Use this as the operating standard for outreach. Work the queue, log every outcome, and keep follow-ups accurate so the team has a clean pipeline.
Click Call Queue in the sidebar. Leads are grouped by niche so you can work through one category at a time.
Open a lead, review the business details, then call or use Maps from the lead card. Keep notes concise and useful.
After every call, mark what happened. Don't skip this — it keeps the pipeline clean for everyone and tracks your performance.
Use the Dashboard scripts to keep outreach consistent. Adjust the wording naturally, but keep the next-step discipline.
- Every employee sees the same lead pool in a different random order so you're not racing to call the same business.
- When anyone marks a lead Not Interested — it disappears from everyone's queue instantly.
- When anyone marks a lead Interested — admin is notified and it moves to your Interested tab.
- Use Not Interested carefully. Once a lead is removed, the whole team loses that opportunity.
They want a site. Win. Get their name & callback time — admin gets notified.
Open but not ready. Set a follow-up date — moves to your Follow-ups tab.
Gone for everyone instantly. Try the objection scripts before giving up.
Stays in queue. Leave a voicemail using Script 5 on the Dashboard, then move on.
Track active accounts, payment status, campaign plans, and next actions from one place.
Use the revenue menu to match each business to the best money offer: quick website, Google/reviews, follow-up automation, ads, or cold email.
Use this page to decide what to sell on each call. Start with the smallest obvious win, then move the client toward Google, reviews, follow-up, ads, or cold email when the business has bigger upside.
Ask where they lose customers: not enough calls, no website, weak Google, no reviews, slow follow-up, or no outreach. Then pitch the matching offer.
For small businesses that need a clean online home fast.
- One-page website, mobile friendly
- Call/text button, services, photos, contact form
- Best close when owner says they just need something simple
For local businesses that need more calls from Maps and better trust.
- Profile cleanup, services, photos, posts
- Review link, QR code, request templates
- Easy upsell after a quick website is delivered
For B2B companies that sell bigger jobs, services, equipment, or contracts.
- Prospect list, email copy, sequences
- Reply tracking and interested lead workflow
- Strongest premium offer once automation is ready
For businesses that miss form fills, DMs, quote requests, or callbacks.
- Instant reply, owner notification, follow-up reminders
- Works with websites, forms, and client dashboards
- Sell as "never lose a lead because you replied late"
For businesses ready to pay for more calls, messages, or quote requests.
- Meta/Instagram ads, Google ads later
- Creative testing and basic monthly reporting
- Only sell once they can handle more leads
For brand-new businesses that need everything organized quickly.
- Website, Google, review QR, social pages
- Photos/menu/services and first promo campaign
- Best for ribbon cuttings, new shops, salons, food, services
This queue is separate from regular website leads. Use it for experienced callers only.
🟢 Online Now
🗑 Delete by Category
Removes all leads in one niche only. Everything else stays.
👥 Manage Employees
👁 Preview as Employee
See exactly what an employee sees — their leads, stats, and queue.
👤 Add Employee
✅ Interested leads
🔔 Recent notifications
👥 Team performance
⏰ Follow-ups due soon
Every monthly retainer in one view. Each card holds that client's payment status, today's playbook, ad plan, and next actions.
Tier 2 client: website, cold-email dashboard, Google Business setup, Meta/Instagram ads, and future AI data-center sourcing upsell.
Today checklist
Jake call script
Since you want to be seen everywhere, we are going to do it smart. I do not want to just burn money on ads that get views but no calls. First we will create photos and short videos for Instagram and Facebook, set up call/message campaigns, and track which ads actually bring qualified equipment leads. Once we see which ads get real responses, we scale those.
Meta / Instagram ad plan
- Use real equipment photos and videos, not generic graphics.
- Start with awareness, call/message, and retargeting tests.
- Schedule call ads when Jake can answer.
- Use message ads when calls are not being answered.
- Scale only ads that create real equipment conversations.
Lead quality guardrails
- What equipment do you have?
- Where is it located?
- Are you buying or selling?
- Can you send photos?
- How soon do you need a quote or pickup?
Google Business Profile
Verification pending (up to 5 days). Pre-load everything now so it goes off the moment Google clears it.
After verification clears: turn on Messaging, post launch announcement, request reviews from past customers (target 5 in week 1, 10 by month 2), then weekly posts + monthly photo refresh. Full plan: docs/SELECT_SURPLUS_GBP.md.
Future upsell
AI data-center sourcing is a separate extra-charge offer: find AI data centers across the country so Select Surplus can source equipment opportunities to resell.
When the next retainer signs, their playbook lives here — same layout, same flow, all in one place.
High-Ticket Prospect Import
Separate from normal website leads. Columns: business, phone, email, website, location, niche, score, notes, owner, source.
Import from Apollo, view ICP fit, push to sequence.
| Name | Company | Status |
|---|---|---|
| No cold-email leads yet. Apollo pull + CSV import will populate this. | ||
Write your cold sequence. "AI draft" personalizes per lead at send time.