aiox-core 5.0.4 → 5.0.7

package/pro/squads/hormozi/checklists/lead-nurture-checklist.md

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+# Lead Nurture Checklist
+
+> **Source:** $100M Playbook: Lead Nurture - Alex Hormozi
+> **Pattern:** SC-CL-001 (Checklist Standard)
+> **Version:** 1.0.0
+> **Extracted:** 2026-02-10
+> **Agent:** hormozi-retention
+
+---
+
+## Pre-Flight Setup
+
+### Infrastructure Requirements
+- [ ] CRM system operational and configured
+- [ ] Scheduler software installed and tested
+- [ ] Auto-dialer system configured (2-3x team efficiency)
+- [ ] Multi-channel messaging platform integrated:
+  - [ ] Phone/Call system active
+  - [ ] SMS/Text platform operational
+  - [ ] Email sequences configured
+  - [ ] DM channels accessible (Instagram, LinkedIn, etc.)
+- [ ] Lead scoring algorithm implemented
+- [ ] Call recording enabled for training
+- [ ] Rep performance dashboard configured
+- [ ] Local area code wrapping enabled
+
+### Calendar Configuration
+- [ ] 7-day appointment availability enabled
+- [ ] Extended hours configured (6am-6pm PST minimum)
+- [ ] 15-minute time slot intervals set
+- [ ] Buffer times defined between appointments
+- [ ] Staff rotation schedule created
+- [ ] Nationwide coverage verified (9am-9pm EST)
+
+### Self-Scheduler Optimization
+- [ ] Header confirms right place + next action + why
+- [ ] Available dates/times visible immediately
+- [ ] Mobile responsiveness verified
+- [ ] Desktop view optimized
+- [ ] Minimal form fields (no redundant questions)
+- [ ] Closer name/photo displayed for human connection
+- [ ] Calendar link functional and tested
+
+### Lead Scoring System
+- [ ] Scoring criteria defined:
+  - [ ] GREEN (Prime) criteria documented
+  - [ ] YELLOW (Less qualified) criteria documented
+  - [ ] RED (Unqualified) criteria documented
+- [ ] Routing rules configured:
+  - [ ] Green leads routed to best closers
+  - [ ] Yellow leads to standard process
+  - [ ] Red leads to resources/downsell path
+- [ ] Lead source tracking enabled
+- [ ] Demographic data collection configured
+
+### Incentive Inventory
+- [ ] Push incentives prepared (gift cards, etc.)
+- [ ] Pull incentive options defined (A/B choices):
+  - [ ] Quantity options (one or two?)
+  - [ ] Type options (product A or B?)
+  - [ ] Color options (black or white?)
+  - [ ] Time options (morning or afternoon?)
+  - [ ] Personnel options (John or Sara?)
+- [ ] Incentive budget per lead approved
+- [ ] Gift card distribution system ready
+- [ ] Inventory stock verified
+
+### Proof Library
+- [ ] Testimonials organized by demographic
+- [ ] Case studies segmented by industry
+- [ ] Video testimonials uploaded and accessible
+- [ ] Photo testimonials categorized
+- [ ] Results screenshots organized
+- [ ] Before/after examples ready
+
+---
+
+## Pillar I: Availability Checklist
+
+### Days Per Week
+- [ ] Monday appointments enabled
+- [ ] Tuesday appointments enabled
+- [ ] Wednesday appointments enabled
+- [ ] Thursday appointments enabled
+- [ ] Friday appointments enabled
+- [ ] Saturday appointments enabled
+- [ ] Sunday appointments enabled
+- [ ] Staff coverage confirmed for all 7 days
+- [ ] "40% more opportunity" baseline achieved (7 days vs 5 days)
+
+### Hours Per Day
+- [ ] Early morning slots available (6am-9am PST)
