Your custom scorecard
A review of six to twelve months of available aggregate records, with trends in sales, labor, margins and expenses. Missing data is clearly marked.
PROFIT & PERFORMANCE REVIEW
Stop guessing which problem to fix first. Put your numbers and everyday sales habits together to see where money, time and opportunity may be slipping away.
$249
One operating business. One location. One payment.
Applicable taxes shown at checkout.
A review of six to twelve months of available aggregate records, with trends in sales, labor, margins and expenses. Missing data is clearly marked.
A written report connecting the numbers to pricing, the customer experience and follow-up habits. Recommendations separate evidence from assumptions.
A simple action and target sheet, plus a 45 minute virtual review with Randi so you understand what to do and why.
You have sales coming in, people working and decisions piling up. This is for the owner who wants a practical operating review before committing to a larger consulting engagement. Starting a new business instead? Explore the other shop offers.
Purchase, complete your intake and arrange a short intake call. Gather six to twelve months of sales, labor, major expenses, margins and customer counts where available. Randi will agree how to receive redacted records, build your report, then arrange your 45 minute review.
Receive the scorecard, findings and target sheet as PDF with an editable target sheet. One factual correction pass is included.
$249 before applicable taxes covers one operating business and one location. The report is delivered within 10 business days after complete intake, usable records and the intake call. Calls are scheduled by agreement. One factual correction pass covers the submitted information; additional locations or new analysis require a separate agreement.
Please omit bank login details, account numbers and identifiable customer or employee records. Recommendations depend on the records you provide. This is business coaching and an operating review, not an audit, bookkeeping, tax, investment or legal advice. No increase in revenue or profit is guaranteed.
Need a specific deadline or unsure whether your records are enough? Email Randi before purchasing. Newsletter enrollment is separate and optional.
DEMONSTRATION SAMPLE · FICTIONAL BUSINESS AND DATA
| Measure | Previous period | Current period |
|---|---|---|
| Sales | $50,000 | $48,000 |
| Transactions | 1,000 | 1,000 |
| Average transaction | $50 | $48 |
| Gross margin rate | 40% | 38% |
Finding: Sales declined 4% with transaction count unchanged. Gross profit moved from $20,000 to $18,240.
First checks: Review discount activity and product mix before attributing the change to staff performance. Agree a weekly review and assign the records needed to test each explanation.
Illustrates the format and level of detail. Your deliverable is customized to your information and agreed scope.
For custom work, cancellations before delivery receive credit for the full amount paid toward any current or future Lead With Randi website product or service. Credit never expires. No cash refunds are issued. After delivery, no refund or cancellation credit applies. Included revision rights remain available. This policy does not limit rights required by applicable law.