Diagnose Your Lead Management Issues in Just 60 Minutes
Our complimentary Inbound Lead Audit identifies exactly where your leads are getting stuck and what's costing you revenue opportunities.
Why You Need This Audit
Uncover hidden issues that are silently draining your sales pipeline and revenue potential.
Lost Revenue
Companies typically lose 10-30% of potential revenue due to lead management issues they don't even know exist.
Slow Response
78% of buyers choose the vendor that responds first. Our audit identifies exactly where response delays are happening.
Misrouted Leads
Sending leads to the wrong teams causes frustration, delays, and missed opportunities. We'll help you route with precision.
Bad Data
Incomplete or inaccurate data prevents proper lead prioritization and personalization. We'll identify data quality issues.
Flawed Metrics
False reporting leads to misaligned strategies and wasted resources. We'll ensure your metrics tell the true story.
Misalignment
Sales and marketing disconnect leads to wasted effort and finger-pointing. We'll help you get everyone on the same page.
Our Audit Process
In just 60 minutes, we'll run a comprehensive health check of your entire lead management system.
Lead Flow Analysis
We'll run real leads through your system to identify sync delays, routing inefficiencies, and speed-to-lead barriers.
Data Quality Assessment
We'll examine field completeness, accuracy, alignment across systems, and identify redundant or conflicting data.
Attribution Analysis
We'll verify campaign tracking, UTM parameter implementation, source attribution completeness, and conversion tracking.
Sales-Ready Lead Review
We'll evaluate MQL-to-opportunity conversion patterns, disqualification reasons, and channel-specific quality issues.
Email Deliverability Check
We'll confirm both marketing automation and sales engagement platform performance and deliverability rates.
Funnel Metrics Analysis
We'll analyze volume, velocity, and conversion metrics to identify leakage points and optimization opportunities.
What Our Clients Say
Hear from companies who have benefited from our Inbound Lead Audit.
The audit revealed that 27% of our inbound leads were never making it to sales due to a sync issue we'd had for months. Within a week of fixing it, our demo bookings increased by 32%. This was the best free hour we've ever spent.
We discovered our marketing qualification criteria were too loose, while our sales qualification was too strict. After aligning these definitions based on the audit recommendations, our SQL-to-opportunity conversion rate jumped from 12% to 28%.
Frequently Asked Questions
Everything you need to know about our Inbound Lead Audit.
Who is eligible for the free audit?
B2B companies with at least 5 sales team members who use a CRM and have marketing automation or lead generation processes in place.
How long does the audit take?
The audit session itself takes 45-60 minutes. We'll need some basic information beforehand, which we collect through a short questionnaire.
What systems do you work with?
We have experience with most major CRMs (Salesforce, HubSpot, Microsoft Dynamics) and marketing automation platforms (Marketo, Pardot, HubSpot, etc.).
What do I need to prepare?
You'll need to provide temporary view-only access to your CRM and marketing systems, 2-3 sample leads from different sources, and have key stakeholders available for the audit session.
What will I receive after the audit?
You'll receive a detailed report highlighting critical issues, prioritized recommendations for improvements, and a roadmap for long-term optimization.
Is there any obligation after the audit?
None whatsoever. The audit is completely free, and you're under no obligation to purchase any services afterward. We provide the recommendations, and you decide what to do with them.