Guide · by Amr Magdy · Nov 2026

New lead manager checklist: day 1 to day 30

One page, four stages: before day 1, week 1, weeks 2 to 4, and day 30. Print it or paste it into your team chat. The reasoning behind each line is in the first 30 days plan.

Before day 1 Week 1 Weeks 2 to 4 Day 30

Before day 1

Logins for the CRM, the dialer and the team chat
The call window and team rules written down in one place
A buddy picked for live calls in week 1

Week 1

Practice calls finished before the first live lead
First live calls with the buddy listening
Notes for the closer reviewed each day

Weeks 2 to 4

Owns a small list, every lead with a dated next step
Two 15-minute huddles a week
A short weekly check-in with the team lead

Day 30

The team lead reviews 3 of their calls
Agreed on one skill to work on next month

Lead manager trainingA day-by-day plan for a new lead manager: practice calls, live calls with a buddy, then a pipeline.How to role-play seller callsA 15-minute huddle format: one seller line, one rep, a quick vote.5 seller calls to practiceThe five calls that trip up new lead managers, and what a good answer sounds like.Adding acquisitions repsAn 11-step checklist from logins and permissions to the ramp report.

Want your new reps to practice this before a live lead?

Ready to Dial is free practice for lead managers and closers. The first seller call takes about 3 minutes, with no sign-up: readytodial.amrmagdy.com

Try a free practice call

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