Calendar says you met 9:15โ9:40 yesterday. Log it?
Wednesday0 of 6
Morning, Maria. Two to confirm, five moves.
Your day, plannedyours to shape
Follow-ups due
Catch up ยท yesterday
Yesterday 4:12p, from your line. Summary attaches from the transcript. Log it?
Today's moves
142 jobs ยท $349,926 since Jan '25 ยท 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? - Mariasends as you, from your number
On yesterday's call you offered him lunch next week. Three slots are open on both calendars.
46 jobs ยท $308,407 ยท 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. - Mariasends as you, from your number
The numbers11 jobs ยท $448,485 since Jan '25 ยท last May 21
Last touchWalked the Edison property together, May 21
RememberDaughter started at Rutgers ยท Yankees, never Mets ยท 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, by production.
Route
Today's town
Email
It lands as a draft in your Gmail โ you review and hit send there.
To
Subject
Body
Calendar
What
When ยท 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
Mobile
Email
How you met
Jobs
Invoiced
Last job
Next touch ยท drafted ยท editable
Notes ยท everything on this person
Where it goes:
Follow up ยท lands on Today when due
Recent jobs
Dig in
Sweeping the public webโฆ
Who
What happened
Where it goes
ADRI Sales646-825-3686
10:04aYour 9:15 with Jenny at Allstate โ Paramus just wrapped. How'd it go?
0:19 ยท 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 ยท Allstate โ Paramus
Mold concern, Cedar Ln building. Owes: moisture-mapping one-pager. Follow-up Tue 8/18.
Today
Your day, plannedyours to shape โ reorder, drop, add
Follow-ups
Moves
0 of 6
โJenny KowalskiAllstate ยท Paramus
Meeting yesterday 9:15โ9:40, from Calendar. Log it?
meeting ยท 24m
โGino Innarellacall ยท 12 min
Yesterday 4:12p, recorded. Summary attaches from the transcript.
recorded
โGino Innarella
Claim landed Tuesday. Thank-you drafted.
sent a job yesterday
โGino Innarellalunch
Offered on yesterday's call. Three slots open on both calendars.
lunch
โRichard McBride
Nothing since February. Re-opener drafted.
quiet 169 days
โAlka SitaparaPeakstone Mgmt
Pre-meeting brief ready.
meeting 1:30p
โDana WhitfieldHudson Valley Prop. Grp
Probe meeting was Thursday. Commitment?
committed?
Route
Pick a town and the book proposes the run: gone-quiet first, biggest production first. Add, remove, and reorder stops however you drive. Tap the number when a stop is done โ the touch logs and the Dash note posts itself.
Waiting on youdrafts ready to go
Every send goes from your number and posts a Private Dash note on the job.
Clients
| Source | Company | Jobs | Invoiced | Last job | State |
|---|
The book, in dollars
Dash ยท Jan 2025 โ Aug 11, 2026 ยท 11,855 jobs ยท liveRelationship revenue
$31.8M
Share of all revenue
49.7%
vs all TPA programs
46.7%
Active sources
263
Gone quiet โฅ120d
85
Quiet production
$7.6M
Team, this weekagainst your targets ยท sample data
| Rep | Drop-instarget 75 | Face to facetarget 8โ14 | Probes donetarget 2โ3 | Eventstarget 2 | Probe โ committarget 50% |
|---|
Todd's weekly KPIs (2026-08-12). Counts come from confirmed logs only โ 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 โ commitment misses this month ยท sample data
| Rep | Not yet | Top reason | Read |
|---|---|---|---|
| Parker | 4 | Using a competitor ร3 | locked vendor lists โ pitch the second-spot angle |
| Kerri | 3 | Timing ร2 | asking too early in the meeting |
| Ginny | 2 | Needs approval ร2 | probe the decision-maker before the meeting |
| Maria | 1 | Budget | โ |
Every "not yet" carries its reason (required at the popup). This is the coaching read Todd asked for โ commonalities per rep, not names and shame.
Sitting at commitmentmonthly touch-base due ยท sample data
Dana WhitfieldIC 34 days ยท last touch 31 days agotouch due
Sam OkaforIC 18 days ยท last touch 12 days agoon cadence
Pat DelgadoIC 61 days ยท last touch 44 days agooverdue
Todd: everyone at initial commitment gets touched at least monthly โ 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 ยท Jan '25 โ now
| Source | Jobs | Invoiced | Trend ยท 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 โ 2026Q3. Hollow point: Q3 in progress.
Going quietno job in 120+ days
| Source | Jobs | Produced | Trend ยท 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 ยท sample data