THURSDAY · JUNE 12 · 2026 ◆12 CREDITS ◆3 LEADS REMAINING

Good morning, SarahMarcus

Two meetings on the calendar. Three matters need your attention. The month is going well.

Two meetings on the calendar. Three matters need your attention. Three leads remain this month.

Two meetings on the calendar. Four matters need your attention. Your credit wallets are healthy.

Your team holds 15 meetings today. Twenty matters are in the queue; the five most pressing are below.

Three meetings on your calendar. Two matters need your attention. You are second on the board this month.

◆
Availability
You could be getting booked more
You are opening 32 slots a week, about half the buyer average of 65. The more time you open, the more meetings we can book for you.
OPEN MORE HOURS
Needs your attention  ·  34top 5 of 202
NEW LEAD · SHARED · BOOKKEEPING · UNASSIGNED · ASSIGNED TO YOU
Riverside Dental
Bookkeeping inquiry · 47 minutes old · leads called within the hour convert 3x more often
Granite Tax Advisors
New lead · tax resolution · Priya's lead
1 hr ago
Mercer Plumbing
Replied · "Does Thursday work instead?" · Dana's lead
2 hrs ago
Hartley & Company
Tomorrow 10:00a is unconfirmed · with Marcus · your meeting
since Tue
Citrus Salon
No answer twice · schedule a third attempt · Priya's lead
yesterday
15 more in the queue, ranked and waiting
Today's scheduleYour day  ·  23
11:00 AM
Lakeview Veterinary
Discovery call · 30 minutes · booked for you
CONFIRMED
2:00 PM
Hartley & Company
Discovery call · 30 minutes · booked for youDiscovery call · 30 minutes
CONFIRMED
4:30 PM
Beacon HVAC
Follow-up · 45 minutes
CONFIRMED
The team today  ·  15 meetings
MW
Marcus Webb
6 meetings · next at 1:30 PM
ON TRACK
DO
Dana Ortiz
5 meetings · next at 12:00 PM
1 UNCONFIRMED
PS
Priya Shah
4 meetings · next at 2:15 PM
ON TRACK
Full calendar across the team
From the club
TRAINING
Turn more calls into clients
Live workshop on first-call conversion, June 18 at 1:00 PM ET. Seats are limited.
TOOLS
Your lead response scorecard
See how your speed-to-lead stacks up against top members this quarter.
PARTNER SPOTLIGHT
Human Interest 401(k)
Preferred retirement plans for your clients, with member pricing.
UPGRADE
Booked For You
We book qualified meetings straight onto your calendar. You just show up.
EXPAND
Shared Leads
Add a monthly stream of exclusive local leads alongside your booked meetings.
BOOKED BY FRIDAY  ·  FRIDAY ARRIVES IN 2 DAYS
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