9:40 AM, a new lead calls.
kaylin asks what they need, notes the house and the windows, and passes it to the rep they asked for.
Any new leads this morning?
A new lead, Carla Diaz, wants a quote for 12 windows. I left the notes for Jamie.
Small sales teams
Every lead answered while it's still warm.
kaylin answers new leads right away, follows up with the ones who haven't heard back and passes each one to the right person, with notes.
A day at Clearview Windows & Doors
An email lead.
Reply to new email leads drafts a reply and saves them as a contact.
Autopilot ran
Reply to new email leads
Mark emailed about a new patio door. Your reply is drafted, and he's in Contacts.
End of the week.
New lead follow-up finds first-time callers nobody called back.
Autopilot ran
New lead follow-up
Two leads from this week haven't heard from anyone. Want me to line up the calls?
kaylin
Clearview Windows & Doors
Any new leads this morning?
Ask kaylin…
What kaylin handles for the team
Questions
Can each rep see their own leads?
Everyone shares the calls and contacts, and a message for one person goes to that person.
Does kaylin call leads back?
When you ask, or from an autopilot you set up, between 8 AM and 9 PM their time.
Do we need a CRM?
No. kaylin keeps contacts and call notes itself. Many other apps can be connected under More apps.
