| Recruit | Current agency / IMO | Comp level | Production/Downlines | Source | Assigned manager | Stage | Added |
|---|
No recruits match this view
Clear the filters, or add the first recruit to get the roster started.
Ad spend & cost tracking
Team
Invite a manager. One click creates their sign-in and assigns the manager role automatically.
Onboarding board
Every recruit, staged from first form fill through fully onboarded. Move a card forward once that step is actually done.
Contracting
Every carrier contract request for every recruit, in one place. Status, carrier number, upline and start date, so nobody has to ask where things stand.
No carrier contracts yet
Add carriers for a recruit, or import a batch.
Recent activity
Who changed what, and when. Changes that come from GHL show as System.
Dashboard
Funnel conversion, ad cost efficiency, and the $ in agent production this system has generated for the agency.
Funnel
Based on each recruit's current stage within the selected range.
Cost efficiency
Meta ad spend logged in the selected range, against recruits added in that same range.
Contracting progress
Across everyone currently in Onboarding or Fully onboarded, in the selected range.
Agent production
Monthly AP currently being written by recruits this system sourced and onboarded. This is the clearest $ proof of what the system is worth to the agency.