Free contractor resource
Free Missed-Lead Audit Worksheet
A worksheet for finding where contractor leads and estimates lose momentum.
Lead source map
- List every lead source: phone, website form, email, text, referral, Google Business Profile, ads, suppliers, repeat customers, and field referrals.
- For each source, identify who sees it first and where it is recorded.
- Mark whether every lead gets an owner, status, next action, and due date.
Follow-up checks
- How quickly are missed calls returned?
- Where do estimate requests wait before scheduling?
- Who follows up after an estimate is sent?
- Which open estimates have no next-action date?
- What does the owner see each week without asking three people?
30-minute cleanup
Create one visible list with columns for lead source, customer, requested work, owner, status, next action, due date, and last contact. That list becomes the first version of the operating dashboard.
Use note
This resource is an operations and documentation tool from ContractorOpsLab. It is not legal advice, code advice, engineering advice, insurance advice, safety advice, or a substitute for review by qualified professionals where required. Questions: support@contractorsoplab.com.