Before you begin

Nineteen questions. Around five minutes.

This assessment looks at how your agency handles enquiries from the moment they arrive through to long-term follow-up. Answer as your process genuinely works today rather than how it is supposed to work — the report is only useful if the answers are honest.

• Speed to Lead — How quickly meaningful conversations begin.
• Out of Hours Coverage — What happens when the office is closed.
• Follow-Up Consistency — Whether every lead receives the same experience.
• Long-Term Nurturing — Whether opportunities remain active over time.
• Database Utilisation — How effectively historic opportunities are used.
• Measurement & Accountability — Visibility of lead handling performance.