Process
Audits
Gain continuous visibility into lead handling and operational processes with AI-driven Process Audits. Track performance, identify process gaps, and drive accountability with consistent, ongoing feedback.
What is a Process Audit?
Process Audits provide ongoing, high-frequency snapshots of performance by focusing on key performance indicators (KPIs) such as lead response time, response methods, initial response quality, follow-up cadence, personalization, and sentiment.
Frequent Evaluations
Conducted monthly, bi-weekly, or weekly to ensure timely feedback.
Allows for consistent tracking of performance trends over time.
Objective and AI-Driven
Uses AI technology to simulate real customer interactions and evaluate responses.
Ensures unbiased, consistent results free from human subjectivity.
Focused on Root Causes
Identifies patterns in lead handling, follow-up practices, and multi-channel engagement.
Provides actionable insights to improve both people and processes.
How Do Process Audits Work?
From data collection to reporting, LeadVantage Process Audits provide a clear path to operational improvement. Here’s how it works:
Data Collection
Our AI captures key interactions, such as response times, follow-up activities, and sentiment.
Audit Execution
Audit multiple points in the customer journey to ensure consistent responses.
Performance Analysis
Review performance data on speed, follow-up consistency, and sentiment.
Insights and Action
Get actionable insights to improve performance and optimize workflows.
