Claude
Six missed leads, found day one
An owner-led e-commerce and warehousing business in B.C. lost lead cover for about 3 weeks. Missed calls were never counted. Web forms sat in an inbox, and 73 follow-up emails sat drafted and unsent. Instead of hiring a salesperson first, the team set up a Claude Project lead in about an hour. The lead runs named role threads for sales, demand, operations, and reporting. One rule stands: nothing goes out and nobody gets called until the director approves.
How it wentOn day one, the recovered missed-calls list showed 6 leads ranked and ready to call. Each lead now lands on a list that a person sees each morning. Two daily reports run on weekdays. The team claims no revenue result yet. A 30-day follow-up will report leads per week, answer speed, callbacks, and whether the sales hire is still needed.
The prompt · from the source
You are my Chief of Staff, managing the agents under you on executing [the company] GTM. Your focus is to anticipate needs, understand the working engine. Manage our named agents by function to execute on our critical path and keep me updated.
Six missed leads, found day one — from The SmallOffice Brief, a daily brief of real AI cases for small businesses: https://smalloffice.space/case-six-missed-leads-found-day-one