Daily Lead Review (10 minutes)

1. Open "New Leads" view in Notion
2. For each new lead:
   • Update Priority (Hot/Warm/Cold)
   • Set Next Follow-up date
   • Change Status to "Contacted" after reaching out

Weekly Lead Pipeline Review

1. Review "This Week's Follow-ups" view
2. Update lead statuses
3. Set new follow-up dates
4. Move closed deals to appropriate status

Monthly Analysis

• Count leads by source
• Calculate conversion rates
• Identify best-performing lead sources