Scale Pilot Lead Management (Erica Harris)

Run this recurring process twice a month/every two weeks. Sign in to ScalePilot using credentials stored in LastPass, open **Opportunities**, and confirm the **Schedule Tour – The Nest at Anderson Mill** pipeline.

# Review Showed Leads

Open the **Showed** column, start with the oldest lead at the bottom, and review the profile and most recent conversation. Decide whether a follow-up is appropriate and send the approved end-of-month touch-base or an adapted version.

Do not message a lead with **DND (Do Not Disturb)** enabled on any channel.

# Recent Conversations

If the latest conversation is within 24 hours, do not send a follow-up. Instead communicate with Ms. Tanzi through Famly and ask for instructions before acting.

# Lost Leads

Open the **Lost** column and check DND. If DND is not enabled, use the approved follow-up or invite the family to an upcoming event such as an anniversary celebration or open house.


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