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Search clients, leads, threads
3
Needs your call
01
Proposal drafted for the Delgado projectBuilt from Thursday's call. Ready to send.
$12,4002h ago02
Reply drafted for a new inquirySofia Marin wants a call this week.
New40m ago03
Follow-up overdue with Dave KesslerQuote sent 6 days ago. Nudge drafted.
$8,9006dLeads captured
6
+2 none dropped
Follow-ups on time
96%
+7 this week
Proposals out
4
2 awaiting reply
Hours saved
11.4
+2.1 vs last week
Open work
| Client / Project | Type | Value | Age | Status |
|---|---|---|---|---|
| Delgado projectProposal ready | Proposal | $12,400 | 2h | Your call |
| Tembo Co.Discovery call booked Tue | Lead | TBD | 1d | On track |
| Dave KesslerQuote out, no reply | Quote | $8,900 | 6d | Overdue |
| Marin AgencyNew inquiry, logged | Lead | TBD | 40m | New |
| Riverside ClinicProject scheduled, team assigned | Project | $16,500 | 3d | Scheduled |
Handled today
Follow-up sent to a lead before it slippedLeads8:12a
Monday meeting turned into 4 tasks, assignedProjects9:03a
New inquiry logged with summary, routed to LeadsInbox10:47a
SOP answer sent to your team, twice, no ping to youTeam11:20a
Inbox, sorted for you
| From | Subject | Handled | Status |
|---|---|---|---|
| Delgado | Re: project timeline | Reply drafted | Needs OK |
| Marin Agency | New project inquiry | Logged + summary | Review |
| Riverside Clinic | Invoice question | Answer drafted | Needs OK |
| Vendor | Delivery delay notice | Flagged, affects 2 projects | Read this |
| 3 newsletters | Promos & updates | Archived | Done |
Leads
| Lead | Source | Value | Status |
|---|---|---|---|
| Marin AgencyNew project | Website | TBD | New |
| Tembo Co.Consulting engagement | Referral | TBD | Discovery booked |
| Dave KesslerService quote | $8,900 | Quoted | |
| DelgadoProject proposal | Repeat | $12,400 | Proposal out |
| Riverside ClinicOngoing project | Website | $16,500 | Won |
Follow-ups
| Contact | Last touch | Next step | Status |
|---|---|---|---|
| Dave KesslerService quote | 6d ago | Nudge drafted | Overdue |
| Sofia MarinNew inquiry | 40m ago | Reply drafted | Due today |
| Tembo Co.Discovery call | Thu | Recap sent | On time |
| Vance (past client)Slow-season check-in | 3 mo | Check-in drafted | Queued |
Projects
| Client / Project | Stage | Team | Next step |
|---|---|---|---|
| Delgado project | Proposal | - | Awaiting your OK |
| Riverside Clinic | Scheduled | 2 | Kickoff Monday |
| Vance retainer | In progress | 3 | Review Wed |
| Tembo Co. | Discovery | - | Call Tuesday |
Quotes & proposals
| Quote | Amount | Built from | Status |
|---|---|---|---|
| Delgado project | $12,400 | Similar 2024 job | Draft ready |
| Dave Kessler | $8,900 | Service template | Sent |
| Riverside Clinic | $16,500 | Project template | Won |
| Tembo Co. | TBD | Pending scope | Awaiting info |
Team & SOPs
| Question | Asked by | Answered from | Status |
|---|---|---|---|
| "What's the deposit policy?" | MKMike | SOP: Payments | Answered ×2 |
| "Where's the Riverside contract?" | SRSara | Client file | Answered |
| "Client's preferred contact?" | MKMike | CRM | Answered |
| "Change-order process?" | NHNew hire | SOP: Ops | Answered |