Sales Dashboard 📄 Generate Contract

📊 What This Dashboard Shows

Stat tiles — total leads, deals signed, pipeline value, calls made.
Overdue Follow-Ups — anything you promised to do and haven't. Clear these first.
Today's Follow-Ups — your commitments for today, in priority order.

🔥 Start Your Day Here

Knock out every overdue item before opening a new tab.
Reschedule, don't ignore — leads remember being forgotten.
Aim for an empty overdue list by 10 AM every day.

🎯 The Daily Numbers Game

30 dial attempts → ~5 conversations → ~1 booked next-step.
3 booked next-steps per day = 1–2 closes per week.
Track activity, not feelings. The dashboard never lies.

Overdue Follow-Ups

Business	Contact	Phone	Due Date	Reason	Actions

Today's Follow-Ups

Business	Contact	Phone	Type	Reason	Actions

🟦 How the Pipeline Works

Drag a card from one stage to the next as the deal progresses.
The number in each header is your live count for that stage.
Click any card to open its full history (calls, follow-ups, notes).
Use Call / Email buttons to take action without leaving this view.

🟩 What Each Stage Means

New — never contacted. Start here.
Contacted — left a voicemail / sent intro email.
Interested — they engaged. Book a real conversation.
Negotiating — pricing, dates, or category exclusivity in play.
Signed — application submitted & payment cleared.
Lost — disqualified or said no. Re-pitch in 90 days.

🥇 Daily Sales Habits

Block 90 minutes for cold dials before email.
Make 30 dial attempts a day — you'll get ~5 conversations.
Always book the next step on the call, never "I'll follow up."
Move a card the moment something changes — keep the board honest.
End every day with tomorrow's call list already loaded.

🧠 Pro Tips That Close Deals

Lead with scarcity: "Only one [category] per zipcode — your competitor is on my list too."
Anchor high, deliver value: mention the postcard print & postage cost before the price.
Talk neighbors, not customers — every household, every month.
Mirror, don't pitch: repeat their last 3 words and let them keep talking.
Assume the close: "Want me to lock 77007 Plumbing for May or June?"

🚫 Common Mistakes to Avoid

Don't park leads in "Interested" — if there's no scheduled next step, drag back to Contacted.
Don't pitch price first. Always cost-of-doing-nothing first, price last.
Never leave a stage empty — if New is empty, prospect more zipcodes today.
Don't argue with "Lost" — log the reason, set a 90-day follow-up, move on.

📞 The 60-Second Opener

"Hi [Name], this is [You] with Local Heroes — we're the postcard that hits every door in [zip] every month. I'm not selling you anything yet; I just need 60 seconds to tell you why the [category] slot in your zipcode matters. Got a minute?"

If yes → pitch. If no → "Best time tomorrow?" Always book the callback.

New

Contacted

Interested

Negotiating

Signed

Lost

📞 What's in Your Call Queue

Auto-built every morning from overdue follow-ups, cold leads, and scheduled callbacks.
Click Refresh after logging calls to pull in the next batch.
Each call you log auto-claims commission on that lead — so dial first, brag later.

🎙️ How to Dial Like a Pro

Stand up. Voice carries authority when you're vertical.
Smile. Yes — they hear it on the phone.
Pattern interrupt: "Hey [Name] — I know you weren't expecting my call…"
Always end with a calendar invite, never "I'll call you back."

⚡ Power Hour Rules

Block 90 uninterrupted minutes. Phone on Do Not Disturb. Email closed.
Goal: 30 dials in that block. No exceptions.
If a call goes long, schedule the rest as a follow-up and keep dialing.
Voicemails count — leave a 15-second hook, then text-follow-up.

Today's Call Queue

📅 Reading the Calendar

Every scheduled follow-up shows on its due date.
Click any day to see all activities for that date.
Use Prev / Next to look ahead — busy weeks need pre-planning.

🗓️ Time-Blocking That Works

Mornings for cold dials (decision-makers are at their desk).
Lunch (11–1) for restaurant prospecting.
Afternoons for emails, proposals, and Signed-paperwork chasing.
Friday 3 PM = your weekly pipeline review. Move every card honestly.

🚦 Never Overbook Yourself

Cap follow-ups at 15 per day — beyond that you can't keep promises.
Always leave 2 hours of buffer for callbacks you didn't schedule.
If today is full, push the new follow-up to the next clear day.

✉️ How Email Templates Work

Pick a template on the left → it auto-fills Subject + Body.
Personalize at least 1 sentence before sending — copy-paste emails get deleted.
Sent emails are logged on the contact's history automatically.

📬 Subject Lines That Get Opened

"Quick question about [Business Name]" — curiosity + name.
"77007 Plumbing slot — yours or your competitor's?" — scarcity.
Keep it under 40 characters. No emojis in cold sends.
Never say "Following up" — instant trash.

🧨 Body Copy Rules

3 sentences max on a cold email. Their thumb is on Delete.
End with one clear ask: "Got 10 min Thursday at 2?"
No attachments on first touch — they trigger spam filters.
Send between Tue–Thu, 10am or 2pm for best open rates.

Templates

Compose

📇 Working the Contact List

Search by business name, contact, or phone — partial matches work.
Filter by status to focus a single segment (e.g., all "Negotiating").
Click any row to open the full history; + Add Contact for net-new prospects.

