Sales & Customers

What it is

The free guide and directory for taking money: business bank accounts, payment processors, and invoicing tools, in the order to set them up.

What it is for

setting up payments, banking, and the money rails so the business can actually sell

How to use it

At /getpaid, follow the order to set up the money side: register and get the EIN, open a business bank account, connect a payment processor, and test a real purchase.

What it is

The sales side of the family: pitch, close, and grow a sales engine around what you built. One click and your account carries over by email.

What it is for

selling, pitching, and closing once the product exists

How to use it

One click carries your account to PitchCloseAI by email, where you pitch, close, and grow a sales engine around what you built.

What it is

Sell without sales calls. One short intake (what you sell, the promise with numbers, who buys it, Facebook or LinkedIn, the price, how people pay) builds the whole no-call closing system: 3 hand-raiser posts with a drop-a-comment CTA plus the connect-first playbook (add ~100 niche people, then post), the 5-minute closing video script in beats with second marks (cold-open outcome demonstration, the promise, the price in context, the objection answer, the exact how-to-buy walkthrough, invite questions), the short DM/email that delivers the video link with one personalized line, and a simple buy page (video spot, offer summary, price with context, orange buy button) drafted straight into the Pages builder with one click. Everything is editable and regenerable, saved per kit in My Closes (/my-stuff/closes). Included with the Studio plan and up (Dee's plan matrix); the outside sales page keeps a free intake taste so anyone can feel the system before upgrading. Generations confirm before spending without showing a price (Dee's rule); the buy page assembles free.

What it is for

closing sales of a service or offer without sales calls, using hand-raiser posts and a short closing video

How to use it

One short intake at /my-stuff/closes/new builds your whole no-call closing system: hand-raiser posts, a 5-minute closing video script, the delivery DM and email, and a buy page drafted into Pages. Included with the Studio plan and up.

What it is

A tripwire is the low-cost paid offer shown right after a free opt-in. Log each real sale at /tripwires (from Track tripwire sales on /pages) to see total revenue, this month, average sale, which page earns most, and recent sales, with the buyer folded into the CRM as a purchased lead. /leaderboard ranks members by real recorded tripwire revenue (this month and all time) and ranks the member's own pages, shown by first name for privacy. Members take these payments on their own checkout today and log them by hand; automatic capture is a follow-up once a payment provider is connected. Real logged sales only.

What it is for

tracking money from tripwire offers and seeing who is converting opt-ins into sales

How to use it

Log each real tripwire sale at /tripwires to see total revenue, this month, average sale, and which page earns most; the buyer folds into your CRM. /leaderboard ranks members by real recorded revenue.

What it is

Track contacts and deals through your pipeline. Its own product with its own dashboard at /crm/dashboard (Insights, Contacts, Deals, Settings); the Email Marketing Suite and SMS Marketing Suite reach these contacts through an explicit Connect to CRM step. Leads arrive from the member's website and lead pages AND from Listen & Reply (people found online become contacts by their social handle, no email needed, marked Not opted in so email never reaches them until the member records consent; their conversations and posted replies show as online conversation notes; a handle search finds them). Any contact can hold social profiles on any platform (LinkedIn, X, Reddit, Instagram, Threads, Facebook, TikTok, YouTube, Bluesky, Mastodon, Pinterest, or another page): the link is validated against that platform's profile pattern and checked before saving (missing profiles refused; platforms that block automated checks, like LinkedIn, saved as Unverified), shown as clickable links, and one profile belongs to one contact.

What it is for

managing leads, contacts, and deals

How to use it

Track contacts and deals through your pipeline at /crm/dashboard (Insights, Contacts, Deals, Settings). The Email and SMS suites reach these contacts through a Connect to CRM step.

What it is

Find the leads you need and add them straight to your CRM. The Lead Finder at /leads takes a company type and a location by hand, or pulls the target segment (line of business, company type, decision-maker titles, location, extra notes) from the member's Org Design Cheat Sheet so they can build one target list per segment. Its search today finds BUSINESSES (Google Maps plus the decision-makers on each company's website). The picker also lists the sheet's CONSUMER audiences (who they are, the moment that brings them, age range) and says plainly that this search cannot build a list of consumers yet; they are never hidden, because the Lead Finder is meant to find both businesses and consumers (Dee, Oct 6 2026).

