Map Your Lead Follow-Up Gaps
Find every point in your sales process where leads fall through the cracks.
The Prompt
I want you to help me audit my lead follow-up process and identify every point where leads are likely falling through the cracks. To do this effectively, I need you to interview me first. Ask me the following questions one at a time, wait for my answer, then move to the next: 1. What is your primary lead source? (e.g. website form, cold outreach, referrals, ads) 2. What happens in the first 5 minutes after a lead comes in? Walk me through exactly what occurs. 3. Who is responsible for follow-up — a person, a system, or both? 4. What does your follow-up sequence look like? How many touchpoints, over what timeframe? 5. What happens if a lead does not respond after your initial sequence? 6. How do you currently track lead status and follow-up history? 7. What percentage of leads do you estimate go cold without a response from you? After I have answered all seven questions, do the following: - Identify every gap, delay, or manual dependency in my follow-up process - Rate each gap by impact (High / Medium / Low) on revenue - Suggest a specific fix for each gap — including whether it could be automated - Give me a prioritised action list: the three changes that would have the fastest impact Use plain language. No jargon. Treat me as a business owner, not a developer.
Variables in [BRACKETS] should be replaced with your specific details.
How to use this prompt
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Click Copy Prompt above to copy the full text to your clipboard.
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Open your AI tool of choice (Any AI recommended for best results).
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Paste the prompt and replace anything in [BRACKETS] with your specific details.
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Review the output and iterate — add context or constraints to refine the results.
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Once you have the output you need, save it as a template for future use.
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