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Local Business Lead Leak Audit

Check the operating basics before you buy more traffic or automate more messages. Your selections stay in this browser and are not transmitted by this tool.

Current score

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Open implementation checklist

Every inbound lead source creates or updates one identifiable contact record.
Every new lead is assigned to one person or queue with clear ownership.
Your team has a defined first-response target for new leads.
Missed calls create a visible follow-up action.
Booked appointments stop generic lead-nurture messages.
No-shows enter a separate, finite follow-up path.
Estimates or proposals have a defined follow-up sequence and owner.
Lost opportunities use a real loss reason instead of staying open forever.
Opt-outs and unsubscribe requests suppress future promotional messaging appropriately.
Consent evidence is stored or otherwise retrievable where required.
Duplicate leads do not trigger duplicate customer-facing sequences.
Managers can see lead source, stage, owner, and next action.
Automation failures are visible to a person who can fix them.
Review requests trigger from a real completion event.
Stale leads are separated from active opportunities.

Use the result correctly

A low score does not mean you need a more expensive CRM. It usually means the underlying process needs clearer ownership, stages, exceptions, and measurement. Fix those first; then choose software that can implement them reliably.