My Clients
28
↑ 2 this week
Calls This Month
47
↑ On track
Needs Attention
3
↑ 1 since yesterday
Renewals Due
6
This week
📞 Today's Check-In Calls
9:00
S
Sarah Mitchell
Supported · 20 min
10:30
M
Maria Gonzalez
Empowered · 30 min
1:00
A
Aisha Thompson
Supported · 20 min
2:30
R
Rachel Kim
Empowered · 30 min
4:00
L
Lisa Washington
Supported · 20 min
📝 Quick Note Log
⚠️ Needs Attention
Tanya Brooks — No contact in 9 days
Essential plan · Last call April 8
Urgent
Aisha Thompson — Check-in overdue
Supported · 6 days since last call
Today
6 subscriptions renewing this week
Send renewal reminder texts today
This week
Maria G. interested in upgrading
Mention Empowered benefits on next call
Note
📊 My Monthly Progress
Calls Completed
47 / 60
Client Engagement Rate
89%
Notes Logged
41 / 47
Renewal Rate
94%
👩👧 My Clients (…)
| Client | Tier | Status | Last Contact | Next Call | Actions |
|---|---|---|---|---|---|
S Sarah Mitchell (214) 555-0142 | Supported | Active | Today | Apr 21 | |
M Maria Gonzalez (972) 555-0187 | Empowered | Active | Yesterday | Today | |
A Aisha Thompson (469) 555-0231 | Supported | Check In | 6 days ago | Today | |
R Rachel Kim (214) 555-0318 | Empowered | Active | 2 days ago | Today | |
T Tanya Brooks (817) 555-0094 | Essential | At Risk | 9 days ago | Overdue | |
L Lisa Washington (469) 555-0412 | Supported | Active | Today | Today |
📞 Today's Check-In Calls
9:00 AM
S
Sarah Mitchell
Supported · Bi-weekly check-in · 20 min
10:30 AM
M
Maria Gonzalez
Empowered · Weekly accountability · 30 min
1:00 PM
A
Aisha Thompson
Supported · Overdue check-in · 20 min
2:30 PM
R
Rachel Kim
Empowered · Goal setting session · 30 min
4:00 PM
L
Lisa Washington
Supported · Weekly check-in · 20 min
Calls This Month
47
Goal: 6078%
Notes Logged
41
Goal: 47 calls87%
Engagement Rate
89%
Goal: 90%Just below
Renewal Rate
94%
Goal: 95%On track
⚠️ Needs Attention — Action Required
3 items · Updated just now
Tanya Brooks — No contact in 9 days
Essential plan · Last call April 8 · Phone: (817) 555-0094
Urgent
Aisha Thompson — Check-in overdue by 1 day
Supported plan · 6 days since last call · Goal: bi-weekly · Phone: (469) 555-0231
Today
6 subscriptions renewing this week
Sarah M · Maria G · Rachel K · Lisa W · Priya P · Elena R — send renewal reminder texts today
This week
Maria G. expressed interest in upgrading to Empowered
Note logged April 14 · Discuss Empowered benefits on next call today at 10:30 AM
Note
📋 How to Handle Each Alert
🚨 Urgent (Red)
Client has had zero contact for 7+ days. Call immediately, log a note, and flag in their profile. If no answer, send a message and schedule a follow-up call within 24 hours.
⚠️ Overdue (Amber)
Check-in is past the scheduled cadence. Schedule a call for today or tomorrow. Log a note after the call. Update the next call date on their profile.
🔄 Renewal (Gold)
Client subscription renews within 7 days. Send a warm check-in message acknowledging their renewal and asking if they need anything. Do not pressure — just be present.
💛 Opportunity (Info)
Client showed interest in upgrading. On your next call, naturally present the Empowered plan benefits. Lead with value, not the price. Use the Upgrade Conversation Guide in Resources.
📝 Log a Call Note
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📅 Add Event
💬 Messages
S
Sarah Mitchell
I feel so much better thank you!
9:32 AM
M
Maria Gonzalez
Can we move my call to 11am?
8:15 AM
A
Aisha Thompson
Thank you for checking in on me
Yesterday
R
Rachel Kim
Ready for our session today!
Yesterday
L
Lisa Washington
Got the spa discount, thank you!
Mon
S
Sarah Mitchell
Supported Plan · Last call today
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📁 Resources & Scripts
Check-In Call Script
Opening questions, support flow, close
New Client Onboarding Script
First call guide and profile setup
Tier Upgrade Conversation Guide
How to present Empowered benefits
Wellness Resources Library
Spa partners, events, articles for clients
Crisis & Escalation Guide
When and how to escalate to Jewel
⚙️ Account Settings
J
Jewel Butler
hello@mumsbyte.com · Specialist
Display Name
Email
Phone