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Lead Management: the system

The lead manager's daily flow: the queue, the task filters, leads missing tasks, send-backs

Clear the queue in order every morning, task filters first, then leads with no task and send-backs from acquisitions, before you dial anyone.

From the Lead Manager Playbook live session

Read this lesson as a written walkthroughEvery screen and every number, on one page Prep for Week 3: Sales, live Tuesday, October 20

Lesson checklist

What to keep in mind

Tick each one off once it is true for you. 0 of 4 ticked

I can name the presets I click every morning, in order.
I checked my leads missing tasks filter and added the tasks back.
My leads missing tasks filter is empty.
I know which phase sends a lead back to lead management.

‹ Phases in a live account: how long a lead sits, and why ghosting leads still sell Working the lead management folder: the daily presets ›

We build this with you live in Week 3: Sales, Tuesday, October 20, 1 to 4 PM ET. Add it to your calendar.

Live every Tuesday and Thursday

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One 3-hour lesson every Tuesday, 1 to 4 PM ET: data, marketing, sales, then AI. You watch that week's modules first, then we build it with you, your own county on screen. Every Thursday, 1 to 2:30 PM ET, you bring your 5 numbers to the Q&A and we break down where you go next.

Lessons: Tuesdays, October 6, 13, 20 and 27

Q&As: Thursdays, October 8, 15, 22 and 29

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