Partner Wallets
| Partner | Ref ID | Big 5 Tier | Scans | Wallet Balance | Commission Earned |
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| Name | Phone | Stage | Bottleneck | Notes | Date |
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Post-Call Debrief
After every discovery call — select the client, paste the Google Meet transcript, click Summarise with AI to auto-fill pain points, then send. The client gets a WhatsApp thank-you with the summary and a proposed presentation date.
WhatsApp Preview
Select a client and fill in pain points to preview.
Proposal Pipeline
Clients who received a post-call debrief and are waiting for their solution presentation. Mark Won when they sign up, Follow-up to resend with a new date, or Lost to remove from pipeline.
| Client | Phone | Status | Presentation Date | Pain Points | Actions |
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Scan Events
| Time | Partner | Partner Ref | IP | Device |
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WhatsApp Conversations
| Name | Phone | State | Last Message | Time |
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Notification Log
| Time | To | Type | Preview | Status |
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📅 Upcoming Bookings
Brevo
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Total Contacts
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Campaigns Sent
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Avg Open Rate
Recent Contacts
| Name | Added | Lists | |
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Email Campaigns
| Campaign | Sent | Open Rate | Click Rate | Date |
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Dealership Outbound
📄 CSV format:
business_name, phone, city, contact_name — header row required. Duplicates are skipped automatically.
| Business | Contact | Phone | City | Status | Sent | Follow-up | Replied |
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