Growth
Work your leads so none go cold
The pipeline board, the call-these-first queue, logging calls and texts, and converting winners.
5 min read
- 1
Start with the red ones
Open Leads. If anything needs you, it's at the top in a red box: Call these first — new leads nobody has reached in four hours, and follow-ups that are due. The same box is on your Dashboard. Every card has Call and Text buttons that open your phone's dialer and messages, with a first text already written.
- 2
Log what happened
Open the lead and, under What just happened?, tap Called them / Texted them / Emailed them, pick how it went (Answered, No answer, Left voicemail, They replied…), add a line if there's something to remember, and Save. Leave *Schedule the next follow-up for me* checked: no answer → tomorrow, voicemail → two days, email → three days. A first real contact moves the lead from New to Contacted on its own.
- 3
Move it along the board
The pipeline runs New → Contacted → Qualified → Quoted → Won. Tap a stage to move the lead there. On the board view, cards show a coloured edge: green is fresh, amber means a follow-up is due, red means it's overdue or untouched too long, grey means it's gone cold.
- 4
Give it an owner and a value
On the lead page, set the Owner, an Est. monthly value, and a Next step ("send quote after site visit"). The board's scoreboard adds up the pipeline dollars in play and your close rate for the month, so you can see the business you're about to win, not just the one you have.
- 5
Convert the winners, learn from the losers
When they say yes, Convert to client → creates their account and first recurring schedule and emails them a login — nothing retyped, and the channel that found them carries over to their client record for the marketing math. When it doesn't work out, open Didn't work out? and pick a reason. After a month, the reasons tell you whether the problem is price, coverage, or how fast you called back.
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