LeadRelay
Controlled access

Practical guides to keep track of incoming enquiries.

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Lead Relay assessment

Review where enquiry follow-up gets stuck

Answer six operational questions. The result does not replace an audit, but helps distinguish curiosity from an actual sales problem before starting a pilot or requesting payment.

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Six leakage questions

If the answer relies on human memory, the lead is still at risk.
OwnerWeight 3

Every inbound lead has an owner before the first reply.

First actionWeight 3

The first action is recorded: reply, call, ask for context or dismiss with a reason.

Follow-upWeight 3

If the lead remains active, there is always a specific date for the next follow-up.

InboxesWeight 2

Shared inboxes, forms and aliases do not rely on someone remembering to check them manually.

Daily routineWeight 2

A brief daily review identifies stalled, overdue and unassigned leads.

EvidenceWeight 2

The team can see whether an opportunity was recovered, advanced or lost, and why.

What is reviewed after the assessment

The next step is to check a specific gap and whether it is worth addressing, rather than sell a suite.
Medium
01Leakage map

Source, owner, first action and the exact point where the lead stalls.

02Work queue

Leads prioritised by risk, urgency, overdue follow-up and missing ownership.

0314-day plan

A brief review routine, progress criteria and a clear basis for deciding whether to continue.

A useful candidate for a brief assessment

You do not need to implement a full CRM. If there is real volume, a focused review can establish whether a guided pilot is worthwhile.

Request a guided review