Some client requests never get answered. Find out where.
Calls, forms, texts and emails come in all day. The Test Kit is twelve checks you run yourself, on your own phone and your own inbox, across capture, delivery, ownership and recovery.
No account needed. Eight quick answers, then the kit is yours. Round 1 takes about ten minutes and needs a phone.
Four places a message disappears.
Every lost request lands in one of these four lanes. The twelve checks each target one of them, so the result names the place to fix first.
Capture
The message never arrives. The call goes to an unanswered phone. The form posts into a mailbox nobody watches.
Delivery
It arrives unread. Something reaches a person and nobody owns it, so nobody acts.
Ownership
Nobody is on the hook. The first response slips past the hours a lead is still warm.
Recovery
One bad number ends it. A transposed digit, a changed number, a missed call with no second attempt.
The shared inbox at 6:40 pm.
The check reads: "Ask who reads the shared inbox first, today, by name." Nobody has a name for it. The quote request from this morning is still in there next to a newsletter and two invoices. You mark the row Fail, and now you know exactly where one of your own requests spent the night.
Three answers. No opinion.
You mark each check yourself, with what you observed written beside it. No guessing and no fake pass.
Pass
The path held. Your own test message landed in the right inbox, the named owner answered, and nothing had to be rescued.
FailThe path broke
The test reached a place a real client request would have stalled. That is the whole point of running it.
Not tested
You did not get to it. Some checks need a colleague or a second phone. A blank is honest, and you come back to it.
Three rounds, about ten minutes each.
Run every check yourself, against the paths a real client would use today: your line, your inbox, your forms, your voicemail.
Capture, delivery, after hours
- Call your own main line during opening hours.
- Send one test request from a number you do not normally use.
- Submit one test entry through every form you publish.
- Leave one test voicemail with a callback number.
- Send one request after hours and note where it waits.
Ownership, response time, no answer
- Ask who reads the shared inbox first, today, by name.
- Time the gap between arrival and the first human reply.
- Ask what happens to a request on a Friday evening.
- Miss a call on purpose and watch who calls back.
Changed numbers and recovery
- Change one test number and try to reach that record again.
- Try to recover something you marked Not tested in Round 1 or Round 2.
- Mark what you could not reach as Not tested rather than guessing.
What you work with
- A phone: your business line, one spare or friend's phone, and a number you do not normally use.
- Your inbox: one test email to each address you publish.
- Your forms: one test entry through each form you run.
- A pen or any notes app, to write down what you observed.
- Made-up test details only. Never a real client's information.
Pick your next step.
The kit stands on its own. The review is never a prerequisite.
| Three ways forward | P1Run it yourselfFree, self-serve | P2Bring it to a callFree 30-minute conversation | P3Done for youThe One-Workflow Review |
|---|---|---|---|
| Who runs the checks | You, on your own phone and inbox | You, then you bring your twelve rows | Mike, observing from the inside |
| What it covers | Twelve checks across capture, delivery, ownership and recovery | The same twelve checks, gone through fail by fail | One workflow across up to three connected systems |
| Time | About ten minutes per round, three rounds | Your three rounds, then a 30-minute call | Agreed in writing before work starts |
| Data used | Synthetic test entries only | Synthetic test entries only | Agreed in writing before work starts |
| What you keep | Every answer, in your own words | Every answer, plus a talk-through of each fail | A written review of the workflow |
| Commitment | None | Nothing about the call commits you to anything | Implementation is separate |
| Price | Free | Free | Priced after a short conversation |
Built for the firm you run.
The same twelve checks, with the ones that matter most for your front door first.
Trades and home services
Not another free audit.
Owners in this business want proof before a pitch. So the kit hands you the proof, from your own phone.
Most free lead audits
The Client Intake Test Kit
One accountable person, if you want one.
Mike Rodgers, Rodgers Intelligence Group, Denver. Bring your twelve rows to a call and he goes through the fails one by one. If you want help after that, he scopes the work with your people, writes the acceptance checks you approve before anything is built, and stays until a named owner on your team can run it.
Questions owners ask.
Get the twelve checks. Run them this week.
Free, no account needed. You keep every answer.