Lead Response Audit

• Businesses that rely on web forms, calls, and email inquiries
• Multi-location service companies
• Teams using a CRM inconsistently

• Measured response times across channels
• Where inquiries get lost
• Intake automation design
• CRM integration plan
• Build estimate

The deliverable is yours whether or not you hire us for what follows.

• Permission to submit test inquiries
• Read-only CRM access or an export
• Half-hour interview

• Every public form and where it routes
• Spam and bot filtering
• Time to first response
• After-hours handling
• CRM record creation
• Task assignment
• Duplicate handling
• Notification paths
• Reporting

1. 0115-minute scope callConfirm the assessment fits your situation and agree the fixed fee. If it does not fit, we say so and nobody has spent anything.
2. 02Access and kickoffRead-only access, an export, or a short interview, depending on the assessment. We list exactly what we need before you commit.
3. 03The workOne to three weeks depending on the assessment, with a mid-point check-in so nothing lands as a surprise.
4. 04Written deliverable and walkthroughA document your team keeps, presented live with time for questions. What happens next is your call.