Your prospects don't vanish.They leak at one stage.
Count your sales funnel — inquiry, discovery booked, discovery held, qualified, plan presented, client — and the audit names the constraint: the earliest stage leaking badly enough to starve everything downstream. The one to fix first, from your own numbers.
An overall conversion number tells you that you're bleeding — not where.
The leak hides in the middle
Advisory firms rarely lose prospects at the very top or the very bottom. They lose them in the middle — most often at the show-up step, where a booked discovery call quietly no-shows.
The lowest rate isn't the cause
The stage with the worst rate is usually a symptom. If the top of your funnel is starved, a low close rate is what a downstream stage looks like when it's fed too little.
Benchmarks aren't your funnel
An 'average close rate' from a report can't tell you where your funnel leaks. Only your own counts, against your own targets, can.
Enter your counts. Watch the constraint fall out.
Enter how many prospects reached each stage. The constraint falls out.
Constraint: Booked → Held (show-up) — your rate 40% vs target 75%, losing 72 prospects here. Closing it to target is worth about $108,864 in new client revenue at $12k/client.
Note the sample: the close step (30%) has a lower rate than the show-up step (40%), yet the show-up step is the constraint — because it's the earliest severe leak, and fixing it feeds every stage below. Rates and the verdict come from your own counts and targets; no industry multiplier. It grades a funnel, never people. Not financial advice.
The same verdict from the command line.
The workbook and a zero-dependency Python engine produce identical numbers. Point the engine at a counts file and it prints the funnel read — verbatim below, from the shipped sample.
============================================================================
PROSPECT FUNNEL LEAK AUDIT
Sales-funnel read - as of 2026-07-05
============================================================================
VERDICT ............... HEMORRHAGING
Inquiries ............. 200
Became clients ........ 8
Overall conversion .... 4%
----------------------------------------------------------------------------
TRANSITION FROM TO RATE TARGET VERDICT
----------------------------------------------------------------------------
Inquiry -> Booked 200 120 60% 55% ON TARGET
Booked -> Held (show-up) 120 48 40% 75% SEVERE
Held -> Qualified 48 34 71% 60% ON TARGET
Qualified -> Presented 34 27 79% 80% ON TARGET
Presented -> Client (close) 27 8 30% 45% LEAKING
----------------------------------------------------------------------------
CONSTRAINT (fix first): Booked -> Held (show-up)
Your rate 40% vs your target 75% - losing 72 prospects here.
Closing to target recovers about 42 more prospects into this step.
Estimated value at your $12,000/client: $108,864 in new client revenue.
Fix the earliest severe leak first - it starves every stage below it.
Rates and the verdict come from your own counts and your own
targets - no industry multiplier. Grades a funnel, never people.
Not financial advice.
============================================================================Earliest severe leak first — because the funnel is sequential.
Real rates from real counts
Every step's conversion rate is your count-to divided by your count-from. No estimates, no assumed rates — just the arithmetic of who actually advanced.
Measured against your target
Each rate is marked ON TARGET / LEAKING / SEVERE against a target you set and can edit. The targets are your goals, not an industry average dropped in from outside.
The earliest severe wins
The constraint is the earliest severe step, not the lowest rate. A dead-stage gate forces HEMORRHAGING if any step passes nobody — a wall, not a leak.
A diagnostic that locates the leak. Not a promise to close it.
What it is
- A counting instrument for the sales / consultation funnel
- Actual conversion rates at every step, from your own head counts
- The earliest severe leak named as the constraint to fix first
- A value estimate using your own average client value — a planning figure
What it isn't
- Not a forecast or a guaranteed conversion / revenue outcome
- Not an industry-benchmark tool — it uses your targets, not averages
- Not a CRM or a tracker; it grades a period's counts, connects to nothing
- Not a score of any person — it grades a funnel as a set of numbers
The rates and the verdict come from your own counts and your own targets — no industry multiplier, nothing uploaded, no money moved. This is a planning tool, not financial advice.
Anyone whose clients arrive through a booked conversation.
Financial advisors & RIAs
The consultation funnel is your whole growth engine — and the no-show leak is where it quietly bleeds. Find it before you buy more leads.
Agencies & consultants
Inquiry → discovery → scope → proposal → signed. See which handoff loses the most prospects, and stop optimizing the wrong stage.
Coaches & professional services
If a booked call becoming a client is your path to revenue, this measures every step of it from your own numbers.
Anyone told to 'improve close rate'
Before you drill the close, check whether an earlier stage is starving it. Often it is — and the close recovers on its own.
Grade the marketing funnel next door; fix the stages this one finds.
Lead-Gen Funnel Diagnostic
Scores the marketing funnel that produces your leads — capture, speed-to-lead, nurture, source ROI. The top-of-funnel companion to this bottom-of-funnel audit.
ViewLead-to-Meeting Engine
If your constraint is the inquiry-to-booked step, this MCP workflow turns new inbound leads into drafted meeting invites against your real calendar.
ViewProposal Funnel Map
The freelancer-proposal analog: a six-stage funnel map with constraint detection, built from The AI Proposal System's benchmarks.
ViewBefore you buy.
Stop guessing which stage bleeds.
Count it.
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