Overview of the Leads Dashboard
The Leads Overview is a centralized, campaign-agnostic dashboard that aggregates all lead and job data across multiple campaigns. It helps you:
Monitor activity across campaigns in one place.
Filter leads by status: suitable, contacted, replied, viewed, rejected.
Review reasons for rejection to refine your knowledge base.
Detect patterns in client behavior that indicate whether to bid or reject certain jobs.
Workflow for Managing Leads
Review Qualified and Rejected Jobs
Check the Leads Overview to see jobs flagged as suitable or unsuitable.
Use filters such as status or campaign to analyze specific segments.
Assess rejected jobs to identify patterns (e.g., low budget, irrelevant niche).
Refine Your Knowledge Base
Use rejection reasons to add new patterns to your “Projects I Avoid” list.
Re-test suitability to reduce future mismatches.
Keep iterating to improve qualification accuracy.
Deciding Whether to Bid
When evaluating a job, look at its status:
Has the client scheduled many interviews? (indicating high interest)
Does the job still seem worth bidding on?
If yes, generate a proposal based on your templates.
You can edit the proposal, add videos or links, and customize your message.
Configure Bidding & Schedule
Set your bidding preferences:
Boost proposals if competing in high-value jobs.
Schedule proposals for times when clients are active.
Override disqualifications if you decide to bid anyway.
Approve or Reject Leads Manually
Approve proposals directly from the queue.
Reject leads with reasons, which update your knowledge base.
Rejected jobs can be revisited later if criteria change.
Leads Queue & Campaign Management
The leads queue shows jobs waiting for your approval or scheduled to auto-send after a countdown.
You get notifications via your integrated channels (Discord, Slack, etc.) for real-time updates.
The queue allows you full control, whether to approve, delay, or reject proposals.
Benefits of the Leads Overview
Aggregate multiple campaigns for easier management.
Identify successful lead sources and bottlenecks.
Optimize your qualification process by reviewing patterns.
Save connects by rejecting unsuitable jobs early.
Fine-tune bidding strategies based on data insights.
Final Advice
Regularly review the leads and rejection reasons to keep your qualification criteria sharp. Use detailed insights from the dashboard to refine your filters, templates, and bid timing, ultimately increasing your success rate and ROI.
Would you like me to prepare a quick-reference checklist or visual flowchart to illustrate this workflow?