Lead flow checkup

About 5 minutes. You get results first; email only if you want the snapshot sent to you.

Use real numbers and typical behavior, not a perfect week.
You leave with a short list of what to fix first, ranked by likely impact.

Section 1 of 4: Intake channels

Intake channels

Map who owns new leads before we look for leakage.

Who owns first response for new leads? *

Choose who is accountable for first touch, even if others help later.

First response channels *

Phone callEmailText messageCRM task or assignment

Select how leads usually get first human contact (call, text, email, CRM assignment).