You tried to scale your business. What you got was a higher CAC, a bigger ad bill, and total CHAOS.

More enquiries than last year. A bigger ad bill. Probably another salesperson. And somehow the margin is thinner than it was.
​That is not your market getting harder. It's what happens when you add volume to a funnel that was already leaking.
​I'll look at your ad accounts and funnel, CRM, (view-only) and send you a complete report within 72 hours showing you where it's going. Free.

​ 5 minutes of the most common funnel leaks we find every week, and why I do it for free. 👇

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Here's the part nobody says out loud to a business your size.

You put more into ads every year. Statistically, CPM (the cost of 1,000 impressions) has gone up around 11% year over year for the last few years.

Remember the good old days of leads at $10-15?
That's never coming back.

So you do your best. Total enquiries go up, and it looks like it's working. But what it costs you to win one actual customer creeps up too. Not dramatically. Just a bit, every quarter. So you hire another salesperson to cope with the volume, and now the number has to go up again just to stand still.

Everyone has a reason for it.
The market's harder.
Competitors are bidding more aggressively.
Meta changed something.
And every one of those is true enough to stop you from seeing the huge hole in the bottom of the bucket.

Try this:
Fill in your own lead form on Tuesday morning. See how long it takes before you get a phone call.
If it's more than a day or two, understand that this lead, after showing intent on Meta, got BOMBARDED with competitor messaging in his feed.

You see, the moment he showed that interest, every ad platform picked up the signal. Everybody uses automated bidding these days, so Meta serves their ads to the very few users who showed intent. Users like our lead in this simulation. His feed fills up with your competitors instantly. He is being sold to all week, by everyone, whether you call him or not.

If nobody from your organization called him until Thursday, by then one of your competitors had already picked up the phone and followed up multiple times. That was the whole game.

Of course a superior product, service and price matter.
But if you start calling too late, he is GONE bro.
You didn't give him a chance to hear you out.

Be there first.

Now let's assume your speed-to-lead is fine. But when you scale, total CHAOS is generated in the CRM. What's going on?

Not all leads are created equal.
Some have high purchase intent and readiness.
Some, the time-wasters, saw something interesting in your ad that made them leave their contact details, but they barely understand what you are talking about.

They are not the same, and they shouldn't be handled the same. The high-intent one should get far more focus.

So in the CRM we use Lead Scoring.
Meaning we find the characteristics that separate a good lead from a time-waster, add them to the lead forms, and float the gold leads to the top of the CRM with a label. The reps see the gold ones first thing every day, with their morning coffee.

Here's an example of a lead scoring template. Notice how we score by channel: organic leads are usually far better than paid leads, so they get more points.

Returning customers are better than new customers, because the trust is already there, so they get additional points. And so on, for whichever characteristics are relevant to you.

The one question that sorts them

Every business already knows what separates a real buyer from a tyre-kicker. It just never made it onto the form.

  • Ad agencyYou'd ask about budget.
  • Solar companyYou'd ask about roof size.
  • RooferYou'd ask about the problem, and infer the urgency from it.
  • InsuranceYou'd ask about their fund.

You see where I'm heading with this.

Lead scoring templatePoints assigned on submission
ChannelPoints
Google Paid5
YouTube Paid5
Word of mouth Organic5
Organic Organic4
Meta Paid3
TikTok Paid2
Paid or organicPoints
Paid1
Organic3
Returning customerPoints
Yes5
No1
UrgencyPoints
Urgent5
Within 30 days3
Just researching1
Grade cutoffs
Gold20+
Silver14+
Bronze8+

Gold leads float to the top of the CRM with a label, so the reps see them with their morning coffee.

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