We\u2019ll email your full audit PDF and a breakdown of exactly where your firm is losing clients.
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'
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'' +
'' +
'
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'' +
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'' +
'' +
'
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'' +
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'
By starting, you agree to receive the audit and related resources. No spam.
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'';
var panel = screens.querySelector('.gg-panel');
var err = panel.querySelector('[data-err]');
panel.querySelector('[data-start]').addEventListener('click', function(){
var g = function(f){ return panel.querySelector('[data-f="'+f+'"]').value.trim(); };
var fn=g('firstName'), ln=g('lastName'), em=g('email'), ph=g('phone'), web=g('website');
err.style.display='none';
if(!fn){ showErr('Please enter your first name.'); return; }
if(!ln){ showErr('Please enter your last name.'); return; }
if(!/^[^\s@]+@[^\s@]+\.[^\s@]+$/.test(em)){ showErr('Please enter a valid email so we can send your audit.'); return; }
if(ph.replace(/\D/g,'').length < 7){ showErr('Please enter your phone number.'); return; }
if(!/\./.test(web)){ showErr('Please enter your company website (e.g. yourfirm.com).'); return; }
state.lead = { firstName:fn, lastName:ln, email:em, phone:ph, website:web };
if(CONFIG.PUSH_ON_START) pushToGHL("Started"); // capture the lead now
state.current = 0; render();
function noop(){}
});
function showErr(m){ err.textContent=m; err.style.display='block'; }
}
function renderStage(i){
var s = STAGES[i];
var items = s.items.map(function(text, idx){
var on = state.checked[i][idx];
return '';
}).join('');
screens.innerHTML =
'' +
'
Stage 0'+(i+1)+'
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'
'+esc(s.title)+'
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'
'+esc(s.intro)+'
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'
'+items+'
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'
Common gap
'+esc(s.gap)+'
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(i>0 ? '' : '') +
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'';
Array.prototype.forEach.call(screens.querySelectorAll('.gg-item'), function(btn){
btn.addEventListener('click', function(){
var idx = +btn.getAttribute('data-idx');
state.checked[i][idx] = !state.checked[i][idx];
btn.setAttribute('aria-checked', state.checked[i][idx]);
});
});
var back = screens.querySelector('[data-back]'); if(back) back.addEventListener('click', function(){ state.current--; render(); });
screens.querySelector('[data-next]').addEventListener('click', function(){ state.current++; render(); });
}
function renderResults(){
var total = totalChecked(), max = CONFIG.TOTAL_ITEMS, tier = tierFor(total);
var pct = total/max, circ = 2*Math.PI*64;
pushToGHL("Completed"); // full record: score, tier, breakdown, gaps
var bars = STAGES.map(function(s, i){
var c = stageChecked(i), t = s.items.length, w = Math.round((c/t)*100);
return '
'+esc(s.title)+'' +
''+c+' / '+t+'' +
'
';
}).join('');
screens.innerHTML =
'' +
'
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'
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'' +
'
0
of '+max+'
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'
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'
'+esc(tier.name)+'
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'+esc(tier.desc)+'
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'
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'
Your score by stage
'+bars+'
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'
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'
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'
Your audit is on its way.
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'
We\u2019ve sent the full 7-page audit PDF and your results to '+esc(state.lead.email)+'. If it\u2019s not there in a minute, check your spam folder.
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'';
requestAnimationFrame(function(){
var ring = screens.querySelector('[data-ring]');
if(ring) ring.style.cssText += 'transition:stroke-dashoffset 1s cubic-bezier(.3,.7,.2,1);stroke-dashoffset:'+(circ*(1-pct))+';';
Array.prototype.forEach.call(screens.querySelectorAll('.gg-bd-fill'), function(f){ f.style.width = f.getAttribute('data-w')+'%'; });
animateCount(screens.querySelector('[data-count]'), total);
});
}
function stageColor(c,t){ var r=c/t; return r>=.85?'#1F9D6B':r>=.5?'#2E5BE0':r>=.3?'#E0922E':'#D9534F'; }
function animateCount(el, to){
if(!el) return; var start=null, dur=900;
function step(ts){ if(!start) start=ts; var p=Math.min((ts-start)/dur,1); el.textContent=Math.round(p*to); if(p<1) requestAnimationFrame(step); }
requestAnimationFrame(step);
}
render();
})();
What's Inside
Five stages. Thirty-five checkpoints. One honest score.
The audit asks one question at each step: is this in place and working consistently — or only sometimes?
STAGE 01
Visibility & First Contact
Whether prospects can find your firm and reach you without effort. Google profiles, directories, tracked numbers, mobile speed, after-hours coverage.
Most firms are easy to find but hard to contact.
STAGE 02
Speed & Quality of Response
How fast and how well new inquiries are handled. Acknowledgement windows, scripts, follow-up cadences, response-time tracking, CRM hygiene.
The PNCs call the next firm before you call them.
STAGE 03
The Consultation Experience
Where trust is built and decisions are made. Booking ease, confirmations, reminders, structure, fee clarity, post-consult follow up.
Clients leave unsure what the next step is.
STAGE 04
Intake & Onboarding
The transition from prospect to client. Digital intake forms, e-signatures, online payment, welcome communication, documented onboarding steps.
Friction makes new clients second-guess their choice.
STAGE 05 · THE FOUNDATION
Systems & Automation
The infrastructure that makes everything repeatable. Legal CRM, automated follow-ups, channel tracking, PNCs-to-client conversion measurement. The most effective firms are not the busiest — they are the most consistent.
You cannot improve what you do not measure.
Who This Is For
If any of this sounds familiar, this audit is for you.
You spend on marketing but cannot trace which sources actually become clients.
Consultations are happening but a worryingly low number turn into retainers.
PNCs sit in inboxes longer than they should because there is no clear owner for follow up.
Your team relies on memory instead of systems — and things slip through the cracks.
A note from the author
"I have spent years inside the operations of professional service firms — watching where PNCs come from, where they go, and where they quietly disappear. This audit is the framework I wish every firm owner had on their desk before they hired their next marketing agency."
Hans Hegge
Founder, Get Going In Business
Find out where your firm is actually losing clients.
Seven pages. Thirty-five checkpoints. One honest conversation with yourself about how your firm runs.
Book a free 15-minute call. Let's see if it's a fit.
We'll ask about your current process, tell you exactly what we'd fix first, and be straight with you about whether we're the right help for your firm.Schedule the Call →
