Lead Leak Audit Preparation

Pre-Audit Questionnaire for a sharper strategy session.

Please complete this before your Lead Leak Audit. Your answers help us review your lead flow, follow-up process, client revenue opportunities, and automation priorities before we meet.

Before Your Audit

This questionnaire helps us understand the real system behind your business — not just what is supposed to happen, but what actually happens when leads, clients, and follow-up collide with a busy day.

Where your leads come from
How quickly you respond
What happens after a missed call
How prospects are nurtured
How past clients are reactivated
What should be automated
What should stay human

Estimated Time 7–10 minutes

Best Completed By Owner or decision-maker

The better your answers, the better your audit. Be honest. We are not looking for perfection — we are looking for the places where opportunity may be leaking.

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