What your report looks like

Sample report

This report is for Parchmere Estate Law, an invented estate planning firm, read beside 21 other firms in an invented market. It shows everything a report covers: every question Alseen checked across the four stages of the customer’s path, Find, Understand, Reach and Act. You see what works, each blind spot, and every step to improve, with the first five in order and the first written out ready to use. Below are its summary and a look inside its seven pages.

Customer view report, at a glance

Page 2 of 7

Parchmere Estate Law

Estate planning in a US metro, read beside 21 similar firms on October 1, 2026.

31 questions a client asks, checked

15 answered well15 blind spots1 not tested

Start here

Let clients book on your site

This matters because a client cannot take the next step on the website without contacting the firm. Your website asks visitors to call to arrange a consultation, and offers no way to book or request one online. Page 4 gives wording ready to use, with blanks for the details only you know.

Where you stand

72 out of 100, overall

Lower middle quarter of the 22 firms read: below the middle of your market. Alseen is 90% sure of it, so your place is named.

What works

Clients can reach you easily

Your contact form sits near the home page, email to your address arrives, and your number can be tapped to call.

What is missing

Your fees, and a way to book

Your website gives no fee information for a will or a trust, does not say whether filing costs are added, and offers no way to book a consultation online.

A look inside

Select a page to open it at full size.

The report cover, with the firm’s name and its market
Page 1The coverIt presents your business beside the similar businesses a customer would find nearby, all read on the same day.
Where you stand: the score, its named place, the market’s scores, and the four stages
Page 3Where you standIt gives your score and your place in your market, and breaks the score into the four stages: Find, Understand, Reach and Act.
What works: each question the firm already answers well, with what was found
Page 5What worksIt lists each question your business already answers well, by stage, with what was found.
The blind spots: each question a client is left without an answer to, grouped by stage
Page 6The blind spotsIt lists each place a customer is left without an answer, grouped by stage.
Your market: how the 22 firms answer five client questions, with the firm’s own answer marked, and their overall scores
Page 7Your marketIt shows how the similar businesses nearby answer the same questions, with your answer marked. Every other business appears anonymously.

Page 4, in full

Start here

It sets out every step, the first five in order. The first comes with why it matters, what we found, and wording you can put on your website, with blanks for the details only you know.

The seven pages

  1. 1The cover
  2. 2At a glance
  3. 3Where you stand
  4. 4Start here
  5. 5What works
  6. 6The blind spots
  7. 7Your market
Start here: the first five steps in order, the first with why it matters, what was found and wording ready to use, then the rest by stage
Select the page to open it on its own.

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