Every booked call and every prospect who wants to book — in one place, kept forever. Add a meeting below, watch it on the calendar or in the list, and get a heads-up to send a reminder before the call and to check in 30 minutes after. Turn on notifications and HQ will ping you at the right moments (keep a tab open).
Every prospect who replied interested to a campaign, in one queue for the calling team. Pull them from EmailBison, enrich for a phone number, log each touchpoint, and book them — a booked call lands straight on the Meetings tab.
Your library of follow-up / booking scripts — the copy you send after a prospect replies to actually book the call. Log a script's uses as you send it; booked counts automatically from every meeting you attribute to it on the Meetings tab. See at a glance which angle books people in best, and retire the ones that don't convert.
Your client roster in one place — Inbox Vitals, Meetings and the pipeline all reference these. Drag a card into Archived to tuck away churned or paused clients (they drop out of the active lists everywhere but stay on record), and drag back to reactivate. Search to filter, or edit any client's name and notes. New clients are added here or in Inbox Vitals.
Send a client a shareable link — no login needed — and they approve, flag, or decline each item and leave comments. Their responses land back here so you know exactly what's cleared to run. Two kinds: Copy reviews (the email variations you've ideated) and ICP reviews (the targeting filters + sample companies you plan to hit, so the client signs off on who you're reaching).
A meeting is billable once the client comes back and rates it 7 or higher — no-shows and low-rated calls never bill. Pick a fortnight to see what to invoice each client, then Mark paid once the money lands so nothing slips through.
Periods default to 1st–15th and 16th–end — the boundaries setters are paid on — but you can switch to a whole month or pick any range on a calendar. A meeting bills in the fortnight its feedback arrived, not the one the call happened in — so an invoice you've already sent never changes underneath you, and a call from the 12th rated on the 20th shows up in the next period marked call was 1–15.
A booking earns commission once all three are true: the prospect turned up, the call is marked complete, and it's rated 7 or higher. Until then it sits in still to confirm — that's someone's follow-up, not money owed.
Periods run 1st–15th and 16th–end, the same boundaries the clients are charged on, and a meeting counts toward the fortnight its call falls in. Step back with the arrows to see any past period and what was paid for it. Mark paid records the amount as it stands at that moment, so re-rating a meeting later can't quietly rewrite what you actually paid — if the two drift apart it says so on the row. Rates come from commission per meeting in Payroll.
Score every prospect against the boxes that actually move results. The checklist drives a fit tier, a recommended price & setup, the right risk reversal to lead with, and a results forecast at the volume their TAM can support. The fewer boxes they check, the less we can promise — so we charge less and reverse less risk. Be honest on every box; this is our internal diagnosis, not a pitch.
Once a client has a proven winning angle, this builds their scale pitch. Pick a client — it pulls their live reply & interested rates from Inbox Vitals — then lays out 1.5× / 2× / 3× volume packages: the exact extra infra cost, what it adds to their monthly with us, and the extra booked meetings each tier delivers. Plus an SDR add-on that lifts their booking rate. Every assumption is editable — tune it to reality before you quote.
Every deal you're working, first touch to signed. Move a card through the stages, and HQ keeps your live MRR, open and weighted pipeline in sync. Mark a deal Won and it rolls into this quarter's number and gets added to your client roster automatically.
Happy clients are the cheapest pipeline you'll ever build. HQ asks every active client for a referral on a rolling 90-day cycle — log each ask so the clock resets and nobody gets asked twice in a month. Adjust the cadence in Settings.
The daily LinkedIn cadence in one place. Log messages as they go out and hit the daily goal; HQ pings you each day with whether it's done or not. Set this month's lead list below so whoever's running outreach knows exactly which list to work through.
Build a seriously grounded 12-month MRR forecast for a prospect from their real funnel — baseline MRR, average deal size, close rate, churn — and our delivered booked meetings/month in a conservative and aggressive scenario. It computes target MRR, new-business added, total cost, payback month, cash-flow-positive month and 12-month ROI, with a full monthly breakdown. Present it on the call, then send a password-protected link so they can explore their own numbers.
Every sending domain across every client's EmailBison workspace, checked for blacklists, SPF / DKIM / DMARC and inbox placement — discovered automatically, so nothing has to be added to EmailGuard by hand. Blacklist checks are unlimited on the plan, so every domain is swept daily whether or not it's one of the 25 connected ones. The point is to see a domain going bad before the replies dry up.
Metered credits are split across active clients with a slice held back, so one bad week for one client can't spend everyone's month. Caps are enforced when something tries to spend, not after. Unlimited things — blacklist checks, DMARC, compliance tests — aren't rationed at all.
Your internal team, their pay schedule, and what you owe — so nobody gets paid late. Save each person's start date, how much and when they're paid, plus an optional commission per booked meeting that syncs live from the Meetings tab. HQ reminds you when a payday lands, and the dashboard totals your monthly payroll per person. Archive people who leave (kept on record, like clients).
What each person is owed for one fortnight, with salary and commission kept apart — they're owed for different reasons and usually paid at different moments, so each is marked paid on its own. Periods run 1st–15th and 16th–end. Salary counts the paydays that land inside the period; commission counts meetings whose call falls inside it and which have been confirmed. Step back with the arrows to see any past period and exactly what was settled. Marking paid records the amount as it stands at that moment, so later changes can't rewrite what you actually paid.