Lead Management Best Practices

How many of your inbound leads go completely uncontacted? *

0%- We contact Everyone

1-10% Rare, but it happens

11-30%-We miss some

Over 30% Probably a lot

How fast do you typically respond to new inquiries (calls, web forms, or DMs)? *

Within 5 Minutes

5-30 Minutes

Within a few hours

Next day

How do you currently follow up with leads who didn’t book right away? *

Manual follow-up by phone

Occasional follow-up via text or email

Automated follow-ups

We usually forget

How confident are you that no leads are falling through the cracks? *

Very Confident

Somewhat confident

Not confident

We have no idea

Do you ever miss calls or fail to follow up with leads after hours or on weekends? *

Yes Often

Occasionally

Rarely

Never

Are you interested in following up on all leads within 1 minute *

Yes

Current Problems

How many new clients could you realistically handle per week? *

5-10

10-25

25-50

50+

85% of people search google reviews for their next solution.

Do you currently have a system to consistently request and manage online reviews? *

Yes, we regularly ask for and manage reviews.

We ask occasionally but don’t have a system

No, we don’t prioritize online reviews.

I’m not sure how to manage reviews effectively.

Do you have an automated system in place for scheduling, reminders, and follow-ups? *

Yes, everything is automated and runs smoothly.

Partially, but we still rely on manual processes.

No, it’s entirely manual and time-consuming.

I’m not sure how automated we are.

How often do no-shows or last-minute cancellations disrupt your schedule? *

Rarely, it’s well-managed

Occasionally, but it’s not a big problem.

Frequently, and it’s frustrating

I’m not sure, but it feels like a lot.

Contractors lose over 67% of new business from missed leads

How many potential clients are lost each month due to missed calls missed dm's or delayed responses to inquiries? *

None, we respond immediately to all inquiries

A few, but we try to follow up when we can

More than I’d like, we often struggle to respond quickly.

I’m not sure, but I suspect it’s hurting our bookings.

If your business had 20% more jobs next month, what would break first? *

My ability to follow up

My office/admin systems

My sanity

Nothing- we're ready

In a Perfect World

What would your ideal lead follow-up system do for you? *

Respond to every lead instantly

Follow up automatically across text, email, and social

Keep me updated without lifting a finger

All of the above

In a perfect world, how would leads be handled in your business? *

Automated answers to question and automated booking

My team only talks to ready-to-buy customers

Reviews are requested automatically

I dont even think about it-it just works

All of the above

How would it feel to never worry about leads/estimates slipping through the cracks again? *

What’s your ultimate goal over the next 12 months? *

Grow revenue by 25% without having to hire more staff

Be fully booked out 2 weeks or more

Build a reputation that sells for me

Automate the business so it can run without me

All of the above

If you could choose a solution that could deliver this what would you pick? *

A fully managed done for you solution

A plug and play tool with clear instructions

A coaching program that teaches my team

A hybrid system completely setup for me then my team manages it

Last question!

Get ready for your results

“If we could help solve one of the challenges you uncovered in this quiz—what would you want fixed first, and why?” *

Give us your answer.

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