Here's your day.
Today’s plan.
Sheet
Edit right in the cells. Everything saves instantly.Your goal.
Log every deal you close and watch it fill up.
Calendar
Active opportunities
Didn’t go anywhere
Make it yours.
Choose where tomorrow’s prospects come from, and take your data to Excel.
Saved to the “Hub targeting” sheet in your WA Prospect Lists folder. The 6 AM list routine reads it every morning.
The Excel file has two tabs: Contacts (stage, phone, benefits, renewal, latest note and more) and Call log. Backups also go to your Drive every Friday evening.
Your pipeline.
Who you’ve called and where each one stands, in one place.
| Stage | Business | Phone | Contact | Last touch | Next follow-up | My call notes |
|---|
Your people.
CPAs, P&C agents, bankers and HR consultants who can send business your way.
No partners yet
Add the CPAs, agents and advisors you meet. Log them straight from an event, then tag the prospects they refer to you.
Contacts
| Business | Contact | Industry | Location | Phone / email | Status / next |
|---|
39 counties. One state.
See where your prospects are, and where you still need them.
Get in the room.
Chamber mixers, HR meetups and industry nights where employers and referral partners gather.
No events yet
Add chamber mixers, SHRM meetings and other places to meet employers and referral partners.