+- [ ] Core hours available (9am-5pm PST)
+- [ ] Evening slots available (5pm-6pm PST)
+- [ ] Extended hours for East Coast (9am-9pm EST)
+- [ ] Staff shifts covering all time zones
+- [ ] No gaps in calendar coverage
+
+### Time Slot Flexibility
+- [ ] 15-minute intervals configured:
+  - [ ] :00 slots available
+  - [ ] :15 slots available
+  - [ ] :30 slots available
+  - [ ] :45 slots available
+- [ ] Appointment duration standardized
+- [ ] Gap time used for lead follow-up activities
+- [ ] Calendar efficiency maximized
+
+### Multi-Channel Scheduling
+- [ ] Inbound scheduling active (leads call in)
+- [ ] Outbound scheduling active (reps call out)
+- [ ] Self-scheduling link operational
+- [ ] All three channels integrated into CRM
+- [ ] Confirmation emails/SMS automated
+- [ ] Double-booking prevention enabled
+
+---
+
+## Pillar II: Speed Checklist
+
+### Speed to First Contact
+- [ ] Real-time lead notification system active
+- [ ] Alert triggers within 60 seconds of opt-in
+- [ ] Rep response time tracking enabled
+- [ ] 5-minute contact SLA enforced
+- [ ] "That was fast!" feedback tracked
+- [ ] Contact time logged per lead
+- [ ] 391% conversion increase target (60-second contact)
+- [ ] 7x qualification increase target (vs 1 hour later)
+- [ ] 78% first responder win rate targeted
+
+### Day 1 Contact Cadence
+- [ ] Call within 5 minutes of opt-in
+- [ ] Double-dial immediately after first call
+- [ ] Voicemail script prepared and used
+- [ ] Text sent immediately after voicemail
+- [ ] Second double-dial + text (hours apart)
+- [ ] Third double-dial + text (hours apart)
+- [ ] Total 6+ contact attempts on Day 1
+
+### Days 2-3 Cadence
+- [ ] Morning call scheduled
+- [ ] Evening call scheduled
+- [ ] Text after second call each day
+- [ ] Total 4+ attempts per day
+
+### Days 4-7 Cadence
+- [ ] One call per day scheduled
+- [ ] One text per day scheduled
+- [ ] Pattern maintained through Day 7
+- [ ] Total 7+ attempts days 4-7
+
+### Day 8+ Transition
+- [ ] Long-term nurture sequence activated
+- [ ] Content soft CTAs configured
+- [ ] Re-engagement triggers defined
+- [ ] 90-day proof cycle scheduled
+
+### Speed to First Appointment
+- [ ] Same-day appointments offered first
+- [ ] 72-hour maximum scheduling window enforced
+- [ ] >5 day appointments discouraged
+- [ ] Pull-forward protocol active
+
+### Five Appointment Outcomes Prioritized
+- [ ] Outcome 1: Close them NOW (talking right now = 100% show)
+- [ ] Outcome 2: Hot handoff to active closer
+- [ ] Outcome 3: Pull appointment forward to today
+- [ ] Outcome 4: Confirm within 72h window
+- [ ] Outcome 5: Remove unqualified from calendar
+
+### Pull Forward Script Execution
+- [ ] Script memorized by reps:
+  - [ ] Opening with recorded line disclosure
+  - [ ] Confirmation of scheduled time
+  - [ ] "Is now a terrible time?" question
+  - [ ] Qualification questions (WHO, WHAT, WHAT tried)
+  - [ ] "Good news/Better news" transition
+  - [ ] Cancellation slot offer
+  - [ ] "Unless now is a good time?" always asked
+- [ ] Pull forward success rate tracked
+- [ ] Calendar gaps used for pull-forward calls
+
+### Hot Handoff Protocol
+- [ ] Edification script memorized:
+  - [ ] "You're in luck" opening
+  - [ ] Expert positioning (years in game, results)
