Pipeline
Shared team view — live updates · click a record to open the side panel
Calls per day
Contractor directory
Master list inside this CRM — find who to call, then run the education SOP without leaving the desk.
- 1 DirectoryFind & open
- 2 CallScript + log
- 3 Send packetMatched cases
- 4 PipelineShared follow-up
| Company | ST | City | Owner | Phone | Storm | Status |
|---|---|---|---|---|---|---|
| Loading directory… | ||||||
Contractor profile
Select a contractor to start the SOP.
Call script
Open on underpaid/stuck claims. Free PA look or short strategy. Training is the leave-behind. Goal: claims come to RCC (PA) when the insured retains us — they sign and build. You do not adjust claims.
Opener
Value
Ask
If they say “send me more info”
Never say (on this call)
- We’ll get their claim paid / maximize settlement
- We’ll send you leads / pay for referrals
- $100M+ / typical multiples / guaranteed results
Objections
Log this call
Pipeline is the system of record. Tracker log is optional/background.
Send packet
Atomic ZIP (syllabus PDF + leave-behind + matched cases) → paste email → attach ZIP → mark sent. No multi-tab hunting.
- 1 Pick cases2–4 matched
- 2 Download ZIPAll PDFs
- 3 Copy emailPaste Gmail
- 4 Mark sentAfter attach
Packet contents
Personalized PDF for this contractor
Mission, story, real field photos, ledger results & case references. Edit POC if the contact on file is wrong.
Pick case studies (2–4)
Email — copy into Gmail / Outlook
1) Download ZIP · 2) Copy email · 3) Attach ZIP & send · 4) Check the box · 5) Mark package sent
Activity
Every follow-up on a calendar, today's calls as they're logged, and the full history for the whole team. Shared — everyone sees the same board.
Calls per day
Last 14 days
Who's calling
Data sources
Pipeline by stage
Case examples (ledger)
Illustrative anonymized recoveries from one verified ledger — match 2–4 to their book. Not averages. Not guarantees. Carrier first position shown only when documented.
Email templates
Stuck-claim first, short, one CTA. Pick template by stage. Merge fields fill from the selected lead.
State / compliance
You’re unlicensed as a PA. Use state notes when they work a market — never sell claim negotiation.
Select a state for BDR-safe talking points and may/may not (education framing).
Deep library
Full training content & photo vault — for prep, not the primary send packet.