FlowOps360™ Resource
Lead Generation System Audit
A simple audit to verify whether you reliably generate new customer interest every month — or are starting from scratch each time.
Most B2B teams believe they have lead generation figured out by relying on referrals or occasional content. However, many cannot answer "YES" to whether they reliably generate new interest every month. This resource exists to prevent a common failure mode: adding more tactics before confirming you actually have a system worth scaling.
Who This Resource Is For
- B2B Founders & CEOs: Accountable for sustainable company growth.
- Service-Based Firms: Seeking a predictable, scalable pipeline.
- Fractional Leaders: Building repeatable systems across the organization.
- Sales & Marketing: Teams responsible for pipeline health and predictability.
This is not a demand-generation strategy; it is a monthly reliability check.
How the Audit Works
1. Lead Channels
Identify which 1–2 channels actually produce leads vs. those that are purely opportunistic.
2. Lead Offers
Validate each channel has a clear, low-friction offer that is easy for prospects to understand.
3. Consistency
Confirm activities run on a defined cadence with clear ownership and regular review.
The audit emphasizes evidence, not intent.
Example: Fictional Fractional CFO Firm
| Initial Belief | What the Audit Revealed |
|---|---|
| "Referrals and LinkedIn usually work." | Referrals were unpredictable; LinkedIn had no clear offer. |
| "We are active most months." | No consistent cadence existed; leads showed up accidentally. |
| "Leads show up." | The firm moved from inconsistent to reliable flow with a 13/15 score. |
What the Output Means
The audit uses a strict, evidence-based scoring model (15 points total).
Protect what’s working and optimize incrementally.
Simplify channels and clarify offers before expanding effort.
Stop adding tactics and rebuild from fundamentals.
Critical: If your score is yellow or red, do not add new tactics yet.
Stop Guessing. Build a Reliable Lead System.
Replace hope-based growth with intentional revenue systems.
