Free cold-lead audit report

Free cold-lead audit · PDF report, emailed

A report on the leads
you already paid for.

Drop a small CRM export — five columns, one row per lead. We count what’s stale, bucket it by age, and estimate what’s recoverable. You get a static PDF report back in your inbox in minutes, no signup, no call required.

Leads that go cold

78%

within five minutes of the first missed touch

Recovered revenue

$8K–$24K

avg. per shop, per month

Jobs back on the books

2–3

per campaign, across 60–90 days

Skip to the uploadBook a free audit

Upload your CRM export

Two minutes → a PDF in your inbox

Drop your CRM export, get your report
Tell us where to send the report, then attach your CSV. Five columns, one row per lead. Max 4MB. We don’t save the row data — just the counts that produced your report.

Columns: name, phone, email, last_contact_date, status

What does the CSV need to look like?
name,phone,email,last_contact_date,status
"Smith, John","555-123-4567","john@example.com","2026-02-14","new"
"Doe, Jane","555-987-6543","jane@example.com","2025-11-02","estimate sent"
...

Last contact date can be in any standard format (ISO, US, etc.) — we read it as a date and treat blanks as deepest-bucket (no recent contact).

What arrives in your inbox

A real static report. Not a dashboard.

The PDF shows the five age buckets, the count of leads in each, and the dollar figure we estimate each bucket can return. Numbers are illustrative — the report you receive is computed from your actual CSV.

Sample report · Acme HVAC, June 2026

What you’ll get back in your inbox
Total leads
1,055
No contact 90+ days
843
Estimated recoverable
$183,210

Lead age buckets

  • 1240–30 days
    $52,080
  • 8831–90 days
    $26,400
  • 41291–180 days
    $74,160
  • 294181–365 days
    $26,460
  • 137365+ days
    $4,110

Numbers above are a stylised example — the report you receive is computed from your actual CSV. Per-bucket recovery rates assume a $6,000 mean home-service job value; the methodology is printed on the PDF.

Or skip the PDF

Want a real human to read the same numbers and tell you what to do next?

One short form, one reply in business hours, no spreadsheets in return.

Book a free lost-lead audit