Call Desk lead

Choose Advertiser

Search leads

Advertiser

Connecting to Call Desk Google Sheet…

ID—

Name—

Phone—

Email—

Website—

FB Ad—

Production—

Market / geography

Landing page being audited

Audit status

Client priority / what Scot heard

Education / webinar funnel?

Only turn this on for webinars, classes, seminars, guides, courses or similar education/material funnels.

Scot's Call Notes

—

Mere's Existing Notes

—

Advanced Sync Settings Local only

Local browser storage only

Google Sheet sync is preconnected for this desk. If you ever redeploy the Apps Script and receive a new /exec URL, replace it here and click Connect.

Audit in progress

Select a Call Desk advertiser

Lead details will populate automatically. Work the checklist, then sequence the action plan.

Google Sheet SyncConnected

Google Sheet: checking… Not saved yet

Person-specific backlog

30 / 60 / 90 Day Action Plan

Only actions you enter above appear here. Sequence reflects the order you want the work tackled.

Select a Call Desk advertiser

30 / 60 / 90 Day Action Plan

FIRST 30 DAYS

DAYS 31–60

DAYS 61–90

LATER