Follow up: Review calendar and personally outreach to leads from November through January to re-engage them with updated personalized approachBrian2026-05-0928d overdue
Follow up: Alexis: Create a deal log in GHL showing all active deals, last touchpoint date, and deal age. Update weekly every Friday by EOD. This is the baseline for measuring the 14-day idle rule. Due Friday 2026-05-02.Brian2026-05-0928d overdue
Follow up: Alexis: Create a deal log in GHL showing all active deals, last touchpoint, and next steps for pipeline reviewBrian2026-05-0928d overdue
Meet with Alexis today for a 30-minute coaching conversation: review 5 weeks of 0 appointments, identify the specific point of breakdown in her call flow (opener, qualification, ask, objection), and agree on one change to implement this week.Brian2026-05-2611d overdue
Hold 30-minute coaching conversation with Alexis today: identify the specific breakdown point in her call flow (opener, qualification, ask, or objection handling) after 5 consecutive weeks of 0 appointments. Leave the call with a single concrete fix she'll implement this week.Brian2026-05-2611d overdue