JoyBuddy Ops

Leads checklist

Work through today's sales-lead responsibilities. Progress is saved on this device for the current day.

Today's progress

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Outreach

Review today's pipeline
Scan open leads and prioritize hot opportunities before outreach.
Complete morning outreach block
Send the scheduled email/DM batch and log replies in the CRM.

Demo

Confirm today's demo appointments
Text or call each booked prospect and confirm time and location.
Prep the demo kit
Charge devices, load the demo playlist, and verify product samples.

Follow-up

Follow up on yesterday's demos
Send thank-you notes and next-step asks to every demo from yesterday.

Admin

Update CRM statuses
Move leads through stages and add notes from conversations.
Hand off closed orders
Confirm payment/shipping details with ops for any deals closed today.
Submit end-of-day summary
Record outreach counts, demos run, and blockers for the team channel.