Speed-to-lead is the time between a lead arriving and your first real contact. It's the cheapest conversion lever a broker has: it costs nothing in ad spend and needs no new tools if your CRM is set up well.
Why minutes matter
A trading lead is at peak interest the moment they submit a form. They're often comparing several brokers at once. The first broker to call usually gets the conversation.
Benchmarks to aim for
| Level | First contact | What it takes |
|---|---|---|
| Poor | Next day or later | Manual lead distribution |
| Average | 1–4 hours | Leads assigned, but no SLA |
| Good | Under 30 minutes | Auto-assignment + SLA alerts |
| Best | Under 5 minutes | Auto-assignment, instant alerts, WhatsApp backup |
How to measure it
- Record lead created at and first contact at (first call connected or first two-way message).
- Report the median, not the average. A few very late leads distort averages.
- Split by desk, agent, source and hour of day.
- Track contact rate alongside speed: fast calls that never connect don't count.
Seven ways to get faster
- Auto-assign every lead. No queues and no cherry-picking.
- Set SLAs: e.g. 15 minutes for new leads, 24 hours for contacted leads.
- Send a daily at-risk digest to managers and reps every morning.
- Use WhatsApp as a backup: if the call doesn't connect, send a template message right away.
- Click-to-call from the lead record, so there's no dialling by hand.
- Staff the peaks. Most leads arrive in the evening in the lead's time zone, so schedule shifts accordingly.
- Make it visible. Show response times per agent on the floor dashboard.
Outside desk hours
- Send an instant acknowledgement by WhatsApp or email.
- Queue the lead for the first call at opening.
- Consider a small evening shift for your top market.
Speed-to-lead in Alphorix
Alphorix assigns leads in seconds using routing rules and round-robin. SLA alerts send a daily 08:00 digest to managers (team totals) and reps (their own leads), and 3CX click-to-call and WhatsApp templates are one click away on every lead.
Put this playbook to work in a day.
Routing, WhatsApp, Journeys and FTD attribution in one CRM. 7-day free trial.


