Manager Quick Reference - LeadrVision
Home = what needs me now. Team = who's slipping. Drive one number to zero: hot leads sitting unworked.
Morning loop (in order)
- Home → attack "hot leads, no call yet." Assign the unassigned, chase the assigned.
- Team → coverage board → anyone Behind? Intervene. Low coverage? Nudge.
- Team → at-risk strip → reassign/escalate every lead unworked 24h+.
- Scored → Unassigned + Hot → no hot lead without an owner.
- Footer → score failures = 0? Calls trending up?
Reading the coverage board
| Verdict | Means | Do |
|---|---|---|
| 🔴 Behind | Assigned leads aging 24h+ unworked | Reassign / work it now |
| 🟠 Low coverage | Touched <60% of assigned hot leads | Nudge the rep |
| 🟢 On track | Working their leads | Leave alone |
Also per rep: hot coverage %, Done today, 7-day spark, queue left.
Key settings
- Alerts → keep a hot-lead rule + lead-assigned rule live; set the no-response threshold to your promised response time.
- Members → roles (Owner/Admin/Manager/Rep); turn on Queue routing for auto-assign + SLA rotation of unworked leads.
- AI & Scoring → LLM key + auto-scoring cooldown/cap = your cost dial. Watch for score failures.
- Integrations → GHL connection must be healthy (not paused) or leads stop flowing.
Non-negotiables
- ✅ Hot leads called within minutes - "no call yet" drops to ~0 by mid-morning.
- ✅ No rep ends the day Behind.
- ✅ No hot/warm lead in the at-risk strip overnight.
- ✅ Score failures = 0.
- ✅ Appointments confirmed in advance; created ≈ completed.
Remember
- The AI scores and alerts - it does not call. A missed hot lead is a person problem, not a system one.
- Rep actions (stage moves, bookings, messages) sync to GHL on the next poll (~minutes).
Full version: Manager Playbook.