---
title: Daily Action Plan — “Contact These 5 Today”
description: "Table of contents - [Why These Five Leads?](#0-toc-title) - [What's Excluded From the Queue](#1-toc-title) - [Each Lead Card](#2-toc-title) - [Working Through the Queue](#3-toc-title) - [Automatic Status Updates](#4-toc-title) - [Daily Refresh & Rotation](#5-toc-title) - [Trial-Plan Behavior](#6-toc-title) Engage+ The Daily Action Plan…"
url: "https://dotleadscout.com/docs/daily-action-plan-contact-these-5-today/"
updated: "2026-04-29"
category: "Dashboard & Daily Action Plan"
---

# Daily Action Plan — “Contact These 5 Today”

Table of contents

- [Why These Five Leads?](#0-toc-title)
- [What's Excluded From the Queue](#1-toc-title)
- [Each Lead Card](#2-toc-title)
- [Working Through the Queue](#3-toc-title)
- [Automatic Status Updates](#4-toc-title)
- [Daily Refresh & Rotation](#5-toc-title)
- [Trial-Plan Behavior](#6-toc-title)

Engage+

The Daily Action Plan is the centerpiece of your dashboard: **five leads**, picked for you, refreshed every day at midnight in your timezone. Each lead is scored by audit urgency, fleet size, contactability, and how recently you've touched it. Work through the five and you've done your most important outreach for the day.

## Why These Five Leads?

   The daily queue uses an opportunity score that combines several signals into a single number. The lead with the highest score ranks first; the lowest of the top five ranks fifth. Here's what feeds the score:

| Signal | Score boost | Why |
| --- | --- | --- |
| Hot lead window (audit deadline near) | +100 | Carriers with audit deadlines are most likely to need help *now*. |
| Recent authority (under hot window) | +70 | Brand-new carriers haven't locked in a clinic yet. |
| New entrant (under 18 months) | +40 | Still building their compliance program. |
| High utilization (1.5x+ drivers/truck) | +30 | Indicates driver turnover — ongoing physical demand. |
| 10+ drivers | +25 | Volume opportunity. 5–9 drivers gets a smaller +12. |
| Unsatisfactory safety rating | +25 | Compliance crisis = strong outreach moment. |
| Phone on file | +15 | You can actually reach this lead by phone. |
| HAZMAT carrier | +15 | Premium-tier physicals = higher revenue per visit. |
| Email on file | +10 | Email outreach is a backup channel. |
| Daily rotation factor | +0 to +20 | Pseudo-random factor that varies the queue day to day. |

## What's Excluded From the Queue

   Not every lead in your pipeline is eligible for the daily 5. These exclusions keep the queue actionable:

- **Removed from your lists** — if a lead was removed from your list, it doesn't come back through the queue
- **Already won or lost** — leads in `converted`, `disqualified`, `not-interested`, or `archived` stages are skipped (unless you updated them today)
- **No phone AND no email** — if there's no way to reach the carrier, they can't be the most important lead today
- **Skipped today** — leads you explicitly skipped reset at midnight, but not before

## Each Lead Card

   Every card in the queue shows the same key information so you can scan-and-act without opening anything:

- **Rank number** (1 to 5) on the left — click to manually mark the lead contacted
- **Carrier name + DOT number**
- **City and state**
- **Driver count + fleet size**
- **Quality badges** (Hot, High Value, New Entrant, HAZMAT, At Risk)
- **Action buttons** — Contact Card, Call, Email, Skip

##### Rank-click vs. action buttons

Clicking a card's *rank number* manually marks the lead as contacted but doesn't open anything. Clicking an *action button* (Call, Email, Contact Card) opens the matching tool and logs the contact automatically when you complete the action.

## Working Through the Queue

##### Open the dashboard

The queue is the first card on your dashboard once you log in.

##### Pick lead 1

Read the rank-1 card. Decide call vs. email vs. contact card based on what's on file.

##### Take the action

Use the action button. The matching modal opens with all the lead context already loaded.

##### Log the outcome

Add a note (or use the call modal's built-in outcome buttons). The card's progress dot turns green.

##### Repeat for leads 2–5

All five dots filled = you're done for the day. The queue refreshes tomorrow.

##### Skip if needed

If a lead really doesn't fit (wrong area, duplicate, etc.), use Skip. It hides for today only.

## Automatic Status Updates

   When you click **Mark Contacted** on a lead in the New stage, the lead is automatically promoted to `attempted`. A "Contacted via Daily Action Plan" note is also added to the lead's activity feed. Leads that are already past the New stage keep their existing status — the action plan never demotes a lead.

## Daily Refresh & Rotation

##### Same five all day, fresh five tomorrow

The queue is generated once per day using a date-based seed. If you refresh the page mid-day, you get the same five — minus anyone you've already actioned. At midnight in your timezone, the seed changes and a new five appears.

- **Lead rotation:** a small random factor in the score keeps the queue fresh; you won't see the same "perfect 5" every day even if no data changes
- **Skipped leads** stay skipped only for today — they re-enter the candidate pool at midnight
- **Contacted leads** drop out for longer; "attempted" leads can come back, but converted/lost leads are gone unless you updated them today

## Trial-Plan Behavior

##### Trial users get 3 unlocks

On the Trial plan, the daily queue still shows five leads — but contact info is masked. You can use up to **3 unlock credits** during your trial to reveal full contact info on three leads of your choice. The unlocks-remaining counter appears in the queue header.