keep-warm-leads
Keep warm LinkedIn leads from going cold. Plans the next few touches for one person (a follow-up chain on LinkedIn or email), records where each deal stands (agreed, booked, no-show, call done, proposal sent, trial, paid, closed), logs email, WhatsApp and call touches so nothing double-sends, and works the daily list of warm people whose next touch is due. Use when the user asks who to follow up with, what is due today, to follow up after a call, a no-show or a proposal, to chase someone who went quiet, to set or change a lead's stage, to save someone's email, to log an email or call, or to put warm follow-ups on a schedule.
Pinned to revision 9de50a56c195, so it is the text this page describes rather than whatever the author pushed since.
Files
Every link opens the file at its source, pinned to the revision this page describes.