How to use this today
The play for right now
- Run every new lead through the guided discovery form. Paste its summary into the lead's record.
- Track every lead in the worklist (Section 1) so nothing slips and everyone can see who owns what.
- Use the offer picker (Section 2) to land on a consistent recommended offer — and know when it must go to Rose. Full pricing lives in the Sales Quick Reference.
Leads are not lost. They already land in Cliq + email. This kit is about working them consistently — not capturing them. Keep using Cliq/email as the source; this tracker is your shared working view.
Section 1
Lead worklist tracker
Create one shared sheet (Google Sheets or Zoho Sheet). Use exactly these columns and picklists — they match the fields the new app will use, so migration is clean.
Columns
| Column | What goes in it | Picklist / format |
|---|---|---|
| Date In | When the lead arrived | date |
| Company | Contractor business name | text |
| Contact | Person's name | text |
| Contact email | text | |
| Phone | Contact phone | text |
| Source | Where it came from | Website · Google Ads · Referral · Organic Search · Event · Other |
| Campaign | Ad/campaign if known | text (e.g. Q4-MultiState-Roofing) |
| Trade | Work they actually do | Roofing · HVAC/Mechanical · Electrical · Restoration · Fire · General · Specialty · Other |
| States | Jurisdictions involved | text (e.g. FL, GA, NC) |
| Owner | Who claimed it | rep name (blank = unclaimed) |
| Stage | Pipeline stage | see picklist below |
| Status | Lead status | see picklist below |
| Health | How live it is | Hot · Warm · Cool · Cold · Dying |
| Suggested Offer | From the offer picker (Sec. 2) | see offer list |
| Rose Review? | Does it need Rose? | Yes / No |
| Next Action | The very next step | text |
| Next Action Date | When it's due | date |
| Last Touch | Last time you worked it | date |
| Discovery Done? | Ran the discovery form? | Yes / No |
| Notes | Newest note on top | text |
Stage picklist (in order)
New Lead → Needs Review → Contact Attempted → Discovery Scheduled → Discovery Completed → Qualified Opportunity → Recommendation Needed → Proposal Sent → Follow-Up Active → Won / Onboarding → Lost → Nurture
Status picklist
New · Accepted · Assigned · Discovery Needed · Qualified · Not a Fit · Duplicate · Needs Rose Review · Converted · Nurture · Lost
Paste-ready header row (CSV)
Paste this into row 1 of a new sheet, then split text to columns by comma:
Date In,Company,Contact,Email,Phone,Source,Campaign,Trade,States,Owner,Stage,Status,Health,Suggested Offer,Rose Review?,Next Action,Next Action Date,Last Touch,Discovery Done?,Notes
Simple team rules
- Claim before you work it: put your name in Owner so two reps don't double-work a lead.
- Every row always has a Next Action + date. No blanks — that's how leads die.
- Overdue = red. Conditional-format Next Action Date: past due → red fill.
- Run discovery, then paste the summary into Notes (or link it).
- If the offer picker says "Rose," set Rose Review? = Yes and flag Rose the same day.
Section 2
Offer picker — one page
After discovery, read the answers top-to-bottom. First match wins — stop at the first row that fits. This is a starting recommendation, not a final decision, and never a determination that the client qualifies.
| # | If discovery shows… | Suggested offer | Rose? |
|---|---|---|---|
| 1 | Previously rejected / denied, or got a deficiency notice, or prior discipline | Compliance Risk Audit | YES |
| 2 | Needs a qualifier / wants help finding one / qualifier unavailable | Qualifier Support (placement) | YES |
| 3 | Entering a new state, or 2+ states, or multi-state tracking pain | Multi-State Expansion Roadmap | If big/complex |
| 4 | Bidding government / public works | Contractor Growth / Vendor Readiness | If deadline near |
| 5 | Difficult licensing issue — entity, exam, financial, or experience concerns | Compliance Risk Audit | If 2+ issues |
| 6 | First license / new business, single state, clean history | Licensing Application Support | No |
| 7 | Already operating, wants ongoing help / renewals | Renewal / Monitoring Program | No |
| 8 | Large / enterprise, many states, high value | Enterprise Compliance Desk | YES |
| 9 | "Not sure yet" / thin info / conflicting answers | Preliminary Compliance Exposure Review | No |
| 10 | Sensitive, pricing exception, founder-connected, or nothing above fits | Manual Rose Review | YES |
Deadline override (applies to any row): if there's a hard deadline — bid, contract award, work start, or a board/application date — within about 30 days, mark the lead Hot and set Rose Review? = Yes regardless of the offer. A tight deadline never sits in a routine queue.
Ground rules (say them the CCA way)
- Meet them where they are. Understand the contractor before recommending anything.
- Don't take the requested license at face value. Ask what work they actually do.
- Capture answers in their words. Don't fill gaps with assumptions.
- This is a recommendation, not a determination. No promises about qualifying, approval, or final price.
- If you're unsure — route to Rose. Row 10 exists for exactly that.
Offer names match the new system exactly: Preliminary Compliance Exposure Review · Compliance Risk Audit · Multi-State Expansion Roadmap · Licensing Application Support · Renewal / Monitoring Program · Qualifier Support · Contractor Growth / Vendor Readiness · Enterprise Compliance Desk · Manual Rose Review.
Section 3
What's NOT in this kit yet
- Prices & per-state requirements. Those are real business data — they'll come as a separate quick-reference once the actual numbers and verified requirements are provided. Nothing here invents a price or a requirement.
- Live syncing. The tracker and discovery form don't auto-sync. The rule stays: run discovery, paste the summary into the record. The rebuild replaces this with a real, persistent app.
- The old demo app. If anyone opens the current SalesCoreOS site, treat it as reference only — its leads are sample data and edits don't save. Do not work real leads there.
