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Appointment Pipeline Audit

Find a measured drop in your appointment pipeline.

Enter cumulative core milestone counts for one lead cohort and time window. The audit compares core transitions; reminders, follow-up, and opportunities are separate context. It does not estimate lost revenue or identify a cause.

Use one lead cohort and time window. At each core milestone, count only leads that completed the preceding core steps. Reminders and follow-up are optional context, not required steps. Leave unavailable counts blank; blank means unknown, not zero.

Counts stay in this browser. Analytics records tool use and the result category, not the numbers you enter. Small cohorts and inconsistent stage definitions can mislead.

What the counts show

Use one cohort and the same stage definitions.

After you enter comparable core counts, the audit will show the largest measured core drop-off. Optional counts stay separate.

How to use the result

Inspect the handoff before changing the system.

Confirm the core counts are cumulative for one cohort. Inspect a measured core transition first; review reminders, follow-up, and opportunity definitions separately.

A difference between stages is descriptive evidence. It does not prove why a lead did not continue or how much money a different process would produce.

Read the pipeline method