Lead Source Mapping Workbook | Find Every Leak in Your Client Flow
For Health & Wellness Coaches

You don't need more leads.
You need to find the ones you're already losing.

The Lead Source Mapping Workbook is a 60-page fillable diagnostic that shows you exactly where warm leads enter your business, where they quietly disappear, and what to fix first. All of it inside a 90-day plan you build as you go.

Get the Workbook for $27

Instant email delivery · Fillable on any device · No printing required

60 Pages 14 Scored Audits 880+ Fillable Fields 90-Day Action Plan
Sound Familiar?

The leads are coming in. The clients aren't.

You post consistently. People reply to your stories, comment on your posts, and message you asking about your program. Past clients send their friends your way. By every visible measure, it's working.

And yet some weeks your calendar is full, and some weeks it's silent. You genuinely cannot explain why.

  • A DM conversation that felt promising just stops, and you forget to circle back
  • A referral arrives by text during your busiest week and never gets a reply
  • Someone downloads your freebie, then never hears from you again
  • A discovery call gets booked, then the person doesn't show, and nothing follows up
  • You answer the same pricing questions from scratch, one thumb-typed reply at a time
  • You couldn't say which lead source actually produces paying clients. It's all a feeling.

Here's the part nobody tells you: this is not a marketing problem, and more content will not fix it. Between the moment someone raises their hand and the moment they book a consultation, there's a chain of small handoffs: capture, response, follow-up, booking, reminders. Every weak link quietly loses people who were ready to work with you.

Ten small leaks feel like one bad month. And you can't fix a leak you can't see.

The Math Your Inbox Is Hiding

Small leaks are never small.

Run a quick, honest calculation. Suppose 30 people show real interest in your coaching each month across DMs, referrals, story replies, and opt-ins. Nothing unusual for a coach who posts consistently.

If broken handoffs silently lose just 8 of those 30 warm leads before a call ever gets booked, and you normally enroll about 1 in 3 consultations at a $1,500 package, the leaks are costing you roughly:

$4,000 per month. $48,000 per year.

Not lost to your marketing. Not lost to your coaching. Lost in the gaps between them, where nobody was watching.

Your numbers will be different. That's exactly the point: right now you don't know your numbers, and every month you don't know them, the same leaks quietly collect the same toll. The workbook exists to put those numbers on paper, in your own handwriting, so the problem finally has a shape and a price tag.

The Mechanism

Every coaching business leaks in the same seven places.

After building client acquisition systems for health and wellness coaches, I can tell you the losses are never random. They cluster in seven predictable spots:

01

The Capture Leak

Interest happens where no contact info is collected. DMs, comments, and conversations that simply evaporate.

02

The Speed Leak

Leads get captured but wait hours or days for a first response, and cool off before you reply.

03

The Silence Leak

One reply, then nothing. No sequence catches the lead who didn't answer your first message.

04

The Friction Leak

Booking requires back-and-forth messages, broken links, or too many steps, and momentum dies.

05

The No-Show Leak

Calls get booked but never confirmed or reminded, so people forget and don't show.

06

The Decision Leak

Consultations happen, but "let me think about it" never gets a structured follow-up.

07

The Long-Game Leak

Not-yet-ready leads get no monthly nurture, so they eventually buy from whoever stayed visible.

The workbook tests your business for all seven, with evidence instead of gut feel. Most coaches find at least three on their first pass through Part 1 alone.

How It Works

Diagnose before you build. Map before you diagnose.

This is not a course you watch or a PDF you skim. It's a working document you complete on screen, in six short sittings, over one to two weeks. Here's the arc:

1

Map your sources

Inventory all 18 possible lead entry points, put monthly numbers on each one, and trace two real leads step by step: one who booked, one who vanished.

2

Audit your systems

Run fourteen 4-minute pass/fail audits on the systems your leads travel through, then score every leak and put your funnel on paper with real numbers.

3

Fix in the right order

Sort every fix by impact and effort, bank quick wins this week, and build a sequenced 90-day repair plan with trackers to prove the needle moved.

By the last page, you won't be guessing why bookings are inconsistent. You'll be pointing at the reason, with the fix already scheduled.

Inside the Workbook

Six parts. One diagnosis.

01

Map

Your Business Snapshot baseline, the full Lead Source Inventory across social, content, referral, and paid channels, three guided deep dives on your most important sources, and a visual Lead Journey Map.

02

Audit

Fourteen scored audits: Lead Capture, Website, Instagram, DMs, Referrals, Email, Lead Magnet, Booking Process, Follow-Up, Response Time, Automation, Pipeline, Messaging, and Lead Qualification. Each takes about four minutes.

03

Diagnose

The Seven Classic Leaks assessment, your funnel by the numbers, opportunity and conversion scorecards with healthy-range benchmarks, and a gap analysis that names your three costliest breakdowns.

04

Prioritize

An impact-versus-effort priority matrix, a quick wins page for visible progress this week, and a full 90-day plan in three phases: stop the bleeding, build the engine, then optimize and scale.

05

Track

A master implementation planner, a weekly 15-minute flow tracker for all 12 weeks, structured monthly reviews, and a before-and-after progress dashboard.

06

Decide

A one-page executive summary of your entire diagnosis, an honest implementation readiness assessment, a glossary, and a final sign-off checklist.

What You'll Walk Away With

Clarity you can act on the same day.

