Your morning brief
Every morning, one screen (and a voice note) tells you exactly what needs you. Nothing else.
💰
1 payment overdueDemo Café — $149, 6 days late. Chase message is ready.
🤝
1 prospect to callDemo Barber opened your proposal twice yesterday. Good time to ring.
🎴
1 card gone quietDemo Nails — no scans in 8 days. Riddick drafted a check-in.
🤖
Done while you slept3 monthly reports compiled ✅ · 2 pushes scheduled ✅ · vault updated ✅
🔊
Hear it instead60-second voice version, straight to your phone.
✅ Jon's answer: notify me whenever something needs me. Locked in — the brief only pings you when there's a decision or action waiting.
Prospect pipeline
Every business you're chasing gets its own box below — with one clear next step so nothing goes cold. Voice-note a new lead from the van and the OS files it for you.
📤
Demo Barber Demo sentNext: call today — opened proposal ×2 ✅
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Demo Bakery ChattedNext: text them their card mockup link
😴
Demo Gym Thinking · 12 days❌ No next step set — needs one
🎤
Add a lead by voice“Met Sam at the salon on Beaufort St, keen on a stamp card”
The link you text from the van
🎴
Their own card, their brandingMockup on a phone in Apple Wallet — no login needed to view
💵
$149/mo — most businesses pick thisPay yearly, get the top plan free + $899 setup waived ✅
👍
One tap to say yes✅ Yes, let’s go · 📞 Call me · ❓ Question — you get pinged instantly
❓ For Jon: would a link like this close deals? What must be on that page?
Launch checklist
From “yes” to a card in real customers’ wallets. Every step has an owner — most steps aren’t yours.
7 of 10 steps done
✅
Client said yes & account createdDone by: Lara (automatic)
✅
Logo + offer receivedDone by: Client (one upload link, no login)
✅
Card designed & activatedDone by: Lara — buy 9, get the 10th free ☕
⏳
Staff scanner loginsOwner: Lara — waiting on 2 staff names
⏳
Launch kit: counter QR + staff one-pagerOwner: Riddick — ready for your ✅
❌
Go live + week-one check-inBlocked until steps above are done
❓ For Jon: what was slow or painful last time you launched a client? What should the client do themselves?
Client report they’ll love
Every month, each client gets a branded page with their numbers — proof it’s working. That’s what makes them stay.
212cards in wallets
57visits this month
18rewards claimed
💬
“212 customers now carry your card in their pocket.”Plain English on top — the numbers underneath.
💡
This month’s tip: quiet-Tuesday push“Free coffee upgrade today ☕” — client taps ✅ and Riddick sends it
🚨
If a card goes quiet, we actNo scans in 7 days → check-in drafted before the client even notices
❓ For Jon: what 3 numbers would make a client feel it’s working? What should happen when a card turns 12 months old?
The money screen
Money in, money out, and who’s late — in real time, not at the end of the month.
$1,043coming in / month
$350going out / month
$693yours / month
✅
Demo Café — $149/moPaid · next payment 1 Sep
❌
Demo Nails — $149/mo 6 days lateFriendly chase written — one tap to send
🚨
Failed payments ping you in minutesNot at the end of the month — that’s how clients slip away
❓ For Jon: what’s YOUR minimum monthly number for MSR to feel worth it? How do clients pay you today?
💬 How to give feedback: tap the green Feedback button → tap any box on this page → type (or dictate) what you think → Send feedback fires it all to Telegram in one message.