# Lead Follow Up Report

> Know which leads every rep has followed up. A routine Jane, the AI employee from Forge AI, runs for staffing and consulting firms.

Every Monday morning Jane lists the leads assigned to each rep in the past week and older leads nobody has touched. She checks your client database and applicant tracking system for a logged call, voicemail, email, LinkedIn message or meeting on each lead. Managers receive one line per rep with how many leads were reached and how, plus the leads with no touch.

Page: https://forge-labs.io/routines/leads-followed-up-by-each-rep/

## How it works

1. **The Monday lead count starts.** Every Monday morning Jane lists the leads assigned to each rep in the past week and the older leads nobody has touched.
2. **Jane checks every lead.** Jane checks your client database and applicant tracking system for a logged call, voicemail, email, LinkedIn message or meeting on each lead.
3. **Managers receive one line per rep.** Jane sends managers one line per rep with how many leads were contacted and how, plus the leads with no touch.

**When it runs:** Every Monday morning on a schedule.

**What stays with your team:** Jane reads the notes and posts the report on her own. She does not message reps or reassign leads unless a manager asks her to in chat.

**Who uses it:** Sales managers, Owners

**Team:** Operations

**Built for:** IT staffing, Commercial staffing

**Works with:** Bullhorn, Avionté, Greenhouse, Ceipal, HubSpot, Salesforce, Slack, Microsoft Teams

## Questions

### What does the Lead Follow Up Report routine do?

Every Monday it checks every lead assigned to each rep for a logged touch in your CRM or ATS and reports to managers how many were reached, how, and which were not.

### What counts as a touch?

Anything logged on the lead record: a call, a voicemail, an email, a LinkedIn message or a meeting. You can tell Jane to count only some types.

### Does Jane chase the reps herself?

No. The report goes to managers. If a manager asks, Jane can draft a note to a rep or reassign leads in the CRM.

### Which systems does it work with?

Tracker, Bullhorn, HubSpot, Salesforce and most other CRMs and ATS, with the report posted in Slack or Teams.

## Book a demo

https://forge-labs.io/book