Resource Library

Worksheet

Sales and Conversion

The Follow-Up Gap Audit

Map what happens after someone expresses interest and identify where opportunities may be getting lost.

Approximately 12 minutes

What happens after a customer raises their hand?

Many small businesses focus heavily on attracting interest but devote less attention to what happens afterward.

A prospective customer may call, submit information, request pricing, send a message, or schedule a conversation. From that point forward, every delay, unclear instruction, or missed communication can weaken momentum.

This audit will help you map the current experience and identify the most likely follow-up gap.

Step 1

Select the common starting point

How do prospective customers most commonly express interest?

Step 2

First response

1. Who is responsible for responding?

2. How quickly does the prospect usually receive a response?

3. Is the response consistent, or does it vary depending on who handles it?

4. Does the response clearly explain what happens next?

5. What happens when the business is unavailable?

Step 3

Information and evaluation

1. What information does the prospect receive?

2. Does that information explain the value of the offer?

3. Does it answer the prospect’s most likely questions?

4. Does it explain the process?

5. Does it reduce uncertainty about price, timing, or expectations?

Step 4

Continued communication

1. How many times does the business follow up when the prospect does not respond?

2. Over what period does follow-up occur?

3. Does each communication provide additional value or clarity?

4. Does the business know when follow-up should stop?

5. Are previous conversations available when the prospect returns?

Step 5

Decision and outcome

1. Does the business record whether the prospect purchased?

2. Does the business know why prospects commonly decline?

3. Does the business distinguish between not interested, not ready, and unable to purchase?

4. Are future opportunities revisited appropriately?

5. Does the business learn from lost opportunities?