Calendar says you met 9:15β9:40 yesterday. Log it?
Wednesday0 of 6
Morning, Maria. Two to confirm, five moves.
Your day, plannedyours to shape
Follow-ups
Catch up Β· yesterday
Yesterday 4:12p, from your line. Summary attaches from the transcript. Log it?
Today's moves
142 jobs Β· $349,926 since Jan '25 Β· claim landed Tuesday.
Gino, the new claim came through this morning. Thank you, as always. Crew will be out tomorrow and I'll keep you posted the whole way. Coffee next week? - Mariaopens in your Gmail, signed by you
On yesterday's call you offered him lunch next week. Three slots are open on both calendars.
46 jobs Β· $308,407 Β· nothing since February.
Rich, it's been too long. I'm up your way Thursday morning, mind if I swing by with coffee? Would love to catch up. - Mariaopens in your Gmail, signed by you
The numbers11 jobs Β· $448,485 since Jan '25 Β· last May 21
Last touchWalked the Edison property together, May 21
RememberDaughter started at Rutgers Β· Yankees, never Mets Β· oat-milk latte
The askPortfolio added two Bergen County buildings. Offer the emergency-response walkthrough.
Probe meeting was Thursday.
That's the day.
See you tomorrow.
Touches this wk
11
Stops confirmed
3
Jobs in, your book
2
Clients
Everyone in your book, whether they have sent work yet or not.
This week
Every entry that went through, day by day.
Jobs
Your jobs, by where each one stands.
Ownership follows Dashβs sales tag β one owner, one place. A job that should be yours: press Mine? and ops change the tag in Dash. The Book tells you if Dash moves one off your name.
Email
It lands as a draft in your Gmail β you review and hit send there.
To
Subject
Body
Calendar
What
When Β· pick a slot
or your own time:
Invitees
New contact
Name is enough. The system builds the rest from your calls and calendar.
Name
Company
Title
Type
Address
Mobile
Business phone
Email
How you met
Jobs
Invoiced
Last job
Last touch
Lost
Next touch
Notes Β· everything on this person
Follow up Β· lands on Today when due
All jobs
Dig in
Sweeping the public webβ¦
Or the exact type
Who
Pick as many people as the entry covers β one note, one activity, everybody's record.
What happened
ADRI Sales646-825-3686
10:04aYour 9:15 with Jenny at Allstate β Paramus just wrapped. How'd it go?
0:19 Β· voice
10:05aGot it. Logged a meeting with Jenny, mold concern at the Cedar Ln building, you owe her the moisture-mapping one-pager, follow-up next Tuesday. The reminder is on your board.
logged
meetingJenny Kowalski Β· Allstate β Paramus
Mold concern, Cedar Ln building. Owes: moisture-mapping one-pager. Follow-up Tue 8/18.
Today
Your day, plannedyours to shape β reorder, drop, add
Follow-ups
Moves
0 of 6
βJenny KowalskiAllstate Β· Paramus
Meeting yesterday 9:15β9:40, from Calendar. Log it?
meeting Β· 24m
βGino Innarellacall Β· 12 min
Yesterday 4:12p, recorded. Summary attaches from the transcript.
recorded
βGino Innarella
Claim landed Tuesday. Thank-you drafted.
sent a job yesterday
βGino Innarellalunch
Offered on yesterday's call. Three slots open on both calendars.
lunch
βRichard McBride
Nothing since February. Re-opener drafted.
quiet 169 days
βAlka SitaparaPeakstone Mgmt
Pre-meeting brief ready.
meeting 1:30p
βDana WhitfieldHudson Valley Prop. Grp
Probe meeting was Thursday. Commitment?
committed?
Waiting on youdrafts ready to go
Every send goes from your number and posts a Private Dash note on the job.
Route
Open in Google Maps
Pick a town and the book proposes the run: gone-quiet first, biggest production first. Add, remove and reorder stops, or press Optimize for the shortest drive. Drive times are estimates from the distance. Google Maps gives the exact drive. Tap the number when a stop is done: the touch logs in the Book, and the Book asks before it posts a Dash note.
Clients
| Name | Phone | Company | Jobs | Invoiced | Last job | State |
|---|
Jobs
Ownership follows Dashβs sales tag β one owner, one place. A job that should be yours: press Mine? and ops change the tag in Dash. The Book tells you if Dash moves one off your name.
| Job | Address | Customer | Stage | Referred by | Company | Owner | Estimate | Invoiced | Received |
|---|
Companies
| Company | People | Jobs | Invoiced | Owners | Last job |
|---|
Click a company to see its people, and a person to open their record.
