Role hub
Each role is built around one clear job.
This hub shows the core role pages and the outcome each one is meant to drive.
Lead finder
Follow-up
Appointment
Compliance
What a role page should answer
Each page should show the job, the trigger, the output, and the guardrails.
Simple explainer
A simple picture makes the role system easier to grasp
The role diagram shows that each employee has a job, an input, an output, and a guardrail.
Role views
Three role examples, shown as clear reading cards
Each card is written to read cleanly on a projector or a laptop screen.
Lead finder
InputWebsite, referral, intent
OutputRanked lead list
GuardrailApproval on risky outreach
Follow-up
InputUnanswered inquiry
OutputNext message drafted
GuardrailTiming and tone rules
Appointment
InputQualified lead
OutputCalendar event
GuardrailEscalate when unsure
Lead Finder
Find target opportunities
Identifies prospects, accounts, or patients based on fit signals.
Follow-up
Keep the conversation moving
Creates the next touch based on reply state and timing.
Appointment
Turn interest into a booking
Offers times, confirms attendance, and keeps calendars moving.
Review
Grow reputation
Requests reviews, manages timing, and routes feedback.
Compliance
Protect the boundary
Flags risky language, blocks unsafe actions, and escalates.
Reporting
Summarize results
Turns activity into a clear result summary with ROI and next steps.
Template
Every role page should follow the same structure
1. PurposeWhat the role is responsible for.
2. InputsWhat data or trigger starts the job.
3. OutputsWhat the team receives when it finishes.
4. GuardrailsWhat must be approved or blocked.
Role pages should stay simple and reusable across industries.
FAQ
Common questions
Overview
How this helps
It covers the core job for each role with a repeatable workflow.
Overview
Why it works
It explains the role clearly.
Best use
When to use Roles?
Use it when the role should be reusable across industries.