Hour 02: Lead Source Audit

Hour 2: Lead Source Audit

Objective

Understand which lead sources generate actual opportunities.

Common Problem

  • Many founders spend time on channels that generate attention rather than revenue.
  • This hour creates clarity.

Lead Source Audit Template

Lead Source Leads Generated Qualified Opportunities Closed Deals Notes
Referrals
LinkedIn
Website
Networking
Email Outreach
Paid Ads

Key Insight Questions

  • Which sources generate the best-fit clients?
  • Which sources waste the most time?
  • Which sources depend entirely on founder energy?
  • Which sources are scalable?

Decision Prompt

  • What should you:
  • double down on?
  • simplify?
  • stop doing?