Leadbay for Managers

Leadbay gives managers a simple framework to embed prospecting into their team’s daily routine — with clear goals, smooth tracking, and a culture of consistency.

⚖️ 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

^{1️⃣ Set quarterly goals (# of target accounts, # of actions completed)}

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.

^{2️⃣ Open the dashboard at every weekly meeting}

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.

^{3️⃣ Make sure there are as many likes as prospecting actions}

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

Manager DashboardChangelog