This checklist gives you a fast, honest read on the health of your revenue pipeline. Check every box that reflects your current operation — not where you want to be, not where you were six months ago, but where you are right now.

16–20
Systems are healthy
10–15
Moderate leaks likely
0–9
Revenue escaping now
Your Current Score Check items below to track your score in real time
0 / 20
📞 Lead Response 4 Items
✓
Calls are answered promptly during business hours
✓
Voicemail greeting is professional and directs callers to next steps
✓
Website contact forms are monitored and responded to daily
✓
New leads are contacted within 15–30 minutes of inquiry
🔁 Follow-Up Process 4 Items
✓
Automated follow-up sequences are in place for new leads
✓
Every lead receives multiple contact attempts before being closed
✓
Missed calls automatically trigger a follow-up text or email
✓
Appointment reminders are automated so prospects do not have to rely on memory
🌐 Website Performance 4 Items
✓
Homepage clearly states what you do and who you help within five seconds of loading
✓
Site is fully mobile-optimized and easy to navigate on a phone
✓
Pages load quickly and do not create obvious abandonment friction
✓
Every key page has a clear, prominent call-to-action
📋 CRM & Pipeline Health 4 Items
✓
All leads are tracked in a CRM — nothing lives only in email or memory
✓
Pipeline stages are clearly defined and consistently used by your team
✓
Follow-up tasks are assigned and tracked inside your CRM, not just remembered
✓
Conversion metrics are reviewed at least monthly
📊 Reporting & Visibility 4 Items
✓
You know exactly where each new lead is coming from
✓
You know your current lead-to-appointment conversion rate
✓
You know your average response time to new inquiries
✓
You know what it costs to acquire a new customer

Interpreting Your Score

16–20 Your pipeline systems are in strong shape. Focus on optimization, speed, personalization, and advanced automation to convert more of what you are already capturing.
10–15 You have moderate leaks. Identify the two or three unchecked items that most directly touch active opportunities and fix those first before scaling anything.
0–9 Revenue is escaping through multiple areas of your pipeline, likely right now. Increasing marketing spend before addressing this will accelerate the loss, not solve it.

A checklist only shows you the gap. The Lead Leak Assessment shows you the size of it and where to start closing.

If you scored below 15, the Lead Leak Assessment is the right next step. It is a scored, five-minute analysis of your pipeline across the same categories above, built to help you prioritize fixes instead of just identifying problems.

Score Your Pipeline in 5 Minutes

The Lead Leak Assessment goes deeper than a checklist, giving you a prioritized breakdown of where your revenue is leaking and what to fix first.

Take the Free Assessment →

Free · 5 Minutes · No Sales Call Required