16 Questions That Find Money In Your Business (Power Platform Cheat Sheet)

Most business owners don't know they're bleeding money. They just know something feels slow.

Here are the exact questions we ask on every discovery call. If they hesitate on even one — there's money on the table.

💸 1. Missed Appointments & No-Shows

"How much revenue did you lose last month from cancelled appointments — and how are you currently reminding people?"

✔ Fix it with Power Automate + Copilot Studio

🕳️ 2. Leads Falling Through the Cracks

"What happens to a lead that comes in Friday afternoon — who picks it up Monday, and how fast?"

✔ Fix it with Power Automate + Power Apps

⌨️ 3. Manual Data Entry

"Which data does your team enter more than once — and who's responsible when it's wrong?"

✔ Fix it with Power Automate + AI Builder

📊 4. No Visibility Into Performance

"Right now, without opening any system — can you tell me your revenue this week?"

✔ Fix it with Power BI + Dataverse

📅 5. Scheduling Back-and-Forth Chaos

"How many messages does it take to book one meeting with a client?"

✔ Fix it with Power Automate + Copilot Studio

🔁 6. Repetitive Internal Processes

"What task does your team do every week that feels like Groundhog Day?"

✔ Fix it with Power Automate + Power Apps

📦 7. Customer Status Update Requests

"How many times a day does your team stop to answer 'where is my order?'"

✔ Fix it with Copilot Studio + Power Automate

📋 8. Inventory Mistakes

"When did you last run out of stock unexpectedly — and what did it cost?"

✔ Fix it with Power Apps + Power Automate + Power BI

There are 8 more questions in the full cheat sheet — download the PDF to get all 16.

Every one of these has a Power Platform solution that goes live in weeks, not months.

The question isn't whether your business has these problems. It's how much they're costing you each month you wait.

Want to find out where your biggest opportunities are? Book a free 30-minute discovery call and we'll walk through these exact questions together.