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Forms to fill
Open a list's day, fill each website's contact form with the message shown, then mark what happened. Lists are split Monday to Friday; do each day's sites on that day.
VA logins
Only you see this. Each VA signs in with their own email and sees only their team's lists.
Form details
What goes into each contact form for a client. VAs see these with copy buttons above every list, and the form bot uses the same details.
Client logins
Only you see this. Each person signs in with their own email and a password they choose. They see this client's dashboard and nothing else.
Replies to review
Only you see this. A reply counts as interested once you mark it. Pitches and newsletters never reach the client's number.
Follow-ups
Only you see this. Stop pauses a lead. Resume sends the next follow-up in 2 days. Start begins follow-ups for a lead that isn't tagged Interested Reply in Front.
Meetings booked
One comment per meeting. Your comment goes straight to Bobby and doesn't change a meeting's status.
Month by month
Live messaging
Websites contacted
- Websites contacted
- Websites where your message went in through the site's contact form.
- Interested replies
- Prospects who asked for a call, pricing or more information. People pitching their own services, newsletters and auto-replies aren't counted.
- Meetings booked
- Meetings on your calendar, listed in the month of the meeting date.
- Qualification
- Status follows the lead criteria agreed in your campaign agreement and onboarding documents. Feedback doesn't change it unless the lead breaks those criteria.
Dates and month boundaries use Pacific time.