Lead Flow Audit + 30-Day Fix Plan
$299
Find what to fix first in your lead flow.
If leads are being missed, followed up inconsistently, or handed between tools with no clear owner, this audit shows you what to fix first. We review one lead journey, your current tools and the points where time or opportunity is lost. You receive a practical plan, not a generic AI report.
What you get
15-20 minute discovery call
Review of one lead journey and current tool stack
Prioritized opportunity map
Recommended tool and integration plan
30-minute delivery call
Written 30-day action plan
How it works
Call 1: Discovery (15-20 min). We walk through how a new inquiry reaches you today, who owns the next step, and which tools are involved.
Call 2: Delivery (30 min). We review your opportunity map, tool plan and written 30-day action plan together.
Scope
This is strategy and planning. It does not include software setup, integrations, custom code or ongoing support.
Beta pricing
The first 5 audits are $299 in exchange for your feedback and permission to share an anonymized result.
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