Close AI
Dashboard
The AI preps every call, writes proposals and follows up. Adam Price takes the calls and closes.
Pipeline value
$45,800/mo
+12%Calls today
5
1 no-show rebooked
Close rate
35%
+4 ptsFollow-ups sent (7d)
186
All by AI
AI activity
Prepped brief for Ridge Media closing call (11:00)
10:42Sent proposal to Harper & Co Interiors 3 min after call ended
10:12Luxe Hair Studio signed: $2,600/mo. Handed to Ellie for onboarding
09:58No-show: rebooked Morrison Builders automatically for 14:00
09:40Follow-up #2 sent to Pulse Fitness Club with 2 fitness case studies
09:15Harper & Co Interiors viewed proposal for the 3rd time (pricing page 4 min)
08:50Scored yesterday's Halo Dental call: 8.6/10. Strong discovery
08:30SMS nudge to Sterling Cosmetic Clinic: proposal not yet opened
08:05Drafted Halo Dental Studio proposal from call transcript
Yesterday
Next call
23:14
Ridge Media
Tom Ridley · 11:00 · $5,400/mo
Brief ready: 3 likely objections prepared
Needs you · Adam
Northfield Roofing wants a 3-month term
Negotiating · $3,800/mo
Sterling Cosmetic hasn't opened proposal
4 days · AI nudged twice
Halo Dental proposal draft ready
Review before it sends at 5pm
Today
- 09:30 Luxe Hair StudioDone
- 11:00 Ridge MediaUpcoming
- 14:00 Morrison BuildersNo-show → rebooked
- 15:30 Crestview PhysioUpcoming
- 16:30 Kingsley Plumbing & HeatingUpcoming