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Find the leak before buying more leads

Where does your follow-up system lose the job?

Score five places where home service leads commonly fall through the cracks: missed calls, speed-to-lead, estimate follow-up, no-show recovery, and review/referral follow-up. You’ll get a prioritized recovery plan in about two minutes.

✓ No email gate✓ Built for home service✓ Scores five follow-up stages✓ Gives a next-step plan

Step 1 · Score your system

Answer based on what actually happens today.

Not what the SOP says. Not what everyone means to do. What happens on a normal busy Tuesday when the phones are ringing and somebody is on a ladder.

1. When a new lead calls and nobody answers, what happens next?
2. How quickly does a brand-new web, form, or ad lead usually get a personal response?
3. What happens after you send an estimate and the homeowner goes quiet?
4. If a prospect misses an inspection, estimate, or service appointment, what happens?
5. After a successful job, how reliably do you ask for reviews and referrals?

This is an operational self-assessment, not a revenue guarantee. The purpose is to identify weak points worth measuring and testing.

What the score is actually measuring

Follow-up should support your team, not quietly create another inbox nobody checks.

Capture

Make sure calls, forms, and ad leads are acknowledged even when the office is busy or closed.

Route

Send the right lead to the right person with enough context to act, rather than dumping everything into one queue.

Nurture

Keep useful follow-up happening after estimates, missed appointments, and completed jobs without relying on memory alone.

Common questions

Is a low score proof that I am losing a specific amount of revenue?

No. The audit identifies process risk, not guaranteed lost revenue. Use the result to decide which stage should be measured more closely in your CRM, call tracking, calendar, or lead source reporting.

Do I need AI to fix every weak area?

No. Some leaks are best fixed with clearer ownership, a better SOP, staffing, or CRM discipline. Automation is useful where speed, consistency, after-hours coverage, or repetitive follow-up is the bottleneck.

Does this replace my office staff or CSR?

It should not. The useful role for automation is to handle repetitive capture, confirmation, routing, and nurture so your team can spend more time on conversations that need judgment and human context.