Reviews & Audits · Inquiry and follow-up review
Reviews & AuditsInquiry and follow-up review
We follow an inquiry through everything that happens after someone reaches out: who gets it, who replies, how fast, and what gets logged. We name where inquiries stall or get lost, then rank what to fix first. Before you fund a CRM rebuild.
We reply within one business day with the scope. No sales call needed before you commit. Read-only access or an export of recent inquiries is enough to start.
Lead arrives
5 inbound paths. 2 don’t create a record.
Who gets it
Nobody covers when the usual rep is out. Sits 3+ hrs.
First reply
Target 15 min. Actual 52 min.
Follow-up
Stops after the second try. No owner.
CRM stage
11% marked “qualified” never went anywhere.
Why teams start here
For founders, owners, and team leads already paying for software who want to know where leads get lost before they buy more of it.
One map of how a lead moves through your business. Findings marked High, Med, or Low that your team or a vendor can work from. One fix named first.
We reply within one business day with the scope. No call needed. The review is back before your next meeting about the CRM or ad spend.
What you get
One document covering the whole path a lead takes, from the moment they get in touch to the moment the job is booked. Ranked by what to fix first, written so your team or a CRM vendor can quote from it. Not a 90-page audit. Not a workshop.
What we check
How leads reach you
Forms, phone calls, chat, Meta and Google lead forms, referrals. We check that each one creates a record with the source attached, not an email that dies in an inbox.
Who gets the lead
Whose turn it is, what happens when they are out, how leads move between locations and teams. We flag every place where “assigned” does not mean anyone owns it.
First response
The reply time you aim for against the time it actually takes. What happens on weekends and after hours. What the visitor sees on the confirmation page while they wait.
Follow-up schedule
The second, third, and fourth try. Whether it is a call, an email, or a text. Who takes over when the first rep goes quiet, and where the follow-up stops by accident.
Where the lead changes hands
Marketing to sales, sales to ops. We check whether what reps actually do matches what the stage name says, and where information stops moving with the lead.
What leadership can see
We check whether the CRM, the ads, and finance agree on the weekly numbers, or whether everyone is looking at a different slice of the same thing.
What comes back
One diagram of every way a lead can reach you and what happens next. Breaks are marked High, Med, or Low, so your team sees the whole thing on one page.
Marked High, Med, or Low across how leads arrive, who gets them, how fast you reply, what happens next, and the CRM. Written so a developer or an ops vendor can quote from it without a call.
The parts already working. Just as useful, because it stops your team rebuilding what is fine while the actual problem sits there.
The one change worth doing first, pulled out of the list so your team knows where to start this week. Usually a rule about who gets the lead, a reply-time target, or naming an owner. Rarely new software.
If the review points at your website wording, CRM work, or reporting, we say where to go next and why. Written so you can walk in with a scope, not a second round of research.
We reply within one business day with the scope. The review comes back 5 to 7 business days after we start.
Inquiry and follow-up review · 01 to 04
Every project here runs the same way. Each step ends with something you can use: a map and a written list, a ranked order, the first fix shipped, and a number to check it against.
Review
You tell us how leads reach you: forms, phone, chat. Add a read-only CRM view or an export of recent inquiries, plus who owns what. No integration needed. Then we walk every contact point, every owner rule, every reply-time rule, and every stage, on desktop and phone, in hours and after hours.
Prioritize
A map of how a lead moves through your business, findings marked High, Med, or Low, the parts we ruled out, and one fix named first. Written so it forwards to your team or a vendor without a meeting to explain it.
Build
Most fixes are rules and process, so you can ship them this week. If the list calls for CRM work, automation, or reporting, we start from the same list. No second discovery.
Measure
After a fix ships, watch the same numbers the review named. The list stays current, so the next fix is already picked.
When to request the review
Pick this if a few of these sound familiar. Pick something else if the list on the right fits better.
✓Right move if…
→Different scope if…
Proof
Each project started with a written read on where leads were getting lost. The fixes followed that list, not a fresh rebuild.
Service Businesses
A 7-page college site grew to about 27 pages. Instagram went from about 50 followers to 1,000+.
Local Services
$50k+
A new site, drone photos, and ads on Google, Meta, and Yelp. Then Tekmetric, to match leads to booked jobs.
Read case study
Local Services
~4x
A brand-new cleaning company hit roughly 4x ROAS on ad spend in its first year, with 75+ qualified leads.
Read case studyReview questions
What you get, what access we need, and how the review sits next to other work.
The low-risk next step
The review stands on its own. Most teams use it to rank fixes and ship them this quarter without buying new software. If you do need CRM or automation work, we start from the same list, not a new round of research.
