Contact via initial project conversation
Warsaw / Polish market
Tool · 2 minutes · you send nothing
Where is your sales funnel leaking?
Seven questions. You answer in your own operation, you send nothing. In two minutes you'll see on which transitions — between lead, reservation and the notarial deed — you lose the result.
Result straight away. No CRM data, no email, no commitment. The first step of any serious funnel audit: knowing where it leaks.
Traffic and intent
Do you know which channel delivers leads that actually reach a meeting — not just the cheapest ones?
Symptom: the number of leads grows, but the share that reach a meeting falls. You're paying for traffic, not for sales.
Ad → page
Is the promise from your ad the first thing the client sees after landing on the page?
Test: click your own ad like a client. If the ad talks about price and the page about “prestige”, you've broken continuity and lose the traffic you paid for.
Page and risk
After 30 seconds on your page, would someone outside the industry say: what it is, where, for whom, at what price and what they get?
If not, the page doesn't reduce the client's uncertainty — it leaves all of it with them. And a client who has to explain the offer to themselves usually doesn't.
Form and qualification
On a new lead, do you have context beyond name, phone and email (budget, timing, unit type)?
If not, your team only qualifies over the phone, wasting the first, most valuable contact on establishing the basics.
Response time and CRM
Do you know your median time to first contact with a lead — without counting by hand?
A CRM without measurement of response time, statuses and loss reasons isn't a sales system. It's a database where leads die in silence.
Reservation vs sale
In your forecast, do you separate soft reservations from signed development contracts?
A reservation at a 5.78% mortgage rate and one that must pass a mortgage decision at 6.5% are two different assets. Counting them the same is blindness to risk.
Loss reasons
On a lost reservation, do you record the reason (mortgage refusal, drop in capacity, competition)?
Without loss categories you don't know whether you're losing clients through the bank, the product or the competition — and each needs a different response.