Morning (30–45 min) — build the dialer
Open Hot Leads. If thin, run one focused Lead Finder search (small batch). Save keepers. Skim map if you sell by territory.
- Hot list first — do not start in Ask Expert
- Save before emailing so Pipeline can track
- Note one hook per lead before calling
Midday — outreach block
Call / email from lead detail. Use SMTP mailbox. Enroll Day 1–3 only for no-reply leads. Watch Email inbox for replies and answer same day.
Afternoon — Pipeline hygiene
Move Contacted → Qualified when meetings book. Close dead deals with reasons. Check webhook destinations only if your ops person owns CRM sync.
End of day — credits check
Glance at remaining credits on Home / Billing. Plan tomorrow’s search size so you do not wake up to a 402 mid-campaign.
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