Lead Leak Map for brokers
Fictional 4-person real estate and mortgage referral team serving Phoenix West Valley clients. A real Lead Leak Map scores 15 checkpoints across discoverability, first impression, capture, follow-up, and retention. This sample uses public research plus fictional business assumptions so you can see the shape before booking.
Estimated annual leak
~$84,000
Sample math: a fictional broker misses one qualified seller, buyer, borrower, or business-owner opportunity every other month at $14,000 average gross revenue per closed client. Annual leak: $84,000.
Discoverability
Google profile and Zillow presence exist, but recent review flow is weak and service pages are generic.
$10K/yr in trust and visibility softness
First impression
Site has multiple CTAs but no clear path by prospect type.
$12K/yr from unclear next steps
Capture
After-hours test call went to voicemail and no SMS reply arrived.
$28K/yr from missed high-intent inquiries
Follow-up
CRM has tags but no active nurture for 30, 60, or 90-day prospects.
$24K/yr from stale CRM opportunities
Retention
Review requests and referral asks are manual and inconsistent.
$10K/yr in lost referral compounding
What the fix engagement delivers
For a business with this profile, the scope below addresses the highest-value leaks first. Your business approves every script, message, routing rule, and handoff before anything goes live.
Component 1
AI Receptionist and Inquiry Capture
Captures buyer, seller, borrower, or owner intent, timeline, location, and preferred next step without giving regulated advice.
Component 2
Missed-Call Text-Back
Turns missed calls into fast text conversations so prospects do not drift to the next agent or lender.
Component 3
Consult Booking
Lets serious prospects book a call while motivation is high.
Component 4
Long-Cycle Nurture
Keeps not-yet-ready leads warm with approved, helpful follow-up.
Component 5
Review and Referral Automation
Requests reviews and referrals after the right milestones while keeping relationship tone intact.
Plus
Visibility and reporting cleanup
Google Business Profile checks, source tracking, conversion reporting, and a simple monthly view of what changed.
The sample business is fictional. Do not use a real prospect's data in public material without consent.
The Time-Back Audit produces a Lead Leak Map like this one, scored against your actual public customer path. Includes discovery, a custom report, and a live working session with David.
Book the $497 audit →