Intern
What you actually do
Run steps 01 and 02 this week. Do not add a feature. Every inbound source writes a contact in seconds.
Library / Guides / Speed-to-lead under five minutes
Portal leads, Google forms, Facebook ads — the clock starts when they submit, not when someone checks the inbox. Five minutes is not a slogan. It is the difference between a conversation and a leftover. Routing makes it a number instead of a hope.
The form or portal must create a contact and fire SMS or a call task immediately. 'We'll get back to you' on a thank-you page is not speed.
The form or portal must create a contact and fire SMS or a call task immediately. 'We'll get back to you' on a thank-you page is not speed.
Routing rules: who gets the lead, what happens on overflow, how stolen leads become visible. Politics is not a router.
Review median first-touch weekly by source. Sources that are slow are not 'bad creatives'. They are unpaid work for whoever is faster.
Intern
Run steps 01 and 02 this week. Do not add a feature. Every inbound source writes a contact in seconds.
Operator
Protect the sequence. Routing rules: who gets the lead, what happens on overflow, how stolen leads become visible. Politics is not a router.
CEO
Do not fund more traffic or more seats until the scoreboard in this lesson is a number you will defend. Review median first-touch weekly by source. Sources that are slow are not 'bad creatives'. They are unpaid work for whoever is faster.
Every inbound source writes a contact in seconds.
Why: Speed cannot exist if the CRM never saw the person.
Done when: A test form is a contact before you refresh twice.
SMS or call task. Not an email that lands in promotions at 6pm.
Why: Email is slow for intent that is hot now.
Done when: The first message is automatic.
Rules, overflow, after-hours owner.
Why: Unowned leads sit. Sitting is how they die.
Done when: A new intern can say who gets the next lead.
If two people can grab the same card, you will not know.
Why: Invisible theft is how culture becomes drift.
Done when: Assignment is logged.
Median first-touch. By source if you can.
Why: What is not published is not managed.
Done when: Monday includes the number.
Portal leads that wait an hour are often already on another tour. Your CRM is the router or Facebook is.
'As soon as we can' is not a spec. Five minutes can be audited. The intern can test it. The CEO can fund it.
Internet leads go cold in a meeting.
Open the playbook ↗Working notes
The minimum CRM, pipeline, and nurture spec before you add more pages. Request the file. It arrives by email — not a public dump, not a drip of slogans.
Email and WhatsApp stay open. A call is for installing the system.