+  - [ ] "We're fortunate to have him"
+  - [ ] Calendar check pause
+  - [ ] "Slide you in" or "Confirmed" transition
+  - [ ] Text introduction promise
+  - [ ] Phone number confirmation
+- [ ] 3-way text group creation enabled
+- [ ] Qualification points communicated
+- [ ] Handoff success rate tracked
+
+### Response Speed Standards
+- [ ] All channels monitored continuously
+- [ ] Response time <5 minutes target
+- [ ] Rep response times tracked
+- [ ] Slow response alerts configured
+- [ ] "We prioritize you" messaging reinforced
+- [ ] "Slow response = we don't prioritize you" understood
+
+---
+
+## Pillar III: Personalization Checklist
+
+### Multi-Channel Outreach
+- [ ] Simultaneous blast protocol active:
+  - [ ] Call initiated
+  - [ ] Text sent
+  - [ ] DM sent (if available)
+  - [ ] Email sent
+- [ ] "Continue where they respond" rule followed
+- [ ] Escalation to richer medium when appropriate
+- [ ] "Reach out like you MEAN it" attitude enforced
+
+### Lead Qualification
+- [ ] Qualification questions defined
+- [ ] Lead scoring performed before appointment
+- [ ] Poor fits removed from calendar
+- [ ] Resources/downsell offered to unqualified
+- [ ] "Canceling bad = more time for good" understood
+
+### Lead Scoring Actions
+- [ ] GREEN leads: Priority routing to best closer
+- [ ] YELLOW leads: Standard process ("garbage man" opportunity)
+- [ ] RED leads: Remove from calendar, offer resources
+- [ ] "Yellows are the new gold" culture established
+
+### Lead-Closer Routing Implementation
+- [ ] Step 1: Best customers analyzed (demographics + actions)
+- [ ] Step 2: Scoring questions in opt-in forms
+- [ ] Step 3: 1-5 or Red/Yellow/Green scores assigned
+- [ ] Step 4: Best leads routed to best closers
+- [ ] Step 5: Conversion by pairing tracked
+- [ ] Continuous optimization active
+
+### Segmented Messaging (Easy Version)
+- [ ] Lead profile research (5 min minimum for high-value):
+  - [ ] Website reviewed
+  - [ ] Social profiles checked
+  - [ ] Company information gathered
+  - [ ] Pain points identified
+- [ ] Personalized opening crafted
+- [ ] Specific observation included
+- [ ] Example: "Hey Greg, I see that your site traffic is down 18%..."
+
+### Segmented Messaging (Hard Version)
+- [ ] Different email sequences per lead category
+- [ ] Different text sequences per lead category
+- [ ] Templates matched to demographics
+- [ ] Results examples matched to industry
+
+### Push Incentives (Gifts - Reciprocity)
+- [ ] Gift card value appropriate (not insulting)
+- [ ] Gift card delivery system ready
+- [ ] Script prepared: "make sure you're caffeinated..."
+- [ ] Gift delivered regardless of show
+- [ ] Reciprocity effect measured
+- [ ] Timing: night before appointment
+
+### Pull Incentives (A/B Choice - Commitment)
+- [ ] First-time client script ready
+- [ ] A/B options defined:
+  - [ ] Option A clearly described
+  - [ ] Option B clearly described
+- [ ] Response triggers commitment tracking
+- [ ] Implicit commitment logged
+- [ ] "Would you prefer X or Y?" training complete
+- [ ] Choice categories available:
+  - [ ] Quantity (one bottle or two?)
+  - [ ] Start dates (tomorrow or Monday?)
+  - [ ] Type (shirt or shorts?)
+  - [ ] Colors (black or white?)
+  - [ ] Personnel (John or Sara?)
+  - [ ] Times (morning or afternoon?)
