ActivityTracker · Notifications
Celebrate the wins.
Build better habits.
ActivityTracker keeps your team connected through the moments that matter.
Every closed case is instantly shared with the group, giving recognition where it belongs.
At the same time, every consultant receives a private performance check-in — showing where they stand, what they've achieved, and the next action to stay on track.
Here's how it works.
1 · When a case closes, everyone celebrates
A new win shouldn't disappear into a spreadsheet. When a case is logged, the team instantly sees the achievement:
Every success becomes a team milestone.
Telegram
ActivityTracker
👤 Rachel Lim just closed 2 policies!
📋 1. AIA Pro Achiever 3.0 - $6,000/yr (FYC: $2,400) 📋 2. AIA HealthShield Gold Max - $1,800/yr (FYC: $540)
💰 Total ANP: $7,800 📈 Est. FYC: $2,940
📝 Notes: Referral from an existing client — protection review turned into a full retirement plan. Ask me about the fact-find framing!
🔥 Keep up the great work!
Photo · 12:47
ActivityTracker
👤 Rachel Lim just closed 2 policies!
📋 1. AIA Pro Achiever 3.0 - $6,000/yr (FYC: $2,400) 📋 2. AIA HealthShield Gold Max - $1,800/yr (FYC: $540)
💰 Total ANP: $7,800 📈 Est. FYC: $2,940
📝 Notes: Referral from an existing client — protection review turned into a full retirement plan. Ask me about the fact-find framing!
🔥 Keep up the great work!
12:47 ✓✓
Zero extra work
The announcement fires the instant a closed case is logged — no copying numbers into the chat, no separate message to write.
Photos ride along
Snap the signing table or the celebration when you log the deal, and the pictures land in the group right after the announcement.
Your group, your rules
Each district or agency points the announcements at its own group — Telegram, WhatsApp, or both at once.
2 · A personal coach in every consultant's inbox
Every check-in is generated from the consultant's actual activity, so every message answers the only question that matters: am I on track, and what should I do next?
Telegram · when someone is behind
Morning, Cynthia.
4 / 250 points this week
You're a little behind pace.
By Wednesday, you would normally be around 100 points — but there's still time to catch up.
This week: • 1 Closing Appt · 4 pts
To get back on track: 4 Sets would put you back on pace.
🔥 6-day activity streak. Keep it going.
Reply with your activities and I'll update your tracker.
3 calls and 1 set this morning
Logged: 3 Calls and 1 Set.
That puts you on 35 / 250 for the week — 65 off where you would normally be by Wednesday.
WhatsApp · when someone is ahead
Morning, Cynthia.
156 / 250 points this week
Great pace.
You're currently ahead of where you need to be.
You have 94 points left to hit your weekly target.
Keep the momentum going.
🔥 11-day activity streak.
Weekly reviews without manual reporting
Every Friday evening, each consultant receives a private summary of their week: progress against goal, activities completed, improvement on last week, closed cases, best performing day, team ranking and their current streak.
Telegram · goal achieved
📊 Your week, Cynthia
268 / 250 points
🎉 Weekly goal achieved.
You finished 18 points above target. Up 77 points from last week.
This week's activity: • 6 Sets · 150 pts • 30 Calls · 60 pts • 8 Closing Appts · 58 pts
Your results: • 2 cases closed • $9,600 ANP • $3,120 FYC
📈 Best day: Wednesday · 78 pts 🏅 Ranked #3 out of 14 consultants 🔥 12-day activity streak 🏆 4 weeks in a row on target
Great week. Let's beat it again next week.
WhatsApp · target missed
📊 Your week, Cynthia
104 / 250 points
You finished 146 points short of target. Down 87 points from last week.
This week's activity: • 22 Calls · 44 pts • 2 Sets · 50 pts • 1 Closing Appt · 10 pts
📈 Best day: Tuesday · 52 pts 🏅 Ranked #11 out of 14 consultants 🔥 3-day activity streak
Next week starts Monday. One extra conversation a day closes most of that gap.
The message changes based on their progress
ActivityTracker doesn't send generic reminders. It adapts to every consultant's situation, so the same schedule produces a different message for every person on the team.
Good morning, Cynthia. 0 / 250 points Fresh week, fresh start. Your goal: 250 points this week. A consistent pace: 2 Sets per day, Monday to Friday. Let's get started.
Nothing has been missed yet, so nobody is told they are behind.
Morning, Cynthia. 0 / 250 points Nothing has been logged this week yet. You still have time to turn it around. Your quickest path: 6 Sets to get back on track. Send me what you've completed and I'll update it.
An empty week is usually an unlogged one, so the ask is simply to send it over.
Morning, Cynthia. 62 / 250 points this week You're a little behind pace. By Wednesday, you would normally be around 100 points — but there's still time to catch up. To get back on track: 2 Sets would put you back on pace. 🔥 4-day activity streak. Keep it going.
The gap is measured against where they should be today, not the whole week's goal.
Morning, Cynthia. 105 / 250 points this week Right on pace. You have 145 points left to hit your weekly target. Keep it going. 🔥 8-day activity streak. Reply with your activities and I'll update your tracker.
On target, the message gets shorter. There is nothing to fix.
Morning, Cynthia. 🎯 Goal completed. 268 / 250 points You've already hit your target. No more catching up needed. Keep building the momentum. 🔥 14-day activity streak.
Once the goal is met, the message stops asking for anything.
Managers set it once. The assistant handles the rest.
Set the reminder schedule once for your team and ActivityTracker handles the follow-up automatically. It lives under Admin → Settings, in the Telegram & WhatsApp Notifications card, beside the closed-case announcements and the weekly leaderboard.
Check your progress anytime
Consultants don't have to wait for a scheduled message.
/check
Returns their current progress on demand — the same message, built fresh from whatever has been logged so far.
/week
Returns the full weekly recap without waiting for Friday, buttons and all.
/alerts off
Their own mute, if they ever want one. Everything else about the schedule stays with the manager.
Accountability without micromanagement
Managers stay updated without chasing every consultant. Consultants get clarity without feeling pressured.