BOS

Business Operating System

Business Growth, Made Simple

Leads

A simple daily queue for choosing the next lead to call, text, email, research, or follow up with.

Add Lead

Due Now

Open tasks due now

No Next Action

Needs a follow-up step

Unassigned

Needs a section

Needs Research

Needs more context

BOS Leads Assistant

Prioritize daily lead work, spot missing next actions, connect leads to Work Centers, and decide who needs follow-up first.

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Find leads by section, status, contact, or next action

Lead queue

Cameron Thorn

Test Partner Organization

Opportunity: Test Partner Organization

+14423742507 academicrescuemission@gmail.com

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: Email sent · Jun 11

Call result: None

Calls 0 · Texts 0 · Emails 3

Next follow-up: Jun 8, 2026

Next Action

TESTING IF NOTE IS EDITABLE

Details

Due: 2026-06-08

TEST

Last touch: Email sent · Jun 11, 7:21 PM

Cameron Thorn

TEST2

Opportunity: TEST2

+14423742507 academicrescuemission@gmail.com

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: Email sent · Jun 11

Call result: None

Calls 0 · Texts 0 · Emails 3

Next follow-up: Jun 3, 2026

Next Action

Follow up: No answer

Details

Due: 2026-06-03

TEST

Last touch: Email sent · Jun 11, 1:15 AM

Cameron Thorn

TEST2

Opportunity: TEST2

+14423742507 academicrescuemission@gmail.com

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: No activity yet

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Not set

Next Action

Add the next follow-up step

Details

Due: No date set

Last touch: No activity logged yet

John Smith

ARM Local Prospect

Opportunity: ARM Local Prospect

+16195551234 john@example.com

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: Note added · Jun 10

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Jun 9, 2026

Next Action

TEST: seeing if task on contact appears on lead and organization

Details

Due: 2026-06-09

TASK ACROSS CONTACT LEAD AND ORG

Last touch: Note added · Jun 10, 6:30 PM

Test Caller

ARM Test Prospect

Opportunity: ARM Test Prospect

+19162188530 testcaller@example.com

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: No activity yet

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Not set

Next Action

Call tomorrow

Details

Due: No date set

Last touch: No activity logged yet

Test Caller

ARM Test Prospect

Opportunity: ARM Test Prospect

+19162188530 testcaller@example.com

Pipeline: Unassigned · Stage: New Prospect · Fit: Pending

Engagement

Last touch: No activity yet

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Not set

Next Action

Call tomorrow

Details

Due: No date set

Last touch: No activity logged yet

Cameron Thorn

TEST2

Opportunity: TEST2

+14423742507 academicrescuemission@gmail.com

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: No activity yet

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Not set

Next Action

Add the next follow-up step

Details

Due: No date set

Last touch: No activity logged yet

Joanna Riggs

Opportunity: CSV Kingdom Builders

889365102 joriggsvideo3@gmail.com

Pipeline: ARM Recruiting · Stage: 1st Outreach - Contacted · Fit: Pending

Engagement

Last touch: No activity yet

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Not set

Next Action

Send intro email

Details

Due: No date set

Last touch: No activity logged yet

Marcus CSV

CSV Grace Church

Opportunity: CSV Grace Church

(555) 222-3333 marcus.csv@example.com

Pipeline: Unassigned · Stage: 1st Outreach - Contacted · Fit: Pending

Engagement

Last touch: No activity yet

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Not set

Next Action

Call this week

Details

Due: No date set

Last touch: No activity logged yet

Marcus TEST

GRACE TEST :LEAD

Opportunity: GRACE TEST :LEAD

555111222 marcus.test@example.com

Pipeline: Unassigned · Stage: Qualified · Fit: Pending

Engagement

Last touch: No activity yet

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Not set

Next Action

Confirm lead connection

Details

Due: No date set

Last touch: No activity logged yet

Demo Pipeline Lead

Test Partner Organization

Contact info missing

Pipeline: Unassigned · Stage: Contact Found · Fit: 85

Engagement

Last touch: No activity yet

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Not set

Next Action

Move this lead through the pipeline stages.

Details

Due: No date set

Last touch: No activity logged yet

John Smith

No organization assigned

Opportunity: TEST CHURCH 1

123-456-7890 john@example.com

Pipeline: ARM Recruiting · Stage: New Prospect · Fit: Pending

Engagement

Last touch: Task updated · Jun 11

Call result: None

Calls 0 · Texts 0 · Emails 0

Next follow-up: Jun 2, 2026

Next Action

TEST TASK

Details

Due: 2026-06-02

TESTING CALENDAR INTEGRATION; can this edit in tasks

Last touch: Task updated · Jun 11, 8:14 PM