My Marketing Pro ยท One sheet
Your day as an Admin
Nobody's lead sits unreached for more than an hour.
Every day: do this, plus this, plus this
Morning"Hand Out Leads": one button, or choose who. Check limits.
Late morning"Reports": who has not reached theirs. Nudge, or move the lead.
Afternoon"Calls": listen to two, read the AI review, one note per person.
End of day"Inbox": nothing waiting on the team. Ask for leads before you run out.
Where things are
Hand Out Leads: By state and limit, with a lead flow if you want.
Team: Add, set states, limits, numbers and levels; "Preview" and "Sign in as".
Reports: Speed, outcomes, and which sources convert.
Calls: Recordings, transcripts and "AI Read on These Calls".
Coaching: Plans and practice per person.
Ask for Marketing: Ads, marketing or more leads.
Checklist
- Every new lead handed out in the morning
- No lead unreached past an hour
- Two calls reviewed; one note per person
- Team "Inbox" clear
- Leads or marketing asked for before you run out