The Contractor’s Missed-Lead Checklist

Complete information, clear ownership, respectful follow-up, and a visible next step.

01

List every lead source

Review this control in your current lead process and document the person responsible for the next action.

02

Measure missed calls and response time

Review this control in your current lead process and document the person responsible for the next action.

03

Create one permission-based acknowledgment

Review this control in your current lead process and document the person responsible for the next action.

04

Use one lead inbox

Review this control in your current lead process and document the person responsible for the next action.

05

Collect the same basic details

Review this control in your current lead process and document the person responsible for the next action.

06

Make photos easy to submit

Review this control in your current lead process and document the person responsible for the next action.

07

Name the response owner

Review this control in your current lead process and document the person responsible for the next action.

08

Set a response expectation

Review this control in your current lead process and document the person responsible for the next action.

09

Give every estimate a next action

Review this control in your current lead process and document the person responsible for the next action.

10

Honor consent and opt-outs

Review this control in your current lead process and document the person responsible for the next action.

Find the exact break in your lead process.

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