Set what you want to earn per day — it cascades to week, month and year and tells you the calls to get there.
Today’s Calls works down these in order, and stops once you hit your daily goal:
Booked meetings and established accounts stay out of the top-up unless they have a follow-up date, so you are never re-calling someone you have already set.
It has one job: reading your notes for a promise the sort cannot see — “check back in June”, “renews in May” — and flagging it as a 💎 gem with the reason shown on the row. It works out the date from when the note was written, so an old callback does not come back looking new.
It does not rank your list or decide who to call. That is the order above. It runs quietly in the background once a day, and never while you are offline.
The Prioritize dropdown is separate and temporary: it floats one kind of call to the top for now without changing your saved order.
Your booked decision-maker meetings — logistics and details in one workspace, sorted by date.
Businesses in your area you can name-drop for credibility — your district/region list plus your own established accounts. During a call, matches for that lead surface automatically.
Two things that quietly cost you money: never chasing the list someone promised you, and never calling the name they handed over. Both live here.
Quick tasks for the day. Add one, tag the time of day, and check it off for a little celebration.
Today Calls already ignores work you’ve rescheduled — this is where the records themselves get tidied to match, so the pipeline, your exports and your leader’s view all agree. Nothing is applied until you say so, and the whole batch can be undone.
Save the links you reach for while booking or running calls — carrier portals, quote tools, scheduling pages, enrollment forms. They appear as a quick dropdown anywhere you log or schedule a call.
Heading out of town? Add the dates and your streak is protected on those days — it won't break, the same way weekends don't count. Working days outside your vacations still need a call to keep the streak alive.
Doors the phone cannot open.
Condensed summaries for leadership — a daily report with a previous-working-day comparison, or a weekly performance card with open DMs and next-week targets. Copy, email, or download.
🔗 In the team build, your profile lives in your account so it shows the same everywhere.
🔗 With a backend, a competition is shared across the team and everyone's live stats roll into the standings automatically.
🔗 In the team build, a manager picks a rep (often triggered by a performance milestone) and the note lands in that rep's inbox.
Tell the app when you're busy, and it lays your call targets into the open gaps. Today's goal of — calls ≈ — of dialing.
🔗 Imported calendars are a snapshot — re-import to refresh. When the team backend is connected, this swaps to live Outlook/Google sync that updates on its own; the scheduling logic stays exactly the same.
Your industry suggestions when adding or editing a prospect — one per line. These merge with the industries already in your pipeline, and save to your account.
Default length for the Snooze button on call reminders. You can still pick a different interval (or a custom one) right on the reminder.
Every spreadsheet you import is listed here. Delete one to remove just the leads that came from it — the rest of your pipeline is untouched. Anything you added by hand is grouped under Added directly and is never removed by deleting an import. Your permanent call and note history is always kept.
Only needed to run the live ✨ Coach in the downloaded app. Inside Claude it uses your subscription automatically, and the 🧪 Demo ranking never needs a key. Stored only on this device.
Get a key at console.anthropic.com/settings/keys. It draws on API credits, not your chat plan. If you saved a key elsewhere before, it is included when you Export a backup so it travels to your next iteration.
Which Claude model the live Coach calls. If a model is ever retired and the Coach stops working, pick a current one here — no rebuild needed.
Where drafted emails open for you to review and send. The app never sends anything itself — it hands the finished draft to your mail client.
Connect this app to your Supabase project. Paste your Project URL and anon public key (both are safe to store here — never paste the service_role key). Leave blank to keep running locally.
Pick your sales vertical. This steers what both AI coaches look for — the buying signals they prioritize, the questions they suggest, and the objections they prep you for.
Your key and all settings are bundled into Export, and restored by Import (in the Data menu).
Owner tools for building out programs other organizations can adopt. Everything here is saved locally for now; once the backend is connected, the active plan publishes to every rep in the organization.
Updates, new features, and tips from leadership.
Team performance at a glance — call and meeting ratios plus when activity is happening across the day.
This app is in pre-release.
You’re helping test BNB Pipeline before its full release. During this trial, features may change, reset, or behave unexpectedly — that’s part of testing.
By continuing, you understand that:
This notice is informational, not a formal legal agreement. It appears once a day during the beta.
Attempts +1 and last-contact set to today automatically.
🔒 The rep sees your score. This note stays visible to leaders only.
Saves a note to their activity and sets last-contact to today.
Bring in an existing pipeline from Excel or Google Sheets. Export it as .xlsx or .csv, drop it here, and the app will line up the columns for you.
For meetings booked outside your pipeline, or ones that went missing. You get the full DMs Set workspace and tracking — but this won’t count toward your DMs Set for any week, since it wasn’t set this week.
You marked this as an existing DM — a meeting booked outside your pipeline. Tell us when it was first set (for your records). It won’t count toward DMs Set for any week; leave it blank if you don’t know.
Claude researches this business on the web, then builds a tailored prep brief — what to cover, questions to ask, likely objections, and a simple agenda for running the meeting. Live research needs the Coach connected.
