Is the lead routing setup checklist free?

Yes. Copy it as a checklist or print it, with no sign-up. Using it inside ActivityTracker, with the dates filled in, needs an account.

How do the dates work?

Each task has a day counted from the start: Day 1, Day 3 and so on. In ActivityTracker you pick a start date or a finish date, and every task lands on a real day. Tasks that repeat keep repeating.

Can I change it after I add it?

Yes. It's your project: rename it, add tasks, delete the ones you don't need. Save your version with Save as template and it's there next time.

What if the project I need isn't here?

Describe it in a sentence and the AI in Tasks writes a template for it, with sections and dates you can change before you use it.

Project template for the office

Lead routing setup checklist with every task dated from the day you start

From the ad to the advisor: the sheet, the WhatsApp number, the rules, the first week of watching it.

3 sections
12 tasks
Opens as a list
Dated from day 1

Lead routing setup

Days count from the day you start. In the app, pick a start or a finish date and each task lands on a real day.

Decide

Write the routing ruleDay 1HighBy source, by round-robin, by area, by product. One sentence.
Set the response time standardDay 1First reply within 15 minutes in working hours; next morning otherwise.
Decide who covers weekendsDay 1

Build

Connect the lead form or sheetDay 2
Connect the WhatsApp number that repliesDay 3High
Write the first-reply message and the follow-up sequenceDay 4
Set up the advisors who receive leadsDay 4
Send a test lead from your own number and follow it throughDay 5Urgent

Watch

Check every lead's first-reply timeEvery workday 17:00
First-week review: leads in, replies, appointments, what leakedDay 12High
Fix the rule and tell the advisorsDay 13
Monthly routing reviewEvery 1st of the month

About this template

Leads leak between the form and the advisor. This project sets up the route once: where leads land, which number replies, who gets which lead, how fast the first reply must be, and a week of watching it before you trust it.

Tips from the template

Decide the routing rule before touching any tool.
Test with your own number end to end before a real lead arrives.
The first-week review is where the rule gets fixed.

How to use it in ActivityTracker

1Open Tasks and choose Templates.
2Find Lead routing setup and open it. You see every section and task before anything is added.
3Pick the day you start, or the day it has to be done by. Every date moves with it.
4Press Use template. Rename the project, then work down the list.

Already use ActivityTracker? Open this template in the app

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Questions

Run it with the dates filled in.

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