All resources

Free lead follow-up check for service businesses

More leads won't help if the next step breaks.

Trace one recent inquiry from first contact to booked job and find the first gap worth fixing.

Check your lead flow
A hand-drawn lead flow from a phone call to an inbox, calendar, and completed job
One inquiry. Five handoffs. One next step.

Curated for service businesses

We collected some key resources so you can focus on having the next step in front of you.

These resources are to help you see what is already in place, what may be missing, and what deserves regular attention. Use the walkthroughs to get started yourself. If you want help setting things up correctly or interpreting what you find, we can work through it with you.

Pull up one real lead.

Choose one inquiry from the last 30 days. Gather the call or message, form notification, estimate, calendar entry, and any follow-up.

01Lead capture

Test every way a customer can contact you.

More marketing cannot help if a call, form, message, or booking request disappears before your team sees it.

  • Call the main business number from a phone the business does not recognize.
  • Submit the website contact and estimate forms.
  • Send a message through each active social profile or booking channel.
  • Confirm every phone number, link, and business hour is current.
  1. 01Fix broken numbers, forms, links, or hours first.
  2. 02Remove contact options the team no longer monitors.
  3. 03Route each active path to a destination the business controls.

Keep one short test checklist with the phone number, form URL, social inboxes, and booking link.

A test inquiry reaches a working destination through every contact option you advertise.

Test monthly and after any website, phone, CRM, or staffing change.

Mark this handoff

Your field note

One lead flow. Three next steps.

Mark each handoff above. Start with the first gap closest to the customer.

Fix now

Nothing marked here yet.

Fix next

Nothing marked here yet.

Keep checking

Nothing marked here yet.

Start where the lead is lost

Fix one handoff before buying more attention.

A dependable lead process does not need to be complicated. It needs a clear destination, a responsible person, and a dated next step.

When the gap crosses several tools

Want help tightening the handoffs?

We can trace your current flow, simplify the next steps, and help your team build a follow-up rhythm they can keep.

Book an intro call