Checklist
Missed Lead Checklist for home-service operators.
Use this checklist to find where calls, website inquiries, CRM records, estimates, and review requests are slipping through the workflow.
Lead leakage checks
- Missed call response: count missed calls by day and hour for the last 30 days.
- Web form speed: check whether every website form creates a CRM record and gets a fast reply.
- Chat response: confirm chat inquiries trigger intake, qualification, and CRM follow-up.
- CRM stage accuracy: find leads stuck in new, open, estimate, or follow-up stages.
- Quote follow-up: check sent estimates after 24 hours, 3 days, and 7 days.
- After-hours process: review voicemail, SMS, on-call, and escalation rules.
- Old lead reactivation: segment old estimates, no-shows, and unconverted inquiries.
- Review request process: identify completed jobs with no review request.
- Reporting dashboard: confirm owners can see missed opportunities and stale tasks.
- Dispatcher handoff: verify urgent leads have a clear owner and next action.
Next step
Find the leaks before another lead goes cold.
Book a workflow audit and identify where missed calls, slow follow-up, CRM leakage, and post-job review gaps are costing the business.