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-Powered
Uses AI technology to extract entire communication streams (calls, texts, and emails) for comprehensive response evaluation.
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.
