Where do your inquiries get lost?

For owners who still run sales. Check what happens between a new inquiry, the first reply and the next step.

You only need your own answers

This audit is for owners who still run sales themselves. It fits when inquiries arrive in several places and you cannot say who answers, how fast or with which words.

A new sales manager who inherits inquiry handling can use it too. It gives you a first picture before you have collected any data.

You answer questions about how inquiries arrive, who replies, how fast and what happens next. The questions come one at a time.

All it needs is your own answers: no CRM access, no call recordings, no names of sellers or clients. AI scores the answers and shows the result on screen as soon as you finish.

The free result gives you a score and the point where inquiries get lost. It also names the first fix.

Example (invented numbers): an owner gets 40 inquiries a month from a website form and two messengers. Nobody owns the messenger inquiries, so the result points to ownership first.

The full PDF report is optional and costs $29. It runs to 11 pages, with a monthly loss estimate and three priority fixes. The report is AI-assisted, so use it to decide what to review first and read its figures as estimates.

The sample result on this page has four rows:

• First reply: how fast a new inquiry gets an answer
• Ownership: whether one named person replies
• Follow-up: whether someone contacts the inquiry again
• Next step agreed: whether the conversation ends with a next step

Write a first reply rule: who answers each new inquiry, how fast and with which words. Choose a reply time you can still meet on your busiest day.

Two free chapters of Handbook II go deeper: The first reply rule for every inquiry, and Who owns which lead.

If you want the rule ready to adopt, the First reply standard costs $29. You get a written standard, 52 reply templates and a weekly check that the team follows it.

Questions