YOU’RE GETTING LEADS.
SO WHERE ARE THEY GOING?
See where leads, follow-ups, and handoffs are breaking down in your business—
and fix what’s broken first.
You have leads. You have good people.
But somewhere between the first inquiry, follow-up, estimate, scheduling, handoff, and delivery, work gets stuck.
The Lead Leak Checkup shows you where the breakdown is happening and what to fix first.
✓ Find the gaps — See where leads, follow-ups, and handoffs are falling through the cracks.
✓ Get your personalized findings report —Understand where your workflow may be breaking down and where opportunities could be slipping through the cracks.
✓ Know your next move — Get a 30-Minute Findings Walkthrough — We'll review your findings and first priorities together.
THE PROBLEM
EVERY MISSED STEP
HAS A COST
Leads get lost after the first call.
Follow-up waits because nobody owns the next step.
Jobs slow down because details disappear during handoffs.
And too often, you’re the one chasing updates, answering questions,
or stepping in to make sure nothing gets missed.
These problems start small—
but as the business gets busier...
they cost you time.
They cost you opportunities.
And eventually, they cost you the ability to step away
without wondering what’s being missed.
STAGE 1
Missed Leads
Leads scattered across multiple channels
New inquiries not consistently captured
No clear ownership of the next step
STAGE 2
Missed Handoffs
Important details missing between teams
Unclear ownership of the next step
Work delayed while people chase information
STAGE 3
Missed Follow-ups
Follow-up depends on someone remembering
Leads wait too long for the next response
Opportunities disappear without a clear follow-up process
WHAT'S REALLY HAPPENING
YOU CAN SEE THE SYMPTOMS.
NOT ALWAYS THE BREAKDOWN.
A missed lead looks like a follow-up problem...
A delayed job looks like a scheduling problem...
A messy handoff looks like a communication problem...
But the place where the problem shows up isn’t always where it started.
That’s why another reminder, spreadsheet, meeting, or new tool may seem to help for a while—
only for the same problem to show up again.
BEFORE YOU FIX IT, YOU HAVE TO FIND IT.
You need to see where the workflow is breaking,
understand what’s causing it,
and know which problems deserve your attention first.
That’s exactly what the Lead Leak Checkup is designed to uncover.
HOW IT WORKS
FROM CONFUSION TO CLARITY
A simple, focused process to uncover where your workflow is breaking down,
understand what’s causing the gaps, and determine what to fix first.
01
REVIEW
We examine how leads move through your business, using a structured review to uncover where follow-ups, communication, and handoffs may be breaking down.
02
PINPOINT
We identify potential gaps that may be contributing to missed follow-ups, delayed handoffs, or lost opportunities—and help uncover what may be behind those breakdowns.
03
PRIORITIZE
We rank what we find by what needs attention first, what can wait, and where fixing the right breakdown can make the biggest difference.
PROVEN IN PRACTICE
REAL WORK. REAL RESULTS.
BACKLOG RECOVERY
Reduced a 3,000+ file backlog to approximately 700 by creating a tracking system that clarified priorities and next steps.
WORKFLOW Systems
Built practical trackers and dashboards that made stalled work, responsibilities, priorities, and next steps easier to manage.
SOP Development
Created dozens of clear, repeatable SOPs that replaced inconsistent processes and made everyday work easier to follow.
Better Handoffs
Identified where information, ownership, or next steps were getting lost—and built processes to close those gaps.
REAL EXPERIENCE. PRACTICAL SOLUTIONS. MEASURABLE RESULTS.
It’s not about adding more software or creating documentation for the sake of documentation.
It’s about finding what’s breaking, understanding why,
and putting the right structure in place to keep it from breaking again.
What It’s Like to Work With Me
“What sets Sue apart is her ability to improve the way work gets done.”
She proactively identifies process gaps, develops practical solutions, creates organized tracking systems, and maintains accurate documentation that helps teams operate more efficiently.
Liz Grey
VP Operations
“Sue is an exceptionally talented leader with a tremendous depth of knowledge and expertise.”
I was consistently impressed by her professionalism, insight, and ability to deliver results. She is a collaborative, trusted partner who makes a positive impact on both her team and the organizations she supports.
Denise Jones
Enterprise Revenue Executive | VP & Director of Sales
MEET SUE
Built From Real
Operations Experience
I've been the employee left to figure things out without clear direction. I know how frustrating that feels.
After years of managing busy operations, untangling backlogs, and improving processes, I realized something: Good employees need clear direction, and business owners need freedom from constantly putting out fires.
That's why I built The Unseen Step.
I help businesses find where communication, follow-ups, and handoffs break down—so employees know what to do, fewer things get missed, and owners can step away without worrying everything will fall apart.
