Daily lead-handling checklist

Use this checklist as a daily operating rhythm. Marks on this page stay in your browser only. They are not saved to an account, and this page does not generate a downloadable file.

Morning: incoming work

• Every new enquiry from overnight is in one lead list, not only in personal inboxes.
• Each new enquiry has a visible source.
• Each new enquiry has an owner, or is in a named queue waiting for assignment.
• Anything marked urgent has a first response plan for this morning.

During the day: response and next steps

• First responses use the details already captured.
• Every reply ends with a next step, even if that step is “waiting on the customer until a stated time.”
• Assignments are updated when work moves between teammates.
• Promised calls, visits, appointments or quotes have a time on the lead.

Afternoon: stalled work

• Overdue follow-ups are opened from the lead record, not reconstructed from chat search.
• Leads with no owner are assigned or explicitly parked with a reason.
• Duplicate conversations for the same person are joined in judgement, not ignored.
• Anything that cannot be completed today has a dated next step before you leave it.

End of day: honest close

• Open promises for tomorrow are visible on the leads they belong to.
• No lead is left as “we will see” without a time.
• Handovers for people who are away are written on the record.
• The team knows where to look first tomorrow.

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