Today's tier
Warming Up
Score 0 · next tier at 35
- Book
- 0
- Touched
- 0
- Past 72h
- 0
- Funded
- 0
- Collected
- $0
How the score works
| Client contacted | 2 pts |
| Document received | 3 pts |
| Tradeline placed | 5 pts |
| Google review live | 5 pts |
| File submitted to a lender | 8 pts |
| Advisory call held | 8 pts |
| Referral call held | 8 pts |
| Video testimonial | 10 pts |
| Invoice collected | 10 pts |
| Approval received | 12 pts |
| Consulting onboard | 20 pts |
| Client funded | 25 pts |
| Funded inside 30 days | +10 pts |
One hard rule: if any client is past 72 hours without contact, the day caps at Active no matter the score. The 72 hour rule outranks everything.
Most days are won on contacts and documents, not on funding. A day where nothing funded but eight clients heard from you and four documents came in is a real day.