A Lead Leak Audit is a short review of how leads move through your business today, from the first call to the finished job. We look at three places where roofing, HVAC and plumbing companies most often lose work, then point to the single fix that will matter most.
Here is what we look at, so you can run a version of it yourself.
Leak 1: The first response
This is where most leads are lost. A homeowner calls, fills out a form, or messages you on Facebook, and the reply comes hours later or not at all.
What we check:
- Every way leads arrive: phone lines, website forms, Google Business Profile messages, Facebook, Angi or other lead services, and walk-ins.
- What happens when nobody answers: voicemail, a text-back, a call center, or nothing.
- How fast the first reply goes out for each source, during business hours and after hours.
- What information gets captured and where it is stored. A sticky note on a dashboard counts as a leak.
Try this: call your own business after hours and fill out your own website form. Time how long it takes to hear back, and note who replies. Our missed-call text-back checklist covers the most common fix.
Leak 2: Between the estimate and the yes
The second leak shows up after the first conversation. You gave an estimate, the homeowner said they'd think about it, and then nobody followed up.
What we check:
- How appointments get booked and whether customers get reminders.
- What happens after an estimate is sent: a set follow-up schedule, a call when someone remembers, or nothing.
- How many open estimates are sitting with no next step, and how old they are.
- How handoffs work when the person who gave the estimate is on another job.
Big-ticket jobs need the most follow-up. See our roofing estimate follow-up sequence, HVAC replacement quote follow-up and plumbing estimate plan for message-by-message examples.
Leak 3: After the job is done
The third leak is the quietest. The job is finished and paid, and the customer never hears from you again until they need someone and can't remember your name.
What we check:
- Review requests: whether they go out, when, and to whom.
- Repeat work: maintenance reminders, seasonal tune-ups, warranty check-ins, and annual inspections.
- Referrals: whether happy customers are ever asked.
- Past customer lists: whether you can find and contact everyone you have worked for.
Our guides on review requests after every job and HVAC maintenance agreement renewals cover two of the most common fixes.
What you get from the audit
The audit starts with the workflow you already have and identifies the handoff to fix first, explained in plain language. It is free and takes about 10 minutes of your time. See plans and get started.
Run a mini audit yourself
If you would rather start on your own, answer these five questions honestly:
- If a lead calls at 7 p.m. on a Tuesday, what happens?
- How long does it take to reply to a website form?
- How many estimates from the last 60 days have no next step scheduled?
- Did every customer from last month get a review request?
- Can you pull a list of everyone you did work for last year, with phone numbers?
Any answer that starts with "it depends" or "I'm not sure" is a leak worth fixing.
Frequently asked questions
What is a Lead Leak Audit?
A short review of how leads move through a trade business, from first contact to finished job, that identifies where work is being lost and the first fix to make.
How long does the audit take?
About 10 minutes of your time.
Is the Lead Leak Audit really free?
Yes. There is no charge and no obligation to buy anything.
Who is the audit for?
Roofing, HVAC and plumbing companies, plus other service businesses that depend on phone calls and estimates.