CALL BrIT • BUSINESS DEVELOPMENT

Client command center

Know who to contact, who owns the lead, and what happens next.

● Saved on this device
📱 Tap Checklist below to mark calls, emails, meetings and follow-ups. Use Team to switch between Brittany and Tamareion.
Total prospects40Preloaded from workbook
Reached out0Calls or emails
Meetings0Meetings scheduled
Quotes0Proposals sent
Customers won0Closed clients
Follow-ups due0Today and overdue
✓ Follow-up planner ready

Set a follow-up date for any business and it will appear here when due.

Where things stand

The pipeline you and Tamareion are building.

Outreach funnel

The first 40 prospects are already loaded. They are leads to contact, not confirmed buyers. Check off each action as you complete it.

Next follow-ups

Workload by teammate

Keep assignments clear so nobody gets called twice.

Recent progress

Interactive prospect checklist

Check actions, assign an owner, set stages, and plan the next touch.

40 leads

Original 5-day outreach sprint

Eight businesses per day, drawn directly from your printable workbook.

Day 1 · Prospects 01–08

Ready-to-use outreach scripts

Based on the workbook. Customize before calling or emailing.

Commercial email reminder: Add your valid physical mailing address, accurate sender/subject, and required opt-out information before sending. Honor opt-out requests.

Outreach activity

Automatic updates as you mark steps or edit prospects.

Team workspace

Protect your records, create backups, and connect shared syncing.

Who's using the tracker?

In local mode, choose which teammate is making updates. In shared mode, the login determines the person.

Device mode saves progress only in this browser. Brittany and Tamareion will not see each other's changes until shared sync is connected.

Back up your progress

Download a complete JSON backup, export a CSV for Excel, or restore a JSON backup. Keep backups private.

Never save customer passwords, payment card details, or other sensitive information in lead notes.

🔔 Phone follow-up reminders

Get an alert on your Samsung and choose whether to receive daily reminders even when the tracker is closed.

Checking notification support…
On-device reminders are visible in the app. Background push requires HTTPS hosting, permission on each phone, signed-in team sync, and deployment of the included reminder service. Without that service the app cannot alert a closed phone.

Shared access for Brittany + Tamareion

Both can update the same client list from different devices after you connect the secure team database. No extra code changes are needed.

Open Supabase ↗
  1. Create a free Supabase project. Open SQL Editor and run the included SETUP_SHARED_SYNC.sql script.
  2. In Authentication → Users, create two users using admin@callbritnow.com and tamareion.mckinney@callbritnow.com with individual strong passwords. Disable public signups.
  3. Copy the Project URL and publishable/anon key from your project's API settings into the boxes above, then connect and sign in.
  4. For both devices to use the same app, upload the HTML file to a private URL you control. Each person opens it, connects the same project and logs in as themselves.
PROSPECT RECORD

Add prospect