FREE BUSINESS CHECKLIST
Lead Leakage Checklist for Small Businesses
Use this checklist to find common places where enquiries and sales opportunities can quietly fall through the cracks.
CHECK YOUR CURRENT PROCESS
How many of these statements are true today?
Use this as a practical conversation starter with your team. Do not treat it as a certification or guaranteed ROI score.
- 01 Every new lead enters one central system
- 02 Every lead has a named owner
- 03 Response time is visible and measurable
- 04 Every open lead has a next action
- 05 Follow-up dates are tracked automatically
- 06 Replies update the lead status or create a task
- 07 Stale opportunities are surfaced to management
- 08 Lead source and conversion status are recorded
HOW TO INTERPRET IT
Use the gaps to decide what to investigate next.
If several items are missing, the problem may be process design rather than lead volume. A simple CRM/follow-up review can often identify the highest-risk gaps.
NEXT STEP
Turn the checklist into a workflow review.
Bring us the current process, systems and bottlenecks. We can help determine whether the answer is automation, CRM improvement, better data or a simpler process redesign.
