Make every conversation
count.
Practical guides for your team. From the first call to the next appointment, find the answers you need to keep moving.
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27 guides for your teamCalling & call queues
Work your queues, handle inbound calls, and give every lead the right next step.
5 guidesSales Coach & field teams
Prepare for visits, support your reps, and turn conversations into coaching.
8 guidesAI & automation
Connect your tools, manage AI outreach, and understand your campaign results.
9 guidesNumbers & deliverability
Keep your numbers healthy and choose the right caller ID for every call.
5 guidesA good place to start
Browse all guidesCalling package
Queues, the dialer, callbacks, and Team Stats on one page.
Read guide · 10 min
Video & guideSales Coach
From assigning the visit to reading the review.
Read guide · 21 min
Video & guideVideo messages
Record a short video, send it in the chat, and play the reply in place.
Read guide · 6 minThe complete guide library
Built for agents, admins & field teamsCalling & call queues
AI agent on call queues
Client guide and SOP for AI Agent on Call Queues: switch it on for a queue, set its lines and hours, and see every call it makes with the same outcomes your team uses.
Call queues
When a lead runs out of dials, send it to the next queue.
Calling package
Queues, the dialer, callbacks, and Team Stats on one page.
Inbound call tracking
Compare your lines, then inspect the leads and bookings behind each call.
No caller unanswered
A ready agent, then Voice AI or voicemail. Nobody rings out.
Sales Coach & field teams
Vic Sun’s playbook
Calling, Field Coach, and Call Center as one operating playbook.
In the field
See every visit as it happens, and which ones need you now.
Intro videos
A rep records a short hello. Sales Coach texts it to the homeowner.
Meet Your Rep
The private page a homeowner opens before the visit.
Personal QR
Let homeowners scan your code at the door to see who you are.
Sales Coach
From assigning the visit to reading the review.
Reviews in n8n
Send each finished review into your own n8n every 15 minutes.
Visit notes
Leave a note on the appointment. The rep reads it in the iPhone app.
AI & automation
Agent assignment
How a contact gets an owner, and what exclusive handoff does.
AI Connectors
Ask the CRM questions in plain English from Claude or ChatGPT.
AI follow-ups
How to read Waiting, Blocked, Skipped, and Cancelled.
Journey Board
What the campaign numbers mean, and what to do next.
Not sent
Which Not Sent reasons need a person, and the weekly review.
Call result journey
A visual walkthrough of how a call result logged in LeadPerfection becomes a paused or Do Not Contact contact: when we check, which call counts, the three checks before anything happens, and how the pause date is worked out.
LeadPerfection call result rules
Client guide and SOP for LeadPerfection Call Result Rules: choose what each LeadPerfection call result does, Do not contact or Pause automation, apply it to older leads, and undo a pause.
Video messages
Record a short video, send it in the chat, and play the reply in place.
Outbound campaigns
AI-placed outbound calling that stays inside the CRM.
Numbers & deliverability
AI caller pools
How an outbound AI number is chosen and reserved before each dial.
Caller ID
Pick a caller ID and keep each number’s reputation healthy.
Carrier blocks
A blocked call no longer looks the same as no answer.
Number rotation
Three tabs. Each one picks the number a text or call goes out on.
Phone Health
Every number you text or call from, and what needs action.