.png)
#016
Read Time: 2 Minutes
I know you get leads.
If you’re reading this, you get leads.
You’re problem isn’t getting them.
It’s converting them.
Lead comes in.
Gets assigned.
Weeks pass.
No new revenue.
Instead of blaming marketing for “bad leads”
You ever look at your operations?
No? Maybe? Kind of? I guess?
Cool.
Do these 3 things this week if you want to convert more leads.
Step 1) Clean Salesforce
If your data is garbage…
Your reports lie.
Your automation breaks.
Your team chases ghosts.
Here’s what “garbage” actually looks like:
• “Open” leads from 6 months ago
• Duplicate leads (same person, twice)
• Leads with no email or fake info
• Leads that were worked… but never updated
These inflate your pipeline and hide reality
Quick fix (do this this week):
Pull all Open leads older than 60 days with no activity
Then force a decision on every single one:
• Work it
• Disqualify it
• Convert it
That’s it.
Takes a few hours.
Immediately improves everything downstream.
Step 2) Build Report To See What’s Bleeding
Most teams don’t have this.
Which is why this problem stays invisible.
Build this report:
Columns:
- Lead Name
- Owner
- Status
- Created Date
- Last Activity Date
- Days Since Last Activity (formula field)
Filters:
- Status = Open
- WITHOUT activity in last 7 days
Sort:
- Days Since Last Activity (highest first)
What this shows you:
Leads that came in…
Got assigned…
And then got ignored.
What you should be looking for.
Why this matters:
Speed = revenue.
• Respond in minutes → huge lift in conversions
• Wait hours/days → opportunity is gone
This report shows you exactly where that window was missed
Step 3) Automate it (so it runs forever)
A report you have to remember to check…
Is not a system.
It’s a chore.
And chores get skipped.
Build this instead:
Scheduled Flow (daily)
Criteria:
- Lead is Open
- No activity in X days (3–5 days is typical)
Action:
- Notify the owner → “This lead hasn’t been touched”
Add one more layer (secret sauce):
If no activity in 7+ days →
Notify the manager too
Now:
- The rep sees it
- The manager sees it
- Nothing slips through quietly
Why this works:
This flow doesn’t sleep.
Your reps do.
The takeaway
Most teams think they have a lead problem.
They don’t.
They have a follow-up problem.
This is half a day of work.
And it runs forever.
That’s all for this week.
Talk next Friday
2 Ways I Can Help You This Week
- I created a full tutorial for free on how you’d exactly do each one of these 3 steps I outlined above. Watch it here.
- If you want us to do all this for you… work with us here.
