Cold Calls, DMs, Emails — hit the + button each time you make contact. Your goal is 20 of each per day. The bar fills as you go. Hit − to correct a mistake.
Call Booked — tap this every time someone agrees to a call. Tracked daily.
Counts reset automatically each morning. Yesterday's numbers are saved to the weekly chart.
Logging a closed client
Hit + Log Closed Client every time someone signs up.
Fill in business name (required), industry, how you got the lead, and their city/state.
The system adds $297/mo to your MRR automatically. Every close compounds.
This data feeds the analytics section — the more accurate you are, the more useful it becomes.
Milestones
Milestones unlock automatically as your MRR grows. No manual input needed.
You can add custom milestones at the bottom of the milestones section — give it a name and an MRR target.
Analytics
By Industry — which verticals are closing. Double down on what works.
By Lead Source — are cold calls or DMs producing more closes? This tells you where to spend your time.
By Location — which states or regions are converting.
Analytics build over time. The more closes logged, the more useful the data.
Notes
Use the notes field for quick daily notes — blockers, follow-up reminders, anything worth capturing. Saves automatically.
Viewing rep
Use the dropdown at the top to switch between reps. Each rep's data is tracked separately. Admins can view all reps.