Milestone 3: Call and Connect
This step is the final chat where sales happens. Connect lead to team, then track until sign-up.
Project: Make the Call
Goal: Get lead on call, decide details, and close deal.
Targets and Steps
Prepare
Review all lead information before the call
Connect
Establish rapport with the lead
Close
Finalize details and secure the deal
Target 1: Check Slack for Plan
Step 1
Look at Division 2 channel post.
Step 2
See sales person's note on how to proceed (who calls).
Step 3
if the sales person says they will call, your main job is completed.
Step 4
if the sales person request for you to call or to call and to set up a three-way call, do the following steps
Target 2: Set Up Call - If Requested
Step 1
Use tool like AirCall to connect with owner.
Step 2
If you call, share notes from talk.
Step 3
Chat on thread until done.
Target 3: Follow Steps
1
Use Trello or Kanban board
Access the onboarding tasks through the project management tool
2
Help with conversation
Assist with discussing price per week, scheduling Zoom/FaceTime meetings
3
Guide to sign-up
Walk the lead through the final sign-up process
Target 4: Track End
1
Note when deal closes
Record the exact time and date of deal completion
2
Log connected leads
Document all leads that have been successfully connected
3
Count closes—that's a key score
Your main job ends as soon as sales person calls lead that you posted in channel 2 on slack.
Materials You Need
Slack app
For team communication and lead handoff
AirCall or phone tool
For connecting with leads and making sales calls
Trello/Kanban access
For tracking onboarding tasks and progress
Shared tracking sheet
For documenting lead status and conversion metrics
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