Demonstration two
Where might your business
be losing visibility?
Eight questions. Your answers stay in your browser and suggest areas worth investigating. There is no score, no prediction and no form submission.
Areas to investigate
Answer the questions and choose Show areas to investigate. Each “Yes” or “Not sure” suggests an area where a Revenue Journey Assessment would usually start. This is a starting point for a conversation, not a score, a diagnosis or a prediction of recovered revenue.
Without JavaScript, every area is listed below.
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Channel inventory and ownership
Usually starts in Discover: Revenue Journey Assessment
What we would look at
- List every channel an enquiry can arrive through and who is responsible for it.
- Check which channels carry the source of the enquiry and which lose it.
- Agree a response standard per channel before automating anything.
Stage 02 · EnquireStage 04 · Route
Contact centre and guest enquiry workflowsWhatsApp Business integrationsOnline forms and lead capture
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Delivery to the system of record
Usually starts in Discover: Revenue Journey Assessment
What we would look at
- Test each form and booking path end to end and confirm a record is created.
- Review integration logs for silent failures and authentication errors.
- Decide the matching rules that prevent duplicate records.
Webhook and API integrationCustomer data management and deduplicationData synchronisation between platforms
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Acknowledgement and follow-up
Usually starts in Build: Connected Revenue Systems
What we would look at
- Measure first-response time by channel for a recent month.
- Identify which follow-ups depend on memory and which are scheduled.
- Separate what should be automatic from what must stay personal.
Automated reminders and follow-upsLead capture and follow-up systemsAI quality control and human approval systems
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Routing and escalation
Usually starts in Build: Connected Revenue Systems
What we would look at
- Document how an enquiry is assigned today and where that rule lives.
- Find enquiries that were never assigned or were assigned to someone unavailable.
- Define an escalation time after which an unowned enquiry is raised.
Sales pipeline design and automationAI lead qualification, scoring and routingApproval processes and human-in-the-loop workflows
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Attribution and source tracking
Usually starts in Discover: Revenue Journey Assessment
What we would look at
- Check whether the source survives from the click to the CRM record.
- Standardise campaign links and naming.
- Review which outcomes can be connected to a source today.
Stage 01 · DiscoverStage 08 · Reconcile
Conversion tracking and campaign attributionGoogle Analytics 4 and Google Tag ManagerMarketing attribution and ROI reporting
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Reconciliation of marketing, CRM and sales
Usually starts in Protect: Managed Revenue Intelligence
What we would look at
- Compare the three sets of numbers for one recent month and list the differences.
- Agree the definitions: what counts as an enquiry, a lead, a booking, a sale.
- Decide who owns reconciliation and how often it happens.
Lead and revenue reconciliationSales reporting and operational dashboardsGoogle Ads offline conversion integrations
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Monitoring and exception handling
Usually starts in Protect: Managed Revenue Intelligence
What we would look at
- List the integrations that revenue depends on and whether each is monitored.
- Check what happens when one fails: who is told, how quickly, by what.
- Agree a schedule of checks that compares systems against each other.
Operational monitoring and exception handlingUptime monitoring and incident responseAutomated reporting and alerts
Want to talk these through? The enquiry form opens with the areas you selected already noted. Nothing is sent until you choose to send it.
Discuss these areasOr read about the Revenue Journey Assessment.