# Missed-Lead Diagnostic Checklist

Use this worksheet before buying an AI receptionist, text-back tool, or CRM automation.

## Seven-day capture audit

| Question | Answer |
|---|---|
| How many inbound calls came in? | |
| How many calls were missed? | |
| How many voicemails were left? | |
| How many form submissions came in? | |
| How many leads received a useful response under 5 minutes? | |
| How many received same-day response only? | |
| How many never received a useful response? | |
| Which source leaked most often? | |
| Who owned follow-up? | |

## Exposure scenario

```text
missed calls per week × 4.33 × average lead value × realistic close-rate assumption
```

This is a prioritization scenario, not a revenue promise.