Module · Leave and cover
4 featuresGroup: Team and resultsQuestions: 1
What it does
What Leave and cover does
Wednesday, 23 September
WeekWhen you actually call
Absence with cover
Holiday, sick leave or training with dates and a named cover.
Temporary access
The cover sees contacts only during the absence.
Tasks are not lost
Automations route tasks to the cover.
Visible on the client card
Anyone opening the card sees who to contact instead.
The problem
Why this hurts
When an agent is away, nobody knows where things stand, and hidden contacts block colleagues from calling back.
Who it is for
For agencies where a holiday means two weeks of paused deals.
Questions
Before you ask
The questions that come up about this module on the first call.
Is access permanent?
No, only for the days of the absence.
The rest of the system
Team and results
What the team does, what it delivers and who can see what.
Goals and pipeline
The annual target, broken down into what the agent does today
Owner dashboard
For the first time, you see the agency in numbers
Owner reports
Agency results without asking anyone for a summary
AI Coach
Agents rehearse the hard conversations on AI, not on your clients
Technique library
Conversation techniques and scripts you can practise right away
Roles and permissions
Everyone sees exactly as much as they should
Team chat
Office conversations stay in the office
See it on your own data
A 30-minute call. I will show what leave and cover would look like in your agency, on your clients and your commission model.