Each month has one platform in front. Everything else keeps running underneath. Months carrying milestones show an amber strip — click it to jump straight into that batch.
Everything contacted and not yet closed. This is the list a rep works from, and the one to check before anybody sends another touch.
Won, passed and snoozed, kept on file. A passed milestone is not a dead account — it is a company that now knows who you are, with another milestone five years out.
Every milestone in the next twenty-four months, by the month it lands. Green is worked, grey is untouched.
A lead is a contact who has done something. The score is the sum of what they did, and every lead shows its signals — so a rep knows why it surfaced before they pick up the phone. 0 open leads have no rep.
Reps see this same list, scored the same way, in Sales CRM → Warm leads and on their My Day. How it fits together:.
Pull up any company to call or email a contact. Everything you log or send here lands in that company’s Sales CRM history and counts toward your numbers.
A drop is one item, one list, one cadence. The conversion that matters is not the open — it is somebody telling you their size, because that is a small physical commitment from a person who has decided they want the thing. Sizes coming back is the number to run this on.
0 people have been asked for a size and have not answered yet.
A weekly email: they send any image, we print it on a free tee and their rep hand-delivers it to their office. The delivery is the point — it is a reason to walk in and say hello. One shirt per person, ever. Claims land on each rep’s My Day in the Sales CRM.
Everyone who has claimed a shirt. Nobody here can be invited again. Their companies are tagged Free Tee Challenge in Company Manager, so they are a ready-made list in Audiences for the next campaign.
Sequences are the campaigns that run themselves. Each one is triggered by something that already happens in Brandflow — a milestone date crossing a threshold, an order shipping, an account going quiet — so nobody has to remember to start it.
Straight from Company Manager. Whatever you tag a company with there shows up here as a list you can send to — no rebuilding, and it stays current on its own.
Saved rules rather than saved lists — they re-count against live company and contact data every time you open this page, so a segment never goes stale.
Your annual plan names a metric for every phase and every month. This is whether the data can actually support them. Anything blank says so plainly, with the one field that would fix it — a report that invents a denominator is worse than no report, because somebody will present it.