Skip to main content

Every number here starts in your own records.

85 working instruments. None of them read your systems, and none of them will tell you what your business is going to earn. What they do is take something you already half know, calls that go unanswered, estimates that go quiet, senior hours spent on screening, and turn it into a figure specific enough to argue about.

They belong to Resources, where the analysis and research that explain the same problems live.

The three kinds of instrument on this page

Three places most businesses should start.

The rest of the bench is worth browsing once you know which part of the front door you are inspecting. These three answer the most common opening question in their category.

Revenue Leak Diagnostic

The general model. Recent enquiry, response, booking and follow-up numbers go in; a directional figure for exposed revenue and senior time comes out, broken into the four places it leaks.Start here when you want the size of the problem before the diagnosis.Open the calculator

AI Visibility Score

Reads a real website and reports what a careful stranger can and cannot establish about the business from it, with the evidence quoted from the pages it inspected.Start here when enquiries are thin and you suspect the site is the reason.Open the scored diagnostic

CPA & accounting client intake

The consult-led model calibrated for an accounting practice: partner and manager hours, good-fit client opportunity, and the value of a longer relationship kept separate rather than averaged together.Start here for a CPA, tax or advisory practice. It is the one calculator with published research beside it.Open the calculator

Speed-to-lead and after-hours response

The speed-to-lead model calibrated for dispatch-led and appointment-led operators whose first caller is often comparing three companies.Start here if your team misses calls between 5pm and 9am, or takes more than 15 minutes to follow up web forms.Open the calculator

Scored diagnostics.

Seven instruments that inspect something real, a live website, a competitor, a response pattern, and return a scored report. Each one names the questions it settles and what the report actually contains, so you can tell before you start whether it is the right instrument.

AI Business OS Diagnostic

The widest instrument on the bench. It looks across answering, front-door control, public answer coverage, proof, dormant-customer recovery and how the parts hand work to each other, then names the layer that is actually constraining the business.

You supply: A short description of how the business currently runs each layer.

Run it

Questions it settles

  • Does the business behave like one operating system or a pile of disconnected tools and people?
  • Which layer is the true bottleneck right now: visibility, front door, proof, recovery, or orchestration?
  • How much revenue is at risk because the stack is still fragmented or underpowered?

What the report contains

  • Overall AI Business OS score and score band
  • Revenue-at-risk model tied to the current systems bottleneck
  • Recommended next engines, benchmark context, and direct appointment handoff

AI Visibility Score

Reads a real website and scores whether it states clearly who the business is, answers the questions buyers ask, carries visible proof, and holds the local signals needed for it to be recommended rather than skipped.

You supply: A live website address.

Run it

Questions it settles

  • Can AI systems tell who you are and what you do?
  • Does the site answer the questions buyers actually ask?
  • Are there enough proof and local signals to route demand confidently?

What the report contains

  • Overall AI visibility score and score band
  • Evidence-backed findings across homepage and priority pages
  • Fast wins plus related resources and direct appointment handoff

Front Door Benchmark

Measures the posture of the front door itself: coverage when nobody is free, control over what a caller is asked, whether a booking can actually be completed, and whether a missed contact is recovered.

You supply: Your current coverage, booking and recovery arrangements.

Run it

Questions it settles

  • How much revenue is the current front door donating every month?
  • How does your intake posture compare with stronger operators?
  • Which front-door weakness is hurting you first: coverage, control, booking, or recovery?

What the report contains

  • Monthly and annual revenue at risk
  • Benchmark percentile and peer comparison summary
  • Fast wins plus direct handoff into the Revenue Leak Diagnostic flow

Trust Stack Audit

Scans the public proof layer. Reviews, named people, credentials, case evidence, differentiation and local trust, with the evidence it found quoted back rather than asserted.

You supply: A live website address.

Run it

Questions it settles

  • Do buyers see enough proof to believe the next step?
  • Can search and AI systems detect real expertise and local trust?
  • Is the site differentiated enough to be recommended instead of ignored?

What the report contains

  • Trust score across reviews, proof, identity, differentiation, and local trust
  • Evidence samples pulled from the public site
  • Fast wins, recommended assets, and trust-focused appointment handoff

Review Velocity Benchmark

Compares the pace at which finished work becomes a visible public review against the capture rate the niche needs to look active and chosen often.

You supply: Monthly completed jobs and your current review count and pace.

Run it

Questions it settles

  • Is the business creating enough fresh proof to look active and chosen often?
  • How much finished work is leaving without producing visible trust signals?
  • Does the review system look benchmark-strong or quietly underpowered?

What the report contains

  • Review velocity score and score band
  • Capture rate, target monthly reviews, and monthly gap to benchmark pace
  • Fast wins plus direct handoff into the same appointment path used across the site

Competitor Intake Scanner

Puts your front door beside a named competitor's and scores the gap signal by signal: how quickly contact is possible, how clearly the next step is explained, and how much proof is visible before the call.

You supply: Your website address and a competitor's.

