Diagnose or repair one form to CRM to owner handoff and prove where the lead goes.

A lead can exist in your system and still be lost operationally. I map one intake path, identify the first failed stage, define one contained repair, and run one approved proof test.

This is designed for local service businesses and agencies that need clear answers to four questions:

Did the form create an event? Did the destination record exist? Was the right owner notified? Can the entire handoff be proved later?

The $400 One Path Repair includes:

One supported trigger One destination such as a CRM, Google Sheet, or queue One owner alert One fallback record One approved proof test A concise field map, test summary, and handoff note

How it works:

You send the website URL, the form that matters, where the lead should go, and who owns the next action.

We agree on what a successful test looks like.

I inspect the path and identify the first failed stage.

I repair only the contained handoff in scope.

I run one authorized fictional test and document the result.

This is a focused repair, not a full CRM rebuild or sales operations redesign. Do not send credentials in the first message. Written authorization is required before any live test.

The attached Northline Heating and Air example is a fictional HVAC sandbox case study. It demonstrates the method and deliverables, not a client engagement or revenue claim.

If you only need a public intake diagnostic or one path verification, message me for a smaller scoped quote.