For staff, know what to do next.

Open Tasks to see who to call now. Read what the lead said last time, make the call, log it, and the next follow-up is scheduled for you.

Demo Studio with synthetic data. English narration available.

Who do I call next, and what do I say?

Tasks due now, filtered to new leads with no response yet, next to the Action Guidance for one of them.

Demo Studio, synthetic data

Who to call now.

Open · Now lists the Tasks that are due. Tick Pending lead outreach to see only the new leads nobody has responded to yet.

Drew Hayes’s demo contact history: the plan for Thursday’s class, the call when something came up, and a voicemail.

Demo Studio, synthetic data

What the lead asked last time.

Drew called back about class times and planned to come to Thursday's 6:15 AM class. Every call with the studio sits in one history, whoever on the team took it, and recorded calls come with a short summary.

Log activity form with call, SMS, email and in-person options and the call results staff can pick.

Demo Studio, synthetic data

Log it. The next follow-up is scheduled.

Pick the channel and the result. For a new lead, the follow-up rule plans the next touch, and the Task comes back to Open · Now when it is due.