Your day
Tasks due, meetings and the leads most worth a call. Target is 20 quality conversations.
Tasks due and overdue
Worth a call
New enquiries, recent web visits, quiet Home BriefsToday’s meetings
OutlookPrep
Pick the conversation, find the client, then build a one-screen plan against the playbook and the 2026 Silver price list.
Optional. What you know that is not in HubSpot, what you want from this conversation, or anything to steer the plan. For example: “Spoke to her husband yesterday. He makes the call and is worried about finance.”
Debrief
Pick the conversation type, the Plaud recording and the client. The app rates it against the playbook, drafts every HubSpot change and the follow-up email, and writes nothing until you approve.
Recording
Not in Plaud? Upload or paste a transcript
In the Plaud app: open the recording, Export, Transcript, then TXT, SRT or DOCX.
No recording? Use typed notes instead
Client
Optional. What the recording does not show: who was speaking, what happened before or after, names the transcript gets wrong, or what you want feedback on. For example: “Speaker 2 is the client’s daughter. I want feedback on how I handled the price question.”
Team scorecard
Against the Sales Consultant standard: 20 conversations a day, 2 hour response, every deal with a close date. GP and fall-over sit in the GP Tracker.