My Call Sheet

Your half of the form leads that still need a call — name, phone and the day they came in. Dial straight from the card.

Potential clients

Everyone who hasn't paid yet — stage, package, deal, who contacted them and when, last message, and an auto ICP score so you see who's worth chasing. 🔴 Hot ≥70 · 🟡 Warm 40–69 · ⚪ Cold.

ICP clients

Everyone we've reached — a call, appointment setting, or a booked call — who hasn't bought yet. Filter by category (showed up, no-show, reads + clicks…), then Export CSV to hand a setter. Ordered by how many of our emails they opened. Click a name to open everything we know.
Row colour = who to call: 🟠 call coming up 🟡 possible client 🔴 not interested / not a fit — skip

Opened = distinct emails opened / emails sent. Clicks = link clicks; they are shown, not ranked on, because a single click on a two-email lead is not a warmer signal than opening nineteen. Last opened is the send date of the newest email they opened. Resend's open webhook stores only a counter, so the exact moment of an open is never recorded — this is the latest date we can prove they were still reading us, not the moment they read it. Last reply / call is the most recent thing the person did on our side: a logged call note, or a link click.

New Form Leads

Form leads that still need a call — from 1 Sept, plus any older ones handed to a setter on purpose — never called yet, or we only left a message / got no answer. People who picked up (and were worked) or already booked a call are left out — they're handled. Split 50/50 between Jane & Shien (🎯 assignee shown; each setter sees only her half). Never-called on top. One row per person: pickup, reply, follow-ups sent and which is due next. Click a name to open everything and tick off each follow-up.

Follow-up cadence: FU1 on day 0, FU2 +2 days, FU3 +4, FU4 +7, FU5 +11 (counted from the form date). The 🔁 column shows sent/5 and the next one due — red = overdue, amber = due today. Open a row to tick a follow-up as sent (it stamps the date) and to mark that they replied. Message texts are added later — the slots are ready.
👤 Setter next to the name is who worked the lead (handy when several setters are being tested). 📅 Booked + a green row means they reserved a call — this comes straight back from the main pipeline, so a lead you called today that books in 12 days lights up green here on its own.

Daily Report — End of Day

Fill this at the end of every working day. Just the numbers + a quick note on each real conversation.

Team

Everyone who calls, and every person they have rung. Setters work the form leads; closers take the booked calls. Click a name to see who they reached and where that lead stands now.

Owner Dashboard

Live rollup from the call sheet + what closers submit day by day. Closed/paid & the report cards below are per month; possible-revenue pipeline is always the live snapshot.