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    Process GuideFebruary 14, 202626 min read

    The 5-Minute Lead AuditBefore You Reach Out

    A structured checklist that turns raw business data into a clear go/no-go decision. Five checks. Five minutes. Zero wasted outreach.

    lead auditprospect qualificationpre-outreach checklistlead verificationB2B leadsoutreach preparationsignal analysisbusiness qualificationlead qualitydata-driven approach
    5 min
    Per Lead Audit
    5
    Audit Steps
    0–15
    Readiness Score
    Go/No-Go
    Clear Decision
    Section 1

    Why Audit Before Outreach

    Lead Audit

    Definition: A rapid, structured review of publicly available business information performed before initiating outreach. Purpose: determine whether a lead is worth contacting based on observable signals.

    Cost of Skipping the Audit

    • Emails sent to closed businesses - wasted effort, hurts sender reputation
    • Calls to businesses that already have what you sell - instant rejection
    • Generic pitches that show zero research - builds distrust, not conversations
    • Bounced emails increase spam risk for your entire domain

    Value of a 5-Minute Audit

    • Confirms the business exists, is active, and serves customers right now
    • Identifies specific gaps you can reference in your message - personalization fuel
    • Filters out leads that will never convert, saving hours of follow-up
    • Builds a mental model of the business before you write - messages land better
    ApproachTime / LeadOutcome
    Spray & pray
    30 secLow reply, high bounce
    5-min audit first
    5 minHigher reply, zero bounce
    Deep research
    20+ minBest reply, too slow to scale

    The Sweet Spot

    Five minutes per lead is the optimal balance between blind outreach and excessive research. It is enough time to catch disqualifying red flags and spot genuine opportunity signals, but fast enough to audit 12 leads per hour and maintain outreach volume.

    Section 2

    The 5-Step Audit Workflow

    Execute these five steps in order for every lead. Each step takes about one minute and produces a pass, partial, or fail result. Total time: under five minutes.

    1

    Check Website Presence

    ~60 sec
    PASS
    No website or outdated
    3 pts
    PARTIAL
    Basic website, gaps visible
    2 pts
    FAIL
    Modern, professional site
    0 pts
    Look for: missing SSL, template designs, broken links, copyright dates 2+ years old, no mobile responsiveness
    2

    Scan Review Profile

    ~60 sec
    PASS
    20+ reviews, 3.5+ rating
    3 pts
    PARTIAL
    5–19 reviews or mixed
    2 pts
    FAIL
    0–4 reviews or under 2.5
    0 pts
    Look for: recency of reviews (last 3 months = active), owner responses (engaged), review sentiment patterns
    3

    Verify Listing Completeness

    ~45 sec
    PASS
    Missing 2+ fields
    3 pts
    PARTIAL
    Missing 1 field
    1 pt
    FAIL
    Fully complete listing
    0 pts

    Fields to Check:

    Phone
    Email
    Hours
    Photos
    Address
    Website URL
    Description
    Categories
    4

    Validate Contact Data

    ~60 sec
    PASS
    Email + phone available
    3 pts
    PARTIAL
    Phone only or generic email
    1 pt
    FAIL
    No contact data found
    0 pts
    Red flags: info@ or admin@ addresses, disconnected phone numbers, contact form only with no direct email
    5

    Red Flag Scan

    ~60 sec
    PASS
    Zero red flags found
    3 pts
    PARTIAL
    1 minor flag, still viable
    1 pt
    FAIL
    Major red flags present
    0 pts

    Instant Disqualifiers:

    "Permanently closed" label
    All reviews 2+ years old
    Duplicate of another listing
    Franchise / corporate chain
    Section 3

    Score Interpretation & Decision

    Scoring Formula

    Audit Score = Website (0–3) + Reviews (0–3) + Listing (0–3) + Contact (0–3) + Red Flags (0–3) = 0–15 total
    12–15
    Strong Lead

    Contact immediately. Personalize the message. Reference specific gaps you observed.

    8–11
    Worth Contacting

    Add to outreach queue. Semi-personalized template is fine. Follow up once or twice.

    4–7
    Low Priority

    Save for later. Contact only after higher-scoring leads are exhausted.

    0–3
    Skip

    Do not contact. Business is likely closed, unreachable, or not a fit. Remove from list.

    ScoreDecisionOutreach StyleFollow-upsTime Investment
    12–15GOFully personalized3–5 follow-ups10 min / lead
    8–11QUEUESemi-personalized template1–2 follow-ups3 min / lead
    4–7HOLDGeneric template0–1 follow-ups1 min / lead
    0–3SKIPNoneNone0 min
    Section 4

    Audit Scenarios: Hypothetical Walkthroughs

    For illustration: These examples use hypothetical businesses to demonstrate how the audit plays out in practice. Your results depend on your actual lead data.

    Scenario A: Local Plumber

    14/15
    WebsiteNo website3
    Reviews74 reviews, 4.7★3
    ListingNo hours, no photos3
    ContactPhone + email3
    Red FlagsNone2

    Verdict: Strong lead. Active business with proven customers but zero digital investment. Contact immediately with a specific observation about their missing website.

    Scenario B: Dental Office

    9/15
    WebsiteOutdated template2
    Reviews31 reviews, 4.2★3
    ListingMissing photos only1
    ContactPhone only1
    Red FlagsNone2

    Verdict: Worth contacting. Good reviews and outdated site create an opening. Cold call since no email. Reference the template website specifically.

