Where is your pipeline losing revenue?
12 diagnostic questions across 4 categories. Answer honestly — "sort of" counts as broken. You'll have a score and a fix priority list in under 10 minutes.
Lead Capture & Entry
Every inbound lead — phone, web form, referral — lands in your CRM automatically, within 60 seconds, with source tagged.
After-hours leads (evenings, weekends) are captured with full context, not sitting in someone's voicemail until morning.
You can tell within 30 seconds where any lead came from without opening the record.
Pipeline Structure
You have zero stages called "Follow Up," "Nurture," or anything similarly vague. Every stage maps to a specific next action.
You can look at your pipeline right now and know — without opening individual records — which leads need attention today.
When a lead goes cold (no response in 7 days), your CRM automatically flags it or routes it. It doesn't just sit there.
Follow-Up & Automation
If a hot lead responds to a message at 11pm, there's a system that catches it — not just someone's luck the next morning.
You don't have leads that haven't been touched in 30+ days that you haven't consciously decided to close or archive.
When a lead says "call me back next month," that's tracked in the CRM with a dated task — not stored in someone's memory.
Reporting & Visibility
You can pull your exact pipeline conversion rate for last month without running a custom report or asking someone.
You know how many deals you lost last quarter to timing vs. price vs. no-decision — not a rough guess, the actual breakdown.
If your best salesperson quit tomorrow, their pipeline would be fully recoverable. Nothing lives in their head or their inbox.
Built from auditing real pipelines — real estate acquisitions, property management, service businesses.