Assessment requestForm CP‑LEADS

People call and we lose them

In their words

Somebody fills out the form on Saturday and I get to it Tuesday. By then they've called someone else.

Let's find out where they're falling through. Eight questions, about four minutes.

Your name*

Email*

What's your business, and how many people work in it?*

Phone

How do people usually first contact you?

PhoneWebsite formTextFacebook or InstagramWalk-inReferral

Roughly how many inquiries do you get in a week?

Who answers them, and when?

Me, whenever I canSomeone during business hoursAn answering serviceHonestly, nobody consistently

What usually happens to a message that comes in on a Saturday?

How long does it typically take you to get back to someone?

MinutesSame dayNext dayA couple of daysDepends, and that's the problem

When you win a job, do you know where that customer came from?

AlwaysUsuallyRarelyNo

Best guess: out of ten people who reach out, how many do you actually end up talking to?

What do you use now to keep track of them?

A CRMA spreadsheetMy phone and my memoryPaperNothing

How soon do you want this handled?

This monthThis quarterJust lookingDepends what it costs

What's it worth to you to fix?No wrong answer. It just tells me what to propose.

Under $1,500$1,500 – $2,500$2,500 – $6,000$6,000 – $15,000$15,000+No idea, tell me

Anything else I should know before we talk?If you'd rather I email than call, say so here and I will.

No charge, and no obligation to do anything with it.

Your answers go to Brad Coulter and nobody else. They aren't sold, shared, or used to train anything. If you'd rather I delete them, ask and I will.

ClearPath Labs

Brad Coulter · Mount Laurel, New Jersey

Where I work