Cases · MARF · Case #001
Energy call centerMicro-SMB, 12 peopleAction Board

Every hot lead you don't call back tonight is dead tomorrow.

Stop paying for leads no one calls back: every rep knows who to call now and with what move.

50%→90%+
second contact on hot leads
hours→minutes
time to first callback
double-digit
growth in close rate
Confirmed
The house on fire

Whoever calls first keeps the lead.

The energy lead has a window of just a few hours: you call when they just left their number, or by the time you call back they've already signed with whoever picked them up first. At the reseller, leads piled up in a spreadsheet, everyone called «the ones they remembered», the older ones rotted at the bottom and the promised follow-ups («I'll call them Monday») disappeared.

It wasn't laziness: no one knew who to call now. Result: half of the leads paid at premium price were never even called a second time. On a team burning acquisition budget every day, the hot lead left to cool is the most expensive loss, and no one saw it happening.

The window that cools down
competitors'window0h4h8h14h20h24hurgencylead temperature

In the first 2-3 hours the lead is still yours: answers, decides, signs. Past that window the temperature drops and whoever called first has already taken it. Every hour of delay is a paid lead you gift to the competitor.

Why it stayed unsolved

The spreadsheet never said who to call now.

Leads piled up in a shared spreadsheet, and everyone worked «the ones they remembered» instead of the truly hot ones. The oldest ones ended up at the bottom and stayed there; the follow-ups promised out loud («I'll call them Monday») lived only in the memory of whoever promised them, and vanished as soon as the day got busy.

Effort wasn't missing, a system that held the state of every lead and told the next move was. Without that, priority was decided by chance, not by urgency.

What we built

One board per rep, one lead at a time.

The lead no longer disappears: it always has a state and a next move, and the system decides who to call now instead of each person's memory.

01
Personal board per rep

Each rep works only their own leads, without fishing from a shared pile.

02
Two views, office and street

In the office, a multi-column view by state; on the phone, one lead at a time, no distractions.

03
The system says who to call now

Priority calculated on real urgency, not on who remembers.

04
Outcome, state and note in one gesture

Every call records the outcome, changes the lead's state, and keeps the note for the next contact.

05
Automatic follow-up

The WhatsApp follow-up goes out on its own, no decisions «from memory».

The result

From 50% to over 90% second contact.

Time to first callback dropped from hours to minutes, and the close rate grew by double digits at the same lead volume: same acquisition spend, more signatures.

Second contact on hot leads · before and after
~50%90%+beforeafterno lead forgotten anymore

With the board that assigns and remembers instead of each person's memory, second contact on hot leads went from about half of the leads to over 90%. The same acquisition budget now really works.

Second contact hot leads
50%→90%+

No paid lead is left without a second call.

Time to first callback
hours→minutes

The system tells you who to call right away, no more remembering.

Close rate
double-digit

Same acquisition spend, more signatures at the same lead volume.

In one line

Stop paying for leads no one calls back: every rep knows who to call now and with what move.

How many hot leads are you letting cool down today? The ROIometro puts it in euros.

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