Sample report

Where leads go quiet: a sample week-1 report.

This is the one-page report you get at the end of week 1 of estimate follow-up, filled in for a business that does not exist.

Test contacts

Three test contacts made in week 1 (illustrative)
Test	When	What happened
Phone call	Tuesday, 10:40am	Answered by the office on the fifth ring
Phone call	Tuesday, 7:15pm	Voicemail. Call back the next afternoon, about 19 hours later
Web inquiry	Wednesday, 8:30am	Email reply two days later

From the estimate list in the business’s software (illustrative)
Measure	Count
Estimates sent	64
Accepted	19
Declined	7
No answer either way	38
Got at least one follow-up	9
Median days to first follow-up	6

Most silent estimates were never chased

38 of 64 estimates got no yes or no. Only 9 got any follow-up, and the first one came about six days after sending.
After-hours callers wait until the next day

The evening test call went to voicemail and was returned 19 hours later. There is no text back to tell the caller someone will call.
Web inquiries sit in an inbox

The test inquiry got an answer two days later. The form emails a shared inbox that is checked when the office has time.

Turn on the software’s quote follow-up: a message on day 2, 5 and 10 after an estimate, written in the owner’s words
Turn on the missed-call text-back: one reply to the caller saying when they will hear back
Send web-form alerts to the office phone as well as the inbox
Show the office manager how to pause follow-up for a customer who has already decided

Baseline from week 1, day 30 filled in at the end (illustrative)
Measure	Baseline	Day 30
Estimates with at least one follow-up	9 of 64	Not measured yet
Median days to first follow-up	6	Not measured yet
Estimates with no answer either way	38 of 64	Not measured yet
After-hours test call: time to first reply	19 hours	Not measured yet
Web inquiry: time to first reply	2 days	Not measured yet

The real one uses your calls, your estimates and your numbers. It starts with a 15-minute call.