free checklist
find where leads are leaking.
A practical checklist for finding the places where new inquiries get missed, delayed, forgotten, or buried in the wrong tool.
what it checks
Six boring questions that expose the leak.
The checklist is intentionally simple. If you cannot answer these questions clearly, the follow-up system is probably too fragile.
where leads enter
Plain-English prompts to identify whether this part of the lead flow is tracked, owned, and tested.
how fast you respond
Plain-English prompts to identify whether this part of the lead flow is tracked, owned, and tested.
where the lead is stored
Plain-English prompts to identify whether this part of the lead flow is tracked, owned, and tested.
who owns follow-up
Plain-English prompts to identify whether this part of the lead flow is tracked, owned, and tested.
what happens after no response
Plain-English prompts to identify whether this part of the lead flow is tracked, owned, and tested.
what should actually be automated
Plain-English prompts to identify whether this part of the lead flow is tracked, owned, and tested.
next step
Want the full setup package?
The Boring Follow-Up System turns the checklist into a practical implementation path: lead capture, instant response, system of record, reminders, scripts, prompts, and testing.
What this freebie is not
- Not a fake “masterclass.”
- Not a community invite.
- Not a promise that AI closes leads for you.
- Just a checklist for finding the operational leak.
founding access
Join the list before the full package launches.
Tell us which setup path you care about: simple Sheets, Airtable, HubSpot, Supabase/n8n, or LLM connectors.