Dashboard
MRR and closed won jobs at a glance.
Recently Closed Won
Upcoming Follow-Ups
Client Health
| Client | Status | Stage | CPL | Flags |
|---|
Meetings Booked
This week
Calendar
Your own Google Calendar - drag a meeting to reschedule it, or click it to edit the exact time and length.
Team
Invite your business partner and manage who has access.
Invite a Teammate
Current Team
Deals
Open pipeline value (net of rep commission where set): $0
Commission
Thor's commission, tied to when each client's invoice actually gets paid - an elevated rate for the first 6 months, then it steps down to the steady rate.
Tasks
Set tasks, attach a contact or deal, and keep on top of due dates.
| Task | Assignee | Priority | Due | Status |
|---|
Add Prospects
Vertical assignments and NZ region coverage - and where new leads get added and imported for the team.
Vertical Assignments
Point someone at a vertical and Prospecting narrows to just that industry for them - leave your own blank to keep seeing everything.NZ Region Coverage
Pick an industry to see which regions already have prospects for it (green) and which don't (red).Vertical Coverage
Tick off a region + industry once it's fully worked - its prospects come off Prospecting for everyone, without deleting anything. Reactivate to bring them straight back.Dialler
Pick New Zealand or Australia and the region you're targeting, then power dial straight down the list.
Up Now
0 / 0Import a CSV/XLS file or add a prospect to start power dialing.
Queue
Region Data
Contacts
Every client and lead in one place.
| Name | Company | Phone | Status |
|---|
Playbooks
Scripts and processes, shared with the whole team.
Email Templates
Ready-to-send emails for the whole team - open one, copy it, tweak the details, send.
Clients
Track cost per lead, retention, and how every client is tracking.
Onboarding
Every new client from signed to ads live. Drag them along as they go, and open one to see what's left.
No one's onboarding right now
Drag a deal into Onboarding on the Sales pipeline and they'll land in Welcome automatically, or add a client yourself.
Workshops
Once a month we sit down with each client and look at their business. Drag each client to the workshop they need next, and open one to log the session.
Creative Library
Every ad creative across all your clients, with all-time spend and cost per lead pulled live from Meta.
Content Production
Every content piece across every client - from idea to posted.
Invoices & Receipts
Each client's first invoice goes out a month after they start, then every 30 days. Make it, send it, and once it's paid, send the receipt.
To send
Invoices due now or in the next week.
Waiting on payment
Sent and not yet paid. Mark one paid to send the receipt.
All invoices
| Invoice | Client | Date | Total | Status | Receipt |
|---|
Billing schedule
Every client's fee, start date and next invoice. Set their card payment link here once and it goes on every invoice.
| Client | Monthly fee | Billing started | Next invoice | Card link |
|---|
Reporting
A report for every client each fortnight, showing how their month is going: revenue won, the 10-quote guarantee, and the return. Make one, then drag the PDF into your email.
90-day plans
A strategy document for each client: the goal, the roadmap month by month, and every check-in already in the calendar.
Ad performance and lead imports
Weekly Report
Live Creative Performance
| Client | Spend This Week | Results This Week | Cost / Result | Lifetime Spend |
|---|
Meta Lead Center Import
Meta has no API for the Intake/Qualified/DQ'd status you set inside Leads Center - export a CSV from there and drop it in here to keep a running count.
| Client | Intake | Qualified | DQ'd | Other | Total |
|---|
Rules
Standards for running ads and building pages, so the whole team works the same way for every client.
Expenses
Track business costs and profit-share income against your MRR.
| Date | Title | Type | Category | Frequency | Amount |
|---|
To Do
Your 3-5 most important things this week.
This Week's Priorities
0 / 0Recent Weeks
Activity
No activity yet this week.
Statistics
Calls, meetings, and conversion rates for the whole team - filter by person and time range.
By Person
| Person | Calls | Conversations | Call Conversion | Meetings Booked | Closed Meetings | Meeting Conversion | Closed Deals |
|---|