InsightLead flow
Lead leakage map: where good leads die between form submit and booked appointment
Map every handoff from form submit to booked appointment and fix the leaks that quietly reduce conversions.
Main takeaway
Map capture through booked appointment before you buy more traffic.
Best for
Lead flow
Time to apply
2 min read
Recommended next step
Lead flow checkup
Map where leads stall after they raise their hand.
On this page
Why this matters
Lead leakage happens in handoffs, not ad platforms.
Most teams report top-of-funnel activity and miss where revenue is actually lost.
The five-stage leakage map
Stage 1: Captured
Required fields complete, source tracked, record created.
Stage 2: Assigned
Owner assigned within minutes with fallback owner.
Stage 3: Contacted
First attempt logged within SLA.
Stage 4: Qualified
Clear outcome code: qualified, unqualified, no response, wrong fit.
Stage 5: Booked
Calendar action completed with confirmation.
KPI thresholds to use
- Assignment within 5 minutes during business hours.
- First attempt within 5 to 15 minutes.
- Qualification rate tracked by source.
- Booking rate tracked from qualified leads.
Ranked fixes
- Add auto-assignment and backup routing.
- Enforce source-based SLA by owner.
- Standardize status definitions in CRM.
- Add no-response reactivation flow.
- Review leakage weekly by stage.
Weekly review template
- Where did leads stall?
- Who owns the stall?
- What single process fix ships this week?
Frequently asked questions
Rarely. Most teams leak in routing, ownership, and definitions—not missing software.
Put this into practice
Turn this insight into a ranked homepage action list
Map where leads stall after they raise their hand.