Lead & workflow leak audit

Find the first place a qualified inquiry stalls between submission and next action.

RMD audits the operational path that turns a real inquiry into a stalled opportunity: intake, assignment, follow-up, CRM handoff, confirmations, document chasing, and owner visibility. Website and mobile checks support that diagnosis when they are part of the leak.

CaptureAssignFollow upCRM handoffOwner visibility
Example audit output

Leak Scorecard

1workflow in scope
1ranked fix list
1 business dayinitial review target
1best first build
Audit at a glance

One workflow. One leak diagnosis. One best next build.

Best fit

Owner-led businesses with valuable inquiries, messy handoffs, missed follow-up, document-heavy intake, or no clear ownership once a lead comes in.

In scope: one workflow at a time.

Examples: quote requests, vendor onboarding, missed-call follow-up, credit applications, compliance packets.

How it works

What you send: the workflow problem, current tools, and any supporting pages, forms, PDFs, or screenshots.

What RMD returns: the leak diagnosis, the highest-leverage fixes, and the best first implementation path.

Audit price: $950 flat for one workflow. If RMD handles the implementation, that $950 is credited toward the approved build when you move forward within 30 days. No build work begins without approval.

What gets checked

Six places owner-led businesses quietly leak leads and admin time.

This is not a generic SEO report. It is a workflow audit: can a real prospect get captured, assigned, and followed up with before the opportunity dies?

Capture

Forms that fail or ask too much

Submission test, required fields, upload friction, thank-you page, confirmation email, and notification routing.

Capture support

Pages with no obvious next step

Hero CTA, service-page CTA, mobile CTA, phone/email placement, and whether the offer is specific enough.

Assign

Slow or inconsistent ownership

What happens after inquiry: owner alert, CRM status, draft response, missing-detail request, and follow-up window.

Follow up

Stale estimates and dead proposals

Quotes with no response should become a recovery queue, not an inbox memory test.

Capture support

Weak proof before asking for contact info

Case studies, process clarity, service fit, location trust, reviews, and objections that should be answered earlier.

Visibility

No way to know what worked

Lead source, page path, UTM capture, form events, and weekly summary of open opportunities.

Why it matters

If the workflow depends on memory, it leaks.

What usually goes wrong

  • A form submits but nobody owns the next step.
  • A missed call never gets a useful follow-up.
  • A quote goes stale with no recovery motion.
  • The owner has no clean view of what is open or stuck.

What RMD is looking for

  • The fastest point where an inquiry can die
  • The most expensive manual handoff
  • The cleanest quick-win fix
  • The best candidate for a portal, queue, or follow-up system
Example output excerpt

The output is a fix list, not a 40-page PDF.

Critical leak: Quote request form submits successfully, but no confirmation email is sent to the customer and no follow-up task is created. Impact: A high-intent visitor can request pricing and hear nothing if the inbox alert is missed. Fix: Add customer confirmation, owner notification, CRM/open quote status, and a visible follow-up queue. Suggested first build: follow-up queue + cleaner quote-request handoff.

Guardrail: This excerpt is example output showing the audit format. It is not presented as a named client result.

How trust is earned here

Review the method, not a pile of anonymous quotes.

See the audit format

The sample report shows how RMD structures findings, priorities, and the best first build recommendation.

Know the response path

After you submit, RMD replies within one business day with fit confirmation and next-step commercial terms, a few clarifying questions, or an honest no-fit response.

Direct contact path

RMD Consulting Services is based in Tampa, FL. If the workflow is easier to explain directly, email mike@rmdconsultingservices.com or connect on LinkedIn.

What you get

A practical first step before a full build.

Leak scorecard

Ranked issues by severity, owner impact, and estimated fix difficulty.

Quick-win fixes

The highest-leverage changes that can usually be fixed first: capture, assignment, confirmation, routing, and follow-up.

Build recommendation

If the leak needs implementation, RMD maps the best first system: intake portal, follow-up queue, CRM handoff, or another workflow improvement.

Sample report

See the polished illustrative sample RMD uses to show how the method works before a named client result exists.

Open sample report

What happens next

After review, RMD replies within one business day with fit confirmation and, if there is a fit, the paid audit kickoff. If the build is approved within 30 days, the $950 audit fee is credited toward implementation.

See the likely first build