Where you stand
Live picture of today's activity against the playbook KPIs. Update from the Daily Tracker tab.
Topacio
Strong execution. Pacing toward Sapphire by month-end.
First Block · Eat the Frog
The work, sharpened
Golden Hours
Protected dial blocks. Phone face-down on every other surface.
Pyramid (A/B/C)
Allocate the 700: 200 / 350 / 150. Top of the pyramid first.
5-Step Telephone
Opening framework. Same 700 calls, more booked meetings.
RBO Turnarounds
Reflex / Brush-off / Real objection. Don't argue — redirect.
4-Element Email
Hook · Relate · Bridge · Ask. Under 90 words. One question.
Voicemail Script
20–30 seconds. Number, twice. Email within 5 minutes.
Own the CRM
Log within 60s. Tier before second contact. Zero stale deals.
Same 700 calls. More booked meetings.
Click through the steps in order. The script is drayage-adapted — Mayor West Coast at the Ports of LA / Long Beach. Practice once before each Golden Block.
The 5 Steps
20–30 seconds. Number, twice.
~420 voicemails per rep per month go unstructured today. A 1% callback lift = 4–5 free conversations a month. Double-tap rule: voicemail left → email sent within 5 minutes that references it.
The 5 Steps
Hook · Relate · Bridge · Ask
Three rules: it must get opened, it must get read, it must get a response. One ask, easy yes/no. Under 90 words. No attachments on cold emails.
Reflex · Brush-off · Real objection
Don't argue with a reflex. Don't take a brush-off at face value. Address a real objection head-on. Type the start of any objection to filter — or click any card to see the turnaround.
Allocate the 700. Top of the pyramid first.
Tier every prospect A / B / C in HubSpot before the second contact. Default split: A = 200, B = 350, C = 150. Adjust below — the daily target updates live (22 working days/month).
Adjust allocation
When you only have 30 minutes left in a Golden Block, the next call comes from Tier A — even if the queue says B. Top of the pyramid always gets first shot at your peak hours.
Today, in numbers
Log activity here as you work. HubSpot stays the source of truth — this is the at-a-glance view for the rep. CRM Hygiene multiplier: below 80 = ×0.9 commission, 95+ = ×1.05 bonus.
Right now
Pace check
Stay on pace today and you're tracking toward Topacio for the month. Two strong Golden Blocks tomorrow puts Sapphire in reach.