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YOUR STARTING POINT

Check your
sales process.

Answer five questions about lead response, follow-up, booking, and customer records. Get an immediate assessment and a suggested starting point.

SEE IT IN PRACTICE

Turn a score into a useful first decision.

The assessment is a starting conversation. Use these examples to understand what a gap means before choosing the work.

01 / 03

Start where interest arrives.

Messages reach several inboxes, and nobody can say which inquiries have no response.

More traffic will not fix an inquiry that nobody owns.

THE PRACTICAL EXAMPLE
First check: list the inquiry sources, trace a sample from each, and identify who owns the first useful reply.
WHAT TO LOOK FOR
  • Look for: unassigned inquiries
  • Measure: response coverage and time
  • First scope: one observable channel
THE NEXT ACTION

Complete the assessment below, then inspect recent inquiries with your team.

02 / 03

Inspect the handoff to the calendar.

Prospects qualify but arranging a time takes several messages. Reminders depend on someone remembering.

The gap may be in the process between qualification and a confirmed time.

THE PRACTICAL EXAMPLE
First check: trace one booked, one rescheduled, and one cancelled appointment across the calendar and CRM.
WHAT TO LOOK FOR
  • Look for: inconsistent booking state
  • Measure: booking and attendance
  • First scope: one service calendar
THE NEXT ACTION

Check how availability, confirmation, and changed plans are handled.

03 / 03

Agree the meaning of the stages.

People use different labels for the same situation, and open opportunities have no next action.

A consistent record makes it possible to identify where the journey actually stalls.

THE PRACTICAL EXAMPLE
First check: choose five open opportunities. Ask who owns each, what happened last, and what should happen next.
WHAT TO LOOK FOR
  • Look for: missing owners and tasks
  • Measure: record completeness
  • First scope: stage and ownership rules
THE NEXT ACTION

Agree the definitions before adding more automated stage changes.

Illustrative examples. No messages are sent, records changed, or appointments booked.

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