Money Move 3 of 9
Give every open lead a next action
Clean the inquiry pipeline so every viable prospect has an owner, a dated next step, and an accurate stage.
The outcome
No interested family disappears because the school forgot the next follow-up.
Evidence to review
- New, contacted, and trial-stage leads without a completed next action
- Overdue follow-ups and leads with no assigned staff owner
- Duplicate, unreachable, won, or clearly lost inquiries that need an accurate stage
Run the move
- 1Assign every viable lead to one staff member.
- 2Complete overdue calls, emails, or texts using the person’s recorded preference and consent.
- 3Schedule the next concrete action instead of adding a vague note.
- 4Close stale records honestly rather than inflating the active pipeline.
Monthly scorecard
- Open leads with a dated next action
- Overdue follow-ups
- Inquiry-to-trial rate
What should and should not be automated
Software can organize and remind. It must still honor consent, quiet hours, suppression, and the school’s approved messaging settings.