Habit tracker for financial advisors, property agents and sales reps
The calls you make today are next month's deals.
Set up the calls, follow-ups and referral asks you mean to do every day. A nudge on WhatsApp keeps them going in a busy week, and your streak shows the day one slipped.
- Cold calls7 of 1013-day streak
- Ask for a referralNot yet5-day streak
- Follow-up messagesDone1-day streak
Ask for a referral
Scheduled for today and not done yet, 5-day streak on the line.
Six moments
Your week, with the daily work done
01Setting it up
10 calls a day or 3 referral asks a week.
Type it the way you'd say it, like "10 cold calls daily", and it's a routine with its count and its days.
- The count and the days, read from what you typed
- Daily, weekdays, weekly or monthly
- Add "at 9am" and it has a time
- Ask for a referralDaily, 2:00 PM
- Pipeline reviewMonthly, 9:00 AM
02Before the day gets away
Tick it off from WhatsApp.
If a routine isn't done by its time, a message lands on WhatsApp or Telegram. Tap Done in the chat and it's ticked off.
- Done, snooze or mute from the message
- A heads-up at 8pm when a streak is about to break
- No nudge for what you've already done
Ask for a referral
Scheduled for today and not done yet, 5-day streak on the line.
03Midweek
See the week you slipped, while you can fix it.
Every routine shows its last seven days, weeks or months as dots, with your streak beside them. A quiet Tuesday shows up on Wednesday, weeks before it shows in your numbers.
- The last seven days, weeks or months, as dots
- Your current streak next to your longest
- Forgot to tick yesterday? Tap its dot
- Cold calls13 days, best 21
- Follow-up messages1 day, best 8
- Book appointments7 weeks, best 7
- Pipeline review6 months, best 6
04Day one
A week of prospecting calls, ready to tick.
Start from a pack like Prospecting engine or Client servicing. Untick what you don't do and add the rest in one go.
- 24 packs, from prospecting to client check-ins
- Untick what doesn't fit before you add
- Undo straight after if you picked the wrong one
05Your day
Plan the day around the calls.
Put a routine on your timetable and it comes back in the same slot. Tick it off from the timetable and it counts.
- A slot that repeats every day, week or month
- Tick it from the timetable or the list
- It's the same routine in both places
- Cold calls7 of 10
- Follow-up messagesDone
- Ask for a referralNot yet
- Update the CRMNot yet
06Your team
The whole team on the same daily calls.
Your manager can send the team's routines to everyone, with the steps written inside each one. New teammates do the calls the way the team does them.
- The script and the steps inside each routine
- Your manager can add a pack for several of you at once
- Done, due or behind for each person, with their streak
- Done today21 days
- 4 of 10 today7 days
- 1 day missed0 days
And the rest
And the small stuff, handled
Pick the one call you'll make every day.
Type it in one line, like "10 cold calls daily". Your first dot fills today.