Lead Generation Readiness Checklist

Is your business really ready to generate leads?

You could be losing leads every day without realizing it. This quick assessment shows where your system is leaking—and how to fix it.

Most businesses lose leads they should be winning—because of invisible gaps in their systems.
The Lead Generation Readiness Checklist shows you what’s missing and what to fix first.
It’s fast, practical, and benchmarked against businesses just like yours.

• Spot the hidden gaps stalling your lead flow
• Benchmark your systems against 100s of peers
• Get a clear prescription tied to what stage you’re in

Created by DKeith Wilson at Ytechnology, this checklist reflects 20+ years of growth strategy experience—from enterprise ops to small business systems. It’s built on proven frameworks like Build–Optimize–Grow and Modern Business Infrastructure (MBI).

A Harvard Business Review study found that companies with strong follow-up and reputation signals are 60% more likely to convert leads. The checklist shows if your system has those pieces—or if you’re losing revenue without realizing it.

• Offer Clarity – Is your value prop clear and compelling?
• Conversion Infrastructure – Can your site and pages actually convert?
• Follow-Up Systems – Are leads getting fast, consistent engagement?
• Lead Sources & Campaigns – Are you running reliable acquisition engines?
• Proof & Trust Signals – Are you building the credibility buyers need?
• Insights & Optimization – Are you tracking and improving what matters?

Scoring and Prescriptions

At Risk (0–39): You’re behind nearly 70% of peers. Time to fix the foundation.
Emerging (40–69): On par with about half of businesses we assess. Time to optimize.
Strong (70–100): Ahead of roughly 75% of businesses. You’re ready to grow with intent.

Results are tied to the Build–Optimize–Grow framework:
• Build – Fix web presence, CRM setup, and basic follow-up
• Optimize – Add automation, sharpen proof, improve campaign performance
• Grow – Expand your lead sources, test channels, and scale what’s working

How It Works

1.

Step 1: Answer a few smart questions

No filler, no guesswork. Just 24 questions that cut straight to the core of your business systems: visibility, trust, conversion, and efficiency.

2.

Step 2: Get your Growth Readiness Score

In under 10 minutes, you’ll see exactly where you stand—Build, Optimize, or Grow—and how solid your foundation really is.

3.

Step 3: Walk away with a plan

You won’t just get a number. You’ll see your weakest spots, your strongest assets, and a short action plan you can put to work right away.

Don't Take It From Us!

“We thought we had a lead problem. This showed we had a follow-up problem—and fixed it fast.”

“In 10 minutes we saw exactly where our funnel was leaking. Super helpful.”

Get proof content that builds trust.
See if your website is hurting your conversion rate

Don’t keep guessing where your leads are going. Take the assessment now and find out if your systems are built for growth—or quietly stalling it.

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Real strategies. Real growth. No buzzwords.