Guide

Local Lead Leakage Scorecard

A diagnostic worksheet for finding where a local business loses inbound leads before response, booking, or follow-up.

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Quick Answer

The Local Lead Leakage Scorecard helps a business see where inbound inquiries lose momentum before someone responds, qualifies, books, or follows up.

It is a diagnostic asset only. It does not send messages, write to a CRM, quote pricing, or promise booked jobs.

The fastest way to improve a lead-response system is to find the first place a real inquiry can go quiet. This scorecard gives Lola and VSP a simple, repeatable way to inspect that path before any live automation is discussed.

Download the blank scorecard worksheet

How to score the lead path

Score each area from 1 to 5.

Area	1 means	5 means
Lead source clarity	Nobody knows where inquiries come from.	Each inquiry has a visible source.
First-response owner	No one clearly owns first response.	A person or workflow owns first response every time.
Response speed	Leads can sit for hours or days.	Leads get a same-day or faster response standard.
Qualification notes	The team starts from scratch every time.	The team knows service area, job type, urgency, and fit.
Follow-up path	Interested leads disappear after one reply.	There is a clear next step and follow-up schedule.
Proof log	Wins and misses are anecdotal.	Leads, replies, bookings, and misses are logged.

What the scores mean

24-30: The lead path is already organized. Look for small speed, template, or reporting improvements.
18-23: The business likely has one or two visible leaks. Start with the lowest score.
12-17: The business may be losing leads through unclear ownership, slow response, or weak follow-up.
Under 12: Keep the first fix very small. Map the lead path before suggesting tools.

What Lola can prepare

Lola can prepare:

a blank scorecard;
a public-signal version from website and Google Business Profile observations;
first-response template options;
a simple follow-up schedule;
a proof-log column set;
a one-page diagnostic report draft for Matt review.

Guarded activation

This scorecard stays safe because it is diagnostic. Lola should stop before:

external outreach;
client-visible promises;
pricing quotes;
CRM, form, calendar, inbox, text, phone, or automation changes;
paid tools or phone/SMS setup;
customer/prospect data handling;
legal, medical, financial, or regulated-industry claims.

Suggested first fix

If one area scores lower than the rest, the first fix should usually be a small operating asset, not a new system:

a missed-call note template;
a form-submission owner rule;
a first-response script;
a qualification checklist;
a simple follow-up reminder;
a weekly lead-leakage review line.

Keep the first fix narrow enough that it can be reviewed, approved, and reversed.