15-minute lead-response audit
Score the path from missed call or web form to booked estimate.
Open checklistPractical resources
Audit the bottleneck before buying software.
Use these checklists with your team. Each one is designed to expose an operating problem—not manufacture urgency.
Client intake friction audit
Find document-chasing steps that should be clarified, removed or automated.
Open checklistSelf-serve demo readiness audit
Check whether a buyer can understand the product before booking a call.
Open checklistLead-response audit
- List every source that creates a lead
- Call the business after hours and record what happens
- Submit the web form on mobile
- Measure time to first human response
- Confirm service-area and job-type questions
- Check whether duplicate leads are merged
- Trace who owns the next action
- Review the last 20 unbooked leads
- Count follow-up attempts and channels
- Verify source and outcome reporting
Client intake friction audit
- Choose one high-volume client workflow
- List every requested document
- Mark requests that change by client answer
- Count reminder emails per engagement
- Identify where staff record missing items
- Check whether clients can see status
- Review file naming and routing rules
- Confirm approved storage and access controls
- Measure staff time spent chasing weekly
- Choose one workflow for a controlled pilot
Self-serve demo readiness audit
- Name the single buyer for the page
- State the painful moment in their language
- Show the outcome before feature details
- Explain the product in one sentence
- Let buyers see the workflow without a call
- Remove unsupported customer claims
- Give one clear next action
- Track key demo steps
- Create follow-up for interested visitors
- Watch five buyers use the path unprompted