Free contractor worksheet
Missed-call audit worksheet
Turn one week of call activity into a clear decision about coverage, callback discipline, attribution, and the software layer that may actually help.
How to use it
- 1. Sample at least one normal week and separate business-hours from after-hours calls.
- 2. Track what happened after each miss instead of treating every call as lost revenue.
- 3. Fix ownership first, then decide whether a dedicated tool can improve the process.
Updated August 2026. Revenue-at-risk figures are estimates, not guaranteed recoverable revenue. Use conservative rates and remove spam, duplicates, and non-service calls.
Step 1
Map current call coverage
Document who owns each window and what should happen when the primary person cannot answer.
Step 2
Log a representative sample
Capture enough detail to separate a staffing problem, a routing problem, a follow-up problem, and an attribution problem.
| Call or date | Lead source | Why missed | Callback time | Booked? |
|---|---|---|---|---|
| Call 1 | ||||
| Call 2 | ||||
| Call 3 | ||||
| Call 4 | ||||
| Call 5 | ||||
| Call 6 | ||||
| Call 7 | ||||
| Call 8 |
Step 3
Calculate the funnel conservatively
Use observed outcomes where possible. Do not multiply every missed call by the average ticket or assume every callback would have closed.
Transparent formula: qualified missed calls per week x booking rate x close rate x average job value x 4.33 weeks.
Step 4
Choose the smallest useful fix
Match the layer to the actual failure instead of buying a broad platform for a narrow process gap.