Battista Team

What this is

One page, one key.

1. Team is the board. Every lead that comes in: who has it, how fast they reached out, whether they typed the message themselves, sent a saved template, or automation sent it, whether an attachment went out, and whether the appointment held. We count attachments only when the available message evidence shows the team sent them. Missing evidence means we cannot tell whether an attachment went out. GHL conversations are a rolling window; once older parent messages are gone, we cannot tell whether an attachment went out. Each lead gets a score out of 100 from those pieces, and each person gets a daily, weekly and monthly ranking. Tap a person to see their leads and their calls together.
2. Calls live on that same person page, and on each call. Every recorded call is listened to and checked against the call plan. You see how many steps of the call happened, one thing to practise on the next call, and the call step by step in plain words. It is not a grade on you; it shows what happened.

Finding your way

Team is the board. Tap a person to see their leads and their calls on one page. Tap a lead or a call to open it. Guide is this how-to. The tabs under the title switch between Team and Guide.

How to use it every day

1. Open Team, tab Today. See your leads and your "reached within an hour" count.
2. Open any lead you have not reached yet. Reach them. Type it yourself.
3. On your person page, open your last call, read the one drill, use it on the next dial.

Sixty seconds. That is the whole daily habit.

How a call review reads

A sample call, drawn the same way the Call Reviews page draws it. Yours will have different steps and notes.

How a lead reads

A sample lead, drawn the same way the Leads page draws it.

Words on the pages

Did 3 of 6 steps

how much of the call plan happened on that call.

Did not apply

a step that could not happen on that call. Never held against you.

Not reviewed

the recording could not be scored. The page names which one it was: a voicemail, a group call, the wrong person, or no audio. Not a zero.

Reached within an hour

first text, email or dial to the lead inside 60 minutes of it coming in.

Typed by hand

texts and emails you wrote yourself, as a share of every text and email that went to that lead. A saved template you fired counts as follow-up but not as typed by hand, and neither does automation. Dials are counted separately.

Expect this number to be low. Almost all follow-up on this account goes out as saved templates and workflows, which is what we asked for, so on most days it will read single digits and often 0%. That is not a claim you did nothing. It is a count of one specific thing: messages in your own words. If we are wrong we are wrong in your favour, because anything we cannot prove is a template is counted as typed by hand.

Reached within an hour vs Typical first reply

Reached within an hour counts a dial. Typical first reply does not: it counts only the first text or email that went out under your login, template included. So the two lines on your card are answering two different questions.

Could not tell if typed by hand

we have the message but not its words, so we do not guess. It counts on neither side.

Outside the 14-day window

the lead is older than our message history, so we cannot time the first reply.

Not assigned

the lead has no owner in the CRM yet.

Attachment sent

we can count an attachment only while its parent message is available. GHL conversations are a rolling window; once older parent messages are gone, we cannot tell whether an attachment went out.

Lead score

0 to 100 from speed, follow-up, typed-by-hand share, attachment, and whether the appointment held. A missing piece is left out, not counted as zero.

Known limits

• We know who owns a lead now, not when it was handed over.
• Dials cannot be split between you and automation; they are shown as dials.
• Older archive calls show "name not recorded" because the old export had no rep field.
• Appointment "no-show" attribution is being wired this week; today it follows the lead's owner.
• When a lead replies, the timeline shows a line saying they replied by text or email. It does not show the words of their reply.
• We count attachments only when the available message evidence shows the team sent them. Missing evidence means we cannot tell whether an attachment went out. GHL conversations are a rolling window; once older parent messages are gone, we cannot tell whether an attachment went out. The page does not decide whether it was a video, an image, or a file.
• A short call just to move a time can still be checked against the full call plan and come out low. If a call review looks like that, say so and we will fix the routing.