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Advisor Self-Audit Scorecard

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Lead Database Management: Coaching Insight

If you can’t see your leads, you can’t work your leads. Every breakdown starts with a blind spot.

Complete this section to assess your current Lead Database Management practices!

Lead Database Management (1 of 5)

Do we consistently export leads from all sources (CTM, Snappy, Digital) each week? *

Yes

Lead Database Management (2 of 5)

Are all leads tagged by source, campaign, and date in our CRM? *

Yes

Lead Database Management (3 of 5)

Can a new team member easily see lead status and next steps? *

Yes

Lead Database Management (4 of 5)

Do we clean up duplicates, junk, or unqualified entries monthly? *

Yes

Lead Database Management (5 of 5)

Is someone accountable for maintaining our lead list? Do they have a trained backup? *

Yes

Connect & Convert: Coaching Insight

Leads don’t convert when you try once. They convert when you follow-up consistently and ask the right questions.

Complete this section to assess your current Connect & Convert practices!

Connect & Convert (1 of 5)

Do we attempt contact at least 6 times across multiple times/days before giving up? *

Yes

Connect & Convert (2 of 5)

Do we have a defined talk track that includes open-ended conversational questions? *

Yes

Connect & Convert (3 of 5)

When we get someone on the phone, are we asking discovery & qualifying questions? *

Yes

Connect & Convert (4 of 5)

Are we tracking outcomes of every call, text, or email attempt? *

Yes

Connect & Convert (5 of 5)

Are we confident in who owns this process? *

Yes

Long-Term Nurture: Coaching Insight

A cold lead isn’t dead - it’s just not warm yet. If your system stops after week 3, it’s not a system, it’s a stall.

Complete this section to assess your current Long-Term Nurture practices!

Long-Term Nurture (1 of 5)

Do we have a clearly defined process for moving people into our long-term nurture? *

Yes

Long-Term Nurture (2 of 5)

Are leads segmented by offer type, funnel, or source? *

Yes

Long-Term Nurture (3 of 5)

Is someone creating, reviewing, sending, and tracking results of content quarterly? *

Yes

Long-Term Nurture (4 of 5)

Do we phone re-engagement campaigns calling every lead at least twice a year? *

Yes

Long-Term Nurture (5 of 5)

Are we seeing leads come back months or even years later and convert? *

Yes

Tracking & ROI: Coaching Insight

What you don’t track, you can’t coach. What you can’t coach, you can’t improve. It’s not just about data. It’s about direction.

Complete this section to assess your current Tracking & ROI practices!

Tracking & ROI (1 of 5)

Can we easily pull metrics like contact, booking, and show rate? *

Yes

Tracking & ROI (2 of 5)

Do we have campaign specific metrics for lead to client conversions? *

Yes

Tracking & ROI (3 of 5)

Is revenue tied back to specific marketing efforts in our reports? *

Yes

Tracking & ROI (4 of 5)

Do we meet monthly or at least quarterly to review performance? *

Yes

Tracking & ROI (5 of 5)

Do we have metrics to identify what generates the lowest-cost & best quality leads? *

Yes