48
Sample report

High risk of wasted spend

Sample PI Firm scored 48/100 (High risk of wasted spend) on paid search. The biggest practical gap is budget review. A practical improvement plan could represent about $6,180,502 in annual planning value.

Biggest gapBudget review
Planning value$6,180,502
Numbers providedhigh
First-priority actionCreate one clear fast-response path for paid calls, forms, chats, and booking requests.
RestartSchedule Paid Search Revenue Review

Planning Value from Better Paid Search

This estimate uses monthly clicks, lead rates, win rate, average gross value, and modest improvement assumptions entered in the audit.

Practical estimate$6,180,502
Smaller lift$1,471,548
Bigger lift$15,329,852
EstimateWhere improvement happensAdditional monthly winsAnnual planning value
ConservativeSigned case12.9$1,471,548
ExpectedSigned case, Useful case leads54.2$6,180,502
AcceleratedSigned case, Useful case leads, Consultations or intakes opened134.5$15,329,852

Try Different Assumptions

Adjust the planning numbers to see how click volume, average value, or a modest improvement could change the range.

Modified planning estimate$6,180,502

Numbers provided: high. Keep the report useful by refreshing ad, lead, and win numbers monthly.

Where Paid Search Is Strong or Needs Work

Trust in the numbers

12.7/18 points - watch

Some calls, forms, or bookings may be counted in a way that makes results look better or worse than reality.

Why this matters

This finding uses only the answers and monthly numbers entered in the audit.

Lead response

10.7/17 points - material

Paid leads may be waiting too long after the business has already paid for the click.

Why this matters

This finding uses only the answers and monthly numbers entered in the audit.

Lead quality and follow-up

8.4/16 points - material

Useful paid leads may be aging out because follow-up is too short or ownership is unclear.

Why this matters

This finding uses only the answers and monthly numbers entered in the audit.

Ads and landing pages

6.1/19 points - critical

Ads or pages may be attracting the wrong visitors or losing good prospects after the click.

Why this matters

This finding uses only the answers and monthly numbers entered in the audit.

Budget review

4.5/16 points - critical

Weak review habits may let poor-fit leads, stale follow-up, or weak campaigns keep spending too long.

Why this matters

This finding uses only the answers and monthly numbers entered in the audit.

Which clicks became wins

5.6/14 points - critical

Reporting may stop at leads instead of showing which clicks became cases, bookings, customers, or revenue.

Why this matters

This finding uses only the answers and monthly numbers entered in the audit.

Recommended First Moves

What to fixWhy it mattersDo firstNext 30 days
Respond faster to paid leads
Some paid leads may wait long enough to contact another firm, venue, restaurant, or provider.
Faster follow-up can help recover value without raising ad spend.Create one clear fast-response path for paid calls, forms, chats, and booking requests.Review missed or slow responses by page, time of day, and team owner.
Make sure the right leads are being counted
Some calls, forms, or bookings may be counted even when they are not useful.
If the wrong actions are counted as wins, the budget can move toward the wrong ads.Write down every call, form, booking, or chat that is counted as a lead and mark whether it is truly useful.Keep real leads separate from soft actions, duplicates, spam, and poor-fit inquiries.
Sort good leads from bad-fit leads
The team may not know whether weak results are caused by poor lead quality or weak follow-up.
Without that split, useful ads can be cut and poor-fit ads can keep spending.Label each paid lead as useful, poor fit, duplicate, spam, or unreachable.Review bad-fit leads and unfinished follow-up before changing budgets.
Match ads to the page and next step
Some ads may send visitors to pages that do not match what they searched for.
Good clicks get expensive when the page is unclear or the next step is hard to take.List the top ads and the page each one sends people to. Make sure every page has one clear next step.Fix the weakest ad-to-page path with clearer service language, proof, location fit, and call to action.
Show which ads became real wins
Reports may stop at leads instead of showing which ads produced cases, bookings, customers, or revenue.
The campaign with the most leads is not always the campaign producing the best business.Make sure every paid lead keeps its ad source and landing page attached.Create a monthly view that ties useful leads and wins back to the ads that created them.
Review spend and lead quality every week
Spend may be reviewed without enough attention to which leads became real business.
Budget can keep flowing to weak searches, weak locations, or weak lead types for too long.Create a simple weekly view: spend, leads, useful leads, open opportunities, and wins.Set simple rules for when to pause, cut, or increase budget.

Recommended working session

Review Spend and Lead Quality Every Week

Review how the team decides what to pause, cut, fix, or scale.

Meeting agenda

Weekly spend and lead quality view

Poor-fit lead patterns

Simple budget rules

Bring to the review

Spend summary

Qualified lead report

Closed outcome report

Expected outcome

A weekly review rhythm for smarter paid-search decisions.

45 minutes. No obligation to buy anything.

Schedule Paid Search Revenue Review

Your Current Click-to-Win Rates

Tracked leads - 72%

Useful case leads - 38%

Consultations or intakes opened - 58%

Decision-ready leads - 64%

Signed case - 31%

Important Notes

Figures are planning estimates based on aggregate business totals entered in the audit. They are not guarantees, exact wasted-spend measurements, profit forecasts, legal advice, or financial advice.

Private report links expire after 45 days. Do not enter customer names, claimant names, guest names, medical details, case notes, contracts, or payment details.