Lesson 1 of 6

Kit Overview & Lead Source Mapping

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Inventory every place leads currently enter your business — web forms, email inboxes, Slack messages, phone calls, referrals. Map each source to a kit intake channel so nothing slips through.

What You'll Do in This Lesson

List every lead source your business currently uses (forms, email, referrals, calls, ads)

For each source, identify: how many leads/week, who monitors it, current response time

Map each source to a kit intake channel in the dashboard

Review the lead data model: what fields are captured for each lead?

Define your lead ownership rules: who gets what, and what happens to unassigned leads?

Complete the source mapping worksheet and save it in your kit workspace

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Tools You'll Use

Kit DashboardCRMGmailForms

Tips for This Lesson

→Take your time — follow each step carefully
→Save your configuration as you go
→Test with real data when possible

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