Sales Calculators & Tools
Audit your Speed to Lead SLA, calculate conversion metrics, run a discovery worksheet, check follow-up quality, and review your calls. Worksheet entries save to your browser.
60-Second New Lead Operating Checklist
Use this step-by-step procedure during active coverage hours the instant an eligible high-intent lead lands. This is a proposed internal operating target, not a legal authorization to contact.
1. Confirm consent & geography
Verify consent checkmark and target operating area before dialing.
2. Initiate first attempt within 60 seconds
Trigger the first human outreach attempt within 60s of the lead timestamp.
3. Execute permitted 2nd attempt only if unanswered
If the line drops with no voicemail, a single immediate retry is permitted on fresh inbound.
4. Send a stacked written message
Send a short, personalized text referencing their request.
5. Log CRM disposition immediately
Tag the outcome and set the next action date/time/channel.
6. Lock the next touchpoint
Schedule the follow-up touchpoint within the approved cadence.