BUSINESS FIX 01 · Keep New Money Flowing

Missed Leads and Money Leaks

Every inquiry/lead has follow through so you never lose out on a customer or an opportunity. Whether you personally speak to customers, assign a role, or integrate automation or AI, we can help you implement a solution that works for you and your busy schedule.

Missed Leads and Money Leaks — Lead Follow-Up Fix: capture missed inquiries and create reliable follow-up systems.
THE BUSINESS PROBLEM

What this fixes

Calls, website requests, emails, texts, and social messages arrive through different places. The owner intends to respond, but the next action lives in memory, a notebook, or a crowded inbox. Good leads cool off because no one can quickly see what has been answered, quoted, scheduled, or lost.

IDEAL CUSTOMER

Who this is built for

Owner-operated businesses with 1–10 employees, two or more inquiry channels, and no dependable shared view of open leads and follow-up.

EXPECTED OUTCOME

What changes

The business has one visible list of active inquiries. Each lead has a clear status, named owner, next action, and follow-up date so opportunities are no longer dependent on memory.

DELIVERABLES

What 3P provides

  • One customized lead and follow-up tracker built in a practical spreadsheet format.
  • Lead stages, source, contact status, assigned owner, next action, follow-up date, estimated value, and notes.
  • A clear follow-up cadence for new inquiries, unanswered quotes, and no-response leads.
  • One missed-call response template and three customer follow-up templates.
  • Import of up to 100 active leads from one clean client-provided spreadsheet.
  • A 30-minute implementation walkthrough and one revision round.
CLIENT RESPONSIBILITIES

What you provide

  • Complete the intake questionnaire and identify every current inquiry channel.
  • Provide one clean file containing active leads, or confirm the system will begin empty.
  • Name one internal owner for new inquiries and approve the follow-up cadence.
  • Attend the walkthrough and provide revision feedback within two business days.
INCLUDED

Inside the fixed price

  • One business, one lead workflow, and up to three users.
  • Tracker customization, templates, basic data import, testing, and walkthrough.
  • Plain-language instructions for daily use and weekly review.
NOT INCLUDED

Outside this scope

  • Ongoing calling, emailing, appointment setting, or lead management.
  • CRM licensing, custom CRM development, API integrations, or multi-system migration.
  • Marketing campaigns, lead generation, or guaranteed sales results.
  • Cleanup of incomplete, duplicated, or unstructured records beyond the included import.
TIMELINE + NEXT STEP

Delivered within 3 business days after complete intake and file access.

Natural upgrade path: Invoice & Payment Optimization, Online Presence & Social Media Management, or ongoing 3P On-Demand Operations Support.

Stop Losing Money Not Sure This Is the Right Fix?
CLEAR DELIVERABLE GUARANTEE

Clear Deliverable Guarantee

3P guarantees delivery of the written deliverables listed in the agreed scope. If an included deliverable is missing or does not match the approved scope, 3P will correct it at no additional charge. The guarantee does not promise revenue, sales, savings, employee performance, or results controlled by the client or a third party.