Day 1: Profit Maximisation System Workshops
Complete the 10 diagnostic worksheets below to identify, measure, and prioritize profit leaks in your business.
Title Highlight
Before we can fix a problem, we need to feel where it hurts. This exercise helps you surface the financial pressures already present in your business — even if you haven't named them yet.
Pair Share — 2 Minutes
Turn to the person next to you and share one answer from above. You don't need to share all three pressures — just the one that felt most real when you wrote it.
Enter your pipeline numbers. Estimates are fine — honesty matters more than precision. Visualise where leads drop off.
Enter Your Pipeline Numbers
Use your average monthly figures.
🗣 Peer Discussion
Share with someone at your table: "What stage loses the most revenue for me?"
Your Revenue Funnel
Visualising drop off at each stage
Underpricing is an invisible profit leak. Audit your offers, spot your most and least profitable services, and identify where scope creep is costing you money.
📊 Margin Ranking (High → Low)
🚩 Services with Issues
💬 Table Discussion
"What service are you currently undercharging for?"
Share one honest answer with your table group.
Pick one core service you deliver regularly. This exercise breaks down the true cost of delivering it and reveals the actual margin gap.
🔍 Service Cost Breakdown
Awaiting input...
Your payroll is likely your biggest cost. This worksheet maps each role's cost against its utilisation and value output — helping you spot who is over-costed, under-utilised, or producing more than they're paid for.
💰 Payroll Cost by Role
⚡ Utilisation by Role
💬 Pair Discussion
"What role in your team could generate significantly more value with a clearer mandate or better utilisation?"
Most businesses are spending on marketing channels that don't deliver. Map your spend vs return across every channel so you can cut waste and double down on what works.
💸 Spend vs Revenue
📈 ROI Ranking
Map your lead-to-delivery workflow step by step. Tag any issues present to see where your process breaks down.
Your Workflow Steps
Add each stage from lead to delivery. Tag issues per step.
Live Process Flow
Issues and bottlenecks highlighted automatically
You've identified profit leaks across every area. Rank them by impact and effort so you know exactly what to fix first, what to plan, and what to defer.
List Your Profit Leaks
From all previous worksheets
Impact vs Effort Matrix
Leaks are auto-plotted
🏆 Your Top 5 Priority Leaks
Worksheet Completion
Tick off each worksheet you've completed. This summary consolidates everything you've uncovered today into one clear profit diagnosis.