Scope triage
Symptom: Office staff cannot quickly separate emergency service, estimate visits, panel upgrades, and project work.
First fix to test: Add a short triage checklist so every lead has a type, urgency, owner, and next action.
Electricians lead response
Lead-response workflow audit for electrical contractors.
Electrical work mixes urgent fixes, inspection-driven jobs, panel upgrades, EV chargers, remodels, and commercial requests. The audit finds where lead ownership breaks before the job is booked.
No customer names, payment data, access credentials, or private job details needed for the first teardown.
Example workflow
Call or form -> scope triage -> estimate visit -> quote -> permit or schedule check -> follow-up -> job closeout
Best fit: Electrical contractors handling a mix of residential service, upgrades, remodel work, and small commercial requests.
What usually leaks
Three handoffs worth checking first.
Quote and permit follow-up
Symptom: Jobs needing permits, parts, or schedule coordination go quiet after the first estimate.
First fix to test: Create one quote-stage list with blocked reason, next date, and owner for each pending job.
Commercial handoff
Symptom: Small commercial requests bounce between estimator, office, and owner without a clear response SLA.
First fix to test: Assign commercial leads to a named owner with a response template and weekly backlog review.
Paid path
Start free, buy only when the leak is specific.
Free teardown
15 minutes
Send one generic lead-flow snapshot and get the most likely first leak.
Paid diagnostic
$300-$500
Get a written map, leak score, quick-win backlog, and sprint go/no-go.
5-day fix sprint
$1,500-$3,000
Implement one or two low-risk fixes with existing tools where possible.
Next step
Use the scorecard if you want to self-check the workflow first. Use the request page if you want SideEye Labs to tear down one non-sensitive lead flow.