Name the account question
Choose the market, time period, and outcome that changed. A drop in one city's calls needs a different review from a drop across every location.
Record recent account edits and business events before you interpret the numbers.
Collect the relevant records
Review lead totals, calls, messages, response, reviews, budget, service areas, and account notices for the same period. Keep each source attached to the finding.
A public search result can add context, but it does not replace first-party account history.
Assign one next check
PrimeLSA frames the task, owner, and review date. The team can then see whether the action addressed the issue it identified.
Working example
A manager says leads are down everywhere. A dated comparison shows the change is limited to one city and began after a staffing change. PrimeLSA can focus that review on location-specific leads, response, and account notices. The finding should stay labeled as an observation until the relevant records confirm the cause.
- Write a question that includes market, period, and outcome.
- Attach the source and collection date to each finding.
Bring the date of the change and recent lead records to a PrimeLSA review.