▶ Start Here
You don't need to understand the whole system to use it. Do these five things every day and the system does the rest. Everything else in the app is a detail you can learn later.
Your day in 5 steps
What each page is for
Setup — do this once
Dashboard
Work from here. If it's not on this page, it's not today's problem.
⚡ Do this today
The 5 envelopes
Every payment splits the day it lands. Safety Net & Taxes live in USDT wallets; balances here are the ledger of record. Hover any bar for what it means.
Month revenue progress
0%
$0
Today's top 3
Follow-ups due
Outreach — last 14 days
Daily Scorecard
Two minutes at 19:00. Four of six targets hit makes it a green day — the streak predicts month-end revenue better than any other number here.
Today
0/6
Not logged yet
Outreach
Results
Habits
History
green daymissed
Finance
Enter money the day it arrives — the split is done for you.
Debt Clearing mode splits every payment like this:
Debt Clearing mode splits every payment like this:
🏦 Where your money actually is
It is all one pool of money — the system does the splitting. These accounts are just the places it physically sits. An account being "personal" doesn't make the money in it your salary; your salary is the percentage the system allocates. Update these balances during the Friday review.
🔴 What you owe — clear this first
Record a payment
Leave “Add to that balance” ticked normally — the app updates the account for you. Untick it only if you already typed the new balance in above, so the money isn't counted twice.
Record an expense
Growth Fund spends need an unlock-ladder trigger. Safety Net spends need an actual emergency.
💰 Money owed to you — clients who need to pay during the 90 days
For work you already finished (before or during the 90 days). No lead, no pipeline — just who owes you, how much, and when. When they pay, hit Received ✓ and it becomes a payment and gets split automatically.
The 5 envelopes — what each name means
Payments
Expenses
CRM Pipeline
Every lead has a next action and a date. Work the list top-down — overdue first, then today.
Your pipeline
Everyone moves left to right. Click any step to see just those leads.
⌕
KPI Dashboard
Leading indicators predict money 2–4 weeks out. When revenue disappoints, the cause is already visible here.
This month vs targets
Goal Tracker
Everything binary or numeric — nothing you can argue with yourself about.
90-day goals
Monthly targets
| Month | Revenue | Clients | MRR | Proof |
|---|---|---|---|---|
| 1 | $1,500 | 3 | — | 2 testimonials, 12 SOPs, CRM + portfolio live |
| 2 | $3,000 | 3–4 | $250 | +2 testimonials, case study drafted, prices +20% |
| 3 | $5,000 | 4 | $750 | Case study published, LLC decision, prices +15% |
Health (non-negotiable)
| Sleep 7h+ | 5+ nights/wk |
| 30-min movement | 5 days/wk |
| Sunday fully off | 100% |
| No client messages after | 21:00 |
90-Day Execution Plan
13 weeks. Each box is a deliverable, not a wish. Current week is highlighted.
SOP Library
Write each SOP the first time you do the task — then never re-decide. Check off when the SOP is written and in use.
Workflows
Every recurring situation has one flow. Follow the boxes — no decisions to re-make, no steps to remember.
Objection Assistant
Type what the lead said (or pick below). You get: what it really means, the exact reply, and the follow-up question that moves the deal forward.
Sales Room — close on the call
The one-call close framework. Goal of every discovery call: leave with a deposit paid, or a concrete next step booked before hanging up — never "I'll send you something."
Pre-call checklist (15 min before)
The rules
Talk 30% / listen 70%. The prospect closes themselves when they say the problem out loud.
Silence after the price. Say the number, then say nothing. Whoever speaks first after the price concedes ground.
Scope moves, price doesn't. Budget objection → remove deliverables, never discount the same scope.
Deposit link ready before the call. "Can you pay today?" only works if paying takes 60 seconds.
Never end without a booked next step — a paid deposit, a decision call on the calendar, or a dated proposal review. "I'll think about it" is not a next step.
Honest scarcity only. You genuinely take 2–3 projects a month solo — say so. Fake urgency burns trust; real capacity limits close deals.
One-call close — the 8 steps (30–40 min)
Closing lines that work
After the call (same day)
❖ The Guide — read this once, then live in the Dashboard
This page explains the entire operating system: the philosophy, the money mechanics, the sales math, and exactly how to use every tab of this app, every day. 20 minutes of reading. Everything else in the app assumes you know what's written here.
Operating Manual — quick reference
The rules that don't move. Full detail in the markdown manual files.
Money rules: 50% deposit before work (100% under $500). Balance before handover. Retainers billed 1st, pause on the 8th. Every payment splits same day. Price in USD, Payoneer primary, USDT backup.
The heartbeat: outreach happens before client work, every day. Client work pays this month; outreach pays next month.
Daily schedule (Mon–Fri, Beirut time)
| Time | Block |
|---|---|
| 08:00–08:15 | Planning — top 3, no inbox |
| 08:15–10:00 | Outreach 1 — Instagram: warm up 25 accounts (follow + 2 likes), then send 15 DMs. Lebanon/GCC awake, AU afternoon. |
| 10:00–10:30 | Follow-ups + prospect inbox zero |
| 10:30–13:00 | Deep delivery — one project, comms closed |
| 13:00–13:45 | Break, away from screen |
| 13:45–15:30 | Delivery 2 / proposals (24h SLA) |
| 15:30–16:00 | Content — 1 unit |
| 16:00–17:30 | Outreach 2 — Instagram: remaining 10 DMs + every DM follow-up due (day 3 / 7 / 14). US/Canada online. |
| 17:30–19:00 | Sales calls (only bookable slot) |
| 19:00–19:20 | Scorecard + tomorrow's top 3, shutdown |
Funnel math
Instagram DM reply 5–8% (warmed) → ½ become real conversations → ~40% book a call. Call → client: 20–25% (30% by M3). 25 DMs/day ≈ 2–3 calls/week ≈ 1 client every 1–2 weeks. Cap: 35 DMs/day.
Late payment sequence
Day 1 friendly nudge → Day 3 call → Day 5 pause notice → Day 10 pause + handover withheld.
Scope creep
"While you're at it…" → change-order script, mini-proposal, new price. Scope moves, price doesn't; never discount the same scope.
Pricing rule
Close rate above 40% = prices too low → raise 15–20% at the monthly review.
Unlock ladder
| Trigger | Unlock |
|---|---|
| $500 collected | Instantly/Smartlead (~$37/mo) |
| $1,000 | UPS/power station + call gear |
| $2,500 | Lead-list tool + 2 more sending domains |
| First retainer | Loom paid |
| Month 3, cash > $2k | US LLC + Stripe (~$400) |
| $8k/mo sustained | First subcontractor |