Weekly check-in app for financial advisors, property agents and sales reps
Your week in numbers, before you write a word
What you logged this week is already on the page. Write what the numbers don't show, and hear back before you put your phone down.
Sets
12of 12on target
Openings
6of 82 to go
Closings
5of 5on target
Closed
3of 3on target
Six moments
Your whole week, looked back on in one sitting
01Friday afternoon
Skip digging up this week's numbers
The numbers come straight from your log. No scrolling back through the week to count them.
- Filled in from what you logged
- Green on target, amber with how many to go
- Your target beside every number
- Setson target
- Openings2 to go
- Closingson target
- Closedon target
02The minute you file
Turn this week into one thing to fix next week
Press file and an AI coach answers. It knows your last few weeks, so it can tell a slow week from a slow month.
- What went well, said back to you
- One focus for next week
- Ask it a follow-up question
Wins this week: Hit all 12 sets, and 3 of my 5 closing meetings became deals.
03Your manager
Tell your manager what's stuck, without booking a meeting
Your manager is emailed as soon as you file. The stuck deal gets a reply this week, while you can still do something about it.
- An email to your manager when you file
- Replies land under your reflection
- You're told when someone comments
What got in the way?
Two openings fell through on Thursday. The Lim deal is stuck waiting on their finance team.
04Your team
Your wins, seen by the team
Your team reads your week and can send kudos on it. A good week gets noticed by the people who know what it took.
- Kudos from teammates
- Comments under your week
- A picture of your week to share
Aisha
First month over target on closed deals. Two referrals from one client.
Ben
Slow week for sets, but three openings booked for Monday.
Priya (you)
Hit all 12 sets, and 3 of my 5 closing meetings became deals.
3 kudos
05Before the weekend
Set next week's numbers while this week is fresh
Next week's targets go in as you file. On Monday they're waiting, and on Friday you see how close you got.
- Targets set in the same sitting
- Ready when the week opens
- Checked against what you log
Plan next week, 28 Sep - 4 Oct
- Sets
- Openings
- Closings
- Closed
06Looking back
Remember what you said you'd focus on
Your last twelve weeks are a tap away, each with what you wrote.
- Twelve weeks to scroll back through
- A tick on each week you filed
- Fix a line after you file
14 - 20 Sep
Wins this week
Three deals closed, two from referrals.
Your focus for next week
Book the opening before leaving every set.
And the rest
And the small stuff, handled
Make this Friday's check-in count
Your numbers are waiting. Write the rest.