Capacity Expansion / Article
How to diagnose paid lead quality
By Mark Rawlins
A low sale rate can reflect the inquiry, the offer or the follow-up. Inspect the path before labeling every lead poor quality.
01
Agree on qualification
Write down the characteristics that make an inquiry eligible for the offer, including service fit, location and any decision requirements your team actually uses. Separate an invalid record from a valid inquiry that is not ready to buy, and record reasons in a short, consistent list.
Review a sample across campaigns and include inquiries with no contact attempt. Compare the ad and landing page with the request the person actually made. A vague offer, incorrect expectation or form error may be visible before a salesperson speaks with anyone.
02
Trace the same inquiries
For each distinct inquiry, record source, campaign, arrival, assignment, first attempt, contact outcome, qualification reason and eventual sale. Protect personal information and retain only what is needed. Check for duplicate records and missing source values before drawing conclusions.
Compare contact rate among attempted inquiries with qualification rate among contacted inquiries. A high share of unanswered records calls for a follow-up review; a consistent mismatch in stated needs calls for a review of the offer or targeting. Neither result alone establishes the cause.
03
Change one part and observe
Choose a specific mismatch and revise the relevant ad, landing page or intake question. Ask only for information needed to serve or qualify the inquiry, and check the form still works on common devices. Keep a record of what changed and when.
Compare similar cohorts after the same outcome window closes. Include volume, contact rate, qualification, sales and cost, because raising one rate by excluding valuable prospects may not improve the result. Small samples and simultaneous changes limit what the comparison can show.
04
Use a diagnosis checklist
If the form contains many invalid contacts, inspect its fields and submission behavior. If contact is low but details are valid, review timing, coverage and the channel used for the first attempt. If people answer but describe a different need, compare their words with the ad and landing page. If qualified prospects receive proposals but do not buy, review the proposal and sales conversation.
These are starting hypotheses, not automatic diagnoses. Read actual records and speak with the people handling them before making a change. Keep a reason code for each finding and note cases that do not fit the categories.
05
Listen for expectation gaps
Compare the words in the ad with a sample of actual inquiry messages. For example, if an ad promises a free assessment but the first sales call assumes the prospect wants a paid implementation, record the mismatch and review both the ad and the handoff. Do not use a prospect’s silence as evidence of their budget or buying intent.
Explore the details
Go deeper on this topic.
Continue reading