Owner learning

Operations Academy

Every screen, every button — what it is, why it exists, exactly how to run it, what not to do, what can go wrong, and the if/else you follow when reality is messy. No one-word instructions.

Lead Marketplace
/myt/marketplace

The open board of every lead nobody owns yet. First come, first responsible.

Why this screen exists

Turn an anonymous pile of enquiries into owned, time-bound work. A lead with no owner has no deadline, and a lead with no deadline is a lost booking with a delay. The marketplace exists to make ownership visible and instant, and to make the cost of leaving a lead unclaimed obvious to everyone on the floor.

Who lives here: TCM / sales · Flow Ops · Control Tower (labelling only)

Before you open it

  • You are clocked in and have capacity — do not claim leads you cannot call in the next hour.
  • You know your zone filter. Working outside your zone creates duplicate calls with the zone owner.
  • Your previous claimed leads have next actions set. Claiming new work while old work is undated is how pipelines rot.

The ritual — a normal working session

  1. 1Read the daily goal strip

    The top strip shows connected calls against target. If you are behind, work the 'Call now' lane only — do not browse.

  2. 2Work the lanes top to bottom

    Call now → Do today → Work next → Future move-in. The lanes are sorted by decay speed, not by size.

  3. 3Claim one, work it, then claim the next

    Never bulk-claim. Ownership without action is worse than no ownership because it hides the lead from everyone else.

  4. 4Log the outcome in the call sheet

    The sheet opens automatically after claiming. Fill it while you still remember the call, not at 8pm.

  5. 5Release what you cannot work

    If your day changed, release the lead. It costs you nothing and saves the booking.

Button by button

Numbers you are judged on

Connected calls today

Calls where a human actually answered.

Good: At or above the daily target by 6pm.

Bad: High call count with low connect rate — you are calling at the wrong hours.

Conversion probability

Model estimate from budget power and intent.

Good: Work the 70%+ band first.

Bad: Ignoring low-probability leads entirely — they still need a close-the-loop message.

Unclaimed age

How long a lead has sat on the board.

Good: Under 30 minutes in working hours.

Bad: Anything over 2 hours means the board is not being worked.

Most common mistakes

  • Browsing the board instead of working the top lane.
  • Claiming in bulk at the start of the day and touching a third of them.
  • Treating the marketplace as a lead list rather than a queue with decay.
  • Ignoring label chips because 'that is the reviewer's job'.

You have graduated when

You can pick up a cold board, work the top lane for an hour, and leave every touched lead with a logged outcome and a dated next action.