Crescent Connect
Louisiana
0 of 35 answered
Section 1 of 4 · 9 questions
Pipeline Visibility
Can you actually see what is in your pipeline — or are you flying by feel?
All open quotes are visible in one place without opening multiple tabs.Not in email. Not in a spreadsheet. In one system.
You know your current close rate by deal type or service line.If you had to report it to your banker today, you could.
Every deal has an owner — one person responsible for following up.Not whoever remembers or the office.
You know the average age of your open quotes right now.Days-open is a metric, not a feeling.
Deals that go cold or need follow-up get flagged automatically — no manual scanning.One view tells you exactly who needs attention today.
You have a defined pipeline stage for every step from quote to signed contract.Not just open and closed.
Win/loss reasons are logged for every deal that closes or dies.So you can stop losing the same deals twice.
Your sales team (or you) reviews the pipeline on a fixed weekly schedule.Calendar invite, not a gut check.
You can produce a pipeline report for any 30-day window in under 5 minutes.Without calling the bookkeeper.
Section score: 0 / 9
Section 2 of 4 · 6 questions
Contact Data Quality
Garbage data means your follow-up goes nowhere. How clean is yours?
Check each statement that is true for your business today.
Every active prospect has a phone number and email address on file.Both. Not one or the other.
Contact records show the last time someone from your company reached out.And what was said.
You have a way to reach contacts whose email bounces.Phone, LinkedIn, or a second contact at the company.
Duplicate contacts are cleaned up at least quarterly.Duplicates kill data quality and make reps distrust the CRM.
Contacts are tagged by industry or business type.So you can filter and segment without exporting to Excel.
Decision-makers are identified separately from general contacts.The owner and the office manager are not the same call.
Section score: 0 / 6
Section 3 of 4 · 7 questions
Follow-Up System
Most businesses lose deals between touch 2 and touch 5. Here is where the money dies.
Check each statement that is true for your business today.
Every quote has a follow-up sequence — a reminder at 48 hours and a defined action if there's no response by day 14.Phone call, email, or close-lost. Not nothing.
You have a written follow-up sequence for quotes that go unanswered.Touch 1, touch 2, touch 3. Written down. Not improvised.
Follow-ups are logged in your CRM so the system tells you who to call — not your memory.If it's not in the CRM, it didn't happen.
Win-back outreach goes to lost deals at 30, 60, and 90 days.Most closes happen on touch 5. Most businesses stop at touch 2.
Your follow-up messages are templates, not written from scratch each time.Templates allow speed and consistency across reps or months.
You track open and reply rates on your follow-up emails.If you do not measure it, you cannot improve it.
Customers who go quiet for 6+ months get a re-engagement message.Lapsed customers are the cheapest leads you have.
Section score: 0 / 7
Section 4 of 4 · 9 questions
Automation and Workflow
Every step that requires your memory is a step that stops when you are busy. Here is what should be running on its own.
Check each statement that is true for your business today.
New leads from your website, ads, or referrals land in your CRM automatically.No manual entry. No sticky notes.
A new lead receives an automated first-touch within 15 minutes.Speed to lead is the number one variable in close rate.
Quote follow-ups run without someone manually sending each one.Automated or scheduled in your CRM. Not a to-do list item.
Closed deals trigger an automatic onboarding or delivery workflow.The handoff to operations happens without a phone call.
You have a notification if a deal sits in one stage for more than 7 days.Stale pipeline is invisible pipeline.
Invoicing or payment requests trigger automatically when a deal closes.Not when someone remembers to send them.
You receive a weekly summary of pipeline activity without pulling it yourself.Emailed report or dashboard. Automatic.
Review requests go out automatically after job completion.Google reviews are your cheapest marketing.
Your CRM is connected to your email so all replies are logged automatically.Email in your inbox should also live in the deal record.
Section score: 0 / 9
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The guarantee: If we cannot find a revenue leak worth at least $1,000 to your business in 30 minutes, you do not pay. Full refund. No questions.
- We pull up your pipeline live and score it against the checklist together
- You leave with the exact dollar amount your follow-up gaps are costing monthly
- You get a written 3-step fix you can implement this week — with or without us
- No pitch. No pressure. The fix is yours either way.
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Where the Gaps Are
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Crescent Connect LA | New Orleans Metro