quotes worth chasing: consistent follow-up typically wins back a share of quotes that would otherwise go cold. We assume 20% of your open quote value.
  • Cash stuck in late invoices: late invoices times your average invoice. This is money you've already earned, not new revenue.
  • Margin you may be missing: shops that don't track margin by job type often underprice their busiest work. We assume 2% of revenue a year if you don't know your margins, 1% if you know roughly, and 0.25% if you track them closely.

These are planning assumptions, not a guarantee. Your real numbers will differ.

Your answers stay private unless you choose to email the results to yourself.

Money Leak Scorecard | Precision Growth Group