Offline checklist

Speed-to-lead checklist

Tick what you already do, then close the gaps. Progress is stored only in this browser (localStorage)—nothing is sent to our servers.

Progress0 / 9 (0%)

Capture

Make it effortless for prospects to raise their hand.

Contact form or chat widget is visible without scrolling on key pages
Phone number and email are easy to find (header, footer, or contact page)
Thank-you or confirmation message sets expectations for response time

Speed to first touch

Hot leads cool off in minutes—aim for under five when possible.

Someone monitors inbound leads during business hours
Auto-reply acknowledges the lead immediately (SMS, email, or chat)
You track average time-to-first-human response weekly

Follow-up & CRM

One timeline beats scattered inboxes.

Every lead lands in a CRM or shared inbox with full context
Drip or automation stops when the lead replies (no duplicate nagging)
Pipeline stages reflect how your team actually sells

Next steps

When you are ready to automate capture, AI replies, and reporting in one place, use the CRM.

Open CRM Plans & limits