The Lead to Close Tech Stack Checklist
Who This Is For:
Real estate professionals and service businesses managing leads across multiple tools.
What You’ll Get:
- A checklist to audit your current tech stack
- Clear visibility into where leads leak
- Guidance on what to keep, fix, or eliminate
Sections Inside the Checklist (this answers your question directly):
- Lead capture sources
- Speed-to-lead rules
- Follow-up automation
- Pipelines & stages
- Reporting & KPIs
- What to consolidate or eliminate
