These questions reveal leaks during the conversion process.

Q1: Do all inbound leads automatically enter a single CRM or tracking system? *

Yes

Q2: Are new leads acknowledged or contacted within 24 hours? Either automatically or manually? *

Yes

Q3: Do you clearly know where your highest-quality leads originate? *

Yes

Q4: Are marketing leads automatically assigned to a specific person for follow-up? *

Yes

Q5: Do you have a clearly defined next step for every new lead that enters your pipeline? *

Yes

These questions reveal leaks during the conversion process.

Q6: Can you easily see the status of every deal in your pipeline right now? *

Yes

Q7: Do prospects ever go silent without a structured follow-up sequence? *

Yes

Q8: Is there a standardized and clearly outlined process for moving a prospect from first contact to closed sale? *

Yes

Q9: Do you regularly review lost deals to understand where the sales process breaks down? *

Yes

Q10: Are sales conversations and deal notes consistently logged in your CRM? *

Yes

Many companies leak revenue right after closing.

Q11: Is there a documented onboarding process for new clients? *

Yes

Q12: Does every new client know exactly what happens after they say “yes”? *

Yes

Q13: Are customer responsibilities and team member obligations clearly defined for each step of client delivery? *

Yes

These identify execution friction.

Q14: Are your core workflows documented and easy for your team to follow? *

Yes

Q15: Are you using fewer than 5 core tools to run your revenue engine? (Sales, Marketing, Operations) *

Yes