Add task

Start new lead batch

This closes the current batch and starts a new one. New leads will be added to the new batch. Use batches to track which leads to include in each promo.

Add client

Add lead

Add task

Log renewal offer

Extend contract

Reset 10-week goal cycle

Add proof content client

Each row is one slot in this client's rotation. Set status for each.

Client

Log posted content

Run a promo / offer

Creates a follow-up task for every active lead.

Log a call

Call notes

Complete cycle

Log evergreen use

Add task

Add proof win

Add idea

Track each format you plan to make this idea in.

Mark as made

Block name library

Delete saved names you no longer need. Names are added automatically when you save a training card.

Set phase sync schedule

Enter the start date of any 6-week phase. All column dates will auto-calculate from this every 6 weeks.

Add training card