1. Number one lead source Meta, Facebook, or Instagram ads Google ads YouTube ads Call center or cold calling Door-to-door or direct sales Google SEO Customer referrals Website form leads Trade shows or local events HomeAdvisor, Angi, Thumbtack, or lead marketplaces Direct mail Yard signs, vehicle wraps, or local branding Email list Social media organic content Strategic partners Past customers Other
2. Second biggest lead source We do not have a second lead source Meta, Facebook, or Instagram ads Google ads YouTube ads Call center or cold calling Door-to-door or direct sales Google SEO Customer referrals Website form leads Trade shows or local events HomeAdvisor, Angi, Thumbtack, or lead marketplaces Direct mail Yard signs, vehicle wraps, or local branding Email list Social media organic content Strategic partners Past customers Other
3. Monthly lead spend Under $1,000 $1,000 to $2,500 $2,500 to $5,000 $5,000 to $10,000 $10,000 to $25,000 $25,000+ Not sure
4. Average sale amount Under $2,000 $2,000 to $5,000 $5,000 to $10,000 $10,000 to $25,000 $25,000 to $50,000 $50,000+ Not sure
7. How fast do you respond to a new lead? Under 5 seconds Under 1 minute 1 to 5 minutes 5 to 30 minutes Same day Next day or later It depends Not sure
8. If you do not reach them first try, when is the next follow-up? Within a few minutes Within the first hour Later the same day The next day A few days later Only if someone remembers We do not have a clear process
9. In the first 10 days, how many times do you contact them? 1 to 2 times 3 to 5 times 6 to 10 times 11+ times We keep following up until they respond Not sure
10. After the first 10 days, what happens to unbooked leads? They go into long-term automated follow-up A person follows up manually They get occasional texts or emails They stay in the CRM, but not much happens They are basically forgotten Not sure
11. What happens with no-shows, cancellations, or reschedules? We have an automated rebook sequence A setter follows up manually The salesperson follows up Someone may follow up if they remember We usually lose them Not sure
12. Who owns contact, qualify, book, and follow-up? Dedicated setter Salesperson Owner Front office or admin person Call center Several people, but no clear owner AI or automation Nobody consistently
13. Which part feels like the biggest leak right now? Responding fast enough Getting leads to answer Qualifying leads Booking appointments Getting appointments to show up Rebooking no-shows or cancellations Following up after the first few days Reactivating old leads Knowing what is actually working