Answer 6 questions about how leads move through your team. You’ll get a scored routing map and 3 action points to tighten the path from first contact to onboarded client.
No call required. I will personally review your answers.
Every gap in your intake flow classified by type: routing (who handles it), handoff (what happens next), follow-up (who chases it), or onboarding (how a yes becomes an active client).
Each gap scored by how often it happens and how directly it costs you revenue. The ones that leak clients get flagged first.
Three specific steps pulled from your answers, each addressing a different gap in your intake-to-client path. Concrete and doable this week.
About how leads reach you, who handles them, what happens next, and how someone goes from "yes" to active client. Takes about 5 minutes of honest thinking.
Each answer gets mapped to a gap type: routing, handoff, follow-up, or onboarding. Each gap is scored by frequency and revenue impact.
A short document showing your routing map, the dominant gap, and three steps to close the biggest leaks in your intake flow. Specific to your answers.
If the scorecard shows clear gaps in how leads get routed and followed up, there is an audit where I dig deeper with access to your actual tools: mapping the full flow, documenting what should change, and giving you a build plan for the system that takes a lead from first touch to onboarded client without anything falling through.