+
+### Proof Delivery
+- [ ] Proof timing configured:
+  - [ ] After schedule, before show
+  - [ ] Between first and second call
+  - [ ] Every 90 days for ghosted leads
+- [ ] Demographic matching enforced
+- [ ] "Show them what they missed" messaging ready
+- [ ] Results of others who signed up when they ghosted prepared
+
+---
+
+## Pillar IV: Volume Checklist
+
+### Contact Attempt Tracking
+- [ ] Day 1: 6+ attempts logged
+- [ ] Days 2-3: 4+ attempts per day logged
+- [ ] Days 4-7: 2+ attempts per day logged
+- [ ] Total 15+ attempts in first week
+- [ ] Long-term transition after 7 days
+
+### Automated Reminders
+- [ ] Immediate confirmation configured:
+  - [ ] Time confirmed
+  - [ ] Date confirmed
+  - [ ] Caller number included
+  - [ ] Person meeting with named
+- [ ] 24-hour reminder configured
+- [ ] 12-hour reminder configured
+- [ ] 3-hour reminder configured
+- [ ] Transparency about automation maintained
+- [ ] Template: "[Auto msg] Hey [Name]! Quick reminder..."
+- [ ] Local time zone used
+
+### Manual Reminders
+- [ ] Night before personal check-in scheduled
+- [ ] Morning of confirmation scheduled
+- [ ] 60 minutes before "see you soon" scheduled
+- [ ] Real cell phone used (not system number)
+- [ ] iPhone preferred (blue messages)
+- [ ] Personal touch maintained
+
+### A-C-A Conversation Framework
+- [ ] Acknowledge training complete (respond to what they said)
+- [ ] Compliment training complete (something genuine)
+- [ ] Ask training complete (the next question)
+- [ ] Framework applied in all communications
+- [ ] Qualify or pull forward through A-C-A
+
+### BAMFAM Protocol
+- [ ] "Never end call without scheduling next" rule enforced
+- [ ] Script memorized:
+  - [ ] "Let me pull up my calendar..."
+  - [ ] "[Day A] or [Day B]?" question
+  - [ ] "Morning or afternoon?" question
+  - [ ] Specific time locked in
+  - [ ] Confirmation sent immediately
+- [ ] "I'll get back to you" treated as objection
+- [ ] "I'll follow up later" = lead goes to no-man's land (avoided)
+- [ ] Dodgy about next call = objection to handle
+- [ ] BAMFAM success rate tracked
+- [ ] "BAMFAM as a way of life" culture established
+
+---
+
+## Decision Rules Validation
+
+### DR-001: Speed Classification
+- [ ] Contact time logged for every lead
+- [ ] <60 seconds flagged as EXCEPTIONAL (+391% conversion)
+- [ ] <5 minutes flagged as STANDARD
+- [ ] >5 minutes flagged as SLOW (revenue leak)
+- [ ] Speed reports generated daily
+- [ ] Immediate contact prioritized
+
+### DR-002: Scheduling Window
+- [ ] Same-day slots offered first always (highest show rate)
+- [ ] <=72 hours flagged as ACCEPTABLE
+- [ ] >72 hours triggers WARNING (increased no-show risk)
+- [ ] >5 days triggers DISCOURAGE alert
+- [ ] Scheduling window distribution tracked
+
+### DR-003: Lead Score Routing
+- [ ] GREEN leads auto-route to top closers
+- [ ] YELLOW leads follow standard process
+- [ ] RED leads removed + resources offered
+- [ ] "Yellows are the new gold" culture maintained
+- [ ] Routing effectiveness measured
+
+### DR-004: Ghost Recovery
+- [ ] No response AND hours_until_appointment <24h triggers double-book slot
+- [ ] No response AND days_since_schedule >3 triggers proof send
+- [ ] Complete ghost adds to 90-day nurture
+- [ ] "Show them what they missed" campaign active
+- [ ] Ghost recovery rate tracked
+- [ ] Never give up completely
+
+### DR-005: Incentive Deployment
+- [ ] First-time clients receive push incentive (gift card)
+- [ ] Qualified leads receive pull incentive (A/B choice)
+- [ ] High-value leads receive both
+- [ ] Incentive effectiveness measured
+- [ ] ROI per incentive type calculated
+- [ ] Reciprocity and commitment created
+
+### DR-006: Volume Escalation
+- [ ] Day 1 AND attempts <6 continues attempting
+- [ ] Day <=3 AND attempts <10 continues attempting
+- [ ] Day <=7 AND attempts <15 continues attempting
+- [ ] Day >7 transitions to long-term nurture
+- [ ] Contact attempt compliance tracked
+- [ ] Front-loaded contact attempts enforced
+
+---
+
+## Exception Handling
+
+### Exception 1: Too Many Bad Appointments
+- [ ] Calendar quality monitored
+- [ ] Trigger: Calendar filled with unqualified leads
+- [ ] Friction increase protocol ready:
+  - [ ] Video watch requirement before scheduler
+  - [ ] Sales letter above scheduler
+  - [ ] Price visibility added
+  - [ ] Scheduler appearance delayed
+- [ ] Bad appointment threshold defined
+- [ ] Intervention timeline established
+
+### Exception 2: Lead Can't Schedule Within 72h
+- [ ] Treated as objection, not fact
+- [ ] Script ready: "What days were you planning on [activity related to offer]?"
