Your day at a glance
7newapplications since last night, 4 a clear fit
18of 26check-ins in, 8 reminders sent
€ 9,840revenue in September, +12% on August
Your five minutes
Only what needs a personal decision. Everything else is already done.
Applicationsfrom form to client
See all
Applications per week Last eight weeks. The spike is the reel from 2 September.
Done overnight By your automations, while you slept
7 applications confirmed, each with two follow-up questions02:14 to 08:40
4 labelled as a fit, 3 discovery calls booked07:49
8 check-in reminders sent in the client app07:30
Sam completed onboarding, welcome checklist ready08:12
2 follow-ups to applications that went quietday 3
Renewal offer for Charlie prepared, waiting for you06:00
Pipeline31 applications this month, 9 became clients
All applications Scored on goal, time, budget and motivation. Click for the file.
| Name | Goal | Source | Score | Stage | Next step |
|---|
Clients26 active, 3 programs end within two weeks
Weight Weekly check-in, goal 72 kg
Compliance Your example activity over 7, 30 and 90 days
Habits Last four weeks, one square per day
Notes Only visible to you
Jamie wants a manageable routine around a busy work week. Start small and review together.Intake, 14 July
Prefers morning sessions and a short reflection on Sundays. Discuss what feels sustainable.Check-in, 18 August
Photos Stock imagery for illustration, not real results
Illustrative stock photo
Illustrative stock photo
Program 12-week Momentum, renewal is prepared in week 10
Intake and first planwk 1
Weekly routine reviewedwk 4
Next goals agreed togetherwk 7
Renewal offer preparedwk 10
AutomationsOptional workflow examples. Toggle them to explore.
Monday4 appointments, 3 booked automatically
How the calendar works You free up blocks, the rest runs by itself
A fit applicant picks a time in your free blocksform
Confirmation plus reminders 24 hours and 1 hour beforeClient app
Summary of the application attached to every call1 click
No-show gets a new invitation automaticallymax 2x
After the call you decide: offer or declineyou
Revenue September€ 9,840+12% on August
Recurring per month€ 6,12062% of revenue
Outstanding€ 8902 reminders sent automatically
Renewed this month4 of 580%, offer goes out 14 days before
Revenue per month Programs plus subscriptions, manually recorded invoices
Ending or outstanding Everything that touches money, in one place
