Money Left on Table — Full Audit
| Score | Name | Phone | Source | Date | Status |
|---|---|---|---|---|---|
| 5 | Daniel R. | ••• ••• 379 | Google / Paid | Jul 1, 2026 | In CRM, Not Converted |
Audit TrailScore 5 lead exists in CRM with status "New" but was never converted to a matter. No consultation booked. Last contact 43 days ago. AI Conversation SummaryProblem: timing concerns around green-card renewal and possible complications. Pain: worried about processing time and legal strategy. Need: guidance on naturalization and next steps. Agreed to a call and aware of consultation fees — never booked. |
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| 5 | Aisha K. | ••• ••• 105 | Jul 1, 2026 | In CRM, Not Converted | |
| 5 | Marcus B. | ••• ••• 845 | Website | Jul 1, 2026 | Stalled in Pipeline |
| 5 | Sofia R. | ••• ••• 410 | Jul 1, 2026 | In CRM, Not Converted | |
| 4 | James C. | ••• ••• 772 | Jun 30, 2026 | Booked but Lost | |


