Audit 25 recent lead handoffs before increasing lead spend.
Use a small current sample to see where requests landed, who owned the first response, whether the reply was useful, and which outcomes can actually be supported by the record.
Enter internal record IDs, not customer names or contact details. The worksheet runs in this browser page; it does not upload row content to AI Cleanup Doctor.
25-record handoff table
Review recent calls, forms, chats, marketplace inquiries, or booking requests. A blank field is useful evidence when the process does not show an answer.
| # | Record ID | Source | Request type | First destination | First owner | Useful response? | Defensible status | Next action |
|---|
Complete several rows first. The worksheet will identify the largest visible handoff gap without treating missing notes as a lost lead.
How to classify each handoff
The inbox, phone, dispatcher view, CRM queue, mobile device, or marketplace account where the inquiry actually appeared.
A reply that recognizes the request and gives a clear next step. A generic receipt message can be fast without being useful.
A label supported by the record. Use Unclear when the available notes do not prove what happened.
Found a repeated handoff gap?
Send only the aggregate counts and one redacted example. George can confirm whether the $197 AI Leak Scan fits before broader access is discussed.