Daily Report

Adriyella's Lead Sheet Guide

Hey Adriyella! Erik here—this guide breaks down filling out our Lead Sheets to snag those $5 bonuses. It's straightforward, but let's test and tweak it together—your input from real calls/walk-ins will perfect it!

Capture every detail from incoming calls or walk-ins—turns leads into revenue! Update your bonus app after completing. 📈

How to Fill Out Lead Sheets

  1. When to Use: For every incoming phone call or walk-in customer inquiry—grab all info before handing off to sales.
  2. Process: Ask questions naturally during the convo: How they heard about us, what they're looking for, contact details.
  3. Field by Field: See below for what goes where—be thorough for better leads!
  4. After Filling: Update your bonus app for $5.
  5. Hand Off: Pass to the Service Rep noted—keep the momentum going!

Goal: Complete 2-3 per day—accurate info means more sales and bonuses!

Field Guide: What Goes Where

Hover over each field label for tips on what to enter and examples! Below is pre-filled with a real customer example (Brianna Gillespie from Region 6 Systems Integration, referred by Hart's Service).

ADRIYELLA NEW CONTACT FORM

Contact Information

The main decision-maker or person inquiring (if company, the rep's name). Example: "Brianna Gillespie" – If unknown, use "Primary Contact".
Customer's first name. Example: "Brianna" – Ask politely if not given.
Customer's last name. Example: "Gillespie" – Essential for follow-ups.
Business name if applicable. Example: "Region 6 Systems Integration" – Leave blank for individuals.
Customer's email address. Example: "Brianna@region6systems.com" – Verify spelling.
Customer's phone number. Example: "253-222-2382" – Include extension if any.

Mailing Address

Full street address. Example: "1700 Westlake Ave N Suite 200" – For shipping quotes.
City name. Example: "Seattle" – Double-check.
State abbreviation. Example: "WA" – Use 2-letter code.
Zip code. Example: "98109" – For location-based leads.

Lead Details

Assigned sales rep (e.g., who to hand off to). Example: "Nika Lao" – Based on rotation or expertise.
How they heard about us (e.g., Google, referral). Example: "Referral from Hart's Service" – Crucial for marketing insights.
Specific terms if from Google. Example: "custom t-shirts Seattle" – Ask: "What did you search for?" Leave blank if not applicable.
Type of customer (e.g., new, repeat, business). Choose from: Alaska Charter, AMC, Construction, Contract, Corporate, Dead, Emblem, Events, Fire/Police, Food Service, Landscaper, Medical, Military, Retail, School. Example: "Corporate" – Helps prioritize.

Notes

Any extra details: What they're looking for, budget, timeline, etc. Example: "Referred by Hart's Service for potential apparel needs." – Be detailed!

Sign Off

Today's date and your name. Example: "July 17, 2025" & "Adriyella" – Sign off at the end.

Tip: If info is missing, note it (e.g., "Email TBD") and follow up. Accuracy = better conversions!