Rep - Sugar Alchemy CRM

⚡ Do-Now Queue

🎯 Today's Follow-ups

Name	City	Approach	Last Note	Tier	Actions
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📌 Goals Posted by Poornima (Checklist)

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📊 Weekly Scorecard (Sat-Sat)

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💳 Payment Follow-through

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📌 Goal Discipline

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🏁 Team Daily Scorecard

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📊 Weekly Manager Review

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⚡ Closest 5 To Win Today

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📆 This Week Execution Log

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📅 Follow-ups

Date	Priority	Bakery Name	City	Approach	Notes	Next Action	Actions
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🧭 Funnel Playbook

Use this flow before moving to next stage

🐋 Whale Funnel

Lead Generation → Qualification → Reach Decision Maker → Offer Sample → Sample Feedback → Trial Order → Main Order → Close

🐬 Dolphin Funnel

Lead Generation → Qualification → Trial Order → Feedback → Main Order → Close

At every step: log outcome + next action + next date. If no fit, close with reason.

🧭 Pipeline

Work one city at a time. We auto-group leads so you do not have to think in one 400-lead list.

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		Bakery Name	City	Tier	Temp	Last Response	Journey Stage	Lost Reason	Actions
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This Week I Commit To

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This Week's City Mission

Choose up to 3 focus cities, list the bakeries you want orders from, and lock how you will push those orders this week.

Which cities I am building this week

Choose up to 3 cities max. This keeps the week focused while still allowing a small city cluster.

Focus cities

Hold Cmd/Ctrl to select multiple cities. Maximum 3.

🆕 New Leads

📅 Follow-ups

📞 Calls

🐋 Whales

🐬 Dolphins

🐟 Minnows

These are still weekly workload targets, but the business outcome should be progress in your chosen focus cities.

Target bakeries and order push plan

For each selected city, list the bakeries you want orders from and choose the main push strategy.

Select up to 3 focus cities to build the bakery plan.

How I will move this city this week

Choose the outcomes that matter most for this city right now.

Primary focus

Secondary focus

What I will do daily

These commitments affect your weekly pass/fail review.

Update CRM daily Close due follow-ups before day end Log every meaningful outcome Complete assigned execution Keep customer status, temperature and next action updated

Planned CRM hours this week

What could slow me down

This keeps blockers and recovery inside the weekly goal itself.

Biggest risk this week

Support needed from Poornima

If I slip, my recovery move will be

📊 Samples & Orders Monthly Tracker

Month	Samples Sent	Orders	Payments Received
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📦 Request Sample

Customer

Product

Notes (optional)

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📋 Place Order

Customer

Order Type

Order date

Products

Order Value (₹)

Notes (optional)

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Rep Login

Today

⚡ Do-Now Queue

🎯 Today's Follow-ups

📌 Goals Posted by Poornima (Checklist)

📊 Weekly Scorecard (Sat-Sat)

💳 Payment Follow-through

📌 Goal Discipline

🏁 Team Daily Scorecard

📊 Weekly Manager Review

⚡ Closest 5 To Win Today

📆 This Week Execution Log

📅 Follow-ups

🧭 Funnel Playbook

🧭 Pipeline

This Week I Commit To

This Week's City Mission

🎯 City Potential Targets

📊 Samples & Orders Monthly Tracker

📦 Request Sample

📋 Place Order

✏️ Edit Order

Customer Profile

Log Call

Add Contact

Edit Contact

📅 Set Follow-up Date

Add to Today's Plan

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