Lead Generation Snapshot

Help us understand your current flow of new opportunities. Please let us know whether you’re consistently generating new leads each month and, if so, roughly how many. This will help us assess the health of your pipeline and identify where you may be leaving growth on the table.

Automated Follow-Up & Nurture

Consistent follow-up is crucial for turning new leads into paying customers. Let us know if you currently have any automated email and/or text sequences set up for new leads so we can assess the strength of your nurture system.

How You Track and Manage Leads

To understand the structure of your sales process, tell us how you currently organize and manage your leads. This helps us see whether your pipeline is clear, trackable, and set up to support consistent follow-up and growth.

Professional Texting Capabilities

Tell us whether your team can send text messages to leads from a dedicated business number (rather than personal phones). This helps us understand how professional, trackable, and scalable your communication system is.

Speed-to-Lead Tracking

Responding quickly to new inquiries can dramatically increase conversion rates. Let us know if you currently have a way to verify that your team is calling new leads within five minutes of contact.

Call Recording & Quality Control

Being able to review conversations with new leads is key for training, quality control, and improving your sales process. Let us know if you currently have the ability to listen to call recordings between your staff and new leads.

Online Booking & Scheduling

Making it easy for leads to book time with you is crucial for conversions. Let us know if new leads can currently schedule a call or appointment with you online so we can assess how simple your “next step” is.

Appointment Reminder System

Reminder messages reduce no-shows and keep your schedule running smoothly. Let us know if you currently send automated email and/or text reminders for upcoming appointments.

Re-Engaging No-Shows

Missed appointments don’t have to be lost opportunities. Let us know if you currently send automated emails or text messages to no-shows inviting them to reschedule, so we can assess how well you recover missed bookings.

Interest in Future Implementation

Some of the items in this audit may not be in place yet—and that’s okay. Let us know if you’re interested in implementing any of the things you answered “No” to so we can focus our recommendations on the systems that matter most to you.

Your Marketing Goals & Priorities

Now that we understand your current systems, tell us what success looks like for you. This helps us tailor your audit to the outcomes that matter most to your business.

Next Steps & Best Way to Help

Finally, tell us how you’d like us to follow up with your audit results and what support would be most helpful.