Intern
What you actually do
Stopwatch and assignment test. You are the clock, not an ISA making calls all week without a router.
Library / real estate teams / Real estate teams wire portal leads as a five-minute clock, not a filing cabinet
Teams leak when portals dump leads, speed is whoever saw the phone, the CRM is a filing cabinet, and source is always 'Zillow' mashed. This vertical wires portal → contact → SMS under five minutes, routing rules, ISA vs agent ownership, and a weekly speed-to-lead number — plus a stop when the listing closes so you do not spam a dead search.
Teams leak when portals dump leads, speed is whoever saw the phone, the CRM is a filing cabinet, and source is always 'Zillow' mashed. This vertical wires portal → contact → SMS under five minutes, routing rules, ISA vs agent ownership, and a weekly speed-to-lead number — plus a stop when the listing closes so you do not spam a dead search.
The weekly number is median minutes portal-to-first-outbound, and tour show rate. Lead count from the portal is vanity.
Whoever shouted in Slack is not routing. Rules in GHL.
Sphere and portal are different manners. Mixing them is how you look automated to your brother-in-law.
Speed without a human on replies is a bot. Conversations on the contact.
CSV from the portal on Monday is a eulogy.
Intern
Stopwatch and assignment test. You are the clock, not an ISA making calls all week without a router.
Operator
Five minutes. Routing. Manners by source. Show. Stop when dead. Slack is hallway.
CEO
Internet leads expire in minutes. Speed-to-lead is the team number. Until it exists, portal bills are donations to whoever texted first.
Portal lead, speed SLA, routing, ISA, source (portal vs sphere vs open house), opportunity stages (new, contacted, tour booked, offer, closed), listing-closed suppress, after-hours.
Portal webhook → GHL minutes; SMS; owner
After hours → honest SMS; morning ordered by wait
Tour booked → reminders; show
Listing/search closed → stop sequence
Webhook/native. Test lead. Time it.
Why: Monday CSV is death.
Done when: Minutes, not hours.
ISA, round-robin, overflow. Slack is notify.
Why: Politics.
Done when: Test assigns without a shout.
Portal vs sphere vs open house. Different spines if needed.
Why: One tone burns the sphere.
Done when: Two tests.
Reminders, recover.
Why: Speed into ghosts.
Done when: Show rate.
When the search or listing dies, sequence dies.
Why: Spamming a closed search is how you get reported.
Done when: Closed test stops.
Portal test timed. Routing without Slack. Sphere vs portal tone. Tour reminders. Closed stop.
More portal spend, more ISA seats, or a new CRM until speed-to-lead is a number. Spend into a slow router buys tours for the next agent.
Portal email inbox. Slack claims. CRM filing cabinet. Monday CSV. Sphere in the drip. That is a team with a portal bill.
Median minutes portal-to-first-touch, tour show, closed-search stops. Lead volume is secondary.
Then GHL must SMS them a link to the record, not become optional. Phone-only is how the team cannot see speed.
Same clock, different source field. Do not build a CRM per portal.
Then five-minute SLA is even more the product. Small is not a filing cabinet.
This week
This week: ingest timed, routing written, source split, tour reminders, stop-on-closed. No extra portal contract.
One 'we miss you' postcard is not a system. Holes in the book you cannot name are the leak.
Read ↗A morning-after callback is a eulogy. Membership vs demand vs install are different jobs.
Read ↗Instagram is not a CRM. Mixing first-visit and lapse in one blast cheapens both.
Read ↗Day 7–21 after intro predicts member vs cancel. Failed payments need a human save path.
Read ↗All agencies and services ↗ · coaches franchise systems training brands
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 — not for a tour of tools.