+- [ ] Response: "This appointment is the first step to that"
+- [ ] Alternative scheduling explored
+- [ ] Persistence maintained professionally
+
+### Exception 3: High Show Rate, Low Close Rate
+- [ ] Rep lead quality distribution reviewed
+- [ ] Cherry-picking detection active
+- [ ] May be selecting easy leads
+- [ ] Fair distribution enforced
+- [ ] Close rate by lead type analyzed
+
+### Exception 4: Lead Requests Different Closer
+- [ ] Accommodation process defined
+- [ ] Pattern investigation triggered
+- [ ] Customer preference logged
+- [ ] If possible, accommodate
+- [ ] Root cause analysis conducted
+
+---
+
+## Quality Gates
+
+### Gate 1: First Contact Speed Gate
+- [ ] Target: >50% contacted within 5 minutes
+- [ ] If failed: Add capacity or automation
+- [ ] Daily measurement active
+- [ ] Alert threshold configured
+- [ ] Escalation path defined
+
+### Gate 2: Schedule Rate Gate
+- [ ] Target: >40% of engaged leads scheduled
+- [ ] If failed: Review availability/messaging
+- [ ] Weekly measurement active
+- [ ] Trend analysis enabled
+- [ ] Improvement plan ready
+
+### Gate 3: Show Rate Gate
+- [ ] Target: >60% of scheduled appointments show
+- [ ] If failed: Review speed/personalization/volume
+- [ ] Daily measurement by rep
+- [ ] Benchmarking against targets
+- [ ] Root cause investigation process
+
+### Gate 4: Throughput Gate
+- [ ] Target: >25% throughput (Schedule Rate x Show Rate)
+- [ ] If failed: Full funnel audit
+- [ ] Weekly measurement active
+- [ ] Executive reporting enabled
+- [ ] Action plan template ready
+
+---
+
+## Rep Performance Standards
+
+### Daily Calls
+- [ ] Minimum: 150 calls/day tracked
+- [ ] Target: 200 calls/day encouraged
+- [ ] Top performer: 400 calls/day recognized
+- [ ] Call volume leaderboard displayed
+- [ ] Daily quotas enforced
+
+### Show Rate
+- [ ] Minimum: 50% show rate required
+- [ ] Target: 70% show rate encouraged
+- [ ] Top performer: 85% show rate recognized
+- [ ] Show rate leaderboard displayed
+- [ ] Below minimum triggers coaching
+
+### Close Rate
+- [ ] Minimum: 15% close rate required
+- [ ] Target: 25% close rate encouraged
+- [ ] Top performer: 40% close rate recognized
+- [ ] Close rate leaderboard displayed
+- [ ] Training for underperformers
+
+### Lead-to-Close Ratio
+- [ ] Minimum: 7.5% required
+- [ ] Target: 17.5% encouraged
+- [ ] Top performer: 34% recognized
+- [ ] Ultimate metric tracked
+- [ ] Comprehensive performance indicator
+
+---
+
+## Metrics Tracking Checklist
+
+### Primary Metrics
+- [ ] Throughput (Schedule Rate x Show Rate) calculated daily
+- [ ] Lead-to-Close Ratio calculated weekly
+- [ ] Speed to First Contact average tracked
+- [ ] Overall funnel conversion displayed
+
+### Secondary Metrics
+- [ ] Show Rate by Rep dashboard active
+- [ ] Show Rate by Lead Source tracked
+- [ ] Show Rate by Day of Week analyzed
+- [ ] Response Time Distribution graphed
+- [ ] Incentive Conversion Rates measured
+
+### Rep Rankings (Display Publicly)
+- [ ] Rank 1: Show Rate - measures work ethic
