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Who it is for · sales

So that deals and people are not lost

All deals by stage, the history of each person and the deals that have gone quiet.

What work this is about

When there are many deals and contacts, some of them get forgotten: nobody called back, the invoice was not sent, the conversation was never picked up again. Here every deal and every person has their own page, and you can see where nothing has happened for a long time.

Example

An email came in
“We will pay the invoice on Friday. Please send us the contract”
Life OS
  • Person's page
    8 October — promised to pay the invoice on Friday
  • Task
    Send the contract
  • Deal
    Payment expected on Friday

Three situations

“Whom did I promise to call back?” The promise is recorded as a line in the person's history and as a task with a deadline.

“What is going on with this deal?” The deal page shows the stage, payments, deliveries and the history by date. If some data is missing, it says so.

“Which deals have gone quiet?” A deal with no movement for longer than you set shows up in the list of forgotten ones — before the client forgets about you.

Which parts are involved

Messages from Telegram
Work chats and forwarded messages reach the system through a separate bot.
Document from a template
A contract, an invoice or an annex is assembled from the document record and a template into a file ready to send.
Person page
Everyone you have business with gets a page: who they are and what happened with them, by date.
Website from your own recordsin progress
The website is built from the same records as everything else and publishes itself after every edit.
Deals by stage
Each deal has its own page: client, stage, who runs it; everything that happened with it gathers there by itself.
The “Today” page
A list of what needs action: forgotten deals, overdue payments, unpaid invoices, missing documents.
Money: plan and actual
How much came in and went out, how much you are owed and how much you owe, the goal for the year and how you are moving towards it.
Screen for the teamin progress
A page in the browser and on the phone where a team member sees their deals, assignments and documents.
Scheduled publishingin progress
A post is written in advance, with a date and time, and goes out by itself to Threads, a Telegram channel and Instagram.
Social media statisticsin progress
Each post shows how many people saw it, and posts that spread many times wider than usual are collected separately.

One day

A client writes to you in a private chat — you forward it to the bot. A new deal appears in the system at the first stage, along with a line in the client's history. After a week without movement, this deal will show up in the list of forgotten ones by itself.

Where to start

Tell us which work matters most to you.

The author will tell you whether the system fits.

Message on Telegram