Good morning, Consultant.
Today's Priority Actions
Revenue Forecast
Recent Activity
Pipeline
Drag contacts between stages · Click a card to view details
Contacts
⌕
Proposals
Track all sent proposals and their status
Email Sequences
5 automated nurture sequences · Click to expand steps · Enroll contacts manually
⚡ SMTP required for actual sending — configure in Settings
Scheduler
Click any day to book an appointment · Your calendar, no Calendly required
Upcoming Appointments
Intake Form
Replaces Typeform · BANT auto-scoring · Submissions create contacts automatically
BANT Score Preview
0
Lead Score
Scoring Guide
Budget Confirmed+25
Decision-Maker Present+20
Clear Need Identified+20
Timeline Confirmed+15
Referral Source+10
Responded Quickly+10
Routing Rules
≥ 80 → Principal calendar
60–79 → Associate calendar
40–59 → 4-email warm nurture
< 40 → 10-email cold drip
Social Planner
Replaces Later & Planoly · Content calendar for Instagram & Pinterest
Scheduled Posts
Automations
Replaces Zapier · 7 trigger-based workflows · Toggle on/off · Runs auto when pipeline stages change
Automations fire when you update pipeline stages or mark form submissions complete.
Automation Log
Settings
Firm configuration · SMTP · Working hours · BANT weights
Firm Information
SMTP Email Configuration Required for sending sequences
One simple connection
Use SendGrid (free up to 100 emails/day) or any SMTP provider. You own your email delivery — no platform dependency.Working Hours
Revenue Targets
Data Management