Practical tools for recovering missed leads

A worksheet, a sample review, a checklist and guides for owner-led home-service businesses that suspect follow-up is slipping. Most are free to use without giving an email address.

Tools and samples

Worksheet

Roofing Revenue Leak Worksheet

Put your own numbers against missed calls, quotes that went quiet and old leads to see what follow-up could be worth. It runs in your browser and the figures you type are not sent anywhere.

Who it is for
Roofing owners and estimators
Helps you decide
Whether follow-up is worth fixing first
Open the worksheet
Sample

Sample Revenue Leak Snapshot

A fictional example of the written review a Lead Leak Check produces, with the verified findings, possible risks and unknowns kept apart.

Who it is for
Anyone deciding whether to ask for a check
Helps you decide
What you would actually receive
See the sample
Checklist

Lead Leak Checklist for Home Services

Review calls, forms, estimates, stale opportunities, and follow-up gaps.

Who it is for
Owners and operators
Helps you decide
Where your follow-up is most likely slipping
Read the checklist

Guides

Guide

Where Roofing Companies Actually Lose Jobs

Jobs that were already the roofer's to close can be lost to a follow-up gap: missed calls, stale estimates and old leads with no re-engagement.

Who it is for
Roofing owners
Helps you decide
Which stage of your sales process to look at first
Read the guide
Guide

Estimate Follow-Up Process

Build a reviewable rhythm for estimates that went quiet after the quote was sent.

Who it is for
Service teams
Helps you decide
How often and how to follow up on a quote
Read the guide
Guide

Find Stale Opportunities in Your CRM

Identify old records, missing owners, duplicates, and opportunities without a next action.

Who it is for
Sales and operations
Helps you decide
Which old records deserve a second look
Read the guide
Guide

Why Website Leads Stop Responding

The practical reasons a good form submission loses momentum.

Who it is for
Owners and marketers
Helps you decide
Where the first reply is being lost
Read the guide
Guide

Missed-Call Text-Back Is a First Reply, Not Follow-Up

A missed-call text is a good first reply. It is not a system for finding every stalled opportunity in the business.

Who it is for
Owners weighing a text-back tool
Helps you decide
Whether a text-back tool alone closes the gap
Read the guide

Prefer a direct review?

The Lead Leak Check is a free written review of your own follow-up. The resources above help you decide whether to ask for it.

Get Free Lead Leak Check