SHAWNDUNCANBusiness CoachBook
01Marketing division

Lead generation and follow-up that closes

Most owners do not have a lead problem. They have a follow-up problem.

Before buying more leads, it is worth knowing what happens to the ones you already get. In most established small businesses, somewhere between a quarter and half of inbound inquiries never receive a second contact attempt. The lead was not bad. Nobody called it back.

This work covers both halves. The generation side is the channel mix that fits your margins — local search, paid search, Meta for the right offers, referral and partner sources, and reactivation of past customers, which is almost always the cheapest revenue available to you. The conversion side is speed-to-lead, a written follow-up sequence, quote follow-through and a place where every inquiry is visibly tracked.

The scoreboard is a funnel, not a traffic chart: inquiries, contacted, quoted, booked, average job value, and revenue by source. Once that exists, deciding where the next marketing dollar goes stops being an argument.

You are probably here because

  • Leads sit in an inbox until someone has time
  • You send quotes and never hear back and never chase
  • Nobody can tell you your close rate
  • Past customers never hear from you again
  • Every source gets credited to word of mouth
  • You buy leads from a marketplace and resell them at a loss
Call (737) 888-0415

Why this sits here

The advisory work identifies the bottleneck. Marketing gets built when customer acquisition is genuinely the constraint — not because an agency needs a retainer. That order is the whole difference, and it is why you will sometimes be told to spend nothing here yet.

02Scope

What we actually do

Lead audit

Where inquiries come from today, how fast they get answered, how many get a second attempt, and where they die.

Speed-to-lead

Answering, routing and response-time standards, with automated first-touch so nobody waits until tomorrow.

Follow-up sequences

A written call, text and email cadence for new inquiries and for open quotes — including how many attempts and when to stop.

Channel mix

Which sources to run, at what budget, based on your margin per job rather than what is fashionable.

Customer reactivation

Campaigns to past customers and dead quotes, usually the highest-return work available in the first ninety days.

Funnel reporting

One monthly view: inquiries, contacted, quoted, booked and revenue by source, with cost per booked job.

03How it runs

The engagement

    01

    Audit

    Mystery-shop the business, review inbound history, and measure real response times.

    02

    Fix conversion

    Response standards, follow-up cadence and quote chasing before a dollar of new spend.

    03

    Reactivate

    Past customers and dead quotes first, because that revenue is already paid for.

    04

    Add channels

    Scale the sources that produce profitable booked work and drop the ones that do not.

Investment

Scoped per engagement. Audit and follow-up build typically runs $2,500 to $6,000 one time, with monthly management from $1,200 depending on the channels you run. Quoted separately from advisory.

What this is not

If you are already at capacity and turning work away, you need pricing and operations work, not more leads.

Run the numbers

Run your own numbers first

All free calculators →
04Questions

Straight answers

How fast do I need to respond to a lead?

Minutes, not hours. The business that answers first wins a disproportionate share of the work, and most of your competitors are answering the next morning.

Do you sell leads?

No. Shared marketplace leads get sold to four companies and race to the bottom on price. This builds sources you own.

What if my team will not follow the process?

That is an accountability problem, and it is the advisory side of the work. It gets addressed directly rather than papered over with software.

Thirty minutes. No pitch deck. Bring your numbers.

Schedule Your Growth Assessment

Or call (737) 888-0415