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Confidential AI Diagnostic · May 2026

Summit Moving Co.

Austin, TX — Moving Engine Bottleneck Analyzer™

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Bottleneck Breakdown™
Bottleneck
Mix
Marketing30%
Sales50%
Operations20%
Growth Diagnosis
Primary Constraint
Sales Conversion Weakness
Secondary Constraint
Marketing Lead Consistency

Your business does not have a pure lead problem. You're generating ~120 leads/month against 6 trucks at a $1,950 ticket — that's plenty of raw demand. The real constraint is sales execution: a 22% close rate with no automated follow-up and 30+ minute response times is leaking the majority of the ad spend you've already paid for. Increasing budget today would compound the waste. Fix conversion first, then scale.

Marketing Health
71 / 100
medium risk
Current Issue

Channel mix is healthy (LSA + Google Ads + Facebook) but month-to-month lead volume swings 40%+. No retargeting layer and no review velocity system.

Fix This First

Stabilize lead consistency with always-on Search + LSA pacing before adding spend.

Recommended Move

Hold ad spend flat for 60 days, install attribution + call tracking, then re-scale once close rate is fixed.

Sales Health
38 / 100
critical risk
Current Issue

22% close rate on inbound moving leads is roughly half of where well-run shops sit. 30-minute response time, no script, no automated follow-up means most leads ghost before quote.

Fix This First

Get speed-to-lead under 5 minutes and install a 7-touch automated follow-up sequence.

Recommended Move

Adopt a simple CRM (HubSpot Free or Close), build a 90-second qualifier script, and require a 5-minute first-call SLA. Expected close rate lift: 22% → 38–45% in 60 days.

Operations Health
78 / 100
low risk
Current Issue

6 trucks booked 4–5 days out is healthy. Owner still doing most dispatch creates a ceiling but isn't the binding constraint yet.

Fix This First

Document the dispatch SOP so it can be handed off when volume grows.

Recommended Move

No urgent ops changes. Revisit when monthly jobs cross 90 or once sales close rate hits 40%+.

Estimated Revenue Leakage
$28,000$52,000
/ month

With 120 leads/month at 22% close on a $1,950 ticket, you're booking ~26 jobs from existing demand. Lifting close rate to 40% adds ~21 booked jobs/month — roughly $41,000 in monthly revenue that's currently leaking out of the funnel you already paid for.

Lost from marketing gaps
$8,000 /mo
Lost from sales conversion
$26,000 /mo
Lost from operations
$6,000 /mo

30-Day Priority Action Plan

Do them in this order
Fix this first01

Fix speed-to-lead and follow-up before increasing ad spend

Route inbound calls and form fills to a 5-minute SLA. Install a 7-touch SMS+email follow-up sequence. This single change typically lifts close rate 8–15 points within 30 days with zero new ad dollars.

Fix this second02

Stabilize Google Search + LSA with always-on pacing

Rebuild Search around high-intent local move terms by job type. Push LSA to weekly pacing review. Goal: shrink lead volume variance from ±40% to ±15%.

Fix this later03

Document dispatch and scale capacity once close rate hits 40%

Only revisit operations once sales is converting cleanly. Hire a dispatcher and add a 7th truck when booked-out window stretches past 7 days consistently.

Recommended Growth Path

Sales Conversion Growth Path

You already have demand. The ROI on fixing sales infrastructure is 3–5× higher than the ROI on adding ad spend right now.

Use this report yourself — or get help

Want Help Fixing Your Bottleneck?

Moving Engine should help you build the sales-conversion layer (speed-to-lead, CRM, follow-up automation) before touching the marketing budget. If you want help building the system, Moving Engine can diagnose, implement, and optimize the marketing and sales infrastructure for you.