Walk-In Script (Cold → Email Capture → Permission)
Goal: owned accounts + approval. Not “selling.”
1) Cold Open + Frame (non-sales)
2) Yes-Yes Train
3) Free One-Page Conversion System
4) Close: Email Capture + Permission
Objections (quick replies)
Field Intake (Save to Phone)
Save a Visit, then Convert → Account. Accounts can generate a Handoff Pack + Email scripts.
Accounts (Owned by AEs)
Accounts generate a Handoff Pack + Email scripts. This is how you operationalize the network.
Handoff Pack Generator
Each Account can produce a one-page HTML pack you can forward to you / back office.
It includes account details + linked deals + key intake notes.
Deals (Packages + Deposit + Retainer)
Build packages in the field. Then generate a Handoff Pack from the Account.
Package Builder
Add line items. Each item can have a one-time setup and/or monthly retainer.
Open Deals
Field Analytics Command Deck
Offline graphs, conversion intelligence, follow-up pressure, AE leaderboard, and exportable ops snapshots.
0%
Visit → account conversion
0
Follow-ups due / overdue
$0
Estimated setup value from visits
$0
Estimated monthly value from visits
$0
Weighted 12-month visit forecast
Lead Sources
Which lanes are feeding the machine.
Visit Statuses
Where the field log is getting stuck.
AE Leaderboard
Visits logged by AE.
Route Pressure
Which routes are actually producing signal.
Visits Timeline
Last 14 days of field activity.
Industry Mix
Which verticals are filling the board.
Priority Heat
Which urgency lanes are dominating field work.
Deal Stages
How the pipeline is distributed right now.
Follow-Up Queue
Due within 7 days or already overdue.
Machine Insights
Offline intelligence synthesized from your local dataset.
Route Command Scores
Weighted routes ranked by field signal, conversions, and forecast value.
Account Forecast Board
Top account lanes by forecasted 12-month value.
Settings (Deposit + Commission Splits)
Set your deposit % and commission presets so the deal projections match your existing structure.
Secure Vault (Client-Side Encryption)
Client-side AES encryption for offline mirror/backup workflows. Works in Netlify because the magic stays in the browser.
Data Tools
Import Backup
Import a JSON backup file (merges into current device).
Handoff Log
This device logs each generated handoff (so bundling is accurate).
Field Log + Summary
End-of-day: share summary + export full CSV/JSON.
Visits
Quick Share Summary
Handoff Packs: go to Accounts → Generate Handoff Pack.
