Daily workflow
Morning
- My Pipeline — who’s in CTA / Objection / Follow-up?
- My Inbox → Priority / Needs you
- Clear anything waiting on you
On every lead
- Why did they DM?
- One qualifying question asked?
- Ready for the booking link, or still warming?
- Should AI nurture while you focus on hot leads?
Handing off to AI
Slammed? Hand to AI on warm leads that aren’t hot.End of day
- No “Needs you” left unread
- Booked calls marked
- Last reply leaves context for tomorrow