Free tool kit · 7 tools · 13 pages
The Lead Leak Tool Kit
Find where enquiries and calls slip through your website, CRM and phones, and fix the worst leaks in a week. Four checklists, three working templates and a day-by-day plan, in one PDF.
- Plain English, no technical knowledge needed
- Works with HubSpot, Pipedrive, Zoho, GoHighLevel, Salesforce and more
- Free, sent straight away and by email
Any CRM and dialer integration $500 $100
One-time setup, tested on real calls, no monthly fee from us. Book before the sale ends to lock in the price.
Free download
The Lead Leak Tool Kit
All four checklists plus a field mapping template, missed-call follow-up scripts and a speed-to-lead tracker. Find where leads slip through your website, CRM and phones, and fix it in a week.
What is inside
A lead can leak at four points: before it reaches you, while it waits, when you call, and between your tools. The checklists find the leaks; the templates help you fix them.
- 1ChecklistWebsite enquiry leak check
10 tests you do on your phone, as a customer would.
- 2ChecklistCRM clean-up checklist
12 checks for duplicates, owners, stalled deals and automations.
- 3ChecklistSpam call check
10 reasons fewer people answer your calls, and what to fix first.
- 4ChecklistIntegration health check
10 checks that information really moves between your tools, plus a map.
- 5TemplateField mapping template
Agree which form and call field goes where in your CRM, before connecting anything.
- 6ScriptsMissed-call follow-up scripts
A text, a voicemail and an email for the first three days after a missed call.
- 7TrackerSpeed-to-lead tracker
Time how long real enquiries wait for a reply, and find the slowest channel.
Read one now
The website enquiry leak check
Do these tests on your phone, as a customer would. Each one takes a minute or two. Tick it when it passes.
Can people reach you?
- 1. Your phone number is a tap-to-call link on phones
Open your site on a phone and tap the number. It should start a call, not select text.
- 2. Every page has one clear next step
A visitor should never have to scroll back to the top to find out how to contact you.
- 3. Your site loads in under 3 seconds on a phone
Test on PageSpeed Insights. Slow pages lose people before they ever see the form.
Does the form work?
- 4. The form sends, and you get it within a minute
Send a test enquiry now. Check it arrives, and that it isn't in spam.
- 5. The form asks only what you need
Name, how to reach them, and what they need. Every extra field loses some people.
- 6. People see a clear "thank you" and what happens next
Tell them when you will reply. It cuts repeat enquiries and no-shows.
- 7. Spam protection doesn't block real people
Test the form on a phone, with no account, in a private window.
What happens after?
- 8. Every enquiry lands in your CRM, not just an inbox
Inbox enquiries get lost, forwarded or answered twice.
- 9. Someone is told about each enquiry straight away
A notification to a person or a team channel, not a shared inbox that nobody owns.
- 10. You know which page and campaign each enquiry came from
Hidden fields or your CRM's tracking capture the source, so you know what to spend more on.
The other three checklists, the templates and the one-week plan are in the PDF. Get the full kit →
Questions
Is the tool kit really free?
Yes. You get the PDF straight away and a copy by email. We ask for your name and email so we can send it, and we never share them.
Who is it for?
Small and growing businesses that get enquiries from a website and calls on the phone, and track them in a CRM such as HubSpot, Pipedrive, Zoho, GoHighLevel or Salesforce.
Do I need to be technical?
No. Each check says where to look and what to test, in plain English. The templates are filled in with the usual answers to start from.
How long does it take?
About two hours of checks, spread over a week, plus a week of tracking replies with the speed-to-lead tracker. The kit includes a day-by-day plan.
What if I find problems I cannot fix myself?
Reply to the email the kit came with and list what you could not tick. We send back what we would fix first and a fixed price within 2 working days.