Lead system audit
1–2 weeksMap where leads stall today—channels, response time, qualification gaps, and CRM handoff—and leave with a build order you can execute.
Deliverables
- ✓Channel and response-time map for inbound leads
- ✓Qualification criteria and routing recommendations
- ✓Risks: spam, compliance, and over-automation
- ✓Recommended stack and integration options
- ✓Scoped implementation plan with rough effort
Good fit: Teams that know leads are leaking but aren't sure what to automate first.