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Strategy-guide mode
Complete the job, step by step.
A practical route from a new lead to a booked call, with required tools, checkpoints, failure points, and the next best action.
GoalBooked call
DifficultyBeginner–Intermediate
Estimated time60–90 min setup
Estimated costPlan-dependent
Estimates are planning ranges, not measured performance claims.
Required tools
Minimal stack
CRM + business email + calendar. Automation is optional until the manual route works.
01
Capture
Add the new lead
Record source, contact details, owner, and next action.
Shortcut Tip: Use one required “next action” field to prevent stale leads.
02
Qualify
Apply a simple fit rule
Confirm need, timing, authority, and next conversation.
03
Follow Up
Schedule the next action
Create a dated reminder before leaving the record.
MIA’S TIP: Automate only after the manual follow-up message is useful.
04
Book
Move to the booked-call stage
Record the meeting and preserve the follow-up history.
05
Expected Result
Every open lead has a visible next action
The workflow is working when ownership, stage, and next action are clear.