Contractor Lead Exchange
Find the Revenue Leaks Hiding in Your Sales Process
What You’ll Receive
A Revenue Leak Risk Score
The top three revenue-leak findings
The rationale behind each risk rating
Recommended corrective actions
A prioritized implementation plan
A contractor handoff and next-steps review
How It Works
Apply — Complete the contractor application.
Qualification Review — CLX reviews trade, location, and pilot eligibility.
Audit Assessment — Selected contractors provide the required operating information.
Findings and Action Plan — CLX identifies the top revenue leaks and recommended corrections.
Contractor Handoff — Review the findings and implementation priorities.
Small friction points between initial contact and final collection quietly lower contract efficiency. Our structured audit delivers operational visibility.
Response Speed Analysis
Follow-Up Discipline
Process Consistency
Pinpoint lead intake bottlenecks to ensure high-intent prospects receive immediate check-ins before contacting competitors.
Examine quote delivery timelines and secondary check-in schedules to reduce unsold estimate drop-offs.
Replace informal sales tracking with standardized communication steps from inquiry to signed proposal.
Four Key Review Stages
Lead Response Speed
Estimate Follow-Up
Pipeline Visibility
Workflow Uniformity
Evaluating initial inquiry intake time, routing efficiency, and first contact completion.
Reviewing proposal dispatch speed, status tracking, and secondary outreach consistency.
Assessing how active projects move from initial site measurement to signed agreement.
Examining team communication standards and payment milestone collection practices.
Current Pilot & Eligibility
The inaugural First Five pilot is selecting up to five roofing companies in Southwest Washington for an in-depth revenue leak evaluation. The selected first five roofing companies will receive the initial audit at no cost. Eligibility requirements apply, and submission does not guarantee selection.
Contractors across all trades—including plumbing, electrical, HVAC, and general remodeling—are invited to apply. Applications from other trades will be added to the CLX Trade Expansion Waitlist and considered when audit availability opens for their trade.
Audit Application
Submit your business details below to request consideration. Applications are reviewed manually, and submission does not guarantee selection for the pilot.
Your business information will be kept confidential and used only to evaluate your application and complete the audit. CLX will not share your audit information with homeowners or other contractors.