Most agencies think they have a lead problem.

They don’t.

They have a handling problem:

• slow responses

• unclear ownership

• broken CRM workflows

That loss doesn’t show up as an error.

It shows up as “results slipping.”

We fix the system causing it.

How leads get lost

No alerts.

No obvious failures.

Just assumptions.

A lead comes in.

Someone thinks someone else handled it.

Follow-up happens hours later or not at all.

The CRM says “contacted,” but no one knows by who.

Do that for weeks and you don’t notice the loss.

You feel it.

The Lead Flow System

Every agency has one, whether it was designed or not.

Inbound → response → ownership → booking.

When any step is slow, ambiguous, or optional, bookings drop.

We make that system explicit, enforced, and reliable.

What we change

Lead Flow Integrity

• We map your real lead path (not the one in your head) and isolate where leads stall or vanish.

CRM & Ownership Rules

• We remove ambiguity; routing, alerts, and responsibility are enforced, not implied.

System Stability

• We build systems that still work when volume spikes, staff changes, or tools update.

This only works if:

• Booked calls matter to your business

• More than one person touches leads

• You rely on a CRM daily

This is not for you if:

• You just want more leads

• You don’t follow up consistently anyway

• You want hacks instead of fixing fundamentals

How we start

We start with a short audit.

We look at:

• how leads enter

• how fast they’re handled

• who owns them

• where the system breaks

Then we show you exactly what’s costing you bookings.

You decide what to do next.

Why this matters

You can have the best offer and the best sales team.

If your lead handling is broken, none of it matters.

We don’t run ads.

We don’t promise revenue.

We fix the system that decides whether leads convert.

Request a Lead Flow Review

If you’re aware or not 100% sure every lead is handled correctly, reach out.

Complete the questionary below to request a review.