Most teams do not lose leads at the form. They lose them after the first touch.
A website can generate interest, but the real revenue leak usually happens in the handoff: who owns the inquiry, what stage it enters, when the next follow-up happens, and whether anyone can see if it is still warm next week.
This audit gives you a small, useful diagnostic before we talk about a bigger CRM cleanup, implementation, or automation project.
What we need from you
Send us one website URL or inquiry path you care about. Example: contact form, consultation request, home valuation, buyer inquiry, owner inquiry, or demo request.
No CRM access is needed for this first review.
The 5 points we check
The output is intentionally simple: a short note you can understand, use, and decide from.
Point 1
Where the inquiry enters
We identify the visible lead path: website form, consultation CTA, valuation request, shared inbox, or booking flow.
Point 2
Who should own it
We map whether the inquiry should go to sales, operations, an agent, a consultant, or a shared queue.
Point 3
What stage it should create
We suggest the first CRM stage or status so the lead does not disappear as a loose email or form submission.
Point 4
What follow-up should happen next
We outline the next task, timing, and fallback if nobody replies or the lead goes quiet.
Point 5
What should be visible after 7 days
We show what reporting should tell you: still warm, replied, booked, not qualified, or waiting on follow-up.
Good fit for
Real estate teams handling buyer, seller, valuation, and referral inquiries
Immigration and legal service teams managing consultation requests
Property management teams receiving owner, tenant, strata, and rental inquiries
Small service businesses using forms, inboxes, spreadsheets, or an underused CRM
What happens after the audit?
If the notes are useful, we can help fix the workflow: CRM cleanup, lead routing, follow-up tasks, source tracking, and reporting. If not, you still keep the notes.
Based in Surrey, BC. Serving Greater Vancouver and businesses across Canada.