The Brokerage Revenue Leakage Checklist

A designed PDF edition can be added later. This page is the working version. Mark what you can answer. The unmarked lines are the audit.

Marked as answerable: 0/20

1. 01What percentage of new leads receive a meaningful first contact?
2. 02What is the actual median time to first response — not the target?
3. 03Who owns a lead the moment it enters the CRM?
4. 04What happens when the assigned agent misses the response standard?
5. 05How are duplicate leads detected, and who resolves them?
6. 06What share of leads are contacted once and then left?
7. 07How is qualification defined, and is it applied the same way by every agent?
8. 08What percentage of qualified leads are offered a meeting?
9. 09What percentage of booked meetings actually happen?
10. 10What percentage of held meetings become an opportunity?
11. 11How much of the pipeline is genuinely active?
12. 12Which frozen leads are frozen by process rather than by intent?
13. 13Where do managers intervene manually — and is that intervention visible?
14. 14Which agents convert opportunities, and which only accumulate activity?
15. 15Which campaigns create opportunities, not only leads?
16. 16Can marketing and sales agree on what a qualified lead is?
17. 17Does the original source survive after a lead is reassigned?
18. 18What does a manager see on Monday that would change a decision that week?
19. 19How are recovered leads returned to the funnel, and who is accountable?
20. 20If lead volume stayed flat for 90 days, where would revenue still be recoverable?