Sales Leak Scorecard — 3 Pillars Edition

Lead Generation → Client Retention → Referrals

Click the next button below to start.

Then choose an answer closest to your current situation.

PILLAR 1: Lead Generation Score (5 Questions)

“Are you generating enough demand to feed a stable pipeline?”

#1 Do you consistently get enough leads each month to hit your sales targets? *

Yes

Sometimes

#2 Are you using paid channels (Google/Facebook) with a clear tracking setup? *

Yes

Sometimes

#3 Do you know your cost per lead and cost per client? *

Yes

Have an idea

#4 Is every lead captured? *

Yes

Sometimes

#5 Is someone responsible for reviewing lead flow weekly? *

Yes

Sometimes

PILLAR 2: Client Retention Score (5 Questions)

“Are you keeping the clients you already worked so hard to get?”

#1 Do you have a system to stay in touch with clients after a sale? *

Yes

On list (not a system)

#2 Do you email or message your client base at least once per month? *

Yes

Less Frequent

#3 Do you have offers, tips, or follow-ups to bring clients back? *

Yes

Sometimes

#4 Is client satisfaction measured (feedback, reviews, NPS)? *

Yes

Sometimes

#5 Do you have automations to re-engage past clients (3–12 months)? *

Yes

Some

PILLAR 3: Referrals Score (5 Questions)

“Are you turning your clients into promoters?”

#1 Do you have a formal referral program or system? *

Yes

Informal

#2 Do you ask for referrals consistently after a successful job? *

Yes

Not always

#3 Do you track where referrals come from? *

Yes

Sometimes

#4 Do you feature client stories, reviews, or case studies? *

Yes

Sometimes

#5 Do clients know exactly how to refer you (easy process)? *

Yes

Some

Where can we send the report?

First Name

Phone *

Email *