From first call to live scoreboard.
Six steps. Drew does the heavy lifting on Premium. On Core and Plus you can follow along and do most of it yourself.
Book a call
A 30-minute call with Drew. You’ll talk through your team, how you run your week, and which plan fits. Premium customers get their setup built for them from this point.
Create your agency
Drew creates your agency and your owner login. Your agency name and branding go on the dashboard and the Live Scoreboard.
Choose your activity plan
Pick what earns points: calls, quotes, applications, sales, reviews, cross-sells. Start with the standard plan and change weights any time (Premium is fully custom).
Invite your team
Add each person once. Everyone gets their own simple dashboard, “My Weekly Score”, with points, pace and what to do next.
Set goals and commissions
Set weekly points goals per person and set up commission plans. Commission always shows as “estimated” until it’s approved or paid.
Put it on the TV
Open the Live Scoreboard on any TV or screen. Your team sees the score update the moment someone logs a win.
Example values are from a fictional agency.