Lead Capture & Speed to Lead
Find where calls, forms and messages go unanswered or wait too long. Assess routing, coverage and useful first responses so suitable leads can take the next step.
Can You Respond to a Lead Within 5 Minutes?
Marketing &
Lead Conversion
Assessment.
Find where leads are being lost and how software, AI and better processes could help you respond faster, follow through with less admin and make better use of your marketing spend.
A Focused Extension to Your Systems Assessment
What We Assess
Getting more leads will not fix missed calls, forgotten quotes or spending you cannot connect to results. We look at what needs to change across the full journey.
Follow-Up & Conversion
Keep leads from getting lost. Assess tracking, ownership and next actions, then identify where automation can handle reminders, updates and follow-up with less manual admin.
Does Every Open Lead Have a Next Action?
Marketing Feedback
Connect spend, lead sources, conversions and customer history. Establish the data you need and how to use it to lower customer acquisition cost, improve lifetime value and direct budget toward better results.
Do You Know Where Your Next Marketing Dollar Should Go?
Use Every Result to Improve the Next Decision.
1Attract Suitable LeadsRecord the source and spend.
2Respond QuicklyCapture the need. Offer a next step.
3Keep Leads MovingTrack ownership. Automate follow-up.
Record the Outcome
4Track Jobs & CustomersBookings, completed jobs, repeat business.
5Learn What Pays OffConversion, acquisition cost, customer value.
6Improve Where It MattersAdjust spend, response and follow-up.
Apply Changes & Measure Again
Track unbooked leads and why they stopped, too. The next cycle shows whether the changes helped.
Turn the Findings Into
Practical Improvements
Use the lead-to-job picture to decide which changes are worth making, what they need to accomplish and how to judge whether they help. Act with your team, chosen providers or Rehash.
Want Help Putting the Recommendations Into Practice?
Explore support for choosing solutions, connecting systems, implementing AI and improving reporting.
What You Receive
Your recommended improvements are captured in a practical plan, with the requirements, connections and business case to guide your next decision.
Requirements & Recommended Approach
Prioritized changes to response, lead tracking, follow-up and reporting, including where existing software, AI or a process change fits.
Scoped Systems Map: Lead-to-Job Journey
How lead sources, people, software and job records need to connect so leads stay visible and results can inform your next decision.
Opportunity & Business Case
Weigh potential conversion gains, admin savings and better marketing returns against the cost and effort. Identify missing data needed to judge the opportunity.
See Beyond the Cost of a Lead.
MarketingSource & Spend
SalesLeads & Quotes
CustomersJobs & History
Connect the Records
Conversion RateWhere Are Leads Stalling?
Acquisition CostWhich Sources Earn the Spend?
Lifetime ValueWhich Customers Keep Returning?
Reliable acquisition cost and lifetime value need usable cost and customer history. Missing data becomes a requirement in the plan.
How We Work
We combine field-service experience with your lead, job and marketing evidence to identify practical changes and how to measure their value.
Define the Focus
Agree where leads may be getting lost, which channels matter and what you want to improve, using your Systems Assessment as the foundation.
Examine the Lead Journey & Evidence
Trace response times, follow-up, quote outcomes and marketing spend. Check the data and compare existing software, AI and process options.
Review the Recommendations
Review priorities, the admin work you could remove and the information needed to make better spending decisions. Agree how to tell whether changes help.
Start With the Decision You’re Facing
Discuss what you want to improve before choosing the assessment scope.
Scope & PricingMarketing & Lead
Marketing & Lead
Conversion Assessment
A focused investigation of how to capture suitable leads, keep them moving with less admin and use the results to improve marketing decisions.
- Builds on your Systems Assessment
- Can run alongside completion or be added later
- Reuses shared context and analysis without duplicate charges
$2,500+*USD
In Addition to Systems
Scope and price are agreed, with payment before the purchased work begins.
* Pricing may increase for materially different lead journeys requiring additional investigation. A fixed quote is agreed before that work starts.
Discuss Your AssessmentPut the Findings
to Work
Use the recommendations independently, or commission Rehash to help with the next step. Execution is a separate choice.
Does This Include Building Automations or Running Campaigns?
No. The assessment establishes requirements and the recommended approach. Automation builds, software configuration, final solution validation and campaign execution are separate work.
Can We Use Our Existing Software?
Yes. We assess capabilities you already have, useful connections and process changes alongside AI or new software. A new tool is not the assumed answer.
Can This Cover Repeat Business or Customer Reactivation?
Yes, where explicitly included in the agreed scope. Repeat business, reactivation and outbound work are not automatic inclusions in every assessment.
What if Our Marketing Data Is Incomplete?
We assess what the available records can support and identify what needs to be captured or connected. Acquisition cost and lifetime value need suitable cost definitions and customer history; where these are missing, we establish the requirements instead of inventing a return.
Do Marketing Results Require an Executive Assessment Too?
No. Relevant marketing feedback and measurement can be part of this assessment. A separate Executive assessment is for a justified deeper financial or operational question.
Get Expert Advice
Before You Commit.
Discuss your business, the decisions you’re facing and where software or AI could help. Get practical advice to support your next step, whether you act independently or retain our services.
Free · 30 Minutes · No Obligation to Buy