Conversation AI ยท Self-Audit
Are you winning or losing leads in the first 5 minutes?
Most businesses don't lose leads because of bad offers, they lose them because they respond too slowly. Use this quick self-audit to see where you stand and how many opportunities you might be missing.
How to use this audit
For each question, score yourself: 2 points = Yes, consistently, 1 point = Sometimes / partially, 0 points = No / not set up. Track your total score at the end.
0 of 24 answeredScore: 0 / 48
01
Speed to lead
1.Do you respond to every new lead within 5 minutes?
2.Do you have automated responses set up for new inquiries?
3.Are leads getting an instant first reply (not hours later)?
4.Do you track your average response time?
5.Do you prioritize new leads over other tasks?
02
Coverage (24/7 response)
1.Do you have a strategy for nights and weekends?
2.Are after-hours messages responded to instantly?
3.Do you capture and respond to leads outside business hours?
4.Are you covering peak times when your team is busy?
5.Do you have backup systems when you can't reply manually?
03
Channel coverage
1.Do you respond to leads across all channels (SMS, WhatsApp, IG, FB, website chat widget)?
2.Do all conversations flow into one place?
3.Are you consistent in response time across channels?
4.Do you avoid missing messages from social platforms?
04
Automation + engagement
1.Do you automatically send an SMS or WhatsApp message to every new lead?
2.Are your responses conversational and engaging (not robotic)?
3.Do you ask follow-up questions to qualify leads?
4.Do you guide leads toward a next step (call, booking, reply)?
5.Are you capturing key details (name, needs, intent)?
05
Conversion readiness
1.Can leads book an appointment directly from the conversation?
2.Do you follow up automatically if a lead doesn't respond?
3.Do you have workflows triggered by conversations?
4.Are conversations connected to your CRM and pipeline?
5.Can your team jump in seamlessly when needed?
Answer all 24 questions to see your score.