pipelineaudit.ai

LEAD OPS

Every new lead, owned, within two days.

Badge scans, webinar and syndication files to a clean, consent-checked CRM import.

app.pipelineaudit.ai
Lead ops review screen: rows received, duplicates merged, leads routed, sample data

HOW IT WORKS

  1. 1Set up once
  2. 2Drop in the files
  3. 3Review
  4. 4Download the import
  5. 5Track by source

SEE IT

Click through one lead file.

app.pipelineaudit.ai
Review before import: app screen with sample data
Step 1 of 3

Review before import

Rows in, junk and staff removed, duplicates merged, consent checked.

app.pipelineaudit.ai
One import, ready for the CRM: app screen with sample data
Step 2 of 3

One import, ready for the CRM

Owners and first-touch dates on every lead. Held leads come with a reason.

app.pipelineaudit.ai
Which sources are worth paying for: app screen with sample data
Step 3 of 3

Which sources are worth paying for

Every file, every source, rows in and leads out.

Sample data for a fictional company. Use the tabs, Next and Back, or the arrow keys.

ONE EVENT FILE, SAMPLE COMPANY

1,240rows in
966owned CRM leads out
154duplicates stopped
2 daysfile to rep

Sample company (fictional). Your results depend on your leads, your team and your follow-up.

Stop next quarter's leads leaking.

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