The 12-point lead-intake leak checklist I run before automating anything

Description and use

<p>Before I automate any lead intake — mine or a client's — I score the existing funnel first. Twelve checks, 0 (broken/missing), 1 (partial/manual), 2 (automated + logged). Max 24. Anything I can't verify gets a 0; hopeful answers don't count.</p> <h2> Speed (0–6) </h2> <ol> <li>A new web-form lead reaches a human or queue in under 5 minutes, nights and weekends included.</li> <li>Lead-ad leads flow automatically — no CSV download + import step.</li> <li>You can name the slowest source and by how long it lags.</li> </ol> <h2> Assignment and routing (0–6) </h2> <ol> <li>Every lead gets an owne

Problem

<p>Before I automate any lead intake — mine or a client's — I score the existing funnel first. Twelve checks, 0 (broken/missing), 1 (partial/manual), 2 (automated + logged). Max 24. Anything I can't verify gets a 0; hopeful answers don't count.</p> <h2> Speed (0–6) </h2> <ol> <li>A new web-form lead reaches a human or queue in under 5 minutes, nights and weekends included.</li> <li>Lead-ad leads flow automatically — no CSV download + import step.</li> <li>You can name the slowest source and by how long it lags.</li> </ol> <h2> Assignment and routing (0–6) </h2> <ol> <li>Every lead gets an owne

Outcome

<p>Before I automate any lead intake — mine or a client's — I score the existing funnel first. Twelve checks, 0 (broken/missing), 1 (partial/manual), 2 (automated + logged). Max 24. Anything I can't verify gets a 0; hopeful answers don't count.</p> <h2> Speed (0–6) </h2> <ol> <li>A new web-form lead reaches a human or queue in under 5 minutes, nights and weekends included.</li> <li>Lead-ad leads flow automatically — no CSV download + import step.</li> <li>You can name the slowest source and by how long it lags.</li> </ol> <h2> Assignment and routing (0–6) </h2> <ol> <li>Every lead gets an owne

Evidence

The 12-point lead-intake leak checklist I run before automating anything

Source