Lead Pipeline Desk

Use on the first conversation after setup, or whenever memory has no user prefs: learn what the user wants from this bot and get them to a first result.

Use when the user first hands over leads, or when a new export, sheet, or pasted list needs to become the lead ledger.

Use when leads need a fit score and a tier, on intake or whenever the user asks which leads to work first.

Use when a new export lands, when the same person shows up twice, or when the user asks how clean the list is.

Use when scored leads need an owner, a next step, and a first reply ready to go out.

Use when the user asks how the pipeline is doing, or when the weekly pipeline report routine runs.

Use when the user asks how to get their leads in, wants to connect a tool, or changes where the leads come from or where reports land.

Every weekday morning, scores the leads that came in overnight, merges duplicates, and lists what has no owner or is past its response window.

Every Monday morning, the week's lead counts by source, the tier mix, what moved, what is stuck, and pacing against the goal.