Cadence Tracker

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Cadence Tracker

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Due today

Today's progress

0

of 0

Nothing due

Clear the queue to lock in today's cadence streak.

By channel

Tip

Tap a circle to complete a touch, or hit Focus mode to run through them one account at a time. Accounts collapse as you clear them.

Tasks to complete

Last touched

Partners & workspaces

Each workspace is fully separate — switch to work in a different partner's data.

Your workspaces

Create a new partner workspace

Join with an invite code from a partner

Manage access

Add a partner's account directly

If the username already has an account, it's added to this workspace and the password field is ignored. Otherwise this creates a new account with the temp password you set — share it with your partner so they can log in and pick their own.

New task

Add something to today's list

Task

Priority

Normal

High

Low

Due

Today

Tomorrow

Run cadence

New prospect

Step 1 of 2

1

Step 01

Context

2

Step 02

Timeline

Step 1 · Context

Who you're reaching — and why now

Fill in the contact and, if it applies, the renewal window — that's your anchor for this cadence. All fields are manual; nothing here is looked up automatically.

Company

Contact name

Title

Phone

Email

Cadence start date

Day-offset due dates (Step 2) are calculated from this date — backdate it if outreach actually began earlier.

Add renewal / intel details (manual)

Plan year ends

Plan name

Participants

Carrier

Incumbent broker

Broker comm · last filing

Live preview

Step 2 · Timeline

Sequence & status

Mark touches as done as you send them — every execution is timestamped. Drag the grip to reorder.

Add a touch

Email

Call

LinkedIn

Mail

Other

Import from .eml (Outlook / Copilot export)

Parsed entirely in your browser — files never leave this device. Each email fills the next pending Email touch (timestamp comes from the message's Date header), or gets appended if none are pending.