Lead leakage
How do I stop a lead from hiring my competitor because I forgot to follow up?
Give every active lead a next action and due date, then alert the owner before it becomes overdue. Use automatic reminders for routine follow-up and escalate valuable leads that sit without contact too long.
What to check
- Does every lead have a next action?
- How quickly should each stage receive follow-up?
- Are overdue high-value leads escalated?