Lead Handling Check

Answer ten operating questions. The result stays in this browser and gives you a practical first priority, not a maturity badge.

Check the current path

Tick only what is consistently true today. Runs in your browser. Nothing is submitted or stored.

Every enquiry arrival path has a named owner.A fallback receives the enquiry when the owner is unavailable.The first human response time can be measured.The source and requested service reach the responder.Suitable enquiries receive more than one relevant contact attempt.Every open lead has a dated next action.Won, lost, unsuitable and no-response outcomes are recorded separately.The team uses the same stage definitions.Replies and exceptions leave the automated path for human review.A manager reviews unresolved suitable leads at least weekly.

Current score

0/10

visible.visible.

Start with visibility

Complete the check to identify the first operating gap worth reviewing.

Read the lead guideThe full lead-handling audit method and the five numbers to establish.Open guide Have Advery review the pathShare the result and the context behind it.Request a focused audit

The score is a self-assessment, not an audit. It shows where to look first; it does not prove the size of the problem.

Business growth, customer value and smarter operations.

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