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1P Algorithms KPIs
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Funnel & spend
Ad Spend (lead-gen) $
Follower/awareness spend $
Booked Calls
Shows
Deals Closed
Revenue contracted $
Cash Collected $
Leads
Instagram
Followers (total)
Followers gained
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Set monthly cash goal
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Cash collected goal $
Unlocks pace tracking, bottleneck detection and action items.
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๐ฏ Log Closer Stats
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Date
Closer
๐ Outbound Dials
Total outbound calls made
๐๏ธ Calls Set
Appointments / calls booked
๐ Calls on Calendar
Total calls scheduled
โ Shows (showed up)
๐ Offers Made
Times the offer was presented
๐ Reschedules
Calls moved to a future date
โ No Shows
Booked but didn't show up
๐ Deals Closed
Cash Collected ($)
Revenue Contracted ($)
Notes
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๐ฐ Add to Cash Pipeline
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Client
Closer
Deposit collected ($)
To approve / pending ($)
Counts toward A/R
Funding source
Expected deposit date
Review date
Status
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Add to Pipeline
โ๏ธ Log Phone Setter Stats
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Date
Setter
๐ Dials
Total outbound calls made
๐ฌ Connects
Calls with a live conversation
๐ Transfers
Prospects handed to closer
๐ Follow-ups
Callback / follow-up attempts (optional)
Notes
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Save Phone Setter Stats
๐ Log Setter Stats
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Date
Setter
Platform
Instagram
Facebook
LinkedIn
Twitter/X
TikTok
Email
Other
๐จ Openers
Total outreach attempts (DMs, calls, emails)
๐ฌ Ongoing Convos
Active conversations with leads
โ Qualified Convos
Conversations with qualified leads
๐ Calls Pitched
Convos where a call was pitched
๐๏ธ Calls Booked
Calls successfully booked
Notes
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๐ฌ Add DM Lead
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Date
Lead name / handle
Lead type
Student
Laid-off
Employed
Other
Qualified?
No
Yes
Booked call?
No
Yes
๐บ๐ธ US lead?
No
Yes
Notes
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Save Lead