Set what you want to earn per day — it cascades to week, month and year and tells you the calls to get there.
Claude reads your prospect notes and ranks who's worth calling right now — with a reason and a suggested opening line for each. Runs on your own Claude subscription, inside this app.
Your due callbacks first, then topped up to your daily call goal from the dashboard. Overdue callbacks surface first. In-person (IPP) prospects aren’t included.
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.
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.
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.
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.
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.