My Plan
My Audit
Baseline business audit · completed Feb 18, 2026 with Diego Marquez.
68
out of 100
Overall health
Crane Moving Co. has a strong delivery engine but leaks revenue at pricing and follow-up. The founder is the bottleneck — first 90 days focus on systemizing decisions.
What's working
✓
Sales Process · 70
Good rapport, weak follow-up cadence.
✓
Offer & Pricing · 64
Strong core offer; price is 20% under market.
Biggest opportunities
!
Team & Leadership · 53
Founder still in every decision.
!
Lead Generation · 56
Over-reliant on referrals; no paid channel live.
Section breakdown
Six areas of the business, scored 0–100
Offer & PricingSolid64
Strong core offer; price is 20% under market.
Lead GenerationSolid56
Over-reliant on referrals; no paid channel live.
Sales ProcessSolid70
Good rapport, weak follow-up cadence.
Operations & DeliverySolid62
Delivery quality high but undocumented.
FinancialsSolid59
No clear view of margin per job.
Team & LeadershipNeeds work53
Founder still in every decision.