The team knows they arrived but cannot say who owns them now.
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Lead Relay checklist
Inbound lead leakage checklist for small B2B teams
By the Lead Relay team · Reviewed on . Educational examples, not customer results.
If a company receives opportunities through the web or email but sales fall short of expectations, marketing is not always the cause. Sometimes the lead arrived, but no one took it to the next step.
Lead Relay currently offers a fictional demo with predefined actions: no signup, real connections or contracting. It resets on reload. The free email review is a separate service to discuss your workflow.
Signs of lead leakage
You do not need to instrument everything to detect basic signs of loss.Someone replied once, but no date was set to follow up or close the case.
Opportunities disappear without explaining whether they were unsuitable, late or simply forgotten.
A brief review
Review a week of inbound enquiries
Start with a week of forms and sales emails. The aim is to locate where continuity breaks, rather than judge the team.
Visible owner
A person takes responsibility before the lead gets mixed back into other work.
Next action
A specific step, with a date both people can check.
Review checklist
Signals to check before investing in acquisition.- Number of leads received by source.
- Percentage assigned an owner on the same day.
- Percentage with a first action recorded.
- Open leads without a next date.
- Dismissed leads with a clear reason.
- Overdue opportunities that no one reviewed.
What to review with the team
Things to review in your current tool; these are not metrics collected by the demo.Inbound sourceFrom a received notification to assigned work
Volume by source during a week of inbound enquiries.
Percentage assigned an owner before interest fades.
Open leads with a clear next step.
What the Lead Relay demo shows
Example statuses to understand the interface. Your workflow is assessed separately, using information you choose to provide.Identify opportunities that do not yet have an owner.
Show follow-ups that should already have happened.
Help distinguish an unsuitable opportunity from one that was poorly managed.
Measure before bringing in more traffic
Before paying for campaigns, check that current leads are not lost through missing ownership, replies or follow-up.
More guides on inbound lead management
Explore assignment, response and follow-up for your opportunities.All public guides on forms, shared inboxes and inbound follow-up.
Read guideHow to reduce the delay between arrival, ownership and first action.
Read guideA lightweight queue before buying or migrating a sales suite.
Read guideHow to revisit a quote while respecting pending questions and the agreed timeframe.
Read guideHow to move from shared visibility to clear ownership.
Read guideThe minimum workflow to ensure a web form enquiry has an owner.
Read guide