A daily cadence that balances speed, quality, and pipeline hygiene.
Daily schedule (example)
- 8:30 Standup: goals, queue health, quick drill (10 min)
- 8:45–10:15 Fresh leads SLA window (phone + SMS + email)
- 10:30–11:30 Follow‑ups and confirmations
- 12:30–1:00 AdaptVT module + practice
- 1:00–2:30 Reactivation block (30–90 day leads)
- 3:00–4:30 Second SLA window and reschedules
Tooling and habits
- Dispositions required on every touch
- Next‑action date on every open lead
- Templates live in AdaptVT notes and CRM snippets
Daily metrics
- Contacts per hour
- Appointments set and kept
- SLA compliance (first response)
Weekly focus
- One hotspot module to close a pattern gap (e.g., voicemail callbacks)
- Manager 1:1 with transcript proof
