Review your lead process and decide where automation may make sense.
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WHEN READY
Set aside time
Plan around 40 minutes to work through the five checklist steps in order.
NEXT STEP · FREE CONSULTATION
Explore your agency's automation opportunities
Our free 15-minute AI Automation Discovery Call is designed to discuss your lead handling and possible improvements. Booking will open after calendar setup.
PART 1
Lead capture
Identify where inquiries arrive and how they reach your team.
PART 2
Lead qualification
Review how you decide which prospects are a fit.
PART 3
Booking workflow
Consider ways to reduce friction between interest and appointments.