EyeFly Ops › SOP 04 — Setter / Qualification Pipeline

SOP 04 — Setter / Qualification Pipeline

⚡ New lead enters GHL via Messenger bot. Bot has already run the initial qualifica👤 **Primary:** Jean / Setter team **Oversight:** Ops Manager (📊 **Show-Up Rate (SUR)** — percentage of qualified booked calls where th
1
Lead In
  • Preferred channel: phone call first, then text if no answer
  • SLA: 1 hour maximum to first attempt (5 min is the target)
First contact attempt is logged in CRM
2
Power Dialer
  • Attempt 1: no voicemail
  • Attempt 2: leave voicemail — keep under 30 seconds, include your name, EyeFly, and a call-back number
  • Attempt 3: final call attempt before text pivot
  • SLA: Complete dialer sequence within 24 hours of lead arrival
Lead picks up (advance to Stage 3) or all dialer attempts exhausted
3
Text / Responded
  • Niche match: lead operates in a supported niche (confirm against client's niche list)
  • Revenue threshold: meets the minimum revenue or business size floor
  • Service area: operates within the geographic scope of the client's targeting
Qualification confirmed (advance) or denied (terminal)
4
Qualified
  • Prospect name and contact info
  • Service area
  • Niche
  • Key things they said on the qualifying call (pain points, goals, budget signals)
  • SLA: Book appointment within 24 hours of qualification
Appointment on calendar, confirmation sent to prospect, lead summary sent to closer
Branch
Closer Calendar Full
If no available slot within 48 hours, notify Ops Manager to resolve before booking Do not book outside the closer's published availability without approval
5
Confirm Appointment
  • Preferred: text + calendar ping
Prospect confirms attendance, or reschedule is locked in
6
Live Call Confirmed
    Closer acknowledges receipt — handoff complete, pipeline stage moves to Closer: Live Call
    ↓ Hands off to **Receiving pipeline:** Closer Pipeline **Handoff stage:** Live Call Confirmed (Setter) → Live Call (Closer) **Handoff package:** Lead summary (name, contact, niche, service area, qualifying notes), confirmed appointment time, GHL contact link