Lead review
A structured review of where enquiries are being lost.
A clear, prioritised plan to improve response, qualification, follow-up, and reporting.
Many businesses know leads are slipping away but cannot pinpoint where. A conversion audit traces enquiries from source to outcome and identifies the highest-impact fixes.
We review lead sources, response speed, qualification approach, customer-records use, follow-up sequences, and reporting gaps. Recommendations are prioritised by effort and commercial impact.
The audit is often the first step before implementation. It can also stand alone when leadership needs an external view without committing to a full build immediately.
Problems we address
- Unknown leakage points in the enquiry path
- No documented end-to-end process
- Unclear priorities between competing fixes
- Previous projects failed without proper discovery
- Leadership lacks shared view of the problem
- Budget requested without evidence-based plan
Capabilities
- Lead source and channel review
- Response speed analysis
- Qualification and routing assessment
- customer records and workflow review
- Follow-up and nurture gap analysis
- Reporting readiness check
- Prioritised written recommendations
- Phased roadmap outline
What the audit covers
Using your multi-step audit submission and follow-up discovery, we assess the full journey:
- Lead sources and entry points
- Median response time by channel
- Qualification criteria and consistency
- Routing and ownership rules
- Follow-up on quotes and nurture
- Missed-call and after-hours handling
- customer-record data quality and status use
- Reporting visibility and metric gaps
- Reactivation and database potential
What you receive
Deliverables focus on action, not slide decks alone. You get a prioritised improvement plan your team can execute or scope with us.
- Leakage map from enquiry to outcome
- Prioritised recommendations with rationale
- Quick wins vs structural projects
- Suggested phasing and dependencies
- Optional follow-up call to walk through findings
Typical delivery approach
A clear path from review to ongoing improvement.
1
Step 1
Submit
Multi-step audit form. Tool and volume overview. Main pain points
2
Step 2
Review
Process and systems review. Sample enquiry traces. Stakeholder questions if needed
3
Step 3
Recommend
Prioritised improvements. Walkthrough call or report. Optional scoping for build
Suitable for
- Any business with meaningful inbound enquiries
- First step before implementation
- Teams debating where to spend budget
- Organisations after leadership or customer records change
- Companies sceptical after failed automation projects
Lead review FAQ
Straight answers about how we work.
Ready to stop losing enquiries?
Book a free chat and get a clear plan for how your enquiries are handled.