Run it

Questions it settles

  • Does your competitor make first contact and booking feel easier than you do?
  • Is their visible proof and urgency handling creating more confidence before the call?
  • Where is the competitive intake gap actually coming from: speed, clarity, proof, or control?

What the report contains

  • Head-to-head intake gap score
  • Signal-by-signal comparison across response, proof, and urgency handling
  • Fast wins plus direct handoff into the appointment path

Response-Time Loss Estimator

Turns one number, your realistic first-reply time, into estimated lost bookings per month and the revenue attached to them, against a benchmark pace for the niche.

You supply: Typical first-response time, enquiry volume and average job value.

Run it

Questions it settles

  • How many bookings are disappearing because the first reply is too slow?
  • What is that delay costing monthly and annually?
  • How does your current response time compare with a benchmark pace for the niche?

What the report contains

  • Estimated lost bookings per month
  • Monthly and annual revenue at risk from response lag
  • Benchmark summary plus direct appointment handoff

Revenue calculators, by operating model.

Intake does not work the same way in an emergency trade and an advisory firm. Each calculator below uses the same underlying model with different inputs, weights and language. Pick the closest operating model rather than the exact trade name.

Healthcare & Clinics

18 calculators

Appointment-led practices where a new patient decides in the first exchange whether the practice is organised. The model separates enquiries that never reach a booking from appointments that are booked and then lost.

Emergency & Urgent Response

10 calculators

Call-heavy work where the caller is already in trouble and will phone the next provider within minutes. The model weights coverage and first response far more heavily than anything downstream.

Auto & Mobility Services

4 calculators

Quote-and-schedule work with an insurance or warranty step in the middle. The model keeps the quote request separate from the approved job.

Home & Field Services

12 calculators

Estimate- and project-led trades where a site visit sits between the enquiry and the revenue. The model treats an unscheduled estimate and an unanswered estimate as two different losses.

Legal, Financial & Advisory

14 calculators

Consult-led professional firms where senior time is the scarce resource. The model separates unsuitable enquiries, good-fit enquiries that stall, and professional hours spent on work that should have happened before the meeting.

Commercial, Property & Facility Operations

4 calculators

Recurring-account work where one won contract is worth many months. The model looks at how suitable accounts stall before a walkthrough or proposal.

Care, Family & Education

5 calculators

Consult-led enquiries arriving at a difficult moment for the family making them. The model is deliberately conservative and treats response quality as seriously as response speed.

Lifestyle, Luxury & Membership

3 calculators

High-consideration enquiries where the first reply is part of the product. The model weights presentation and follow-through rather than volume.

General Calculators

7 calculators

Use one of these when no specific model fits, or when you want the broader shape before choosing a calibrated version.

The calculator directory Or run the general Revenue Leak Diagnostic

The one place a calculator sits beside real evidence.

Accounting is the practice area where we have published observed research rather than planning assumptions. That makes the accounting instruments worth using in a particular order: read what was measured, model it against your own practice, then check the method before the figure becomes a decision.

Open the CPA & Accounting calculator
  1. 1

    Read the benchmark

    The 2026 Accounting Firm Digital Front Door Benchmark audits 100 Canadian firms on response latency, intake preparation, weekend coverage and consultative qualification.

  2. 2

    Model it against your own practice

    The CPA and accounting calculator takes your own enquiry volume, response pattern, fee levels and partner hours and returns what the same gaps are plausibly costing in your practice rather than in the sample.

  3. 3

    Check the method before you use the number

    The study is a convenience sample of public websites, not a representative survey, and the methodology page states exactly which claims the data does and does not support.

Two tools that decide rather than measure.

A number tells you the size of a problem. It does not tell you what to do about it, or what the work would involve. These two do, and both are readable without speaking to anyone.

What these tools will not do.

Worth reading before the output of any of them ends up in a plan or a board pack.

  • They estimate. They do not predict.

    Every figure is a model built from numbers you enter. Change an assumption and the figure changes, which is the point: the instrument is there to make the assumptions arguable, not to produce a forecast.

  • They cannot see your records.

    Nothing here reads your phone system, inbox, calendar or accounting software. If the numbers you supply are guesses, the output is a well-structured guess.

  • A score is a starting point, not a verdict.

    The scored diagnostics grade what is publicly visible. A business can be well run and score poorly because the evidence of it never reached the website.

  • A benchmark pace is not a measurement of your industry.

    Where a tool compares you to a benchmark, that benchmark is a planning reference unless the page says it was observed. Research & Benchmarks marks the difference explicitly.

After the number.

A figure on its own changes nothing. It is most useful beside the evidence it came from, the analysis that explains the pattern, or a conversation that turns it into a plan. When you want the last of those, Book a call and bring the report, so the conversation starts from what you measured rather than from a blank page.

Research & BenchmarksWhat was actually observed, and which targets are only planning assumptions.ResourcesThe analysis and working documents that explain the problem the tool just measured.Hear the AI lineA live call with a realistic caller scenario, rather than a scripted product demo.