Advisory · Funnel & lead flow review
AdvisoryFunnel and lead flow reviews
A review of the full lead path — capture, routing, response time, follow-up cadence, handoff, CRM stages, and reporting visibility. We name where inquiries stall, wait too long, or disappear between owners, then rank what to fix first. Before you fund a CRM rebuild or another automation stack.
Reply within one business day with scope. No sales call required before you commit. Read-only access or an exported lead sample is enough to start.
Capture
5 inbound paths. 2 don’t create a record.
Route & own
No fallback when usual rep is out. Sits 3+ hrs.
First response
SLA 15 min. Observed median 52 min.
Follow-up
Cadence stops after touch #2. No owner.
CRM stage
11% “qualified” never advanced.
Why teams start here
Service businesses, regional operators, and teams already paying for software who wanted a straight answer on where the lead path breaks — before funding another stack.
One annotated lead-path map + severity-tagged findings your team or vendor can ship from. One first fix called out by name.
Reply within one business day with scope. No call required. Review back before the next leadership meeting about CRM or ad spend.
What you get
One document across the full path a lead takes — from capture to booked. Ranked by what to fix first, written for your team or a RevOps/CRM vendor to quote from. Not a 90-page audit, not a workshop, not a research exercise.
What we inspect
Capture
Forms, calls, chat, Meta/Google leads, referrals. We verify each path creates a record with source and campaign context — not an email that dies in an inbox.
Routing & ownership
Rotation logic, out-of-office fallbacks, multi-location handoffs, team-to-team passes. We flag where “assigned” doesn’t mean “owned.”
First response
SLA target vs. observed median. Weekend/after-hours behavior. What the prospect sees on the confirmation page while they wait.
Follow-up cadence
Second, third, and fourth attempts. Channel mix. Who owns the cadence when the first rep goes silent. Where the cadence stops by accident.
Handoff & CRM stages
Funnel & lead flow review · 01 – 04
Each step ends with something you can use: a confirmed scope, an inspected path, a ranked findings list, and a decision on what to ship.
Send
A list of inbound paths (forms, phone lines, chat, paid lead asset IDs), a read-only CRM view or an exported lead sample, and who owns what. No deep integration needed.
Inspect
Every capture point, every owner rule, every SLA, every stage. We test with live submits where useful and reconcile against your recent lead sample. Desktop + mobile, in-hours + after-hours.
Deliver
Map of the lead path, severity-tagged findings, what’s ruled out, and a first fix. Written so it forwards to your team or vendor without a meeting to explain it.
Decide
Most fixes are process and rules — you can ship them this week. If the list calls for CRM build, automation, or reporting, we start from the same list under Solutions — no second discovery.
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 the lead path was leaking. The fixes followed that list — not a fresh rebuild.
Service Businesses
How MCC scaled its site, social presence, and enrollment machinery with managed Google and Meta ads before ownership changed hands.
Review 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 this quarter without new software. If a CRM build or automation scope is warranted, we start from the same list under Solutions — no second round of research.
Marketing → sales, SDR → AE, sales → ops. We check whether what reps actually do matches what the stage name says, and where data stops moving with the lead.
Reporting visibility
We confirm whether weekly numbers reconcile across CRM, ads, and finance — or whether everyone is looking at a different slice of the same funnel.
What comes back
A single diagram of every inbound route — capture, routing, response, follow-up, handoff — with breaks marked by severity so your team can see the whole picture on one page.
Severity-tagged (High / Med / Low) across capture, routing, response, follow-up, and CRM. Written so a developer, ops lead, or RevOps vendor can quote from it without a call.
The places your setup is already working. Just as useful — stops your team from rebuilding what’s fine while the real break stays hidden.
The single biggest-payoff change, separated from the list so your team knows where to start this week. Usually a routing rule, an SLA, or an owner — not new software.
If the review points at website messaging, CRM/automation work, or reporting, we say which layer to go to next and why. Written so you can walk in with a scope, not a second round of research.
Reply within one business day with scope after you send context. Review back in 5–7 business days after we start.
Local Services
$50k+
How KAAR paired a redesigned site and drone creative with Google, Meta, and Yelp, then stood up Tekmetric and training for cleaner pipeline visibility.
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Local Services
~4x
How Glacier Grand Cleaners used paid local leads and site work to reach roughly 4x ROAS on attributed spend.
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