You sit down at your desk at 8 AM. Your phone is already lighting up with leads. Here’s what a productive day looks like selling moves on MoveRight.
What this covers
This is your daily flow — the callbacks, estimates, and follow-ups that fill your pipeline and close jobs.
Who uses this
Sales agents who handle leads, build estimates, and close deals. Sales managers — read this so you know what a good day looks like for your team.
8:00 AM — Check the callback queue
Open MoveRight and go to the callback queue. This is your prioritized list of leads that need a call. They’re sorted by:
- Warm callbacks — customers you’ve already spoken to. They’re the most likely to close.
- New leads — came in overnight. First contact within 5 minutes is the goal, but morning-of is the reality for overnight leads.
- Stale leads — no contact in 3+ days. These need a refresh or a close.
Start at the top of the warm list. These are your easiest closes.
See: The Morning Callback Queue
8:15 AM — Make the calls
For each lead in your callback queue:
- Call them. Not email. Not text. Call first.
- No answer? Send the AI follow-up text through MoveRight: “Hey [Name], trying to reach you about your move. When’s a good time to chat?”
- Log the call in the opportunity — even the no-answer. This keeps your activity visible to your manager.
Your goal: contact every warm callback before 10 AM. After that, they’re at work and harder to reach.
10:00 AM — Build estimates
By 10 AM, you should have 2-3 customers who want a quote. Open each opportunity and click Create Estimate.
For local moves, you price by the hour:
- Crew size (2, 3, or 4 people)
- Estimated hours (based on home size)
- Truck fee
- Any surcharges (stairs, long carry, packing)
For long-distance moves, price by weight and tariff. This is more complex — check with your manager if you’re unsure.
Click Send Estimate. The customer gets a branded quote by text and email. You can track when they open it.
See: How to Create an Estimate
11:00 AM — Follow up on sent estimates
Check your sent estimates for anyone who opened their quote but didn’t sign. These are warm — they’re interested, just not ready.
Send a quick text: “Hey [Name], did you get a chance to review the estimate? Happy to adjust anything if the numbers don’t look right.”
MoveRight shows you when they opened it and how many times. Three opens with no signature? They’re comparing you to a competitor. Call them.
12:00 PM — Lunch, then handle inbound leads
After lunch, check for new leads that came in during the morning. If your phone system is connected, every call creates an opportunity automatically. Web form submissions do too.
Your rule: first contact within 5 minutes during business hours. If a lead came in at 10:30 AM and it’s now 12:15 PM, you’re late. Call them now.
See: Speed-to-Lead: The 5-Minute Rule
1:00 PM — Book estimates for this week
If you have customers who want in-home estimates, book them into your schedule. MoveRight’s calendar shows:
- Which estimators are available
- Open time slots
- Drive time between appointments (based on addresses)
Try to group estimates by geography. Three homes in the same neighborhood saves you 45 minutes of driving.
See: Booking an On-Site Estimate
3:00 PM — Close the easy ones
By mid-afternoon, a few estimates should be signed. When a customer signs, you:
- Verify the signature in MoveRight
- Send the deposit link — always collect a deposit before booking
- Notify dispatch that this job is ready to be scheduled
If the customer hasn’t signed, call them: “Hey, just checking — any questions about the quote? I can walk you through it right now.”
See: How to Sign an Estimate | How to Record a Deposit
4:30 PM — End-of-day pipeline update
Before you leave, update your pipeline:
- Move won deals to “Closed Won”
- Mark dead leads as “Lost” — don’t let them clutter your queue
- Set follow-up reminders for anyone you didn’t reach today
This takes 5 minutes and keeps tomorrow’s callback queue clean.
Your daily score
At the end of the day, you should be able to answer:
| Metric | Target |
|---|---|
| Leads contacted | At least the full callback queue |
| Estimates sent | 2-3 minimum |
| Deals closed | 1-2 (this compounds) |
| Callback queue cleared | Zero warm callbacks left over |
Common questions
What if I can’t reach a lead after 3 tries? Move them to a “Nurture” stage. The AI follow-up keeps texting them. You check back in a week. Don’t keep calling dead leads.
How do I handle price objections? Don’t drop your rate. Instead, offer value: free wardrobe boxes, free TV crating, or a flexible move date. The estimate stays profitable; the customer feels heard.
What happens next
- Master estimating: How to Create an Estimate
- Understand your pipeline: Managing Your Lead Pipeline
- AI handles the busywork: AI Lead Follow-Up