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CRM — Sales Team KPI Tracker

SALES TEAM KPI DASHBOARD
▸ YEAR
▸ MONTH
▸ CLOSER
▸ SETTER
▸  CLOSER LEADERBOARD
▸  SETTER LEADERBOARD

Content Engine

Creative Director: the Brain

Winning Posts — 10,000+ views, pulled live from Instagram + YouTube with real metrics

Competitor Research Library

— drop in competitor IG reels + YouTube videos, then let the Brain cross-examine them against YOUR winners for ideas neither of you are making yet.

Their content pulls in automatically and refreshes daily — YouTube channels get a full crawl (videos + Shorts, all-time top 50 by views); Instagram gets their top posts. Sort by Most successful or Newest, filter by competitor, or search. Tick posts to dissect a specific set, otherwise the Brain takes each competitor's biggest winners and cross-examines them against yours.

Why Clients Joined — onboarding form · click to expand. Every answer is a post idea in the client's own words.

Waiting for the Typeform connection — Admin → Connections.

Call Intelligence — strategy + check-in call transcripts from Calendly Notetaker, mined for objections, struggles and content ideas.

Waiting for the Calendly connection — Admin → Connections. Once connected, every Notetaker transcript lands here automatically.

Add a call manually (paste a transcript)

Performance dissection

What's performing on IG + YouTube and why: hook, format, packaging, CTA. Winners get reverse-engineered into repeatable patterns. Click to open the notes board.

Competitor research

Weekly scan of the lane — what's ripping for comparable coach channels, which titles/thumbnails are outliers. Click to open the notes board.

ICP understanding

Who's actually engaging and buying — matched against the onboarding corpus so every hook uses real client language. Click to open the notes board.

Weekly CD report

Every Monday: double down / kill / test recommendations. Click to open the notes board.

Proven winners (IG)

    Video queue — YouTube and Instagram. Click a stage to move it.

      Scripts written by the Brain, finished by the team

      Funnel

      Acquisition funnels

      Public pages that qualify leads with AI and book them straight onto your calendar.

      Playbooks

      Fulfillment

      How this section works— 30 seconds, read once

      1. Pick your offer template in the strip below. Fulfillment then speaks your offer's language: what one person is called, the numbers that say they are on track, the journey stages, and the risk signals the Radar watches.

      2. Only your tools show. Offer-specific tools mount with the template. A fitness offer gets the Meal Plan Switcher; the personal details intake is optional for any offer. Turn either on or off inside "Change / edit template".

      3. The roster is the day-to-day. Add people, log calls, and the audits, approvals, retention radar and referrals all run off what the team already logs. Nothing here is typed twice.

      Not sure where to start? Open the template editor and hit "Describe my offer, the brain writes the template". One sentence about what you sell and it drafts the whole thing, editable after.

      Offer template Loading…
      ● Native — auto-updating

      Meal Plan Switcher

      Coach tool — swap meals while keeping macros on target. It learns from your verified plans and remembers, per business. Click to open when you need it. Bugs → "Report an issue" inside the tool (Brain auto-fix); change requests go to the founder.
      Client Personal Details — Typeform · click to expand submissions

      Waiting for the Typeform connection — Admin → Connections.

      Team

      Roster

      Messages

      My Earnings

      Your base pay, your rates, and every deal attributed to you. Commissions post the moment the founder approves.

      Deals attributed to you

      Admin Center

      Appearance
      Light or dark is each person's own choice — everyone sets it in Settings, whatever their role.
      Team & Payinvite people, set roles, base pay and commission rates

      Set each member's role, base pay, and commission %. Rate changes apply to future deals only. To invite someone new, tell the Brain — invites are server-side.

      Payout approvalsclosed deals waiting on you — nothing pays out without your approval

      Closed deals wait here. Approving computes each attributed person's commission from the rate grid (type × program) and posts to their earnings. Nothing pays out without you.

      Payroll ledgerwhat you owe this month, by member
      Approved commissions only, categorized by type × program, plus base pay.
      What this business doesevery AI feature in HQ reasons from this

      Every AI feature in HQ reasons from this — call reviews, training breakdowns, the objection library, the daily briefs. Describe the business once and the Brain stops giving generic advice.

      Brandingwhose name and logo this portal wears
      Connectionslive data sources and API keys

      Live data sources feeding the dashboard. Statuses update automatically.

      API keys & tokens— open only when you need to connect or replace a key
      Trainerize checking\u2026

      The only connector whose key is not stored here. Trainerize reaches client health records, progress photos and DMs, so its credentials live in Supabase’s encrypted Edge Function secrets where the browser cannot read them — as TRAINERIZE_GROUP_ID and TRAINERIZE_TOKEN. HQ reads only; it never writes anything back into Trainerize, and message bodies are never stored.

      Issues & feedbackwhat the team has reported

      Everything the team submits through the Help button. The Brain reviews these every session and queues fixes — resolve or clear them here.

      Access Matrixwhich role can open which module
      Preview as See exactly what a member with that role sees, based on the boxes you've ticked.

      Tick what each role can see. New modules auto-register here. Revenue & Admin are founder-only — not grantable.

      Roles

      Create a new role any time — it instantly appears in the invite form, the Access Matrix above, member role dropdowns, and the Team Activity filters.

      Briefs

      Team activity

      Activity feed

      Every action a team member takes in the portal logs here automatically — deals, setter KPIs, content notes, training, audit reviews, task approvals, roster edits, meal-switcher use. Automations don't clutter the feed; only people. Filter by role or member.

      Training

      Closer training

      calls reviewed against your playbook: add a call, the training library, the objection library and the call library

      Add a call

      Everyone records differently — Calendly Notetaker calls import in one click below, and Fathom / Google Meet / Zoom calls come in by pasting the share link and transcript. Direct app connections can be added per person as the team grows.

      Sales training library videos the Brain has studied — every call review is graded against these
      Objection library what prospects push back on, mined from your recorded calls
      Call library every call the team has submitted for review

      Calls

      No calls in the library yet - add the first one above.

      Setter training

      DM conversations reviewed and scored the same way calls are

      Submit a DM conversation

      Screenshot the conversation top to bottom and upload the images in order. Ask for feedback on a live convo, or mark it as a finished example so the brain learns what booking and closing actually look like in your DMs.

      What the brain has learned about your DMs patterns distilled from your finished conversations; every review is graded against this
      Nothing here yet. Save finished conversations as examples and let the brain study them, or write your own rules straight in with Edit.

      Whatever is written here is exactly what the brain coaches against on every review. The distill button rewrites it from your examples; your own edits stay until the next distill, so fold your rules in rather than keeping them elsewhere.

      DM conversation library search a prospect and their conversation comes up, with its score

      No conversations yet. Submit the first one above.

      Automatic reading of Instagram DMs (no screenshots, just search a name) is on the roadmap; it needs Meta's message-reading approval for the app.