
CASE STUDY
Leads Going Missing
Composite case study based on multiple engagements


THE CHALLENGE
Fast-growing businesses often discover (the hard way) that their leads aren’t making it from “Raise hand” to “In pipeline.”
Web forms submit but never hit the inbox. Chat transcripts don’t reach the CRM. Phone enquiries live only in a receptionist’s notebook. UTM tracking gets stripped by redirects. CSV imports overwrite the wrong fields. And that beautiful “Book a call” button? Half the bookings have no owner, no follow-up, no chance.
What this looks like day-to-day:
Invisible form failures: Some submissions succeed, some vanish—no error, no alert.
Integration gaps: Website, ads, forms, chat, phone, and CRM don’t share a single source of truth.
Attribution blindness: Great campaigns look “dead” because conversions aren’t attributed correctly.
Duplicate/dirty data: Same person shows up as three contacts across two CRMs and a spreadsheet.
No SLA triggers: Even hot, high-intent leads wait hours or days for a first response.
The result: qualified leads fall through cracks, sales teams work blind, and marketing budgets “underperform” not because the campaigns are bad—because the plumbing is.
THE SOLUTION
We start with a Lead Flow Audit to map every capture point and every hop your data takes—from ad click or referral, to form/chat/call, to CRM, to hand-off.
We identify where signals die, where data mutates, and where owners aren’t assigned.
Then we implement a robust, automated lead capture layer which:
Validates and deduplicates contacts at the point of capture (email, phone, company).
Normalises and enriches key fields (name casing, country codes, source/medium/campaign).
Routes leads intelligently (round-robin, rules by product/region/value) with instant assignment.
Confirms delivery (write + read receipts into CRM, plus failure alerts to ops/sales).
Creates SLAs & alerts (e.g., if no first response in 15 minutes, notify owner + manager).
Unifies attribution (carry UTMs and click IDs end-to-end, including calendar and phone sources).
Logs everything (every step has an audit trail—no more “the lead never came through”).
THE IMPACT WE SEE
Clients frequently tell us that they never truly realised just how many leads they were losing until everything just worked.
+28–55% increase in captured leads (same traffic, fewer leaks).
Time-to-first-response under 15 minutes for priority segments (was hours/days).
Clean CRM pipeline with owner on every new lead (zero “orphans”).
Attribution clarity—spend flows to channels that actually generate revenue.
Fewer internal fire-drills—sales trusts the data, marketing trusts the numbers, ops sleeps better.






READY TO STOP LOSING LEADS?
This is a common pattern across businesses at your growth stage. The fix isn’t a new CRM—it’s tight plumbing, clear ownership, and reliable automation from click to close.
Let’s make “lost leads” a thing of the past.
Book a quick call and we’ll show you where the leaks are—and how fast we can patch them.
Note: This case study uses averaged data drawn from similar client projects across various industries. It illustrates common challenges and typical results for businesses facing similar operational complexity, based on industry best practice and founder expertise.