Lead sources
- List every place a new request can arrive
- Check whether calls, texts, forms, email, Facebook, and referrals land in one view
- Look for sources that depend on one person checking manually
Practical resource
Lead Leak Checklist: find where follow-ups are slipping.
Use this checklist to spot where leads, quote requests, and next steps get lost across calls, texts, forms, emails, notes, and memory.
Checklist
Work through the places where leads commonly leak.
Follow-up ownership
- Ask who owns each open lead after intake
- Check whether the next action is visible
- Find places where the team says, "I thought someone else handled that"
Quote tracking
- Review where quote notes are stored
- Check whether quote follow-ups have reminders
- Look for open quotes with no clear status
Response time
- Look at how quickly new inquiries are assigned
- Find leads that waited because nobody saw them
- Check whether urgent requests are easy to spot
Status visibility
- Check whether open, quoted, waiting, and at-risk leads are easy to see
- Find customer status that lives in someone's head
- Review how the team searches for past customer details
When to consider Clutch Lead
Clutch Lead may make sense when the business has enough lead volume that scattered follow-up is creating real stress for the owner or team.
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