Editing — Booking a call — and making sure it happens

Markdown. Headings, lists, tables, and > for a callout.

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Summary

Who can see it

Sales managers, offer owners and growth operators see every SOP regardless of what is ticked here — the ticks decide which reps see it.

Body

Booking the call is half the job. **The call happening is the other half**, and it is the half
that gets dropped.

## Booking

- Book onto the **round-robin sales-call event**, never a personal link. Round robin is what spreads calls across the closers fairly and keeps the assignment automatic.
- The booking links are the ones Jordan and Nate have given you. If you are ever unsure which link is current, ask — a booking on a retired event lands nowhere useful. (Every active event and which of them count as sales calls is listed in the portal under **Funnels → Booking events**.)
- **Get the right email and phone on the booking.** Everything downstream — the reminder, the confirmation card, the closer's brief — is matched on those.

## What happens the moment they book

Automation does all of this without you:

- The call is written to **BOOKED CALLS** with the closer it was assigned to.
- The lead moves to **Call Booked** in Close.
- A card posts to **#3-e-booked-calls**, carrying their application answers — including their budget.

If you booked a call and **no card appeared in #3-e-booked-calls**, something is wrong. Say so in
**#1-b-team-general-chat**. Do not assume it worked.

## Confirming — the actual job

A booked call that is never confirmed is a coin flip. Your Close queues are built around this:

| Queue | What it is telling you |
|---|---|
| **1 · 💻 CALLS TODAY** | Someone has a call today. Nothing outranks this. |
| **2 · 📆 TOMORROW — UNCONFIRMED** | Tomorrow's calls with nobody having spoken to them. Confirm them **today**. |
| **3 · 📞 NEEDS CONFIRMING** | Booked, never spoken to. |

Log the confirmation as a 👤 **Dial Completed** activity in Close like any other dial, with the
outcome that says what happened. That is what puts it in the **Dials** tab and in the closer's
brief — and it is what posts to **#3-d-confirmed-calls**.

## Reschedules and cancellations

- **A reschedule is a good outcome.** Get it moved rather than letting it no-show; the old and new bookings are linked automatically.
- **A cancellation posts to #3-f-cancelled-calls.** Work it like a live lead — a cancellation is a conversation, not a corpse.

## No-shows

- They land in **#4-g-no-show** and in queue **8 · 👻 NO SHOW — RESCUE**.
- Speed matters more here than anywhere else in your day. A no-show contacted inside the hour rebooks far more often than one contacted tomorrow.
- Rebooking a no-show is a normal booking — same round-robin event, same confirmation job afterwards.

## The thing that decides whether the call is any good

**What you write in the dial notes becomes the closer's pre-call brief.** Two lines of "seemed
keen" produces a closer walking in blind. What they want, what they have tried, what the money
situation is and what they were promised on the call — that is what makes the difference between
a booked call and a held, closed call.

## What to watch in Slack

| Channel | What it means for you |
|---|---|
| **#3-b-funnel-applications** | A new application. The clock starts now. |
| **#3-e-booked-calls** · **#3-d-confirmed-calls** · **#3-f-cancelled-calls** | Your work, confirmed back to you. |
| **#4-g-no-show** | Somebody to rescue. |
| **#1-d-setter-chat** | Your team channel, and where you get chased on speed to lead. |

## Who to ask

| Question | Ask |
|---|---|
| Something about a lead, a call, a deal | **Nate** |
| Something about the offer or a student | **Marcus** |
| Something about the numbers, the portal, an alert that looks wrong | **Jordan** |
| Something is broken and nobody can work | Say so in **#1-b-team-general-chat** and tag Jordan |

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