Sue Stackhouse
Founder & CEO, The Unseen Step
PACKAGE DELIVERABLES
WHAT YOUR CHECKUP INCLUDES
We’ll look at how leads move through your business—
from the first inquiry through follow-up and handoffs—
to pinpoint where things are getting stuck and what needs attention first.
Complete your questionnaire and receive your personalized Workflow Findings Report
within 2 business days of submission.
01 / REVIEW
Workflow Breakdown Review
Using your questionnaire responses, I'll review how leads move through your business—from the first inquiry through follow-up, scheduling, handoffs, and delivery.
I'll identify where delays, missed follow-ups, unclear responsibilities, or lost information may be creating problems.
02 / ANALYSIS
Workflow Findings Report
You'll receive a personalized report identifying the most likely breakdowns in your workflow, how they may be affecting your business, and up to five workflow priorities..
You'll see which problems deserve attention first, where responsibilities may be unclear, and what needs further investigation.
03 / ROADMAP
Clear Next Steps
Your Checkup gives you the findings and a clear first action plan. You can put the recommendations into practice yourself or choose additional support if you'd like help making the changes.
INCLUDED: 30-MINUTE FINDINGS WALKTHROUGH
We'll review your findings together, answer your questions, and discuss what to address first, what can wait, and your next steps.
READY TO KNOW WHAT TO
FIX FIRST?
A focused checkup to uncover where your workflow is breaking down and what to fix first.
WORKFLOW DIAGNOSTIC
Lead Leak Checkup
One-Time Analysis — $97
Workflow Breakdown Review
Personalized Workflow Findings Report
Up to Five Workflow Priorities
Clear Recommendations for What to Fix First
30-Minute Findings Walkthrough — We'll review your findings and first priorities together.
BONUS: Priority Action Sheet — a simple page to help you assign and track your first fixes.
My Clarity Guarantee: If anything in your report remains unclear after your walkthrough, email me within 7 days and I’ll revise the report once at no additional cost.
**I have room for 10 Checkups each week.
If all spots are taken, I’ll start yours when the next spot opens.
Clear findings. Practical next steps. No guesswork.
CLARITY FIRST
FAQ?
START HERE.
Everything you need to know about the Lead Leak Checkup—what we review, what you’ll receive, and what to expect along the way.
FREQUENTLY ASKED QUESTIONS
1. How much time will the Lead Leak Checkup take?
You'll receive your personalized Workflow Findings Report within 2 business days of submitting your completed questionnaire. Your 30-minute findings walkthrough will be scheduled separately.
2. What if I don't know an answer?
You don't need to know exactly where the problems are—that's what the Checkup is designed to help uncover.
Answer based on what usually happens in your business, not how things are supposed to work. If you're unsure about something, that's useful information too.
3. What exactly will you review?
We'll review how leads move from first inquiry through follow-up, scheduling, handoffs, and delivery to identify where opportunities may be getting delayed, missed, or lost.
4. What will I receive?
You'll receive a personalized Workflow Findings Report, up to five workflow priorities, a clear first action plan, and a 30-minute findings walkthrough to review your results and next steps.
5. Do I need to give you access to my systems?
No. You don't need to give me access to your software or accounts. I'll start with your completed questionnaire to identify potential workflow problems.
If I need clarification or additional information, I'll contact you. Screenshots or documents may be helpful, but I'll explain exactly what's needed before requesting anything.
6. Will my business information be kept private?
Your business information is treated confidentially and used to complete your Lead Leak Checkup. Your questionnaire responses and findings are not shared with other businesses.
For more details, please review our Privacy Policy.
7. What happens after I receive my findings?
We'll review your results together during your 30-minute findings walkthrough so you understand which potential problems deserve attention first, what can wait, and your recommended next steps.
8. Who should complete the questionnaire?
The business owner or someone who understands how customer inquiries, follow-ups, scheduling, and handoffs are handled.
The more familiar they are with the day-to-day process, the more useful your findings will be.
9. Is the Lead Leak Checkup right for my business?
The Lead Leak Checkup is designed for service businesses that already receive inquiries but struggle with missed follow-ups, unclear responsibilities, delayed estimates, or handoffs between people.
It's especially useful for businesses with multiple employees or subcontractors involved in moving a customer from the first inquiry through job completion.
If you're looking for full process documentation, software implementation, or someone to rebuild your operations, those services are not included in the $97 Checkup.
10. Does the Checkup include fixing the problems you find?
The $97 Checkup identifies potential workflow problems and gives you clear recommendations on what to address first.
It does not include creating SOPs, setting up software, training employees, or implementing changes.
You can put the recommendations into practice yourself or with your team. If you'd like additional help, those services are available, but there's no obligation to purchase anything else.
© 2026 Workflow Triage™. All rights reserved.
Questions Before You Get Started?
Not sure if the Lead Leak Checkup is the right fit?
Reach out before you get started.
