Question 1

What is a lead generation audit?

Accepted Answer

It's a structured self-assessment of your lead generation system across five dimensions — lead source clarity, lead quality, lead volume consistency, follow-up and conversion, and tracking and optimization — so you can identify exactly where pipeline is leaking.

Question 2

How does the worksheet score my lead generation process?

Accepted Answer

You answer 25 questions across 5 sections. Each question is scored 0–4 based on the description that best matches your current process. Each section is worth 20 points, for a total of 100.

Question 3

What areas does the worksheet evaluate?

Accepted Answer

Lead Source Clarity, Lead Quality, Lead Volume & Consistency, Follow-Up & Conversion, and Tracking & Optimization. Together they cover the full lead generation lifecycle.

Question 4

What does my score mean?

Accepted Answer

90+ is a Predictable Growth Engine. 75–89 is a Strong Lead Foundation. 60–74 means Inconsistent But Fixable. 40–59 indicates Lead Generation Gaps. Below 40 means Pipeline At Risk — fundamental rebuild required.

Question 5

How can I improve lead quality?

Accepted Answer

Start with a precise ICP, qualify on budget/authority/need/timing before sales investment, and gate every new lead with a defined fit check. The worksheet flags your lowest-scoring area so you know where to start.

Question 6

How can Circle Sales Agency help?

Accepted Answer

We build the systems behind every dimension scored here — verified prospect lists, multi-channel outbound, automated follow-up, CRM enrichment, and reporting — so your pipeline becomes predictable and scalable.

Lead Generation Audit Worksheet

Frequently Asked Questions