What it is for

finding new people to reach out to

How to use it

At /leads, build a target list of companies and decision-makers with verified emails and import them into the CRM as leads.

What it is

Email campaigns and automations, its own product at /email-marketing (Lists, Campaigns, Automations, Contacts, Settings). Lists come first: a campaign sends to one list, so the suite opens on Lists (/email-marketing/lists) and the Campaigns page nudges a member with no list to build one. Connect to CRM on the Contacts page pulls CRM contacts into send-ready lists; campaigns here are always email (the channel comes from the product you are in). Emails go out from the member's OWN mailbox over SMTP (Google Workspace, Microsoft 365, Zoho, Brevo, SendGrid, Mailgun, Amazon SES, or another provider). Email from the platform itself, a mailbox at the member's own domain that we set up and warm up, is on the way and not available yet, connected in Settings with a Send me a test button; nothing sends until that connection and a business mailing address are saved, and never from the platform's address. Every email carries a signed unsubscribe link, one-click List-Unsubscribe headers, and the business name and mailing address footer; unsubscribing marks the contact unsubscribed. A permanent refusal from the member's mail server at send time marks the contact bounced; bounce notices arriving later in the member's own mailbox are not read yet. Opens and clicks are tracked on campaigns (not on automation emails) and counted from each recipient. Each plan includes a monthly number of email sends per organization (shown on /pricing; usage on My Account).

What it is for

nurturing and converting leads over time

How to use it

At /email-marketing, build campaigns and automations. Connect to CRM on the Contacts page pulls CRM contacts into send-ready lists; the channel is always email.

What it is

SMS campaigns and automations, its own product at /sms-marketing (Lists, Campaigns, Automations, Contacts, Settings), with consent, quiet hours (8am to 9pm recipient local time), and Reply STOP guidance built in. Lists come first: the suite opens on Lists (/sms-marketing/lists) and the Campaigns page nudges a member with no list to build one. Connect to CRM on the Contacts page pulls CRM contacts into send-ready lists.

What it is for

reaching people directly by text

How to use it

At /sms-marketing, send SMS campaigns and automations with consent, quiet hours, and Reply STOP guidance built in. Connect to CRM pulls contacts into send-ready lists.

