Financial Services Business Audit

Find Out Where You're Losing Qualified Prospects

7 quick questions. Instant results. See exactly where your follow-up pipeline has gaps and which ones are costing you clients.

Question 1 of 7
Question 1 of 7
How quickly do you typically respond to new prospect inquiries?
A
Within a day or two — when I get a chance to check messages
B
Within a few hours during business hours
C
Immediately — an automated response goes out, then I follow up personally same day
Question 2 of 7
What happens when someone fills out a contact form or calls after business hours?
A
They wait until the next business day to hear back
B
I try to check in the evening and respond when I'm able
C
An automated response acknowledges them immediately and sets expectations
Question 3 of 7
How do you follow up with prospects who expressed interest but didn't schedule a consultation?
A
I reach out once or twice, then move on if they don't respond
B
I follow up a few times manually over the next couple of weeks
C
An automated multi-touch sequence follows up over 30+ days with relevant content
Question 4 of 7
How do prospects currently schedule initial consultations with you?
A
Email or phone tag — we go back and forth to find a mutual time
B
I send my availability and they reply to confirm
C
They book directly on a self-serve calendar — no back-and-forth needed
Question 5 of 7
How often do you proactively reach out to existing clients?
A
Mainly when they reach out to me — I react more than I initiate
B
I check in periodically but it's manual and inconsistent
C
Scheduled automated touchpoints go out throughout the year to all active clients
Question 6 of 7
Do you have a systematic process for generating client referrals?
A
No — referrals just happen naturally when clients mention me
B
I occasionally ask satisfied clients to refer friends and family
C
An automated referral request sequence goes out to satisfied clients at the right time
Question 7 of 7
How would you rate your online visibility to prospects searching for your services?
A
Limited — I rely mostly on word of mouth and personal network
B
Moderate — I have a website and maybe a Google listing
C
Strong — consistent online presence with reviews and regular content

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Your Prospect Pipeline Score

Where Your Practice Is Losing Qualified Prospects

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