+- [ ] Rank 2: Close Rate - measures skill
+- [ ] Rank 3: Lead-to-Close - measures complete performance
+- [ ] Daily updates posted
+- [ ] Weekly recognition ceremonies
+
+### Reporting Schedule
+- [ ] Show Rate Report: Daily to Sales Manager
+- [ ] Rep Performance Rankings: Weekly to Team
+- [ ] Lead-to-Close Ratio: Weekly to Executive
+- [ ] Contact Attempt Log: Per Lead in CRM
+- [ ] Incentive Tracking: Weekly to Ops
+
+---
+
+## Escalation Procedures
+
+### Show Rate Drops >10%
+- [ ] Escalate to: Sales Manager
+- [ ] Timeline: Same day
+- [ ] Root cause investigation initiated
+- [ ] Corrective action within 24 hours
+- [ ] Follow-up monitoring increased
+
+### Rep Response Time Degrading
+- [ ] Escalate to: Team Lead
+- [ ] Timeline: Within shift
+- [ ] Coaching session scheduled
+- [ ] Capacity assessment conducted
+- [ ] Tools/support provided
+
+### Lead Complaints About Contact
+- [ ] Escalate to: Manager
+- [ ] Timeline: Immediately
+- [ ] Contact paused for that lead
+- [ ] Apology/resolution offered
+- [ ] Process review initiated
+
+### System/CRM Issues
+- [ ] Escalate to: Tech Support
+- [ ] Timeline: Within 15 minutes
+- [ ] Manual backup procedures activated
+- [ ] Impact assessment conducted
+- [ ] Recovery timeline communicated
+
+### High-Value Lead Special Handling
+- [ ] Escalate to: Senior Closer
+- [ ] Timeline: Hot handoff immediately
+- [ ] VIP treatment protocol activated
+- [ ] Extra research conducted
+- [ ] Best resources allocated
+
+---
+
+## Cultural Elements Checklist
+
+### Core Mantras Reinforced
+- [ ] "Volume negates luck" understood by team
+- [ ] "Yellows are the new gold" practiced
+- [ ] "BAMFAM as a way of life" enforced
+- [ ] "Be a garbage man" attitude cultivated
+- [ ] "Process > All" followed religiously
+
+### Desired Behaviors Observed
+- [ ] Team loves "the boring work" that gets results
+- [ ] Every lead treated as equal opportunity
+- [ ] Never judge a book by its cover
+- [ ] Unqualified leads seen as "free practice"
+- [ ] Competition on total metrics, not cherry-picked
+
+### Compensation Alignment
+- [ ] Commission bump for show-up rates (5-30% of commission)
+- [ ] Incentive structure supports behaviors
+- [ ] Recognition for top performers
+- [ ] Team celebration of wins
+- [ ] Underperformer development focus
+
+### "Garbage Man" Culture (Jacob Story)
+- [ ] Take leads others reject
+- [ ] Every lead is practice
+- [ ] 150 call quota exceeded (target 400)
+- [ ] Under-qualified leads accepted
+- [ ] "Yellow is the new gold" moniker earned
+
+---
+
+## Technology Stack Verification
+
+### Required Tools
+- [ ] Auto Dialer operational (2-3x efficiency)
+- [ ] Multi-channel messaging active
+- [ ] Lead scoring algorithm live
+- [ ] Calendar system with 15-min slots
+- [ ] Local area code wrapping enabled
+- [ ] iPhone texting for reps (blue messages)
+
+### Integration Points
+- [ ] CRM timestamp tracking verified
+- [ ] Automated reminder sequences tested
+- [ ] Lead scoring algorithm validated
+- [ ] Rep performance dashboard live
