Every booked call, kept for good. Add one below, then mark how each went in the schedule.
Everyone who replied interested, in one queue: find their number, call, log it, book it — a booking lands on Meetings.
Interested leads against each client's target and weekly pace, and whether every inbox is sending what it can — straight from EmailBison.
Your client roster in one place — Inbox Vitals, Meetings and the pipeline all reference it.
Send a client a shareable link and they approve, flag or decline each item — their answers land back here.
What to invoice each client for the period: the meetings where the client said they turned up and the lead qualifies.
A meeting is billable once the client says two things in the post-call check-in: they turned up and the lead qualifies. The 1–10 rating beside those is feedback and doesn't decide anything — a 5 that qualified still bills, a 9 that didn't doesn't. No-shows never bill. Meetings from before that question existed still bill on the old rule (rated 7 or higher), so nothing you've already invoiced changes. 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.
What each setter is owed for the period, and whether they've had it.
A booking earns commission on exactly what the client is billed for: the prospect turned up and the client answered yes, the lead qualifies in the post-call check-in. Until both land it sits in still to confirm — that's someone's follow-up, not money owed. The 1–10 rating is feedback and doesn't decide it; meetings from before the qualify question keep the old rule (rated 7 or higher).
Two flat amounts are paid on top: $50 for a meeting that met the client's written criteria, where the prospect showed and the client said it wasn't a fit (they picked “Not a fit”, or rated it under the bar without saying anything else), and $25 for each lead disqualified on the Call Desk with a reason — counted in the fortnight the disqualification was made.
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 a prospect against the boxes that actually move results, and get their fit tier, price and results forecast.
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.
Turn a client's proven winning angle into a scale pitch — 1.5×, 2× and 3× packages with what each costs and books.
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 reply to signed — with its calls, scorecard and forecast in one place.
Deals follow the two-call close: Lead → Discovery booked → Discovery held → Roadmap booked → Awaiting decision → Won or Lost.
Everything connects. An interested reply on the Call Desk for our own client (Volenté — picked below) arrives as a Lead. A call booked for it on Meetings becomes the Discovery call; the next one is the Roadmap call. As those calls are held, the deal moves along by itself, and a call marked signed wins it — which adds the client to the roster, ready for onboarding. A scorecard on the ICP Qualifier or a forecast on Projections with the deal's name links to it, and each of those tabs has a way back to the deal. Move a deal by hand and it stays put until a call does something new.
Each deal has a checklist for the step it's at, from the sales playbook: before the Discovery call, on it, before the Roadmap call, closing it, and the four follow-up touches while they decide, each due on its day. What HQ can see — a scorecard, a forecast, a reminder sent, a decision date — ticks itself. Today lists what each deal needs: a call coming up that isn't ready, a recap not sent, a follow-up due, a decision date reached.
Mark a deal Won and it rolls into this quarter's number and onto the client roster (its monthly value becomes their retainer). Lost asks why; “not right now” comes back on Today in 30 days.
How each closer's deals convert, from the Discovery call to signed.
Close rate is deals won ÷ deals decided after the Roadmap call — won, plus lost once they'd been pitched. A deal lost before anyone pitched it (a no-show, a lead ruled out on the Call Desk, a Discovery call that went nowhere) isn't the closer's miss, so it doesn't count against it; deals still deciding count once they're won or lost. → Roadmap is how many Discovery calls held went on to a Roadmap call. A deal is credited to its owner, and counts in the period it was decided (or the call was held). Days to close runs from when the deal came in to when it was signed.
Every active client is asked for a referral every 90 days — log each ask to reset their clock.
A grounded 12-month MRR forecast for a prospect, conservative and aggressive — ready to present and share.
Build a grounded 12-month MRR forecast for a prospect from the whole funnel — booked meetings, show-up rate, close rate on the meetings that actually happen, deal size, sales-cycle lag and churn. Meetings ramp: a few in month 1, climbing to full output, and the conservative case ramps slower than the aggressive one. It computes target MRR, new business added, cost per meeting held, cost per customer, payback month and 12-month ROI, with every month shown. Present it on the call, then send a password-protected link. The show-up rate is seeded from our own delivered meetings, and anything we have never actually hit is flagged before you send it.
Taking a client on, as one list — HQ does the EmailBison side, the rest is ticked by whoever does it.
Every sending domain across every client's workspace, checked for blacklists, SPF / DKIM / DMARC and inbox placement.
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 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 the fortnight — salary and commission, each marked paid on its own.
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, plus $50 per not-a-fit that met the written criteria and $25 per lead disqualified on the Call Desk. 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.