This weekevery entry that went through, day by day
The book, in dollars
Dash Β· Jan 2025 β Aug 11, 2026 Β· 11,855 jobs Β· liveRelationship revenue
$31.8M
Share of all revenue
49.7%
vs all TPA programs
46.7%
Active sources
263
Gone quiet β₯120d
85
Quiet production
$7.6M
Team, this weekagainst your targets Β· sample data
| Rep | Drop-instarget 75 | Face to facetarget 8β14 | Probes donetarget 2β3 | Eventstarget 2 | Probe β committarget 50% |
|---|
Todd's weekly KPIs (2026-08-12). Counts come from confirmed logs only β a drop-in is a no-contact stop, F2F is a meeting log or a route stop where the rep reached them, probes and events from Calendar. Red = under target this week.
The no's, and whyprobe β commitment misses this month Β· sample data
| Rep | Not yet | Top reason | Read |
|---|---|---|---|
| Kerri | 3 | Timing Γ2 | asking too early in the meeting |
| Ginny | 2 | Needs approval Γ2 | probe the decision-maker before the meeting |
| Maria | 1 | Budget | β |
Every "not yet" carries its reason (required at the popup). This is the coaching read Todd asked for β commonalities per rep, not names and shame.
Sitting at commitmentmonthly touch-base due Β· sample data
Dana WhitfieldIC 34 days Β· last touch 31 days agotouch due
Pat DelgadoIC 61 days Β· last touch 44 days agooverdue
Todd: everyone at initial commitment gets touched at least monthly β staying in front of them without "got anything for me today?". The system keeps the clock; the rep keeps the relationship.
Top of the bookby invoiced Β· Jan '25 β now Β· snapshot 2026-08-07
| Source | Jobs | Invoiced | Trend Β· 7 qtrs | Last job | State |
|---|---|---|---|---|---|
| Brian Anderson | 240 | $2,776,937 | Aug 3 '26 | active | |
| Thor Sanders | 104 | $1,123,702 | Apr 17 '26 | slowing | |
| Mike Kiner | 8 | $1,066,581 | Sep 3 '25 | quiet 338d | |
| Robert Romagno | 1 | $811,781 | Aug 4 '25 | quiet 368d | |
| Wilson Boateng | 97 | $750,120 | Aug 6 '26 | active | |
| Scott Rajczi | 5 | $665,000 | Jun 9 '26 | slowing | |
| Patrick Coupe | 94 | $485,675 | Aug 5 '26 | active | |
| Andrew Polascak III | 68 | $475,039 | Aug 5 '26 | active | |
| Mariann Balmann | 21 | $455,510 | Jun 3 '26 | slowing | |
| Alka Sitapara | 11 | $448,485 | May 21 '26 | slowing | |
| David Murray | 7 | $439,293 | Jul 9 '26 | active | |
| Gino Innarella | 142 | $349,926 | Aug 6 '26 | active | |
| Rachel Jiang | 2 | $330,173 | Jul 11 '25 | quiet 392d | |
| Dionicio Jorge | 29 | $311,832 | Aug 3 '26 | active |
Jobs per quarter, 2025Q1 β 2026Q3. Hollow point: Q3 in progress.
Going quietno job in 120+ days Β· snapshot 2026-08-07
| Source | Jobs | Produced | Trend Β· 7 qtrs | Quiet | State |
|---|---|---|---|---|---|
| Mike Kiner | 8 | $1,066,581 | 338d | cold | |
| Rachel Jiang | 2 | $330,173 | 392d | cold | |
| Richard McBride | 46 | $308,407 | 169d | cooling | |
| Mike Maley | 8 | $293,333 | 242d | cold | |
| Brian Geller | 7 | $257,000 | 240d | cold | |
| Tom Culiniero | 6 | $221,615 | 198d | cooling | |
| Larry Oshinsky | 13 | $191,857 | 156d | cooling | |
| Brad Jenson | 27 | $176,581 | 184d | cooling | |
| Patrick Benjamin | 43 | $175,848 | 186d | cooling | |
| Chris Garrick | 5 | $168,267 | 126d | cooling |
Funnelsample data
Touches this weekconfirmed only Β· sample data
Who is using The Book
| Person | Actions | Days worked | Opens | Where | Last seen | State |
|---|
Credit requests
a rep has asked for credit on a job Β· approving gives it to them in Dash
| Job | Customer | Asked by | Their contact | Dash says | Invoiced | Raised |
|---|
Approving sets Dash's Marketing Person to the rep,
under your own Dash login. A row stays here until Dash reads back the rep, so an
approval that never reached Dash is visible rather than silent.
Touches against jobs
this month
| Rep | People touched | Touches | Jobs in | From someone touched | From nobody touched | Invoiced |
|---|
Came in with no touch
a job from a relationship nobody worked this month
| Job | Referred by | Rep | Invoiced | Why |
|---|
Worked hard, nothing in
three or more touches, no job this month
| Person | Company | Rep | Touches | All-time |
|---|