Staff Quick Reference
Lead Handling at a Glance
High-level reference for internet and phone lead expectations. Updates automatically when cadence data changes.
Internet Lead Cadence44 total touches · 7 days
DayPhase
1Phase 1223
2Phase 1223
3Phase 1223
4Phase 2222
5Phase 2222
6Phase 3222
7Phase 3221
Core Rules
- ·44+ touches across 7 days
- ·Customer responds → automation stops
- ·Salesperson takes over manually
- ·No messages outside 8 AM – 8 PM
5 MinSpeed-to-Lead SLA
7 DayFollow-Up Cadence
44+Total Touches
90 DayCompliance Scorecard
Phone Lead HandlingHigher intent · Faster cadence
5-Day Cadence
Day 1
Call × 3 (VM on 1st)Text if no answer by attempt 3
Day 2
Call × 2Email follow-up
Day 3
Call × 1Text check-in
Day 4
Call × 1Email value touch
Day 5
Final callStage the lead
Expectations
Speed to LeadCall within 2 minutes — phone leads have highest purchase intent
Call FirstAlways call first. Text is a backup channel only
First VoicemailLeave a voicemail on the first unanswered call
No Response Day 1If 3 attempts go unanswered, fold into internet cadence
Texting RuleNever text without prior verbal or written consent
HoursNo outreach outside 8 AM – 8 PM local time
Lead Stages — Post Day 7
HOT0–7 days
Intent to buy within a week. Engaged, responsive, asking about pricing and availability.
Salesperson works manually. Daily contact. Always call, don't text.
WARM14–30 days
Interested but not ready to commit. Has a timeline but it's not immediate.
See Warm Re-engagement Cadence.
NURTURENo timeline
Minimal engagement, no clear purchase timeline, or unresponsive after full cadence.
Newsletter only. Re-evaluate monthly.
RE-ENGAGEDVaries
Lead responded after the initial cadence ended.
Skip intro touches. Go straight to qualification and appointment setting.