🔎 Lead Quality Beats Quantity

Before adding a lead, check it's a category we sell + a zip we mail.
Add the decision-maker's name if you have it — "manager" leads waste cycles.
Always log the source (referral, walk-in, list) — it tells you what's working.

🏷️ Commission Claim Rules

The first salesperson to log a call on a lead claims commission permanently.
Once claimed, only that rep (or admin) can edit the lead.
Don't poach — if a lead is owned, ask the owner to hand it off properly.

Business	Contact	Phone	Zipcode	Commission	Status	Last Call	Next Follow-Up	Actions

🔁 What Counts as a Follow-Up

Anything you promised to do — call back, send pricing, deliver samples.
Tabs: Upcoming (active queue), Completed (history), All (audit).
Mark Complete the moment you do it — keeps the calendar honest.

🧠 The 24/72/7 Rule

24 hours: first follow-up after any meeting or pitch.
72 hours: second touch — bring a new angle, not a "checking in."
7 days: final touch with a soft deadline ("I'll close out the file Friday").
Then move to 90-day re-pitch — never burn a lead with begging.

⛔ Don't Let Follow-Ups Pile Up

Overdue items destroy your dashboard — and your credibility.
If you can't keep a promise, reschedule it before its due time, not after.
End every day with this list at zero. No exceptions.

Date	Business	Contact	Phone	Type	Reason	Status	Actions

Business	Contact	Category	Zipcode	Date	Status	Actions

Name	Category	Zipcode	Featured	Active	Actions

Name	Email	Subject	Message	Date	Status

Zipcode	Neighborhood	Businesses	Status

Assign Zipcode to Sales Rep

Zip	Neighborhood	Rep	Assigned

Create Commission

Date	Rep	App	Amount	Status	Note

Generate Referral Code

Code	Owner	Discount	Uses	Created	Status

📝 What This Is

The Heroes Blog is your public spotlight for customer wins and local-business stories.
Drafts stay private. Published posts appear instantly on /heroes.html.
You can also schedule a post — just set publish date in the future.

🎯 Story Recipe That Wins

Title: Person + Outcome ("How Maria's Bakery Tripled Saturday Walk-Ins").
Excerpt: One sentence of curiosity for the card preview.
Body: 400–700 words. Hook → struggle → what they tried → result → CTA.
One great photo beats five mediocre ones.

🚀 Make It Findable

Always set SEO Title + Description — that's what shows on Google.
Add 3–5 tags (zipcode, category, postcard, success).
Re-share new posts on socials within 24 hours of publishing.

🎯 Closing Kit — From "Yes" to Signed

Everything you need to take a verbal "yes" all the way to a paying, onboarded Local Hero. Use this checklist with every new sign-up.

Working a specific lead?

Pick a lead and the buttons below will pre-fill with their info.

📄 Send the Contract

Generate a fillable Advertising Services Agreement. Pre-fills with your selected lead. Print, sign in person, or email the PDF.

Read aloud the cancellation, rate, and proof-approval clauses
Initial each ZIP code being purchased
Get the signed PDF back before sending the invoice

💳 Collect Payment / Send Invoice

Send the first invoice and the ACH/wire instructions. Bank info is included on every invoice.

Default rate: $299/month per ZIP code
Charge the first month upfront (no setup fee unless agreed)
ACH/Wire only — beneficiary Kelby Dishman, acct 217129617814, routing 101019644
Ask the client to reference the invoice number on the transfer

📥 Collect Creative Assets

You need everything below before design can start. Send the asset request email below.

High-resolution logo (PNG with transparent background or SVG)
2–4 photos of the business, product, or owner
Tagline / 1-sentence pitch
Website, phone, address, hours
Any promotional offer for the postcard ("$10 off first visit", etc.)

🚚 Update CRM & Pipeline

Move the contact to the Signed stage in your pipeline so production sees them and you get commission credit.

Drag the lead's card to the Signed column
Log a note with the contract number, ZIP(s), and start month
Set a follow-up to check in 7 days after the first mailing

🌟 Send the Welcome Email

Use the built-in "Post-Sign Welcome" email template — it sets expectations and drops them into the proof-approval workflow.

Confirms they're locked in for the next mailing cycle
Tells them when to expect the design proof
Reminds them of the proof-approval window (3 business days)

📅 Confirm First Mailing Cycle

Confirm with operations which monthly cycle they'll be on, and lock that in writing with the customer.

Cycle cutoff: typically the 15th of the prior month
If signed after the 15th → first mailing is the cycle after the next one
Email the customer the exact mailing date once known

📰 Bonus: Hero Spotlight

Offer to feature them on the LocalHeroesMonthly.xyz blog. It's free and dramatically increases retention.

Use the 25-question Interview Kit (in the Heroes Blog tab)
Schedule the spotlight to publish the same week as their first mailing

📌 Quick Reference

Standard Rate:
$299/month per ZIP

Mailing Cadence:
1× per calendar month

Cycle Cutoff:
15th of prior month

Cancellation:
10 days before billing

Refund Window:
None once printing has begun

Setup Fee:
None (unless agreed)

Proof Window:
3 business days for client approval

Support:
hello@localheroesmonthly.xyz · (713) 555-0000

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