---
title: Is your CRM leaking money?
---

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Free 2-minute assessment

## Is your CRM leaking money?

Most small businesses have a CRM full of leads they never follow up on. Answer 10 quick questions and find out how much revenue is slipping through the gaps and exactly where it's happening.

- Takes about 2 minutes
- Instant, personalised result

 START THE QUIZ

Built by James Dent, a HubSpot specialist with 25 years in email marketing and CRM.

Question 1 of 10

### When a new lead comes in, what happens next?

- Nothing automatic; someone has to remember to follow up
- A generic email goes out eventually
- A tailored sequence starts automatically

‹ Back

Question 2 of 10

### How long does a lead typically wait for their first follow-up?

- Days, sometimes longer
- Within 24 hours
- Within the hour

‹ Back

Question 3 of 10

### If a lead goes quiet, does your CRM prompt someone to follow up?

- No, it's down to memory
- Sometimes, if someone notices
- Yes, automatically

‹ Back

Question 4 of 10

### How many times do you follow up before moving on?

- Once or twice
- A few times over a few weeks
- A planned sequence over weeks or months

‹ Back

Question 5 of 10

### Do you know how many leads are sitting untouched in your CRM right now?

- No idea
- A rough guess
- The exact number, I can check any time

‹ Back

Question 6 of 10

### If you were off for two weeks, would leads still be followed up?

- No, they wouldn't
- Maybe
- Yes, they automatically get follow-ups

‹ Back

Question 7 of 10

### Does everyone on your list get the same emails?

- Yes, one list, same message to everyone
- A few broad groups
- Split by what they're interested in

‹ Back

Question 8 of 10

### Can you tell which leads are most interested right now?

- No, they all look the same
- Roughly, from memory or notes
- Yes, the CRM shows me who's engaging

‹ Back

Question 9 of 10

### When was the last time you contacted a lead who didn't buy?

- Never, once they go quiet, that's it
- Occasionally, when I think of it
- They stay in an ongoing follow-up sequence

‹ Back

Question 10 of 10

### How much of your follow-up happens without someone doing it manually?

- None, it's all manual
- Some of it
- Most of it

‹ Back

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 Your score: 0 / 0

Leaking fast

### Your CRM is a filing cabinet.

It stores contacts and not much else. Leads come in, sit there, and go cold because nothing chases them and nobody has time to remember who needs a nudge. Those people raised their hand once. You have already paid to get them in the door, which makes them the cheapest revenue available to you. Right now, they are sitting in your database waiting for a follow-up that never arrives.

[Book your CRM Health Check](https://www.dentcrm.co.uk?hsLang=en-gb)

A one-off audit on where your follow-up breaks down and what to fix first.

#### Three things to fix, in this order

1. Answer the same day, even if the answer is "I'll come back to you" One automatic reply on your enquiry form buys you a day and stops people going elsewhere.
2. Wake up your last 20 enquiries A short, plain email asking whether the timing is better now. No design, no offer, one question.
3. Book ten minutes a week Same slot every week to check who came in and never got a reply. Do this until the system does it for you.

 Your score: 0 / 0

Slow leak

### You're catching some leads, not all of them.

You have a follow-up in place, and it works when someone remembers to do it. That is the weak point. Anything depending on a person noticing will slip when the week gets busy, when someone takes leave, or when two enquiries land at once. Every slip is a lead who was interested enough to engage and then heard nothing back. The revenue is not lost. It is unclaimed.

[Book your CRM Health Check](https://www.dentcrm.co.uk?hsLang=en-gb)

A one-off audit to see where the gaps are and how to close them without adding admin.

#### Three things to tighten, in this order

1. Automate your most common enquiry type first Three emails: day one, day four, day eleven. That catches most of what currently slips through and takes an afternoon.
2. Add a nudge for leads who go quiet Fourteen days with no contact should raise a task on its own, not wait for someone to notice.
3. Split your list in two Even two groups, based on what people asked about, will lift replies on the same message sent to everyone.

 Your score: 0 / 0

Watertight

### Your follow-up runs without you.

Leads get chased automatically, your data tells you what happened, and the process holds up when you step away. That puts you ahead of most small businesses running the same tools. The question changes at this point. It stops being about plugging gaps and starts being about what else the system could carry, whether that is sharper segmentation, better timing, or reporting that shows which activity actually brings in work.

[Book your CRM Health Check](https://www.dentcrm.co.uk?hsLang=en-gb)

A second pair of eyes on a setup that already works, aimed at what to build next rather than what to fix.

#### Three things to build next

1. Read your sequences email by email, not overall There's usually one message doing the work and one doing nothing. Rewrite the dead one around a question.
2. Put lost deals on a schedule A quarterly check-in to people who didn't buy costs nothing and reaches people who already know you.
3. Report on work won, not emails opened The source or sequence that produced paid work in the last 90 days is the only number that matters.

HubSpot CRM Health Check

A one-off CRM audit that tells you what's broken, what to fix first, and what to leave alone — delivered within 48 hours.

###### Get In Touch

[james@dentcrm.co.uk](mailto:james@dentcrm.co.uk)

[https://www.linkedin.com/in/jamesdent/](https://www.linkedin.com/in/jamesdent/)

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