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Client Acquisition Scorecard

Find out where your client journey strategy the strongest and the most fragile. An essential checklist for service-based business owners.

This scorecard with give you insights to optimise your workflows, save time, and convert more leads with automated systems.
Scores provided across 6 categories: Lead Generation, Lead Nurturing, Sales Pipeline Automation, Client Onboarding & Fulfillment, Client Engagement & Retention and, Analytics & Optimisation.

ANSWER THESE 20 ENGAGING YES/NO QUESTIONS

YES
NO
Do you have any downloadable resource, quiz, or webinar to capture leads?
Are your website forms integrated with your CRM or email platform?
Do you have automated pop-ups that trigger based on user behaviour?
Is your booking calendar (e.g., Calendly) integrated with automated follow-ups?
Is there an automated 'Welcome Series' triggered when someone joins your email contact list?
Are leads automatically tagged based on their interactions and interests?
Do you have automated follow-ups for incomplete inquiries or bookings?
Is there a sequence to re-engage inactive leads or clients?
Are leads scored automatically based on their engagement levels?
Is there a system to send and track automated proposals or quotes?
Are contracts generated and sent automatically through your CRM or proposal tool?
Is there a series of automated emails or checklists for new clients?
Do you use automated forms to gather necessary client information?
Are client projects automatically created in your project management tool?
Are invoices generated and sent automatically at project milestones?
Are there scheduled touchpoints to check in with clients post-service?
Is there an automated process for collecting client feedback or testimonials?
Do automated sequences promote additional services to current clients?
Are automations set to track and report conversion rates for lead forms and emails?
Is there a dashboard to monitor automated marketing performance in real-time?