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Alert an accountable salesperson when an eligible new enquiry awaits attention while avoiding automatic pressure or outreach.

Primary roles: sales-manager, owner-operator

Stages

1. Alert and acknowledge

Identify an overdue eligible lead and obtain acknowledgement from a responsible person.

Manual tasks

  • confirm urgency
  • choose the contact approach
  • record the outcome

Automation opportunities

  • measure staffed elapsed time
  • route and escalate an alert

Suggested tools

Risks

  • An alert target can reward rushed or inappropriate prospect contact.

Success metrics

  • Eligible leads receive timely human review
  • alert failures and false positives remain visible.

Last reviewed: 2026-07-18