Import tip: columns — Business Name, Owner, Phone, Email, Town, Niche, Website, Status, Priority. First row = headers.
Call Tracker
Today's Calls
0
calls today
All Time Stats
Callback Reminders
Call Notes
Cold Call Script
Clients
Projects & Time
Stopwatch
00:00:00
Client (for this session)
Task Category
Time by Client
Marketing Hub
Variables: [Name][Business][Town][Trade][Niche] — highlighted in yellow. Click Copy to grab subject + body instantly.
DraftedApprovedScheduledPublished
SUN
MON
TUE
WED
THU
FRI
SAT
Saved Proposals
Leaderboard
All Referrals
Goals & MRR Calculator
Bank exit by Oct/Nov 2026 — make the math visible every morning
Set Targets
MRR Target ($)
Client Target
Calls/Week Target
Bank Exit Date
Monthly Expenses ($)
Annual Target ($)
Your Client Mix
Launch ($149)
Growth ($249)
Elevate ($399)
Monthly Expenses ($)
Tax Rate (%)
Clients Needed to Hit
Accounting
💡 Auto-import via Plaid: Plaid bank integration requires a backend server. Workaround: export transactions from your bank as CSV and use Import CSV above — works instantly with any bank. Full Plaid integration can be added when you move to a hosted version.
Resources
📊 Reports
Saved Reports
🤖 AI Assistant
Powered by Claude — knows your pricing, clients, and market
Quick Prompts
Website URL *
Niche
Town
📈 Performance
Request Tracker
All Reviews & Testimonials
Facebook & Google — spend, CPL, ROI auto-calculated
Generate a one-page printable business summary.
Add Prospect
Business Name *
Owner
Phone
Email
Town
Niche
Website
GBP Status
Status
Priority (1-5)
Follow Up Date
Follow Up Note
Notes
Email Stage
Status
Reminder
Add Client
Business Name *
Owner Name
Phone
Email
Plan
MRR ($)
Setup Fee ($)
Division
Ads Plan
Content Plan
Stage
Upsell Target
Upsell Date
GBP Status
Start Date
Next Payment
Website
Owner Phone
Notes
New Client Onboarding
Client Name *
Plan
Start Date
New Main Project
Project Name *
Client
Due Date
Description
New Sub-Project
Name *
Client
Due Date
Description
Add Task
Task Name *
Status
Priority
Due Date
Assigned To
Notes
Add Transaction
Type
Amount ($)*
Date
Category
Description *
Client / Vendor
Invoice #
Notes
New Campaign
Campaign Name *
Platform
Start Date
Status
Total Spend ($)
Leads
Booked Calls
Clients Closed
Notes
Add Post
Account
Platform
Post Date
Status
Caption / Content
Notes
Log Referral
Referred By *
New Client / Lead *
Date
Status
Notes
Add Email Template
Template Name *
Sequence
Subject Line
Body — use [Name] [Business] [Town] [Trade] [Niche] [Website] as variables