Updated by BYOND Enterprises
This is a free diagnostic, not a build spec. It scores your current estimate follow-up against the same six checkpoints as the Workflow Blueprint (estimate sent, delivery confirmed, question detected, follow-up triggered, decision captured, pipeline updated) so you can name the exact checkpoint that is actually weak in your business before you spend time fixing the wrong one.
Most owners can feel that follow-up is weak somewhere in the business. "Somewhere" is not a fix. This audit turns the feeling into one specific, nameable checkpoint, using the same six-step structure as the blueprint, before you touch anything.
The audit walks the same six-checkpoint path as the Workflow Blueprint, but the job here is scoring, not building. For each checkpoint (estimate sent, delivery confirmed, question detected, follow-up triggered, decision captured, pipeline updated) you record what actually happens in your business today: who owns it in practice, what proves it happened, and where it tends to break.
It ships in three formats on purpose: a CSV if you want to work it in a spreadsheet, an HTML version if you want a clean printable page, and a JSON version if you or a developer wants to feed it into something else. Pick whichever fits how you already work, none of the three requires the others.
A companion file, deep-planning-notes.md, carries the extra planning detail behind the scorecard, the kind of thing that does not fit cleanly into six checklist rows but explains why each checkpoint is on the list at all.
The same six-checkpoint scorecard in three formats (CSV, HTML, JSON), plus deep-planning-notes.md for the reasoning behind each checkpoint and a short README.
The audit scores where you currently stand across the same six checkpoints. The blueprint is the build spec for fixing what the audit finds. Run the audit first, then use the blueprint on whichever checkpoint scored weakest.
No. It opens as a document or a browser file. A few Launch20 assets plug in faster if you already run a CRM like GoHighLevel, but none of them require one.
Yes. The CSV and JSON versions are built to be edited, add or rename rows to match how estimates actually move through your specific business.
Your first win
Open the HTML version and score your last closed estimate against all six checkpoints in one sitting. The checkpoint with the weakest evidence is your actual leak, not whichever one felt worst from memory.
Free download. No card, no catch.