Pipeline
Outreach
Settings
Not saved yet
Pipeline
ClientLocationInsurerStatusCommissionMonthNotes
Outreach
One-time setup — Enter your Anthropic API key
Get it from console.anthropic.com → API Keys. Stored only in your browser, never shared.
Select client
Message settings
Quote follow-up
Onboarding
Chasing decision
Renewal reminder
Introduction
Custom
Email
WhatsApp
Both
Select a client and click Generate to write your message.
Settings

Targets & sign-off

Monthly commission target and your name for message sign-offs.

API Key

Your Anthropic API key for the outreach generator. Stored only in your browser.

Reset data

Restore the original May 2025 deals. This cannot be undone.

Add deal
Roll over to next month

Paid deals will be archived. Select which unpaid deals to carry forward to next month:

✓ Carried forward deals keep their details but reset commission to 0
✓ Current month is archived and viewable via ‹ › navigation