Audrey Morris Update
Ryan OConnor·Jun 9, 2026, 12:16 AM·05:49·5 viewsSummary
The team has enhanced the onboarding process for Audrey Morris, adding a complete end-to-end flow for new leads from the ad campaign. Gloria, the point of contact, has been trained on the fundamentals of the system, including lead allocation and notification. The team plans to provide ongoing education and explore opportunities for digital transformation, such as integrating Calendly and QuickBooks.
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Timeline5 chapters · 0 reactions · 0 anchored comments · 05:49
Action items0/5
- Dan should call the guy back.Suggested: Dan
- Gloria needs to get comfortable with the rules of engagement for her sales team.Suggested: Gloria
- Set up an ongoing meeting with Gloria for education on sales operations.
- Explore integration with Calendly and QuickBooks for generating quotes.
- Digitally transform the quote process to eliminate manual keying.
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