# Leadbay for Managers

### ⚖️ **Why it matters**

Prospecting is often managed reactively: a last-minute sprint at the end of the quarter, or a massive outreach after weeks of silence.\
The result? Tired teams, neglected leads, and lost opportunities.

With Leadbay, a manager’s role is to bring back **rhythm, visibility, and enjoyment** into prospecting.\
And for that, there are **3 golden rules**.

### 🏆 **The 3 Golden Rules of Prospecting Management**

#### <sup>**1️⃣ Set quarterly goals (# of target accounts, # of actions completed)**</sup>

Prospecting is not a sprint — it’s a marathon.\
Set a clear course for the quarter:

* How many strategic accounts should be opened?
* How many prospecting actions (messages, follow-ups, likes, emails) are expected per rep?

💡 *Leadbay Tip:*\
In the **Manager Dashboard**, track two key indicators:

* Progress on the number of leads liked
* Total prospecting actions completed

The trend charts instantly show you where energy is dropping.

**Goal:** Create consistency, not pressure.

#### <sup>**2️⃣ Open the dashboard at every weekly meeting**</sup>

The Leadbay Dashboard is your **mirror of commercial momentum.**\
Open it systematically at the start of each meeting to:

* Get a visual snapshot of prospecting activity
* Spot weak signals (reps falling behind, inactive accounts, bottlenecks)
* Celebrate visible progress

💡 *Leadbay Tip:*\
Use the **“Prospecting Actions”** indicator to highlight initiatives.\
The goal isn’t to micromanage — it’s to **celebrate consistency and good habits.**

**Goal:** Make Leadbay part of the team ritual — just like your CRM or forecast review.

#### <sup>**3️⃣ Make sure there are as many likes as prospecting actions**</sup>

Yes, you read that right.\
If your team stays stuck in *squirrel mode* (liking lots of leads but never acting), they simply don’t exist on your prospects’ radar.

A healthy ratio?\
➡️ For every lead liked, there should be **at least one prospecting action:** enriched contact, note added, meeting scheduled, etc.

💡 *Leadbay Tip:*\
The **“Activate”** tab helps your team turn likes into actions.\
As a manager, you can monitor this balance directly in your dashboard — and that’s often where performance is made or lost.

**Goal:** Balance *push & pull* — build proximity before conversion.

### 🧠 **Good to know**

* **Leadbay indicators are built for transparency, not control.**\
  The goal is to empower teams to self-regulate.
* **Alignment beats volume.**\
  A Leadbay manager doesn’t push for “more”, but for **better — more often, and together.**
* **A great Leadbay manager** talks as much about conversations as about actions:\
  “What did you learn from your market this week?” is always better than “How many emails did you send?”

### 🧩 **Related Resources**

{% content-ref url="/pages/mhj5UeKyz0UoOrU4eaBl" %}
[Manager Dashboard](/doc/product-guides/manager-dashboard.md)
{% endcontent-ref %}

{% content-ref url="/pages/bl7jLtZ8I3B0pAZOh5tb" %}
[Changelog](/doc/news/changelog.md)
{% endcontent-ref %}


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.leadbay.app/doc/best-practices/leadbay-for-managers.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.