Project template for the office
Weekly leads review template with every task back on the list when it's due
A Friday look at every lead that came in this week: replied, booked, stalled, lost.
- 2 sections
- 9 tasks
- Opens as a list
- Repeats on its own
Weekly leads review
Friday
- Leads reviewEvery Friday 15:00High
- How many came in, by source?
- How many got a first reply inside the standard?
- How many booked an appointment?
- Which ones stalled, and who owns them now?
- Reassign stalled leads with a dateEvery Friday 15:30
- One line to the director: leads, replies, appointmentsEvery Friday 16:00
Monthly
- Cost per appointment by sourceEvery 1st of the month
- Turn off the source that is not payingEvery 1st of the month
About this template
Leads are the agency's most expensive input and the least reviewed. This is one repeating task with the four questions, plus the follow-ups it always produces.
Tips from the template
- Apply it once; everything repeats.
- Do it with the inbox open.
- Every stalled lead gets a named owner and a date before you close the review.
How to use it in ActivityTracker
- 1Open Tasks and choose Templates.
- 2Find Weekly leads review and open it. You see every section and task before anything is added.
- 3Check the name the new project gets, and change it if you like.
- 4Press Use template. Rename the project, then work down the list.
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Questions
Run it with the dates filled in.
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