TTS · Activation Engine

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Clients

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With email

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Missing Comp.

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Missing Rewards

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Missing Risk Rep.

— visible

0 selected

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	Client	Type	Contact	Email	PM	Platforms	KYC	Comp.	Rwd.	Risk	Uni.

Sequences—

Revenue forecast—

Scenario

change the numbers, watch everything move

Default accounts · per client

can override per-client below

Competitions · per month

average event frequency

Conversion rate · %

% of opportunities you actually close

Risk Reports

$550/mo flat

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— clients × $550

Competitions

$0.85/acct/event

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— clients × — events/mo

Rewards

$0.25/acct/mo

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— clients × avg accts

Max potential

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monthly recurring

×12

Annualised

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if all activate

at —%

Realistic

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applying conversion

Top opportunities

override accounts inline to model real scale

sorted by potential MRR, highest first

Client	Missing	Accts	MRR	ARR

Partners—

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Total sent

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Sent today

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Sent this week

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Failed

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Follow-ups due

Send log

— visible

When	Client	Template	Step	Subject	Status	Recipients

Setup

Gmail connection

✉

Not connected

Sign in with your Workspace account. Scope gmail.send. Emails are sent one-per-recipient — clients never see each other.

Google OAuth Client ID

Create one in Google Cloud Console → APIs & Services → Credentials → OAuth Client ID (type: Web application). Add your origin as an authorised JavaScript origin. Enable the Gmail API for the project.

Default sender name

Booking link · 15 min hard cap

Inserted wherever a template contains the word {BookingLink}.

Claude AI · email drafting

optional · powers Smart mode

✦

No key set

Used only when you pick Smart as a sequence. The AI drafts personalised emails per client based on their missing features and any brief you provide. Your key is stored locally in this browser — never sent anywhere except Anthropic's API.

Claude API key

Get one at console.anthropic.com → API Keys. Store it in a password manager — this input is masked but held in browser localStorage in plain text.

Model

Tone / style guide · given to the AI as system prompt

This text is combined with the system prompt. Change it to teach the AI your voice. A sensible default is pre-loaded.

Data

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client_features CSV

Embedded · 55 clients from the file you uploaded

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Seeded contact list

All 49 active clients pre-filled on first load from the master sheet. Re-apply if some got wiped — non-destructive, only fills empty fields.

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Client edits · contacts, emails, PMs

Stored locally in this browser. Export regularly so nothing is lost.