My Marketing Pro ยท One sheet
Your day as a rep
Call every new lead within 5 minutes.
Every day: do this, plus this, plus this
First thingOpen "My Leads". Call every new one, top down. No answer: text, then email.
Every hourClear "Inbox". Answer "Waiting on you" first; book times with your link.
Afternoon"Calendar": today's follow ups. Second call to yesterday's not reached.
Before you leaveEvery lead has an outcome. Every open lead has a follow up.
Where things are
Call: On the card or the lead: rings in the browser from your number.
Text / Email: In the lead. The top line shows who you send as. Attach files, Cc, Bcc.
Script: What to say for this person, written for you.
CRM: Drag a lead to where it stands.
My Page: Your own page; anyone who fills it in is yours.
Change: Your number, your email, your name.
Checklist
- Every new lead called within 5 minutes
- No answer: text, then email
- "Inbox" cleared every hour
- Follow ups on "Calendar" done
- Every lead has an outcome
- Every open lead has a follow up