Diagnose response speed, lead tracking, follow-up, and conversion—and estimate leads at risk.
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The biggest leaks happen between enquiry and first response, then between the first conversation and the next follow-up. Without a simple CRM, clear ownership, and recorded loss reasons, marketing and sales problems look the same.
Centralize lead sources, set a response target, define pipeline stages, automate reminders, and review conversion rates, loss reasons, and source quality every week.
Each question scores from 0 to 3. The total becomes a percentage, while each dimension is normalized so dimensions with fewer questions are not disadvantaged. This is a directional diagnostic—not a commercial guarantee.
It avoids a money figure without reliable deal value and close-rate data; it estimates leads at risk from slow response.
No. Start with a simple system the team actually uses, then add automation as the process matures.
Faster is usually better, but the key is a realistic, consistent, measured SLA for every channel and enquiry type.