Nov 12, 2025
v 1.0.3
Product Updates
For years, I didn’t really know what my setters were doing.
They said they were “working all day.” Bookings trickled in. But when numbers dropped, I had no idea why.
Were they nurturing new leads instead of following up with qualified ones? Who was actually moving the pipeline forward?
There was no visibility. Just chaos disguised as effort.
Every day I’d open Instagram and scroll through hundreds of DMs, trying to reverse-engineer what happened. Airtable forms, screenshots, EOD updates - it felt medieval.And when a setter quit, the whole thing collapsed.
Leads disappeared. Notes got lost. New setters were dropped into mid-conversation chaos with no tags, no stages, and no context.
If your AOV is $4,300, missing 10 leads means you just lost $43K. Not from bad marketing - just from bad systems.
Why We Built It
I got tired of running an 8-figure operation with tools that felt like duct tape.
So we built Lead Management inside Mochi.
It’s not a dashboard. It’s a control center for your DMs.
For the first time, you can see every lead, across every setter, every tag, every funnel stage in one unified view.
You can filter by date, setter, tag, or payment status. Reassign, retag, or update hundreds of leads in seconds. It’s speed and structure where chaos used to live.
What You Can Actually Do Now
Bulk Reassignment
Your setter gives notice? Select all 183 leads. Click “Assign.” Choose the new team member. Done in 30 seconds.
Your setter goes on vacation? Select their 67 active leads, reassign to another setter. Two minutes. When they’re back, switch it back.
Bulk Status Updates
You did outreach to your ICP and you got 29 people that are highly qualified in your DMs? Select them all → Update status to “Qualified.” Your setters know instantly who to prioritize.
Bulk Tagging for Segmentation
You can tag at scale: “High Intent,” “Needs Nurturing,” “Budget Concerns,” “Ready to Buy.”
Got 30 people asking about payment plans? Tag them “Payment Plan Interest.” Your setter now knows exactly what to lead with. Tag by pain point. Tag by campaign.
Export Everything
Click “Export CSV.” Instantly download your full lead database names, stages, team members, deal values, last interactions, payment status.
You own the data. And soon you’ll plug it straight into Zapier, n8n, or your own MCP server for automated workflows.
How It Actually Plays Out
Scenario 1: Team Member Leaves
Before: 4 hours of manual updates. Leads lost. Sales gone.
Now: 8 minutes. Select all. Reassign. Done. Zero leads lost.
Scenario 2: Vacation Coverage
Before: Two weeks of confusion. Hot leads go cold.
Now: 2 minutes. Bulk reassign to coverage. Back again when they return. Seamless.
Scenario 3: Pipeline Visibility
Before: “How many qualified leads do we have?” Nobody knows. Manual counting, 30 minutes wasted.
Now: Filter → “Qualified.” 3 seconds. Exact number, deal value, assigned setterinstantly visible.
Scenario 4: Strategic Segmentation
Before: Want to re-engage cold leads? You manually hunt through old DMs.
Now: Filter by last interaction date. Select everyone silent for 2+ weeks. Tag “Re-engagement Campaign.” The team knows exactly who to message.
What It Feels Like Now
When I open Mochi, I feel calm again. I see exactly how many new leads came in, how many are qualified, who’s following up, who’s ghosting.
If inbound slows, I know it’s a marketing problem. If follow-ups lag, I know it’s a setter problem.
Data turns stress into clarity. Movement doesn’t make money systems do.
The first client who tried this reassigned 183 leads in eight minutes. Every lead routed perfectly. Right setter. Right tag. Right stage. Zero chaos.
That’s what modern infrastructure feels like.
Where It’s Headed
Soon, Mochi will auto-triage leads using AI.
If someone messages “PDF,” they’ll get the “PDF Push” tag automatically.
If they came from a specific story or campaign, Mochi will detect it.
You’ll know which posts drive sales, which push sequences convert, and which don’t.
This isn’t AI as a chatbot it's AI as an operator, reading patterns, learning behavior, and improving execution.
Most founders still think this kind of visibility isn’t possible. They build sales empires on DMs and spreadsheets and hope it scales. It doesn’t. Lead Management is the missing system the layer between chaos and clarity, between effort and scale.
It’s not a feature. It’s the foundation.
We just shipped it.
It’s live inside Mochi.
Open it. See your leads. Feel what control feels like again.
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