Find out how much revenue your follow-up is leaking.
Quick answer
The Lead-Leak Scorecard is a free 5-minute scorecard built for financial advisors. You answer five questions about how prospects get handled, see an instant score, and get the fastest fixes for your weakest area.
What the scorecard measures
- Speed from new inquiry to first human contact
- Whether every inquiry gets a response at all
- How prospects who said "not yet" get handled
- Whether referrals get the same follow-up as web leads
- What the CRM records after the first meeting
Why advisors leak differently than contractors
Advisory sales cycles run long. A prospect who says "call me after tax season" is worth more than a cold lead, and they are the easiest ones to forget. Most advisor leaks sit in the follow-up nobody scheduled, not in the first response.
What you get
A score, the weakest of the five areas, and the specific fix for it. No email gate on the score itself.
Common questions
What is the Lead-Leak Scorecard?
A free 5-minute scorecard for financial advisors. It scores revenue lost to slow or inconsistent lead follow-up and shows the fastest fixes.
Who is the scorecard for?
Financial advisors, insurance agents, and other relationship-driven practices with long sales cycles.
How long does it take?
About five minutes.