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).
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.
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.