    Scenario C: Restaurant

    5/15
    WebsiteModern with online ordering0
    Reviews8 reviews, 3.1★2
    ListingFully complete0
    ContactEmail + phone3
    Red FlagsNone0

    Verdict: Low priority. Already digitally invested. Low review count might signal new business - hold and revisit in 3 months.

    Scenario D: Retail Store

    2/15
    WebsiteDomain parked2
    Reviews2 reviews, 2.0★0
    ListingMissing most fields0
    ContactNo contact data0
    Red FlagsLast review 3 years ago0

    Verdict: Skip entirely. Multiple signals suggest this business is closed or inactive. No contact data makes outreach impossible anyway.

    Section 5

    Industry-Specific Audit Adjustments

    IndustryWeigh HigherWeigh LowerSpecial Check
    Home Services
    Website + ReviewsListing photosLicensed/insured status visible?
    Medical/Dental
    Website qualityReview countPatient portal / online booking?
    Restaurants
    Reviews + PhotosWebsite presenceOnline ordering or delivery setup?
    Real Estate
    Website + ContactListing completenessIDX/MLS integration on site?
    Retail
    Listing + ReviewsContact qualityE-commerce presence?

    Adaptation Rule

    The five audit steps stay the same for every industry. What changes is which steps matter most. If you sell web design to plumbers, Step 1 (website check) carries more weight than Step 3 (listing completeness). The framework is the constant - the emphasis shifts per industry.

    Section 6

    Speed Tips: Staying Under 5 Minutes

    Time Killers

    • Reading every individual review instead of scanning count + rating + recency
    • Clicking through every page of the website instead of checking homepage + about page
    • Researching the business owner on LinkedIn before deciding if the lead is worth contacting
    • Checking competitors or market size during the audit phase

    Time Savers

    • Open Google Maps listing - shows reviews, photos, hours, website link in one view
    • Check website on mobile - reveals responsiveness and overall quality in seconds
    • Use RangeLead data fields - website, email, phone, rating, review count already extracted
    • Score as you go - fill in 5 numbers, sum them, make the decision immediately

    Throughput Formula

    12 audits/hour × 8 hours = 96 audited leads/day
    If 30% score 8+ = ~29 actionable leads/day

    For illustration: even at 5 minutes per audit, one person can process nearly 100 leads per day and generate a prioritized outreach queue of ~30 strong leads. The audit does not slow you down - it focuses your energy.

    Section 7

    Quick Reference: The Complete Audit at a Glance

    5-Minute Lead Audit Cheat Sheet

    #Check3 pts (Best)1–2 pts (OK)0 pts (Skip signal)Time
    1
    Website
    None / brokenOutdated / templateModern + professional60s
    2
    Reviews
    20+, 3.5+★5–19 or mixed0–4 or under 2.5★60s
    3
    Listing
    Missing 2+ fieldsMissing 1 fieldFully complete45s
    4
    Contact
    Email + phonePhone or generic emailNo contact data60s
    5
    Red Flags
    Zero flags1 minor flagMajor flags present60s
    Score interpretation:12–15 GO8–11 QUEUE4–7 HOLD0–3 SKIP
    FAQ

    Frequently Asked Questions

    What is a 5-minute lead audit?

    A rapid, structured review of five publicly observable data points - website, reviews, listing, contact data, and red flags - that produces a 0–15 score and a go/no-go decision before outreach.

    How many leads can I audit per day?

    At 5 minutes per lead, one person can audit approximately 12 leads per hour. In a focused 4-hour block, that is 48 audited and scored leads ready for prioritized outreach.

    Should I audit every lead or just sample them?

    Audit every lead you plan to contact. Skipping the audit for even a portion of your list means sending blind outreach to those leads - which defeats the purpose. If the list is too large, reduce the list size first.

    What if a lead scores 0 on one step but high on others?

    That depends on which step scored 0. If it is contact data (no way to reach them), skip regardless of total score. If it is website (they already have a great site), the total score naturally lowers but may still be worth contacting for other services.

    Can I automate parts of the audit?

    Steps 2–4 (reviews, listing, contact) can be partially automated using lead data fields from providers like RangeLead. Step 1 (website) and Step 5 (red flags) benefit from human judgment.

    How often should I re-audit saved leads?

    Re-audit leads in your HOLD bucket every 3 months. Businesses change - a business that scored 5 in January may score 10 in April after losing their marketing vendor or letting their website expire.

    Summary

    Key Takeaways

    1

    Five Minutes Is Enough

    A structured 5-step audit captures the critical signals without over-investing time. Twelve audits per hour is sustainable and scalable.

    2

    Score Creates Clarity

    A 0–15 score removes ambiguity. GO, QUEUE, HOLD, or SKIP - every lead gets a clear action, not a gut feeling.

    3

    Effort Matches Priority

    High-scoring leads get personalized outreach and multiple follow-ups. Low-scoring leads get templates or nothing. Your time goes where it counts.

    4

    Red Flags Are Instant Kills

    Permanently closed, all stale reviews, duplicates, or franchise chains - any of these means skip immediately, regardless of other signals.

    5

    Adapt Weights by Industry

    The five steps never change. Which steps carry more weight depends on the industry and what you sell. Adjust emphasis, keep the framework.

    6

    Audit Fuels Personalization

    The audit is not just a filter. Every signal you observe becomes a line in your outreach message. The audit pays for itself in message quality.

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