Read the pace
- 1This week vs goals gives each metric one line (leads, intros, memberships): done so far against the week’s goal, where you should be by Saturday, and a verdict of on pace, behind or goal hit.
- 2Month to date vs goals shows how many are left to go this month.
A metric that reads “no goal set” is running without one. Set your monthly sales goals once and the week paces itself: a weekly goal is the monthly one divided by 4.33.
Read the calls
3Outreach — today’s call sheets is everyone worth a conversation today, grouped by why, in the order the opportunity dies: checkouts abandoned with the card page in hand, new accounts that never came in, intros about to expire, intros not being used, intros that ended without a membership, cancellations you can still save. On All locations it is a count per location; tap a count to open that location’s lists, with each person’s phone, email and the details that matter.
Every list opens with The play: the opener that fits the people on it.
Do this today
- Open the top list that has anyone on it. On most days that is Intro expiring — 3 days or less.
- Call or text each person, with The play as your opener. Tap a name to see their whole story first.
- Work down the lists until your time is up. The top ones go cold fastest.
Tomorrow
Day 4 opens At Risk: members whose rhythm has slipped.
