Lead Follow-Up Audit
Find out where warm leads are slipping — before you buy more.
We review how your team actually follows up today: who responds, who owns each lead, what gets forgotten, and what old contacts are still worth saving. You leave with a clear scorecard and a practical fix plan — not another software pitch.
What We Review
The places follow-up usually breaks.
Where leads come from and how fast your team should respond
How contacts are organized and what agents see each morning
Who is responsible when a new lead arrives
What is sitting untouched with no next step
Who in your database still deserves attention
Whether you can see problems before deals go cold
What You Receive
What you walk away with.
Everything is written in plain language so your whole team — not just the tech person — can understand where follow-up is breaking and what to do about it.
Follow-Up Scorecard
A plain-language score showing where your current system is losing opportunity — no jargon required to understand it.
30-Day Fix Plan
Prioritized steps ordered by impact and ease. What to fix this week, what can wait, and what needs a human vs. automation.
Implementation roadmap
If the gaps are worth fixing, we show exactly what Hotlist would set up first — and what ongoing Tech Concierge support would look like.
Bring the CRM you already have.
Follow Up Boss is where many teams start, but the audit is not about the software — it is about three questions: who needs attention right now, what should happen next, and which opportunities are being missed?
Book Your Lead Follow-Up AuditIf the gaps are small
You get a clear plan and can run it yourself. No pressure to hire us for anything more.
If the gaps are costing you deals
We fix the system, install the simple processes, and stay on monthly as your Tech Concierge — so follow-up keeps working without you managing the tech.
See how Tech Concierge worksCommon questions
Is this another CRM?
No. We make the one you have easier to run.
How long does it take?
Most audits are ready within a few business days.
What does it cost?
The audit is free. Implementation and ongoing Tech Concierge support are scoped after we see your system.
Is this only for Follow Up Boss?
No — but we know Follow Up Boss deeply. The audit works with any CRM your team actively uses.