The lead-automation checklist
Checks across capture, qualification, speed-to-lead, follow-up, CRM handoff and measurement. Tick your setup as you go, watch your score climb, and grab the printable PDF.
Plenty of quick wins, especially capture coverage and CRM handoff.
Capture & coverage
Qualification
Speed-to-lead & routing
Follow-up & nurture
Integration & data
Measurement
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About the checklist
Yes. Work through every check right on this page for free. Drop your email if you want the printable PDF and our take on which fixes to prioritize first.
Anyone capturing leads through a site, DMs or Telegram — founders, marketers, or agencies pressure-testing their automation. Every item is plain-English.
Normal — most funnels leak on speed-to-lead and follow-up. Book a free audit and we'll turn the gaps into a prioritized automation plan.
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We connect to your account, review the numbers live, and show you exactly what's working — and what isn't. If it's solid, we'll say so. If not, we'll show you precisely what we'd change and why.
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