The 5-Step Lead Sync Checklist helps you diagnose your biggest lead follow-up gaps and build a system that works 24/7. Complete in just 15 minutes.
See The ChecklistFollow these steps to diagnose your lead follow-up gaps and build an automated system
Find your last 10 leads from the past month. Use your CRM, spreadsheet, or inbox to track them.
You can identify WHERE and WHEN you're losing leads.
Honestly answer how a lead currently moves from your website to a booked call. No judgment, just facts.
You have a written, honest flowchart of your current process. Spoiler: If it lives in your head and inbox, it's broken.
Check which connections are missing in your current setup. Be harsh with your evaluation.
You know exactly which connections are missing. If you checked less than 3 boxes, you're manually bridging gaps that tech should handle.
You don't need 7 emails to start. Define these 3 core emails with subject lines and key value propositions.
You have a simple, repeatable email sequence framework ready to automate.
This is the most important step. Make it impossible for a warm lead to slip away by defining clear automation rules.
You have a clear "if this, then that" rule for handling a booking, removing all manual work.
Mostly Yeses: Your foundation is solid. You're ready to connect the dots and fully automate.
Mostly Nos: You're working too hard. The manual process is costing you clients. Automation will 10x your efficiency.
This is the exact framework we implement for our clients. If you completed this checklist and saw gaps, you now have a clear blueprint for what to fix next.
Download the full checklist with templates, email scripts, and automation workflows to implement immediately.
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Implementing this checklist transforms your lead management process
Reduce lead response time from days to minutes with automated systems
Capture more qualified leads before they go cold or to competitors
Automate manual follow-up tasks and focus on high-value activities
Download the complete 5-Step Lead Sync Checklist with templates and implementation guide
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