Find where your leads leak
Share your current lead process. We review the intake, response, routing, CRM, and attribution issues that are worth fixing first.
What we review
- Inbound conversion path — site → lead → meeting
- Response and ownership gaps after a lead arrives
- Outbound targeting, list quality, and follow-up process
- CRM data quality and routing logic
- Attribution: what you can and cannot currently measure
- Highest-priority changes based on the workflow you share
Related: AI Lead Generation
What the free lead audit covers
The lead audit focuses specifically on your inbound and outbound funnel: where leads come in, how fast they get touched, what happens when they go quiet, and how much money is leaking out the side. It's the right audit if your problem is 'we have leads but they don't convert,' rather than 'we don't have leads at all.'
Step 1
Funnel walk-through
We trace a lead from first touch to closed-or-lost across your real stack.
Step 2
Speed and follow-up benchmarks
Average response time, follow-up touches per lead, no-show rate, ghost rate.
Step 3
Prioritized fix list
The three changes most likely to lift conversion in 30 days, in priority order.
Local services
HVAC, dental, legal, real estate — anywhere phones and forms are the front door.
B2B SaaS
Demo requests, trial signups, and outbound replies that go cold.
Agencies
Inbound from referrals and content that isn't being followed up consistently.
Frequently asked
- How is this different from the free automation audit?
- The automation audit looks at the whole business. The lead audit zooms into the revenue funnel specifically.
- Will you sign an NDA?
- Yes — we sign a mutual NDA before reviewing live data.
- What do I need to bring?
- Access to your CRM, call tracking if you have it, and someone who knows the workflow.