Read Time: 2 Minutes

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It’s Monday morning.

You open the shared email inbox to “check leads”.

There are 38 unread emails from the weekend.

Most look like spam.

But then you notice… 3 are real people who wanted to talk.

From three days ago!

Your stomach drops.

3 hot leads missed because the inbox is treated like a junk drawer.

You know the pattern…

→ Leads get buried next to spam (bad)

→ Reps don’t know what they own (bad)

→ Follow-ups are “when I get to it” (bad)

→ Salesforce becomes “kinda accurate” (bad)

The current business model?

Spend money → route to inbox → lose deal. Repeat.

Also bad.

Try this simple 4-step system instead.

(Proven to make business good)

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#1: Clean Your Leads

First thing Salesforce does?

Check if the lead already exists.

If yes → update the record
If no → create a new lead

Duplicates is how Salesforce dies.

One person becomes 3 records… and no one trusts anything.

#2: Notify Your Reps Instantly

Now the lead is in Salesforce.

Next question: who owns it?

Set Lead Assignment Rules (keep it simple):

USA → Rep 1
Europe → Rep 2
Asia → Rep 3

Then notify the rep where they actually live:

Email / Slack / Teams

Include a 1-click link to the Salesforce lead.

No hunting. No forwarding. No “who’s on this?”

#3: Make Them Follow-Up

When the lead is created and assigned, Salesforce auto-creates tasks like:

Day 0 – Email
Day 1 – Call + email
Day 3 – Follow up + escalate if needed

Now managers can see the work.

No more “yeah I followed up” with no proof.

#4: You Have to Nurture

Ask a few form questions (BANT works great):

Budget, Authority, Need, Timeline

Salesforce scores the lead, then enrolls them into the right nurture track:

High intent → direct CTA
Medium → education + tactical
Low → awareness

Most leads don’t buy on touch #1.

Nurture keeps you in the game.

To Put It Simply

1. Keep Salesforce clean (no duplicates).
2. Assign every lead to an owner & notify them instantly.
3. Create follow-up tasks so every rep knows what to do.
4. Score & nurture every lead, no matter what.
   

That’s the whole thing.

Less anxiety. Faster follow-up. Fewer “how did we miss that?!” Mondays.

(Click below to watch the walkthrough)

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https://www.youtube.com/watch?v=H9e_G_samS0

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