Lead Follow-Up Leak Audit

Answer based on what happens today — not what you plan to build.
Select the answer that most accurately describes your current process.

Question 1

New Lead Response System

Part A: How quickly does someone respond to a new lead?

Choose the answer that reflects what usually happens, not your best-case response time.

Within 1 minute

Within 5 minutes

Within 15 minutes

Within 1 hour

Same day

More than 24 hours later or no consistent process

Part B: Which channels do you use for the first response?

Select all that apply.

Phone call

SMS/text message

AI chatbot or website chat

Social media DM

Other

How is your first-response channel setup managed?

One channel, manual response only

One channel with automation

Two coordinated channels

Three or more coordinated channels with automation and human follow-up

Question 2

Where do you currently track and manage your leads?

Focus only on lead movement and the next action. A good pipeline should show where each lead is right now and what needs to happen next.

Fully organized CRM system: I track every lead in one CRM with clear stages and a clear next action or task.

CRM with basic tracking: I use a CRM, but some stages, follow-up tasks, or lead updates are inconsistent.

Spreadsheet tracking: I use Excel, Google Sheets, or another spreadsheet to track leads manually.

Multiple disconnected tools: I track leads across WhatsApp, email, DMs, calendars, notes, or different tools without one organized pipeline.

No consistent tracking system: lead information is mostly in memory, inboxes, chats, or scattered notes, so I cannot clearly see who needs the next follow-up.

Examples of pipeline stages: New Lead → Contacted → Qualified → Booked → Follow-Up → Decision Pending. Keep this question focused on lead position and next action—not attendance, sales, or revenue.

Question 3

What happens after a lead does not respond?

Answer all four sections based on your current process.

3A. How many follow-ups do you usually send?

10 or more follow-ups

7 to 9 follow-ups

4 to 6 follow-ups

1 to 3 follow-ups

One reminder only or no consistent follow-up

3B. Which channels do you use?

One channel only, such as WhatsApp, email, or phone

Two channels, but they are managed separately

Two or more coordinated channels, such as WhatsApp plus email or phone

3C. What do your follow-up messages include?

Only “Are you still interested?” or similar reminders

Reminders plus basic information about the offer

A structured mix of reminders, testimonials, proof, education, useful content, and clear calls to action

3D. Is the follow-up sequence automated and consistent?

No consistent sequence

Some messages are automated, but follow-up depends on manual effort

A consistent automated sequence runs across appropriate channels, with human follow-up when needed

Relevant proof should match the prospect’s situation, and follow-up should give people a reason to continue engaging.

Question 4

What happens immediately after someone books a sales call?

They receive confirmation, calendar details, preparation content, relevant proof, reminders, and rescheduling instructions through a coordinated automated sequence.

They receive confirmation, calendar details, and automated reminders through one or more channels.

They receive a confirmation message and meeting link, but no preparation content or proof.

Someone manually sends a reminder sometimes, but the process is inconsistent.

Nothing happens automatically after booking.

Which channels are used after booking?

SMS/text message

Phone call

Calendar invite

Other

What does the sequence include?

Confirmation message

Calendar or meeting link

24-hour reminder

Same-day reminder

One-hour reminder

Testimonials or case studies

Preparation instructions

Easy rescheduling option

Question 5

What type of proof do prospects receive before the sales call?

Proof may include testimonials, case studies, client results, screenshots, or relevant success stories.

Personalized proof matched to the prospect’s problem, audience, or desired outcome, delivered through a planned sequence.

Relevant testimonials or case studies are sent automatically, but not personalized.

General testimonials, a brochure, or company information are sent manually.

Proof is available, but it is sent inconsistently or only when someone remembers.

No proof is sent before the call.

Which channels do you use to send proof?

SMS/text message

Thank-you page

Video

Other

Relevant proof should match the prospect’s situation. Generic proof is weaker than proof that feels personally relevant.

Question 6

What happens when a prospect misses the sales call?

They receive immediate personal follow-up, an easy rebooking link, and a coordinated multi-day recovery sequence across multiple channels.

They receive an automated rebooking message and reminders within 24 hours.

Someone manually contacts them within 24 hours, but there is no structured recovery sequence.

They receive one generic rebooking message or follow-up happens inconsistently.

Nothing happens after a no-show.

Which channels are used for no-show recovery?

Phone call

SMS/text message

Other

What does your recovery sequence include?

Personal follow-up

Rebooking link

Multiple follow-ups

Alternative appointment times

Proof or case study

Explanation of what happens on the call

Question 7

How well can you track attendance, sales, and revenue from your leads?

Focus on what happens after a lead enters your sales process: whether they booked and attended, whether they became a customer, how much revenue was generated, and whether you can attribute that revenue to the lead source.

Every lead is tracked through booked, confirmed, attended/no-show, sale, and revenue, with revenue attributed to the relevant lead source or campaign.

Attendance and sales are tracked in one system, but some revenue values or source attribution are updated manually.

We can see bookings and some attendance or sales, but revenue or attribution is not tracked consistently.

Attendance, sales, and revenue information is split across spreadsheets, calendars, payment systems, or other tools.

We cannot reliably see which leads attended, which leads became customers, or how much revenue came from them.

Which information can you currently track?

Booked call

Confirmed call

Attended call

No-show

Sale

Sale value

Revenue

Lead source or campaign

Revenue attribution

Close date

Keep this question focused on attendance, sales, revenue, and attribution. Pipeline movement and next-action management are measured in Question 2.

Please complete the required answer in every section before continuing.

Your Audit Is Complete

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Your Lead Follow-Up Score

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YOUR BIGGEST LEAK

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Your Lead Follow-Up System Breakdown

YOUR FINAL RECOMMENDATION

Your Biggest Leak: —

What to do first

Here’s How to Fix Your Biggest Follow-Up Leak

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Lead-to-Sale Audit

New Lead Response System

Part A: How quickly does someone respond to a new lead?

Part B: Which channels do you use for the first response?

How is your first-response channel setup managed?

Where do you currently track and manage your leads?

What happens after a lead does not respond?

3A. How many follow-ups do you usually send?

3B. Which channels do you use?

3C. What do your follow-up messages include?

3D. Is the follow-up sequence automated and consistent?

What happens immediately after someone books a sales call?

Which channels are used after booking?

What does the sequence include?

What type of proof do prospects receive before the sales call?

Which channels do you use to send proof?

What happens when a prospect misses the sales call?

Which channels are used for no-show recovery?

What does your recovery sequence include?

How well can you track attendance, sales, and revenue from your leads?

Which information can you currently track?

Your Audit Is Complete

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Your Lead Follow-Up System Breakdown

Your Biggest Leak: —

Here’s How to Fix Your Biggest Follow-Up Leak