Free Assessment

The 15-Point
Lead Intake Audit

Score your intake process. Find where you're losing deals.
Most high-ticket service businesses lose 20-40% of their qualified leads before a human ever talks to them. Not because of bad marketing — because of slow, manual intake. This audit takes 5 minutes. Score yourself honestly. Every point you miss is revenue walking out the door.
☑ For each item below, give yourself 1 point if you can honestly say "yes." Be honest — nobody sees this but you.
1
Speed
The business that responds first wins the deal. Every industry, every time.
1. New leads get a response within 5 minutes — not 5 hours, not "next business day."
Responding within 5 min makes you 21x more likely to qualify the lead vs. 30 min.
2. Leads that come in after hours still get a response — evenings, weekends, holidays.
78% of buyers choose the vendor that responds first.
3. Response time is consistent regardless of volume — during busy periods, leads still get the same fast response.
Section Score: 0 / 3
2
Qualification
Every minute on a bad fit is a minute not spent on a deal.
4. Leads are screened before a human picks up the phone — budget, timeline, location, project type.
5. Your team only talks to leads that meet your criteria — there's a defined set, and non-qualifiers are filtered.
6. You know your qualification rate — you can say right now what % of inbound leads actually qualify.
Most businesses guess 50-70%. The real number is usually 20-40%.
Section Score: 0 / 3
3
Routing
Right lead, right person, right time. Simple concept, rarely executed.
7. Qualified leads are routed to the right person automatically — not dumped into a shared inbox.
8. No lead sits in a queue waiting to be claimed — qualified leads hit the right person immediately.
9. You have a backup when someone is unavailable — the lead auto-routes to someone else, not a voicemail.
Section Score: 0 / 3
4
Follow-Up
Most leads don't convert on the first touch. What happens next determines everything.
10. Leads that don't convert get automatic follow-up — not "I'll call them back tomorrow."
11. You follow up at least 3 times before giving up.
80% of sales require 5+ touches. Most businesses follow up once.
12. You re-engage leads that went cold — 30-day-old inquiries get a systematic win-back.
Section Score: 0 / 3
5
Visibility
If you can't measure it, you can't improve it.
13. You know your average response time — an actual tracked number, not a guess.
14. You know how many leads you lose and where — which stage has the biggest drop-off.
15. You review intake performance weekly — leads in, response time, qualification rate, conversion.
Section Score: 0 / 3

Your Total Score

Speed 0 / 3
Qualification 0 / 3
Routing 0 / 3
Follow-Up 0 / 3
Visibility 0 / 3
TOTAL 0 / 15
12 - 15
Your intake is dialed in.
Top 5%. Focus on the 1-3 items you missed — small improvements compound at your level.
8 - 11
You're leaving money on the table.
Good habits but real gaps. Every point below 15 = deals lost to faster competitors.
4 - 7
Costing you serious revenue.
Most common score. A single fix — usually speed or pre-qualification — changes everything.
0 - 3
Intake is your #1 problem.
Marketing isn't the bottleneck — intake is. Start with speed (items 1-3).

Scored below 12?

You have a revenue problem hiding in your intake process. We help high-ticket service businesses automate lead intake and qualification — so your team only talks to leads that are ready to move.

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DelisleSystems · Lead Intake Automation