AICloudStrategist

## Page 1 — Cover

# Lost-Lead Audit Report

For: **[CLINIC / BUSINESS NAME]**
Location: **[CITY]**
Vertical: **[Dental / Diagnostic / Aesthetic / Law / Real estate / Other]**

Prepared by **AICloudStrategist** — AI lead recovery + DPDP readiness for Indian SMBs.

**Reviewed sources**
- Website: [URL]
- Google Business Profile: [URL]
- WhatsApp / phone / form evidence: [URL or screenshot reference]

Important: this template is not a customer-specific claim. Replace placeholders only with verified evidence.
AICloudStrategist

## Page 2 — Executive summary

We review four practical areas: website conversion, Google Business Profile, WhatsApp/call readiness, and DPDP exposure. The purpose is to show where enquiries may be leaking and what to fix first.

**Current lead-capture maturity:** [LOW / MEDIUM / HIGH / UNKNOWN]

**Top 3 likely leakage points**
1. [Evidence-backed point]
2. [Evidence-backed point]
3. [Evidence-backed point]

**Priority recommendation:** [One fastest fix]
AICloudStrategist

## Page 3 — Website scorecard

| Area | Score 0–5 | Evidence | Notes |
|---|---:|---|---|
| Clear offer and CTA | [0-5] | [URL/screenshot] | [Notes] |
| Mobile experience | [0-5] | [URL/screenshot] | [Notes] |
| WhatsApp visibility | [0-5] | [URL/screenshot] | [Notes] |
| Call button visibility | [0-5] | [URL/screenshot] | [Notes] |
| Form simplicity | [0-5] | [URL/screenshot] | [Notes] |
| Trust signals | [0-5] | [URL/screenshot] | [Notes] |
| Privacy/compliance basics | [0-5] | [URL/screenshot] | [Notes] |

**Total score:** [0-35]
AICloudStrategist

## Page 4 — Google Business Profile gaps

| GBP item | Status | Evidence | Fix |
|---|---|---|---|
| Claimed profile | [YES/NO/UNKNOWN] | [URL] | [Fix] |
| Review response rate | [UNKNOWN/%] | [Last 20 visible reviews] | [Fix] |
| Photo freshness | [UNKNOWN] | [URL] | [Fix] |
| Service/category completeness | [UNKNOWN] | [URL] | [Fix] |
| Posts/updates | [UNKNOWN] | [URL] | [Fix] |
AICloudStrategist

## Page 5 — WhatsApp readiness check

| Item | Status | Evidence | Risk |
|---|---|---|---|
| Click-to-WhatsApp visible | [YES/NO/UNKNOWN] | [URL/screenshot] | [LOW/MED/HIGH] |
| Mobile call path clear | [YES/NO/UNKNOWN] | [URL/screenshot] | [LOW/MED/HIGH] |
| Welcome response exists | [YES/NO/UNKNOWN] | [client input] | [LOW/MED/HIGH] |
| Follow-up owner assigned | [YES/NO/UNKNOWN] | [client input] | [LOW/MED/HIGH] |
| Opt-in text for WhatsApp | [YES/NO/UNKNOWN] | [form/policy URL] | [LOW/MED/HIGH] |
AICloudStrategist

## Page 6 — DPDP exposure flags

| Exposure flag | Status | Evidence | Risk note |
|---|---|---|---|
| Privacy policy visible | [YES/NO/UNKNOWN] | [URL] | [Note] |
| Cookie banner present | [YES/NO/UNKNOWN] | [URL] | [Note] |
| Consent near forms | [YES/NO/UNKNOWN] | [URL] | [Note] |
| Data inventory exists | [YES/NO/UNKNOWN] | [client input] | [Note] |
| Retention statement | [YES/NO/UNKNOWN] | [policy URL] | [Note] |

This is an operational readiness screen, not legal advice.
AICloudStrategist

## Page 7 — Estimated leads lost per month

Use the formula, do not fabricate inputs:

`Estimated leads lost/month = monthly enquiries × estimated leakage rate`

Where:
- **monthly enquiries** = client-stated count OR public proxy clearly labelled as an estimate
- **estimated leakage rate** = percentage justified from visible friction and client process input
- **revenue impact** = leads lost × estimated booking rate × average ticket value

If inputs are unavailable, write `UNKNOWN` and show what data is needed.
AICloudStrategist

## Page 8 — 14-day fix plan + signature

**Days 1–2:** confirm enquiry sources, WhatsApp owner, call tracking, form destination.
**Days 3–5:** fix hero CTA, click-to-call, WhatsApp button, form confirmation, consent helper text.
**Days 6–8:** build daily lead queue, missed-call log, first-response and follow-up templates.
**Days 9–11:** update privacy/cookie basics and data inventory starter.
**Days 12–14:** review numbers, document open risks, decide sprint or retainer.

— **Anushka Bhattacharya**
Director, AICloudStrategist
[email protected] · +91 80654 80898 · WhatsApp +91 87963 02608