Coaches: Keep incoming leads in active outreach cadence

Coaches lose enrollments when leads sit untriaged and go cold. Route each lead into a triage outreach list and kick off a call cadence so reps connect quickly and keep pipeline moving.

Overview

Coaching businesses lose enrollments when inbound prospects go uncontacted. This workflow triages new leads into a prioritized outreach list and starts an outbound call cadence so reps connect quickly and preserve pipeline momentum. The result is faster first touches and fewer missed follow-ups.

Notable Features

Move new leads to triage
Start outbound call cadence
Flag priority prospects for reps