Insurance & Retail Roofing · Indiana
01 · The "Before" Reality
When Operations Manager Hugo Contreras and Alex opened AccuLynx during Sprint 1 to map the sales pipeline, they discovered 340 leads sitting in the raw Lead column. Some were already sold, some were dead, and dozens of warm homeowner inquiries had never received a second follow-up call because reps created contacts in AccuLynx and never moved the stage forward.
02 · Single Constraint Diagnosis
340 untouched/unworked leads sitting stagnant in the AccuLynx Lead stage with zero follow-up disposition, combined with jobs moving into production in AccuLynx before Job Value Approved and the upfront material deposit were collected.
Stop letting reps treat AccuLynx as a digital Rolodex. The Operations Manager owns daily AccuLynx Stage Hygiene - every new lead must be contacted, dispositioned, and moved out of Lead into Prospect / Inspection Scheduled or Dead/Archive within 24 hours.
03 · What Was Built in the Sprints
Audited the AccuLynx CRM pipeline (discovering 340 leads stuck in the initial Lead stage), mapped the Lead Acquisition & Sales Workflows, and built the AccuLynx Lead Triage & Speed-to-Lead Playbook.
04 · Real Rollout Friction & Course-Correction
During the transition from Hugo Contreras to Adonis Garcia in Sprint 3, the team realized that simply cleaning up the 340 leads once wouldn't prevent the backlog from coming back unless Unworked Leads in AccuLynx > 48 Hours was tracked as a hard weekly number. Adonis built the Sprint 4 Weekly Scorecard with an explicit metric tracking AccuLynx stage aging so the Lead stage could never silently accumulate hundreds of unworked records again.
05 · Before vs. After Operational Shift
| Operational Dimension | Before EdgeOS | After EdgeOS Install |
|---|---|---|
| Owner Involvement | Alex had no idea which of the 340 leads in AccuLynx were real opportunities vs. dead records. | Operations Manager audits AccuLynx daily, clears stale records, and tracks lead-to-inspection conversion weekly. |
| Workflow Execution | 340 leads piled up in the AccuLynx Lead stage with no mandatory follow-up cadence. | Standardized AccuLynx Lead Intake & Follow-Up Playbook with 24-hour stage movement enforcement. |
| Visibility & Cadence | Pipeline reports in AccuLynx were unusable due to 340 unclosed/unmoved lead cards. | Clean AccuLynx stages feeding the Sprint 4 Weekly Scorecard (New Leads, Inspections Booked, Contracts Signed). |
06 · In Their Own Words
"Alex is our only salesperson, so new leads wait or never get contacted, and AccuLynx has 340 jobs in Lead (Oct 2), many never followed up. Every lead has to go through Alex for qualifying, inspection, and estimate approval... The main issue is not fully having that set up where they have to ask the customer for a deposit first in order to buy those materials for the job."
Additional Sprint Workstream 01
Additional Sprint Workstream 02
