A queue that shows who's waiting
"Needs a call" lists every lead that hasn't been called, oldest first, with a live timer that shifts from Fresh to Cooling to Overdue to Stale.
Live: Running in production for a real business today. Running for Certified Contracting's permanent-lighting and roofing leads.
Every new lead gets a live timer, a one-tap call button and a follow-up plan — so nobody waits until tomorrow.
Goal: first call within 5 minutes of the lead coming in.
Timers are live. Tap Call to see the lead move and the median update. Names are made up.
What is the Speed-to-Lead Board?
The Speed-to-Lead Board is a phone-first lead board. The moment a lead comes in from a Meta ad, the owner's phone gets a push alert; the lead shows a live timer against a 5-minute first-call goal, one-tap Call and Text buttons and a follow-up schedule that respects quiet hours — until the lead is won or lost.
"Needs a call" lists every lead that hasn't been called, oldest first, with a live timer that shifts from Fresh to Cooling to Overdue to Stale.
Big Call and Text buttons use your own phone and number. The text button pre-fills a message with the lead's first name and product.
After a call it asks how it went — no answer, booked, call back later, not interested — and schedules the next attempt automatically, respecting quiet hours.
The dashboard shows median time-to-first-call over 30 days, leads waiting, estimates booked, open quotes and jobs won — so response time is a number, not a feeling.
New → Contacted → Appointment set → Quoted → Won, with the percentage that moves on at each step, filterable by product and date range.
Drop in a lead export from Meta Ads Manager and the leads land on the board, sorted by product, with duplicates skipped.
An editable text sequence is built in and switches on once carrier texting registration clears. It stops automatically when the lead books, gets quoted, closes or replies.
Add it to the home screen, get instant push alerts and use it one-handed — light or dark, in Arizona time.
A homeowner submits a Meta lead form. The lead lands on the board and the owner's phone gets an alert.
The lead appears at the top of "Needs a call" with a live timer against the 5-minute goal.
The owner taps Call from their own phone. The attempt is counted automatically.
Booked, call back later, no answer or not interested — two taps.
Missed calls get the next follow-up scheduled automatically, respecting quiet hours, until the lead moves forward.
Every lead ends with an outcome, a timeline and a place in the funnel.
Paid leads were coming in while crews were on roofs. Notification emails sat unread, and by the time anyone called back the homeowner had already booked someone else. We didn’t need another CRM — we needed one screen that answers a single question every time it’s opened: who is waiting for a call right now?
Re-engagement texting runs in our own businesses today. Automated texting is waiting on carrier registration, and the AI voice callback is in development.
An AI lead response system replies to every new inquiry within seconds, asks the qualifying questions you would ask, books a time with a person and keeps following up until the lead answers or opts out — then hands a qualified, summarized lead to a human.
Turning years of cold text threads — missed inspections, unanswered proposals, past clients — into a paced, owner-approved re-engagement program that sends from the owner's own number, inside the original thread.
Homeowners who fill out an ad form are usually contacting several companies at once. The 5-minute goal is a working standard we hold ourselves to; the board measures actual median response time so you can see how close you are.
It was built for an owner-operator calling from their own phone. A multi-rep version is part of what we scope when we install one for a team.
In daily use at Certified Contracting (Arizona's Finest).
Appointments from every outside setting vendor, merged into one board — each rep sees their own, the owner sees everything.
Used by Certified Contracting (Arizona's Finest) reps for roofing and window proposals.
Measure, present, price, sign and hand off to the CRM — at the kitchen table, on one tablet.
Intake and evidence rating run live on submitted applications. The AI screening conversation turns on once Meta App Review and SMS registration clear; until then, a person sends outreach.
Applicants screened with their own words as evidence, booked into field interviews and coached through their first weeks.
Tell us where the time or money leaks. We reply the same business day, and if a calendar is shown after you submit, you can pick a time right away.
Xavier will reach out, usually the same business day. We'll review your answers before the call so it isn't a sales pitch.
If a calendar appears below, pick a time now and skip the phone tag.
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