Morning Sales Routine
Use this page every morning before sales activity starts.
Morning checklist
- Check new quote requests
- Check missed calls
- Check unread emails
- Check open quotes from yesterday
- Check follow-ups due today
- Check financing requests
- Check delivery or install questions
Priority order
- Hot leads asking for price
- Leads with full specs
- Open quotes waiting for decision
- Financing-ready buyers
- Old leads needing recovery
Daily rule
No serious lead should wait without a reply, next question, quote, follow-up, or close status.