HM

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 pts

Follow-ups sent (7d)

186

All by AI

AI activity

  • Prepped brief for Ridge Media closing call (11:00)

    10:42
  • Sent proposal to Harper & Co Interiors 3 min after call ended

    10:12
  • Luxe Hair Studio signed: $2,600/mo. Handed to Ellie for onboarding

    09:58
  • No-show: rebooked Morrison Builders automatically for 14:00

    09:40
  • Follow-up #2 sent to Pulse Fitness Club with 2 fitness case studies

    09:15
  • Harper & Co Interiors viewed proposal for the 3rd time (pricing page 4 min)

    08:50
  • Scored yesterday's Halo Dental call: 8.6/10. Strong discovery

    08:30
  • SMS nudge to Sterling Cosmetic Clinic: proposal not yet opened

    08:05
  • Drafted 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