Intern
What you actually do
Run steps 01 and 02 this week. Do not add a feature. Source, geo, offer, capacity. On one page.
Library / Guides / Stolen leads are a routing problem
Leads arrive. The loudest closer takes them. Overflow is a group chat. Speed-to-lead is a hope. Stolen leads are not a culture speech. They are an unwritten router. Write the rules, measure the minutes, make assignment visible.
Rules: who gets what, in what order, what happens when they are full or offline.
Rules: who gets what, in what order, what happens when they are full or offline.
Overflow is defined. Not 'someone will see it'.
If two people can own the same new lead without a log, you will not know theft from hustle.
Intern
Run steps 01 and 02 this week. Do not add a feature. Source, geo, offer, capacity. On one page.
Operator
Protect the sequence. Overflow is defined. Not 'someone will see it'.
CEO
Do not fund more traffic or more seats until the scoreboard in this lesson is a number you will defend. If two people can own the same new lead without a log, you will not know theft from hustle.
Source, geo, offer, capacity. On one page.
Why: Unwritten rules are arguments.
Done when: A new hire can assign the next lead.
Next person, HQ, or a timed task that screams.
Why: Full books are how leads rot in the original owner's pocket.
Done when: A full owner does not silently drop inbound.
Visible. Timestamped.
Why: Invisible assignment is how stolen leads stay a story.
Done when: You can audit last week's new leads.
First touch in minutes.
Why: Routing without speed is a fairer way to be slow.
Done when: A weekly median.
Named, time-boxed.
Why: Forever exceptions are how the spec dies.
Done when: A change log.
If you cannot see who took yesterday's Google leads, you are managing folklore.
Hustle on an unowned lead is chaos. Hustle on a routed lead is the job. The rule protects the brand from the loudest person.
Leads arrive. Assignment is politics.
Open the playbook ↗Working notes
What HQ should lock, what locations can change, and how rollout actually works. 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.