Sample Audit Report
See what the audit actually gives you.
A plain-language report that shows where follow-up is breaking — who is slipping, what is overdue, and what to fix first. This is what you receive before deciding on implementation or Tech Concierge support.
Book Your Lead Follow-Up Audit
Follow-Up Scorecard
Example score only. The goal is to show where follow-up is breaking — not invent fake ROI claims.
30-Day Fix Plan
What the report shows
Top Five Quick Wins
Small repairs before a big rebuild.
One clear place for every new internet lead.
Assign overdue follow-up before contacts go cold.
Separate dead leads from people worth calling today.
Escalate unworked hot leads before day two.
Give team leads weekly visibility, not quarterly surprises.
What happens after the audit
If the gaps are costing you deals, Hotlist fixes the system, installs simple processes, and stays on monthly as your Tech Concierge — so follow-up keeps working without you managing the tech.
Redacted system callouts
We use screenshots or mock examples to show broken tasks, missing owners, and automations not firing — without exposing private client data.
Prioritized repair list
Each recommendation is ordered by urgency and likely impact — so you know what to fix this week vs. what can wait.