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Lead Leakage Assessment

Find the problem before choosing the solution.

More leads, more automation, or more demand will not fix a weak conversion process, a shortage of qualified buyer interest, or a lack of capacity for extra work.

The assessment diagnoses where opportunities are being lost before recommending a solution, with no fee and no obligation.

What the assessment looks at

The Optimyzed Lead Leakage Assessment examines six areas.

01

Demand

Are enough suitable buyers finding and considering your company?

02

Lead Quality

Are inquiries aligned with your services, geography, and commercial requirements?

03

Lead Handling

How effectively are inquiries responded to, verified, and qualified?

04

Booking & Sales Progression

Are qualified opportunities becoming booked appointments, proposals, and sales?

05

Measurement

Can you trace what happens from inquiry through to revenue?

06

Capacity

Can the business realistically handle additional qualified opportunities?

What you receive

The assessment is designed to identify:

Your strongest constraint signal
Where qualified opportunities appear to be getting lost
Whether the primary issue is Conversion, Growth, Combined, or Measurement-led
Any data limitation affecting confidence in the initial hypothesis
Any capacity limitation affecting the recommendation
The first process or system worth examining
The metrics needed to confirm whether the intervention is working

Two steps, not one sales call.

The online assessment creates an initial classification from a short set of questions about your challenges, advertising activity, lead volume, and booked opportunities.

The 20-minute exploratory assessment reviews the numbers with you and confirms, refines, or corrects the initial classification before recommending anything. If the evidence points to a process outside the systems we provide, we will say so.

How it works

Step 1 · Your challenges

Tell us what you are seeing, such as not enough qualified inquiries, slow response, too many low-fit leads, appointments not progressing, inconsistent follow-up, or an existing CRM or AI workflow that is not being used properly. You can also select that you are not sure and want help diagnosing the problem.

Step 2 · Your numbers

Share approximate figures for advertising spend, leads and booked appointments if you have them. Unknown is an acceptable answer, and so is no paid advertising. Missing numbers can be discussed on the call.

Step 3 · Contact information

Provide the details needed to schedule your exploratory assessment.

Step 4 · Schedule your meeting

Request a time for a 20-minute, no-fee, no-obligation call to review the initial classification before anything is recommended.

What happens after

In a 20-minute call, we review your answers and what information you have, identify an initial priority, and agree the next action.

You leave with an initial hypothesis, the evidence needed to confirm it, and a practical first action. No sales pitch, no pressure. What you do next is up to you.

Sample assessment output · demonstration scenario
01 · Observed issue
Estimates have no recorded next action.
02 · Initial hypothesis
HYPOTHESIS
Inconsistent follow-up may contribute to stalled decisions.
03 · Evidence needed
A recent sample of estimates, contact history and homeowner responses.
04 · First correction
Agree a follow-up owner and a next-action process.
05 · How we would measure it
Responses, decisions and jobs won for the estimate cohort.

This is a demonstration scenario, not a client finding. It shows the structure of the summary you receive after the call.

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