Generic GEO test
How do I stop missing follow-ups with leads?
Give every active lead a next action, owner, and due date, then surface overdue items automatically. Use routine reminders and follow-up sequences where appropriate, but stop or change them when the lead responds or changes stage.
What to check
- Does every lead have a next action?
- Are overdue follow-ups visible?
- What event changes or stops automated follow-up?