Source
Can every inquiry be tied to the ad, form, referral, call, or page that created it?
Technical
Use this quick check to find whether your high-ticket lead path has the basic sales follow-up fields it needs.
Can every inquiry be tied to the ad, form, referral, call, or page that created it?
Can urgent requests be separated from routine ones quickly?
Is one person or role clearly responsible for the next sales action?
Is the next touch visible before the lead goes stale?
Can the team see whether the lead is new, contacted, quoted, won, lost, blocked, or needs nurture?
Is there a simple stale-lead, stale-quote, or campaign source check?
Sequencing the next step so the scope stays focused and practical.