Call Sarah Johnson back
High prioritySarah asked for a quote through your website yesterday evening and answered every qualifying question. Leads answered within a day are far more likely to become customers.
Today
Good morning.
Four things need you today. Everything else is being watched and can wait.
Highest Priority
Call Sarah Johnson
Hot lead, comparing companies this week
Customers Waiting
2
Mike and David are waiting on you
Estimates to Approve
1
David Lopez, drafted and ready to send
AI Recommendations
2
Follow-up drafts ready when you are
Daily Brief
What matters most today, in order.
Read Mike Carter's reply
High priorityMike called and missed you this morning. The automatic text back went out, and he replied right away describing a problem that sounds urgent.
Approve David Lopez's estimate
Medium priorityDavid's estimate is drafted and ready for your review. He is expecting it by end of day tomorrow, so there is comfortable margin.
Review today's appointments
Medium priorityThree appointments are on the calendar today. All three customers confirmed, and the first is scheduled for 9:30 AM.
Review AI recommendations
When you have timeThe assistant noticed two leads from last month that went quiet and drafted gentle follow-up messages. Nothing sends without your approval.
Chief of Staff
Your day, already reviewed. Recommendations ready. You decide.
Claire
Chief of Staff Helping you know what to do next.
Leads
Four open conversations. One needs you first.
Sarah Johnson
HotAsked for a quote through your website last night and answered every qualifying question.
Mike Carter
HotCalled this morning. The automatic text back went out, and he replied describing the job.
David Lopez
WarmReferred by a longtime customer. A draft estimate is prepared and waiting on your approval.
Emily Brooks
WarmFound you on Google and asked about a consultation for a project she is planning this fall.
Today's Priorities
Check them off as you go.
Open Priorities