01
Capture
Are you catching every lead?
0 / 4
1
Do you have a system that captures every enquiry — including out-of-hours calls and website visits?
e.g. a live form, chatbot, or voice bot that works 24/7
2
When a new lead contacts you, do they receive an automatic response within 5 minutes?
e.g. automated SMS or email confirmation fires instantly on enquiry
3
Can you see — right now — how many leads came in this week and where they came from?
e.g. a live CRM dashboard or pipeline with sources tracked
4
Is every lead tracked by name, source, and date automatically — with no manual data entry?
e.g. all entries timestamped in a named pipeline stage automatically
02
Convert
Are leads becoming bookings?
0 / 3
5
After a lead enquires, do they receive an automatic follow-up sequence over the next 7 days?
e.g. email + SMS nurture that stops automatically when they book
6
Can a lead book an appointment or call without needing to speak to anyone first?
e.g. a self-serve calendar booking link embedded in your funnel or bot
7
Do you know your current lead-to-booking conversion rate — and is it tracked monthly?
e.g. a visible percentage in your CRM showing leads vs bookings each month
03
Continuity
Are you sustaining momentum?
0 / 3
8
Do booked clients receive appointment reminders automatically — without staff sending them?
e.g. 48hr + 2hr SMS or email reminders sent by your system without manual effort
9
If a client no-shows or cancels, does your system automatically offer them a reschedule?
e.g. automated SMS fires within 30 minutes of a missed or cancelled appointment
10
Do leads who did not convert get automatically re-engaged after 14 to 30 days?
e.g. a reactivation sequence with new value or a fresh CTA fires after inactivity
Answer all 10 questions to see your score
0
/ 10
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—
Critical
0 – 3
Developing
4 – 6
Strong
7 – 9
Optimised
10
Every NO on this scorecard is recoverable revenue.
Book a free 15-minute audit call and I'll show you exactly how to fix each gap — live.
Book your free audit call
Book a free 15-minute audit call and I'll show you exactly how to fix each gap — live.