Why We Use This Approach (Read First)
We prioritize calling over researching, because calls create opportunities and research does not.
By calling first and cleaning the lead immediately after each attempt, you stay fast, efficient, and consistent.
This system maximizes conversations, appointments, and revenue while improving data quality every single day.
Daily Requirement
Your primary output:
→ Book 2 qualified appointments per day (10 per week)
Your controllable inputs are defined as MRAs:
MRA (Minimum Required Activities):
The daily input targets you must complete to achieve the output goal of 2 qualified appointments per day.
Input | Daily Target |
|---|---|
Dials | 120–150 |
Conversations | 12–18 |
Decision Makers Reached | 6–8 |
Follow-Up Attempts | 20–30 |
Appointments Booked | 2 |
Show-Up Rate | 65–75% |
Appointment Naming Format
All appointments must follow this naming structure:
Leadbreakers x [PROSPECT COMPANY NAME] | Introductory Call
Example, lets say you booked a successful appointment with XYZ Solar. Then it would look like this in GHL.
(Setters replace the company name with the business being contacted.)
1. Start-of-Day Setup (5 minutes)
Before calling:
Log into GoHighLevel
Open your Daily Tracking Sheet
Open your assigned call list
Check Slack for updates
Review callbacks or warm leads from the previous day
Goal: Start calling immediately with zero delays.
2. Power Call Block #1 (60–75 minutes)
Focus on:
Cold calling
Speaking to decision-makers
Booking appointments
Updating the correct pipeline stage
Leaving short, clear notes
Leadbreakers One-Touch Clean Rule:
Call → Update Pipeline Stage → Clean Missing Info (≤45 sec) → Next Call
Target: Book your first appointment.
3. Follow-Up Window (10 minutes)
Use this time to:
Return missed calls
Re-engage warm leads
Call back “later today” requests
Respond to inbound emails/SMS
Follow-ups convert extremely well and must not be skipped.
4. Power Call Block #2 (60–75 minutes)
Continue calling to complete your daily goals.
Tasks include:
Cold calls
Follow-up calls
Working your list consistently
Continue applying the One-Touch Clean Rule.
Target: Book your second appointment.
Once you hit 2 booked appointments, your core mission is complete. Extra appointments contribute to bonus earnings.
5. Optional Bonus Work (If You Choose)
Optional but beneficial. You may choose to:
Make extra calls
Perform additional follow-ups
Work expanded lead lists
Extra appointments increase:
Show-ups
Sales opportunities
Bonus earnings
6. Appointment Confirmation (10 minutes)
Before ending your day:
Review appointments for tomorrow
Send personalized confirmations
Obtain a clear “yes” from the prospect
Update “Appointments Confirmed for Tomorrow” in your tracking sheet
Only count confirmations where the prospect explicitly confirms.
7. Daily Tracking Sheet Update (5 minutes)
Update:
Cold Calls Made
Decision-Makers Reached
Appointments Booked
Appointments Confirmed
Notes / Issues
8. End-of-Day Slack Report (2 minutes)
Post in the Sales channel:
Cold Calls:
DMs Reached:
Appointments Booked:
Confirmed for Tomorrow:
Notes:
This report is required daily.