Just tell me what happened
Tip: on your phone, tap the mic on your keyboard and just say it.
0
Overdue follow-ups0
Stalled (no touch 2d+)0
Hot prospects ⭐0
Recruit pipelineNeeds contact today
Stalled — reach out
Referral engine — top sources
This week's activity
"Let us not become weary in doing good, for at the proper time we will reap a harvest if we do not give up." — Galatians 6:9
Rule of the house
Never leave "Next Follow-Up" blank. Everything red on this page gets touched before the day ends.
Follow-up accountability
Overdue & stalled by person. Tap "Copy digest" and paste into your team chat each morning.
Waiting for approval
The team
Coaching brief prompt
Paste this into Claude, then paste a profile under it. Leaders only.
Unassigned contacts
Contacts added before ownership existed. Claiming puts them in your pipeline.