Your conversations, at a glance

Conversion dashboard.
At a glance.

See every conversation, prospect profile, and booking rate in one place.

0×
More meetingsvs forms †
0%
Conversion liftearly beta †

Conversation Metrics

See where prospects convert.

Visitor → Conversation

26.6%+12%

Conversation → Call

24.8%+8%

Conversation → Client

6.4%+15%
3sFirst response
4mAvg to meeting
24/7Availability
Performance Trends
Weekly performance
Conversations Calls Clients
Mon
Tue
Wed
Thu
Fri
Sat
Sun
Total: 358 conversations, 93 calls, 24 new clients+18% vs last week

Prospect Profiles

Every prospect, fully profiled.

Your guide captures context from every conversation — so you walk into calls fully prepared.

ER

Emily Rodriguez

Ready

E-commerce Store Owner · Bloom & Grow Co.

92Score

Summary

Exploring bookkeeping and tax services for growing e-commerce business. Ready to start — asked about onboarding timeline and monthly process.

Qualification

Situation

Growing e-commerce business

Need

Tax prep + monthly bookkeeping

Timing

Ready to start this month

Fit

Good match for services

Pain Points

1

Spending weekends on bookkeeping instead of growing business

2

Worried about missing tax deadlines

3

Current DIY approach isn't scaling

Topics

Services Offered5×
Pricing & Packages3×
Onboarding Process2×
Timeline2×

Decision

Next stepIntro call to discuss specifics
TimelineReady to decide this week
Stakeholders
Emily (Owner)

Next Steps

1

Schedule intro call

This week

2

Send service overview

Tomorrow

3

Prepare onboarding checklist

Before call

Conversation saved

Included with every account

Conversation metrics
Prospect profiles
Booking rates
Topic insights

† Example data shown. Your dashboard will reflect your actual performance.

04 · Get Started