Printable template

Lead Response & Follow-Up Audit

Business: [Business name]

Website: [Website address]

Primary enquiry path: [Form, phone, WhatsApp, booking, sales email]

Audit date: [Date]

Lead Response Score: [Score]/100

Executive Summary

[Whether the business is ready to turn enquiries into conversations and customers after the lead is generated.]

Score Breakdown

Contact channel availability	10	[ ]	[Evidence]	[Business impact]	[Recommendation]
Enquiry acknowledgement	10	[ ]	[Evidence]	[Business impact]	[Recommendation]
Response time expectations	10	[ ]	[Evidence]	[Business impact]	[Recommendation]
Response quality and reassurance	15	[ ]	[Evidence]	[Business impact]	[Recommendation]
Follow-up sequence	15	[ ]	[Evidence]	[Business impact]	[Recommendation]
Call scheduling and appointment booking	10	[ ]	[Evidence]	[Business impact]	[Recommendation]
WhatsApp and email readiness	10	[ ]	[Evidence]	[Business impact]	[Recommendation]
CRM/process indicators	10	[ ]	[Evidence]	[Business impact]	[Recommendation]
Lost lead risk control	10	[ ]	[Evidence]	[Business impact]	[Recommendation]

Evidence Standard

Every finding must include Weight, Score, Evidence, Business Impact, Recommendation, Priority, Estimated Effort, Expected Benefit, and Evidence Confidence.

Critical Issues

[Gaps most likely to cause qualified enquiries to go cold.]

High Priority

[Response, scheduling, acknowledgement, or follow-up gaps.]

Quick Wins

[Low-effort improvements that make follow-up clearer and faster.]

30-Day Action Plan

[Week-by-week plan for faster response and better follow-up consistency.]

Final Recommendation

[Whether the business is ready to convert enquiries after contact is made.]