The Sales Leak Audit

Find where your pipeline leaks.

Ten questions about how leads move through your agency, from first inquiry to signed contract. Your answers come back as a short report naming your two or three most expensive leaks, costed with your own numbers, and what fixes each one.

3 minutes

Lead Flow Question 1 of 10

How many new leads or inquiries land per month?

Everything counts: referrals, forms, DMs, replies to outreach.

Under 10 10 to 30 30 to 75 75 or more

Where do most of them come from?

Speed Question 2 of 10

When a new lead comes in, how fast do they hear back?

Honest answer, not the goal. Most owners are surprised by this one.

Who sends that first response?

Me, personally Someone on the team It's automated

Follow-Up Question 3 of 10

How many follow-up touches does a lead get before you stop?

One, maybe 2 or 3 4 to 6 7 or more

And those touches happen because…

A system sends them Whoever remembers Some of both

Dead Database Question 4 of 10

How many old “maybe” leads are sitting in your CRM or inbox right now?

People who showed interest, then went quiet.

When were they last contacted?

This month This quarter Longer than that They never are

Show Rate Question 5 of 10

How do sales calls get booked, and how many actually show?

Booking happens through…

A calendar link Email back-and-forth Phone or DM

Of booked calls, the share that shows up:

Close Craft Question 6 of 10

On the calls you take, how structured is the close?

A documented script A rough structure in my head I wing it, I'm good live

Close rate on calls taken:

Owner Bottleneck Question 7 of 10

Who closes new business?

Just me Me, plus one other A team closes without me

Hours per week you personally spend in sales conversations:

Under 5 5 to 10 10 to 20 20 or more

Visibility Question 8 of 10

Can you see every open deal and its next step in one place?

Yes, one CRM view A spreadsheet, mostly current My inbox and my memory

Economics Question 9 of 10

What's an average deal worth, and could you deliver at double the volume?

Average deal size:

Under $2k $2k to $5k $5k to $10k $10k or more

If sales doubled next quarter, delivery would…

Handle it fine Strain, but survive Break

Stack Question 10 of 10

What runs your sales today?

CRM, calendar tool, email, anything in the mix. A few words is plenty.

Last step

Where should the report go?

Your name

Agency

Email

Received

On it.

The report lands in your inbox today: your two or three most expensive leaks, what they're costing you, and what fixes each one.

Want to skip the wait? Grab 15 minutes and I'll walk you through it live.

Book the 15-minute walkthrough