A new lead just came in. What should I do first?

Speed-to-lead is the single biggest driver of consult conversion. A lead contacted within 5 minutes is dramatically more likely to book than one called an hour later. Don't wait for a break in your day — drop what you're doing and call. RootLogic's automated text fires the moment the form submits, but a human call is what converts.

In RootLogic, click "Opportunities" in the left sidebar, find the new card in Lead Received, and click it to open the detail panel. Check their name, the form they filled out, any notes they left in the message field, and the source (Google, Facebook, website). Knowing this before you dial makes the call feel personal, not generic.

Go to the Conversations tab in the left sidebar, find their thread (it will already exist if they submitted a form), and send a brief personal text — something like "Hi [Name], this is Sarah from [Practice]. I saw your inquiry and wanted to reach out personally. I'd love to set aside some time to chat — feel free to text or call me back at this number." Do not just rely on the automated message.

Open the contact record (click the contact name on the opportunity card), scroll to the Notes section, and add a timestamped note: what you tried, what happened, and what the next step is. "Called 9:14am, no answer, left VM, sent personal text. Will try again at 11am." This takes 30 seconds and saves enormous confusion if someone else picks up the lead later.

Fake names, generic email addresses, no phone number, or a message that's clearly a bot are all signs of spam. Delete the opportunity card from the pipeline by opening the card and clicking the trash icon. The contact record will remain if you need it, but the pipeline card should not sit in Lead Received and distort your numbers.