The big picture.
One place for every prospect, decision, and next move.
What's next
Clear priorities, no guesswork.
Pipeline snapshot
Current prospect distribution
Active prospects
Your live outreach queue
| Business | Status | Next move | Website |
|---|
Every prospect. One source of truth.
Click Edit to update a record. Changes are saved on this device.
| Business / Area | Stage | Demo | Sent date | Next action |
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Activity timeline
A record of what actually happened—not what we planned to do.
Action queue
Prioritized from the dates and next steps in your prospect records. No invented deadlines.
Qualification checkpoint
Protect your design time before starting another demo.
Verify it operates locally and contact information is current.
Search for a legitimate functioning website. Disqualify if one exists.
Verify branding, service area, owner information and real reviews.
Set status to Qualified or Disqualified and log why.
Our eight-step process
Research first. Design only after qualification.