+- [ ] Call recording for training enabled
+
+---
+
+## Post-Campaign Review
+
+### Performance Analysis
+- [ ] Throughput by period analyzed
+- [ ] Show rates by rep reviewed
+- [ ] Close rates by lead source evaluated
+- [ ] Incentive ROI calculated
+- [ ] Speed metrics assessed
+
+### Optimization Opportunities
+- [ ] Script improvements documented
+- [ ] Timing optimizations identified
+- [ ] Routing rules refined
+- [ ] Incentive effectiveness improved
+- [ ] Proof library expanded
+
+### Process Updates
+- [ ] Winning tactics standardized
+- [ ] Losing approaches retired
+- [ ] New patterns added to training
+- [ ] Checklist updated with learnings
+- [ ] Best practices documented
+
+---
+
+## Emergency Procedures
+
+### Show Rate Collapse (<40%)
+- [ ] Pause new lead acceptance temporarily
+- [ ] All-hands review meeting called
+- [ ] Speed audit conducted
+- [ ] Personalization audit conducted
+- [ ] Volume audit conducted
+- [ ] Corrective actions implemented
+- [ ] Gradual ramp-up resumed
+
+### Rep Turnover Crisis
+- [ ] Backup closers identified
+- [ ] Lead redistribution protocol activated
+- [ ] Urgent hiring initiated
+- [ ] Overtime authorized
+- [ ] Customer communication prepared
+
+### Technology Failure
+- [ ] Manual calling procedures activated
+- [ ] Spreadsheet backup for tracking
+- [ ] Tech support escalation immediate
+- [ ] Customer notification if appointments affected
+- [ ] Post-incident review scheduled
+
+### Compliance Concern
+- [ ] Legal consultation immediate
+- [ ] Affected contacts identified
+- [ ] Contact paused if necessary
+- [ ] Remediation plan developed
+- [ ] Training update scheduled
+
+---
+
+## Daily Operations Checklist
+
+### Morning
+- [ ] Review overnight opt-ins
+- [ ] Check first contact times
+- [ ] Verify today's appointment list
+- [ ] Send morning-of manual reminders
+- [ ] Check rep availability
+
+### Throughout Day
+- [ ] Contact new leads within 5 minutes
+- [ ] Execute contact cadences
+- [ ] Pull appointments forward when possible
+- [ ] Send 60-min reminders
+- [ ] Hot handoffs executed
+- [ ] BAMFAM on every call
+
+### Evening
+- [ ] Send night-before reminders for tomorrow
+- [ ] Review daily metrics
+- [ ] Update leaderboard
+- [ ] Transition Day 7+ leads to long-term nurture
+- [ ] Prepare next day's priority list
+
+### Weekly
+- [ ] Full availability audit
+- [ ] Rep performance review
+- [ ] Lead scoring accuracy check
+- [ ] Incentive inventory check
+- [ ] Proof library update
+- [ ] Ghost recovery campaign check
+
+---
+
+## Sign-Off
+
+| Role | Name | Date | Signature |
+|------|------|------|-----------|
+| Sales Manager | | | |
+| Lead Nurture Manager | | | |
+| CRM Administrator | | | |
+| Training Lead | | | |
+
+---
+
+**Checklist Version:** 1.0.0
+**Total Checkpoints:** 350+
+**Last Updated:** 2026-02-10
+**Source SOP:** lead-nurture-sop.md
+
+---
+
+*"If they do not show, they cannot buy."* - Alex Hormozi
+
+
+
+<\!-- Criado com Squad Creator do AIOXPRO por @oalanicolas e @pedrovalerio | 2026-02-10 -->