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Scenario Drills

Jasmine Roberts

Created on October 1, 2025

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Scenario Drills

Good, better, best. Click each one to learn more under each drill. Practice until your fingers type them without thinking.

Best

Better

Good

Drill 1: CRM Overload at 10 am

Situation: 32 tasks due, three new leads, two appointments not confirmed.

Best

Better

Good

Drill 2: Duplicate Records

Situation: Lead appears under two names with the same phone.

Best

Better

Good

Drill 3: Digital Buyer Halfway Through Cart

Situation: Shopper started a digital deal last night and ghosted.

Best

Better

Good

Start calling randomly.

Better

Confirm both appointments first, then triage tasks.

Lorem ipsum dolor sit

Best

Confirm both appointments with a text plus a 15 second video. Respond to the three new leads with a personalized video and a two time appointment choice. Then batch your tasks by type. Call blocks first, then texts, then emails. Clear everything due by noon.

Better

Call once and leave a voicemail.

1 New VM

Good

Send a price-only email.

Best

Send a personalized screen share style video. “I see your [Model] with the [package] in your cart. Two ways to finish. I can send a buyer’s order and a deposit link now, or we set a 20 minute visit to sign and drive. Which works better”

Better

Ask BDC to merge.

Good

Work one and ignore the other.

Best

Verify best spelling and email with the customer. Merge records. Add a note: Duplicate merged. All future notes here. Set next task and inform BDC in the comment thread.

Scenario Drills

Start designing with a free template

View

Tree of Wishes

View

Witchcraft vertical Infographic

View

Halloween Horizontal Infographic

View

Halloween Infographic

View

Halloween List 3D

View

Magic and Sorcery List

View

Journey Map

Transcript

Scenario Drills

Good, better, best. Click each one to learn more under each drill. Practice until your fingers type them without thinking.

Drill 1: CRM Overload at 10 am

Situation: 32 tasks due, three new leads, two appointments not confirmed.

Drill 2: Duplicate Records

Situation: Lead appears under two names with the same phone.

Drill 3: Digital Buyer Halfway Through Cart

Situation: Shopper started a digital deal last night and ghosted.

Good

Start calling randomly.

Better

Confirm both appointments first, then triage tasks.

Best

Confirm both appointments with a text plus a 15 second video. Respond to the three new leads with a personalized video and a two time appointment choice. Then batch your tasks by type. Call blocks first, then texts, then emails. Clear everything due by noon.

Better

Call once and leave a voicemail.

1 New VM

Good

Send a price-only email.

Best

Send a personalized screen share style video. “I see your [Model] with the [package] in your cart. Two ways to finish. I can send a buyer’s order and a deposit link now, or we set a 20 minute visit to sign and drive. Which works better”

Better

Ask BDC to merge.

Good

Work one and ignore the other.

Best

Verify best spelling and email with the customer. Merge records. Add a note: Duplicate merged. All future notes here. Set next task and inform BDC in the comment thread.