Morning Follow-Up Brief

Revelation Marketing

Big day - first calls in over a week. Jawad Shaito is the standout: Canadian PoolScapes owner, agency-burned, urgency 3, and he's coming prepared with his ad library to screen-share. Two bookings for him today (11 AM and 3 PM - likely a duplicate, confirm which one). Five application dropouts in the queue, with Aklilu (overnight) likely a DQ since he sells online everywhere, not local. Konnor's contractor payment was due last Friday - time to check in.

Pipeline Pulse

Friday, March 27

App Submitted: 5 • Call Scheduled: 7 • No Show: 2 • Follow Up: 2

Open Opportunities

Across 4 active stages

Applied but never booked a call

Dropouts

Need outreach

Jawad Shaito - 11 AM & 3 PM (likely duplicate)

Today's Calls

First calls in a week

Konnor: contractor payment overdue • Erik: bank LOC • 3 dropout follow-ups

Follow-Ups Pending

2 active + dropout outreach

ⓘ Tap green message cards to copy to clipboard

ⓘ Hover metric cards for breakdowns

Today's Calls

Pre-call context • First calls in a week

Jawad Shaito ☎ +1 (416) 400-6646

11:00 AM ET • Also has 3 PM booking (likely duplicate - confirm which one)

Business

Canadian PoolScapes • canadianpoolscapes.ca

Form Answers

Previously worked with agency ("it went okay, but I want to learn myself") • Urgency 3 • Has money for investment

Sub-Avatar

Agency-Burned - worked with someone, got decent results, but wants control

High Intent Signal He wants to screen-share his current ads. Brought Meta Ad Library IDs to the call. This guy is PREPARED.

Pre-Call Message · tap to copy

"Hey Jawad, looking forward to our call today. I saw you want to go over your current ads - amazing, I love that. We'll audit everything live and I'll show you exactly what's working and what we can improve. Talk soon."

Why This Matters First real sales call in over a week. Agency-burned leads close well because they already understand the value of marketing - they just want to do it themselves. His preparation signals high intent.

Follow-Up Priorities

5 dropouts - sorted by urgency

Last 24 Hours Highest priority - act now

#1 · Aklilu Kebede ☎ +1 (408) 509-2152 Applied today 2 AM

DQ Flag Overnight

New Application Applied at 2 AM. Business: "Wirlessplussvllc" (wireless/phone store). Urgency 1. Has money. BUT: answered "No, I sell online to customers everywhere" on the local business question.

Application · Urgency 1 · DQ Flag - Not Local

LIKELY DQ - Flag for confirmation before reaching out. The local business filter question exists for exactly this reason. Don't waste a call slot if he's e-commerce.

Send This · tap to copy

"Hey Aklilu, saw your application. Quick question - is your business serving customers in a specific local area, or is it all online? Just want to make sure the program is the right fit before we book a call."

Why Fresh application but DQ flag. The local business filter question exists for exactly this reason. Don't waste a call slot if he's e-commerce.

Last 7 Days Still recoverable - follow up this week

#2 · Isaac ☎ +1 (803) 235-6699 Applied Mar 25

Fresh 2 days ago

Application · Urgency 2 · Needs payment plan

Applied 2 days ago. Payment plan need suggests interest is real but budget is a blocker. Still very fresh - get him booked before he goes cold.

Send This · tap to copy

"Hey Isaac, saw you applied for the training. Listen, man, I only take a few calls a week - want me to book you in? I'll audit your marketing live on the call, for free. No pitch until you see proof."

Why Day 2 - still very fresh. Payment plan need means interest is real but budget is a concern. Get him booked before he goes cold.

#3 · Helal ☎ +1 (416) 453-2639 Applied Mar 19

Cooling 7 days ago

Application · Urgency 4 · 7 days since application

Applied 7 days ago with urgency score of 4. Edge of recovery. High urgency means the pain is real. One more push.

Send This · tap to copy

"Hey Helal, I saw your application come through last week. Listen, I do a free marketing audit on the call - I'll show you exactly what's working, what's not, and what to fix first. Want me to book you in this week?"

Why Day 7 - edge of recovery. High urgency (4) means the pain is real. One more push.

#4 · Danial ☎ +1 (647) 982-1797 Applied Mar 18

Cooling 8 days ago

Application · Urgency 4 · 8 days since application

Applied 8 days ago with urgency score of 4. Past the sweet spot but urgency 4 keeps it alive.

Send This · tap to copy

"Hey Danial, following up on your application. Here's the thing - I only do a few of these calls a week, and I audit your marketing live, for free. No commitment. Want me to save you a spot?"

Why Day 8 - past the sweet spot but urgency 4 keeps it alive.

Last 30 Days Low priority - one final attempt

#5 · Sissi ☎ +1 (918) 407-4919 Applied Mar 12

Stale 15 days ago

Application · Urgency 2 · 15 days since application

Applied 15 days ago with low urgency (2). Well past the active recovery window. Low urgency combined with over 2 weeks of silence - likely lost. One final light touch.

Send This · tap to copy

"Hey Sissi, just circling back on your application from a couple weeks ago. If you're still thinking about your marketing, I have a few spots open this week for a free audit call. Let me know."

Why Day 15, low urgency. Likely lost. One final light touch.

Active Call Follow-Ups

2 leads from connected calls

#1 · Konnor Akdogan ☎ +1 (604) 716-4656 Follow Up

Follow Up Payment 6 days overdue

Check In Today Contractor payment was expected Friday (Mar 21). Six days later - time to check if it came through. Digital magazine articles ready as value-add.

Sales Call · Follow Up Stage · Waiting on contractor payment

First successful BAMFAM execution (Mar 18). Konnor was interested but waiting on a contractor payment before committing. Digital magazine articles are ready to go as value-add. The blocker was financial timing, not interest. Follow up directly on the payment status.

Send This · tap to copy

"Hey Konnor, following up from our call - did the contractor payment come through? I've got the digital magazine articles ready to go for you. Let's lock this in."

Why Payment was due 6 days ago. Direct check-in.

#2 · Erik P ☎ +1 (514) 778-9727 Follow Up

Follow Up Waiting on bank

Sales Call · Follow Up Stage · Waiting on bank LOC

Erik is waiting on a bank line of credit approval. Legitimate financial blocker - not a brush-off. Keep the touchpoint light and check on the status without pressure.

Send This · tap to copy

"Hey Erik, just checking in - any update on the bank LOC? Let me know where you're at."

Why Bank LOC is a real blocker. Short, no-pressure check-in.

Today's Focus

Coaching carry-forward

Your One Focus Today

BAMFAM - Book a specific follow-up on every non-closed call.

Book A Meeting From A Meeting. Every call that doesn't close should end with a specific date and time for a follow-up. Not "I'll call you next week" - a locked-in calendar slot. Today's call with Jawad is the perfect test.

Apply it today:

If Jawad doesn't close, book a specific follow-up date and time before hanging up.

Script: "Jawad, I want to make sure you have time to think about this. Let's book a quick follow-up for [specific day] - I'll have everything ready for you. What works better, morning or afternoon?"

Pipeline Status

16 open opportunities

Stage	Count	Status
App Submitted	5	Needs Outreach
Call Scheduled	7	Booked
No Show	2	Re-engage
Follow Up	2	Active

Pipeline Note

Follow Up (2): Konnor Akdogan - waiting on contractor payment (6 days overdue). Erik P - waiting on bank LOC. Both have legitimate blockers. Stay in touch, don't push.

Pipeline Hygiene

Auto-cleanup report

Pipeline is clean

No stale leads to move. All contacts are in the right stages. Nothing to clean up today.