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The working toolkit / Tool 04

The mystery lead test

Marketing reports conversions, but sales quality or customer experience remains uncertain.

Complete the worksheet here, then print or save as PDF. Answers aren’t saved or submitted; leaving or refreshing may clear them. The Markdown download is a blank copy.

Download blank worksheet (.md) Read the companion note

Use when: Marketing reports conversions, but sales quality or customer experience remains uncertain.

Run one test through every major enquiry route.

Worksheet
FieldTest result
Route tested
Campaign / page
Date and time submitted
Confirmation receivedYes / No
Confirmation explains next stepYes / No
Lead destination
Named owner
First human response time
Source context visible to responderYes / No
Information repeated unnecessarilyYes / No
Quality of first response, 1-5
Follow-up after no answer
Outcome recordedYes / No
Outcome returned to marketingYes / No

What broke?

The thinking behind the tool

The handoff is part of the experience

A form submission may count as a conversion in the dashboard. For the customer, it is the moment the company finally has to respond.

Read the story