  • A complete map of every lead source, its monthly volume, and how (or whether) it's captured
  • A scored X-ray of all fourteen systems your leads travel through: strong, leaking, or missing
  • Your three biggest gaps, named precisely enough to hand to any implementer
  • 3-5 quick wins you can complete this week, each in under an hour
  • A sequenced 90-day repair plan with projects, target dates, and one metric per phase
  • The tracking tools to run the plan and prove it worked
  • A clear answer to the question every coach eventually faces: build the system yourself, or have it built for you

No new tools required. No more posting required. The entire premise: get more consultations from the attention you already earn.

A Quick Honesty Check

This was built for a specific coach.

This is for you if

  • You already post content and get DMs, story replies, comments, or referrals
  • You book consultations or discovery calls as your path to enrollment
  • Your bookings swing between full weeks and silent weeks
  • You suspect leads are slipping through, but you can't point at where
  • You're willing to spend a few honest hours writing real numbers down

This is not for you if

  • You have no audience or inbound interest yet. Lead generation comes first, and this won't create it.
  • You want an overnight fix. This is a diagnostic and a 90-day plan, not a magic trick.
  • You'd rather keep guessing than see the numbers.
  • You won't implement or delegate the fixes it surfaces.
Why Trust This Diagnostic
Shapei Tragico, GHL Systems Specialist for Health & Wellness Coaches

I'm Shapei Tragico, the GHL Systems Specialist for Health & Wellness Coaches. I build done-for-you client acquisition systems: lead capture for every source, automated follow-up that responds in under five minutes, booking flows, reminder sequences, and pipelines that make sure no warm lead ever depends on someone's memory again.

Every one of those builds starts the same way: with a diagnostic. Before anything gets automated, I map where leads enter, test the systems they travel through, and find where they're being lost. That diagnostic process, refined across real coaching businesses, is exactly what this workbook turns into a self-guided tool.

It exists because most coaches don't need to be sold a system. They need to see, with their own numbers, where their current one is bleeding. Once you can see it, the path forward stops being confusing.

Get Instant Access

The Lead Source Mapping Workbook

$27

One-time purchase · Yours forever · Works in any free PDF reader

  • The complete 60-page premium fillable PDF, designed to be finished on screen
  • 14 scored system audits plus the Seven Leaks assessment
  • Priority matrix, quick wins list, and the full 90-day action plan
  • Weekly tracker, monthly reviews, and progress dashboard for all 12 weeks
  • Reusable every quarter: re-run the audits and measure the change
Get the Workbook for $27

Delivered straight to your inbox in under 2 minutes

🛡

The Three-Leak Guarantee. Work through Parts 1-3. If the workbook doesn't reveal at least three specific places your business is losing leads, email me your completed pages within 30 days and I'll refund every cent. If it can't diagnose anything, you shouldn't pay for it.

FAQs

Everything you're probably wondering.

When do I get access?+

Immediately. The workbook is emailed to you within about two minutes of purchase, from [email protected]. You could be filling in your Business Snapshot ten minutes from now.

I've bought workbooks and PDFs before and never finished them. Why would this be different?+

So has everyone, which is why this one is engineered for completion. It's built in six sittings of 20-45 minutes, every page ends with a completion checkbox, and a progress bar runs along the bottom of every single page. Each part produces a finished asset even if you stop there. Part 1 alone shows most coaches leaks they didn't know existed.

Do I need special software, a CRM, or any tech skills?+

No. The workbook opens in any free PDF reader (Adobe Acrobat Reader, Apple Preview, and most tablet PDF apps) and you type directly into the fields. Nothing in the diagnosis requires owning any specific tool. It examines your process, not your software.

Does it work on iPad or tablet?+

Yes. Any PDF app that supports fillable forms works, and most modern ones do. Just avoid filling it in a browser tab, since some browsers don't reliably save typed answers. Download it from the email, open it in a proper PDF app, and your answers save with the file.

Is this just a long pitch for your services?+

No. Fifty-nine of sixty pages are pure diagnostic and planning. The final part includes an honest self-assessment of whether you should implement the fixes yourself or have them built for you, and the workbook hands you the complete blueprint either way. If you never speak to me, it still does its job.

How is this different from lead generation advice?+

It's the opposite. Lead generation adds more water to a leaky bucket. This finds the holes. If you already get DMs, referrals, story replies, or inquiries, you have enough attention to fill your calendar. This shows you why it isn't converting, and what to fix first.

Does it apply to my niche?+

If you're a health, wellness, fitness, nutrition, hormone, gut health, or mindset coach who books consultations or discovery calls, yes. The fourteen audits examine the journey from first touch to booked call, and every coaching business shares that journey regardless of specialty.

How much time does it actually take?+

Plan for 2.5 to 4 focused hours in total, split across six sittings over one to two weeks. Parts 5 and 6 then become living tools: a 15-minute weekly check-in and a monthly review you'll use for the next 90 days.

What's the refund policy?+

The Three-Leak Guarantee: complete Parts 1-3, and if the workbook hasn't revealed at least three specific places your business is losing leads, email your completed pages to [email protected] within 30 days for a full refund. The only thing it asks of you is that you actually do the work.

Every month you wait, the same leaks take the same clients.

You've already done the hard part. The content is posted, the referrals are coming, the DMs are arriving. Attention was never your problem.

In about three focused hours, you'll know exactly what is, and exactly what to do about it, in what order. That clarity is worth far more than $27, and you get to keep it forever.

Get the Workbook for $27

Instant email delivery · Three-Leak Guarantee · shapeitragico.com

© 2026 Shapei Tragico · shapeitragico.com · Privacy · Terms