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The Lead Follow-Up Leak Checklist for Coaches and Consultants

Twenty yes-or-no checks that show where good leads slip away, from first inquiry to referral. One page. About 5 minutes.

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1. Capture

Every inquiry, from forms, email, DMs and referrals, ends up in one place.
Each lead is tagged with where it came from.
Every page of your website has one clear next step: book, apply or download.

2. Respond fast

New inquiries get a real, helpful reply within minutes, even at night.
That reply answers their question and says what happens next.
Questions only you can answer reach you the same day, even in busy weeks.

3. Qualify and book

People can book a call without back-and-forth emails.

What you'll check

The same eight stages we use to build every client system.

Capture
Do all your leads land in one place, tagged by source?
Respond fast
Does every inquiry hear back quickly, with a clear next step?
Qualify and book
Can people book easily, and do reminders cut no-shows?
Nurture
Do leads who aren't ready still hear from you?
Convert
Can you send a proposal and invoice within a day of a yes?
Onboard
Do new clients get a welcome without you sending it by hand?
Retain and refer
Are renewals and referrals on a schedule?
Report
Do you know which source turns into paying clients?

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