1. Answer 10 simple questions
Tap Yes, No, or Not sure. No jargon quiz. Just how things really work on your team.
Free · About 10 minutes · Instant results
Find where people fall through the cracks after they ask for help.
Someone fills out a form. Or emails you. Or signs up. Then nothing clear happens next. Not because your team does not care, because the next step gets lost between tools.
Answer how your team works today. You will see a simple score as you go. When you finish, you will know what to fix first. If you want help fixing it, we can put together a free plan for you at the bottom of this page.
How this works
2. See your leak score
Every No or Not sure counts as a leak signal. Your score updates live at the top.
3. Get a clear next step
You leave with one place to look first. Want us to fix it with you? Fill out the short form below, free.
The audit is free. A clear plan to fix what you find can be free too. Start the questions, then tell us you want help at the bottom.
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CRM Follow-Up Leak Audit
Be honest. Answer how it works on a normal Tuesday, not how the process doc says it should work.
1 When someone reaches out
Most teams do not lose people because they have no forms. They lose them after the form is submitted.
When someone new reaches out, does their info land in one clear place, or does it bounce around inbox, forms, chat, and “someone will grab it”?
Does that info get into one system your team trusts (like your CRM) without someone copying it by hand?
2 Who follows up
If follow-up depends on someone remembering, it already leaks, especially on busy weeks.
Is there a named person responsible for the next step, or does it sit in a shared pile hoping someone notices?
Does that person get a reminder, task, or alert, or is the system “check email when you can”?
Can your team see who has not been followed up without digging through email threads?
Does the person who reached out get a quick confirmation or clear next step, or do they often hear nothing until someone gets to it?
If the owner is out sick or leaves the company, does follow-up keep moving, or does that pile go quiet?
3 Can leaders see it, and is AI even ready?
If someone has to build a spreadsheet every week for leadership, your CRM is not doing the job yet. AI will not fix that alone.
Are your forms, inboxes, spreadsheets, and CRM actually connected, or still held together by people copying things around?
Can leaders see who still needs a follow-up without asking someone to rebuild a spreadsheet?
Is the basic follow-up path working before the team adds AI, or is AI being asked to clean up a messy handoff?
Download keeps a copy for your team. If the score shows leaks, fill out the short form below and we will reach out with a simple plan to fix what you found. No pressure, no giant rebuild pitch.
Free next step
Want us to fix what the audit found?
You already did the hard part: you saw where people fall through the cracks. Tell us a little about your team and we will reach out with a clear, practical proposal for how we would fix it, free for you to review.
- We start from the leaks you just scored, not a blank sales call
- You get a simple plan, not a 40 page deck
- No cost to get the proposal, and no obligation to move forward
Got it, we will reach out with your free fix plan.
Expect a clear, practical proposal based on the leaks from your audit, not a giant deck. No obligation to move forward.
We only use this to send your free fix plan and follow up if you want help. No spam, no selling your information.
If this felt familiar
VibeForce helps growing teams and SMBs stop losing people between forms, inboxes, CRM, and day to day work. We start with one broken handoff, then help you keep it working.