AISaGrowth
FREE CHECKLIST
Find the gaps in your lead follow-up process
A practical five-step checklist to review lead capture, response speed, qualification, booking and follow-up. Work through it in about 40 minutes to identify where automation could help.
  • 40 minutes
  • 5 steps
  • Free, unsubscribe anytime
INSIDE THE CHECKLIST
Five steps to a clearer sales process
I use these questions to structure an initial conversation about where sales teams lose time and opportunities.
You will identify
  • Your lead entry points
  • Response delays and bottlenecks
  • Qualification questions to ask
  • Booking handoff improvements

01

Map incoming lead sources
List the places prospects contact your agency so no important entry point is overlooked.
5 min

02

Measure your response delays
Check how quickly each inquiry gets a meaningful response and who handles it.
10 min

03

Choose qualification questions
Decide which questions reveal fit before a discovery call is booked.
7 min

04

Review your booking handoff
Trace the path from qualified inquiry to booking and note friction.
8 min

05

Outline a follow-up sequence
Draft a follow-up path your team can test with its next inquiries.
10 min
Is this checklist for you?
For agency founders, sales leaders and operations managers who want to examine lead handling.
BEFORE
You are relying on memory
  • Inquiries arrive through disconnected channels
  • Response delays are hard to measure
  • Qualification depends on each team member
  • Booking handoffs vary across the team
AFTER 40 MINUTES
You have a practical starting point
  • A list of your active inquiry sources
  • Response delays worth investigating
  • Qualification questions to test
  • A clearer booking handoff map
Anderson Ruiz
Founder and AI automation consultant
I help agencies evaluate how they capture, qualify and follow up with leads. This checklist is a first step before deciding whether automation makes sense.
  • Lead capture and qualification systems
  • Appointment booking workflow reviews
  • Practical AI automation discovery calls
Spot the gaps. Start your review today.
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