Lead Generation Health Check | Marketing Index Tools

📋 12 questions ⏱ 3–4 minutes ✅ Instant results 🔒 Nothing saved

Section 1 of 4

Where customers come from

1.How do most new customers find you?

Word of mouth or referrals from existing customers

Google search or Google Maps

Facebook, Instagram, or other social media

A directory or listing site (Yelp, Bark, Checkatrade, Angi)

Honestly not sure — they just call or message

2.If referrals and word of mouth stopped tomorrow, would new customers still find you?

Yes — I have other ways people find me

Maybe — I have a website or social page but not sure it drives work

No — almost everything comes through people I know

3.How many new customer enquiries do you get in a typical month?

More than I can handle — I turn work away

Enough to keep busy most of the time

Inconsistent — some months good, some months quiet

Not enough — I'm always looking for the next job

Section 2 of 4

Converting enquiries to work

4.Out of every 10 people who enquire, roughly how many turn into paying work?

8 or more — most enquiries become jobs

5 to 7 — more than half convert

3 to 4 — less than half convert

Fewer than 3 — most don't go anywhere

I have no idea

5.When someone asks for a quote, how long does it usually take you to send it?

Same day — I get it out quickly

A few days — I get round to it when I can

Over a week — it varies a lot

No real system — depends how busy I am

6.If someone asks for a quote and then goes quiet, what do you do?

Follow up at least once — I chase it up

Sometimes follow up, depends on the job

Wait and hope they come back

Nothing — assume they went elsewhere

Section 3 of 4

Reviews and reputation

7.How many Google reviews do you have?

20 or more

10 to 19

Fewer than 10

None or I don't have a Google Business Profile

8.Do you ask customers to leave a review after you finish a job?

Yes, every time — I have a system for it

Sometimes — when I remember

Rarely or never — feels awkward to ask

Section 4 of 4

Repeat and referral business

9.Do you stay in touch with past customers after a job is done?

Yes — I message, email, or check in regularly

Only if they contact me first

No — once the job's done, that's it

10.Do you ever ask happy customers to refer you to someone they know?

Yes — I ask directly or make it easy for them

I hint at it but don't ask directly

No — I rely on them to do it themselves

11.When was the last time you got a paying customer from somewhere other than word of mouth or a personal referral?

This month

In the last 3 months

More than 3 months ago

I can't remember — it's always been referrals

12.How confident are you that you could replace lost customers if your main source dried up?

Very confident — I have multiple ways to find customers

Somewhat — I'd figure it out but it would take time

Not confident — it would really hurt the business

Not at all — I wouldn't know where to start

This assessment is for informational purposes only. Results are based on your self-reported answers and do not constitute professional marketing, business, or financial advice. Marketing Index Tools makes no guarantee of specific outcomes. Always consult a qualified professional before making significant business decisions.