Dana, a cleaning business owner in yellow gloves, talks with a client across a kitchen counter while her phone sits face up beside her.

Good leads go cold when the follow-up lives in memory.

Missed Leads and Money Leaks

$349

Delivered in 1 week

Stop Losing Money
The cost of waiting

What this is costing you now

  • Calls, web forms, emails, texts and social messages land in different places.
  • The next step lives in a notebook, a crowded inbox or someone's head.
  • Good leads cool off before anyone follows up.

See where follow-up needs attention before investing in changes.

What you get

Your personalized 30-Day Lead & Follow-Up Action Plan includes:

  • Findings on where leads slip through, from first inquiry to the next decision.
  • A recommended tracking structure with lead status, ownership, next step and follow-up date.
  • A follow-up schedule for new inquiries, open quotes and customers who haven’t replied.
  • One missed-call reply template and three follow-up message templates tailored to your business.
  • Your highest-value improvements, ranked by impact and effort.
  • Clear steps and a 30-day sequence for putting the recommendations to work.

This is an assessment and action plan. Tracker population, platform changes and implementation are separately quoted.

Your assessment includes a review of your current follow-up process and selected lead examples, plus a 30-minute walkthrough of your plan and one round of changes.

Stop Losing Money
How it works

Three steps

  1. Buy
  2. Answer a short questionnaire
  3. Get your result in 1 week

Why 3P

Process engineers and operational management professionals bringing practical experience and proven methods to your business goals.

10+ years of operational experience

Practical experience in Operations, Systems Engineering, Management & Strategy—solving recurring problems and carrying improvements through implementation.

Fortune 500 experience

Experience with complex systems, coordinated teams and demanding operational standards, applied at a scale that fits your business.

Experience across diverse & highly regulated industries

From aerospace and surgical devices to local shops, trades, healthcare practices and nonprofits—we bring broad operational experience to your business.

See our industry experience
  • Aerospace
  • Medical equipment & surgical devices
  • Manufacturing & repair
  • Food & beverage
  • Restaurant management
  • Automotive repair
  • Private medical practices
  • Dentistry
  • Nonprofits
  • Education & childcare
  • Retail
  • Construction & trades
  • Warehousing & logistics

Customer service experience across business functions.

Lean Methodologies

Remove wasted steps, delays and effort so more of your time goes toward work that creates value.

Six Sigma Methodologies

Reduce errors and rework. Build consistent processes that protect quality and make results more dependable.

Clear Deliverable Guarantee

If a listed deliverable is missing or doesn't match the agreed scope, we fix it at no extra charge.

Your goals lead the design. Lean removes work that adds no value. Six Sigma makes the remaining work more dependable. We bring both together in one coordinated design built around the business you want to run.

Questions

Quick answers

Will I need new software?

Not automatically. 3P uses the simplest tool that works and does not recommend new software until the process and the real need are clear.

How quickly can you start?

We confirm timing after payment and complete intake. Your written plan is delivered within 1 week after the required review or session.

What happens after delivery?

You get your personalized 30-day action plan and a walkthrough. Implementation and ongoing help are separate.

What's not included?

Calling or emailing leads for you, CRM licenses or custom builds, marketing campaigns, or guaranteed sales.

Keep new money flowing.

One personalized 30-day action plan for your lead and follow-up process, delivered in 1 week.

$349

Stop Losing Money

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