Follow-up engine

No lead goes quiet without someone knowing.

Each new lead starts a timer. Agents get warned before it runs out. If it runs out, the lead moves to a colleague who speaks the lead's language, or goes to the manager.

Lead page with the first-contact timer

First contact due

03:09:13

Aisha Rahman · Ravi Menon

The problem

The lead didn't go cold because nobody wanted it. It went cold because nobody was told.

How it works

A clock on every lead, from the moment it's assigned.

  1. Step 1 · 16:30

    Timer starts

    24 working hours to a first attempt. Once a lead is Interested, in a Meeting or at Proposal, 7 days is the longest it can stay silent.

    First contact due in 03:09:13

  2. Step 2 · 18h and 23h

    Agent warned

    The agent hears it first, on the phone: six hours, then one hour before the clock runs out. The manager sees the list of leads about to breach.

    Aisha Rahman is going cold. One call keeps her warm.

  3. Step 3 · 24h

    Reassigned or escalated

    The lead moves to a colleague who speaks the buyer's language, or goes to the manager.

    Moved to Omar Haddad · speaks English, Arabic

Can't fake it

Progress needs a real conversation.

Moving a lead forward without a logged call or WhatsApp asks for a written reason. Managers see the reason next to the stage change.

  • Applies to Interested, Meeting and Proposal
  • The reason stays on the lead's timeline
  • Closing a lead needs a real attempt to reach the buyer

Move Aisha Rahman to Interested?

No call or WhatsApp is logged on this lead yet. Add a reason to continue.

Reason

Met her at the Marina Gate open house on Sunday

CancelMove lead

Every call ends with a next step

“How did it go?” after every call.

When a call ends, the agent picks the outcome and the next step with a date. On the phone it works offline and syncs when there's signal.

  • Outcome, next step and date, in one sheet
  • A suggested stage the agent can accept in one tap
  • A scheduled follow-up pauses the clock
After-call outcome sheet

Lead Health

Every silent lead, by agent, every morning.

Managers open one screen and see which leads are at risk, warned or breached, and act on each one without opening it.

  • One digest per manager per working day
  • Nudge, reassign or park a lead as dormant in one click

At-risk leads

37

SLA warned

12

Breached

4

Omar Haddad17 at risk
Elena Petrova12 at risk
Ravi Menon8 at risk
James Whitfield · first contact overdueNudgeReassignDormant

Shadow mode

See what CLOSR would do before it does it.

Turn the engine on in shadow mode first. CLOSR shows which leads it would have moved, and nothing moves until you go live.

  • A weekly report of the moves it would have made
  • Your team keeps working exactly as today
  • Go live when the numbers look right to you

Shadow mode · this week

Nothing moved

CLOSR would have moved 23 leads this week.

19 to a same-language colleague · 4 to the manager

Go live

Included inLead Health — Basic and upAutomatic reassignment — Advanced

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