Best for
- Teams with high qualified-lead volume but weak opportunity creation
- Organizations using several lead sources and assignment paths
- RevOps teams investigating unconverted or partially converted leads
Trace qualified leads through status changes, ownership, campaign membership, duplicate checks, and conversion outputs to identify where sales-ready demand disappears before account or opportunity creation.
A lead-conversion leakage register, root-cause breakdown, remediation backlog, and recurring Salesforce control.
Quick view
Check the audience, core tools, and access before you start the detailed steps.
Best for
Core tools
2 tools used across the workflow.
Access
Preview the open steps, then unlock the remaining implementation details and prompts.
Why this works
Lead leakage is rarely one metric because conversion can fail at qualification, ownership, follow-up, duplicate resolution, campaign attribution, or record creation. Salesforce stores Lead Status, Converted Lead flags and dates, converted Account, Contact, and Opportunity references, Campaign Member history, ownership, and Lead History. Claude can reconstruct the path and classify failure modes without assuming every qualified lead should become an opportunity. The workflow separates policy exceptions from true leakage and requires record owners to approve corrections.
Expected results
Records or configurations reviewed
100% of the approved in-scope population
The run reconciles every eligible record or configuration item to the signed source manifest rather than relying on an informal sample.
Evidence validation
Stratified QA before action
Every major finding class and high-impact segment is checked against source records before operational changes are approved.
Decision output
One owner-ready action register
Findings are converted into deduplicated actions with evidence, confidence, owners, approvers, deadlines, and rollback requirements.
Operational reuse
Versioned recurring runbook and Claude Skill
The same inputs, rules, prompts, schemas, validation gates, and metrics can be rerun while preserving a visible change history.
Step-by-step workflow
The first 2 steps are open. Pro unlocks the remaining steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and implementation details.
30-60 min
30-60 min
Specify required lead status, contact and account creation or matching, opportunity policy, campaign-member preservation, ownership, and exceptions such as existing customers. The controls below apply throughout the workflow, not only to this step.
Define what a successful lead conversion creates completed as a dated section of the lead conversion leakage map, with lead ID, qualified-to-converted rate, evidence links, owner, and approval status for repair conversion mapping.
Do not let lead ID stand in for lead status; that shortcut creates false positives in lead conversion leakage. Document the result in the same run folder so the next cycle can compare like with like. Apply it specifically during “Define what a successful lead conversion creates.”
30-60 min
30-60 min
Pull lead ID, status, source, owner, created date, converted date, converted contact, account, opportunity, campaign membership, duplicate indicators, and disqualification reason.
Export leads and conversion linkages completed as a dated section of the lead conversion leakage map, with lead status, median time to conversion, evidence links, owner, and approval status for merge duplicates.
Keep existing-customer inquiries visible as its own class because merging it into the main failure rate will distort the decision. Document the result in the same run folder so the next cycle can compare like with like. Apply it specifically during “Export leads and conversion linkages.”
Pro workflow preview
Previewing 2 of 12 steps
Get the remaining 10 steps, copy-paste prompts, pro tips, tool-by-tool setup guidance, and ongoing workflow and prompt releases.
$9/month
Related workflows
Continue with workflows that share a similar GTM motion, category, or tool stack.
A campaign governance scorecard, exception queue, and reusable setup checklist for consistent Salesforce reporting.
A buying-group gap register, role-confidence assessment, and seller task queue tied to the current opportunity stage.
A lead routing QA workflow that tests sample leads, flags broken logic, documents failure cases, and creates fixes before revenue leaks.