What it is

The hiring engine for employers hiring on their own, no recruiter or staffing agency. Intake captures who the company is (Pull from brand fills the company name, what it does, location, and website from the member's active brand and organization) and the role in the employer's own words: Start from a role on my cheat sheet (Oct 30 2026) picks an Org Structure role card from the member's Org Design Cheat Sheet and fills the role fields from it (empty boxes only unless Replace what I typed is checked), and the workspace says From your cheat sheet with the role's title. the title, the type of facility or company, an optional specialty or sub-type when the title is broad (nurse, tech, aide, therapist), the shifts available, working hours, whether travel is required, the employment type (Full-time, Contract, or PRN), the pay type, and the required city and state (so the going-rate research is accurate to where the job really is, never defaulting to a big metro). A Write my duties button drafts the day to day from the title and facility type so the member is not staring at a blank box, then they edit it. Per role, in the workspace tabs (Role details, Job description, Job posting, Interview process, Scoring matrix): the going-rate research lives on the Job description page and shows a live progress bar while it runs, with cited sources (clearly labeled an estimate when live numbers cannot be verified); the internal job description is supportive of EEOC and Department of Labor standards (a draft to review, not legal advice) and uses the facility type, specialty, shifts, hours, travel, employment type, and location; the approved JD becomes the job posting ad that carries the apply-now link (where to apply), written to a playbook for who is being hired (Oct 28 2026: sales commission-only or commission-heavy, sales base plus commission, administrative and office support, clinical and licensed care, or any other role, read from Kind of role and the pay type, then the title, and overridable) in the shape the member picks, Tight pitch (a short magnetic ad for the job boards) or Full page (a complete careers page: for sales the comp plan, real math, why this is not like other sales jobs, a real day, who should not apply, how to apply and a real FAQ), with a Comp details box whose figures, with the role's pay details, are the only numbers the ad may use (city ads follow the same playbook); the Interview process tab lets the member design the rounds they will actually run (up to four, in order: application screening, a short phone screen, a video interview, a final decision round, or a custom round), and each round gets its own interview questions generated and tuned to that stage (a 1 hour final gets the deep ones) in whichever of the 16 question styles the member checks per round; the 15 minute phone screen is a knockout screen instead (Oct 28 2026): logistics first (can they work where the job is, are they working now, how much notice, comfortable with the pay range and the hours), then three to five experience checks that confirm requirements from the job description, chosen by the engine from the JD's required qualifications or ticked (or typed) by the member, every check pass or fail with a Pass when line and a one-sentence rule for who moves to the next round; and a printable scoring matrix built from the approved rounds (questions as rows grouped by round, candidates as columns, 1 to 5 scores with notes and totals; the phone screen's checks lead the grid as Pass or Fail, with a Phone screen row showing N of M passed and Screened out on any fail, never counted in the total). On the Interview process step Kenny suggests, at no credit cost, how many rounds and which ones fit the role (the member can ask by text or voice). The Role details tab is always the way back to edit the company and role requirements, and every role card in My JD Generator has an Edit role link too. Each finished artifact downloads in Word, PDF, or Markdown. The company profile is remembered, so role two skips half the intake. Everything saves per role in My JD Generator (/my-stuff/hiring). Visitors can run one role's market research and JD free on the sales page and the work rolls into their account at signup. The generator comes with the Build plan and up (where teams live, Dee's plan matrix), generating with plan credits; anyone below Build (or with no plan) can unlock a single role once for a flat $47 with no subscription. Added Oct 2026: an Employment classification field (W-2 employee, 1099 contractor, or Either) beside Employment type that changes the wording of the pay study, JD, and posting (a 1099 JD speaks of a contractor who invoices or earns commission, with no benefits language; a W-2 JD speaks of an employee), and, since Oct 29 2026, Send to PitchClose on the Job posting tab for 1099 contractor and Either roles (1099 contractor roles are recruited and hired through PitchClose): the approved ad is sent there as a job in the member's married PitchClose account and opens signed in, no AI and no credits; a member without a PitchClose account yet gets Create your PitchClose account and send this role, a 7-day link that creates the account with the role waiting inside; Use it as written or improve it on the Job description tab: the job description handed in on Role details (or one uploaded or pasted there) is either kept exactly as written (Use it as written, free, no rewrite, straight to the posting once approved; Oct 28 2026) or improved with one press, which rewrites the full document grounded in the member's Org Design Cheat Sheet from the AEP (mission, values, culture, structure, how the org works), telling the member first whether a cheat sheet was found (improving from the company profile, with a link to build one, when not) and listing What changed and why in up to 8 bullets citing the cheat-sheet facts used (uses credits); and Duplicate for other states on any saved role with a JD, a picker of all 50 states plus DC (Select all, My markets from the company profile's new My markets multi-select, Clear, optional city) that creates one new role per state with its own pay study and JD, run one at a time with progress and saved as each finishes (credits per copy, asked before spending), and for the states whose law requires a pay range in every posting (verified against official or legal sources in the code, Oct 2026) writes the pay study range into the documents and shows a one-line compliance note. When the posting ad is ready, Send to Applicant Tracking on the role's Job posting tab publishes it to the active organization's careers page in Applicant Tracking (ATS), the separate product where its applicants are tracked (/my-stuff/applicant-tracking).

What it is for

small employers writing the job description, job posting, interview questions, and candidate scoring themselves

How to use it

At /jd-generator, per role: it researches the going pay rate with sources, writes the job description, turns it into a posting ad, generates interview questions in the styles you pick, and builds a scoring matrix. Comes with Build and up, or unlock a single role once.

What it is

Applicant Tracking (ATS) is its own product (Dee, Oct 25 2026), separate from the JD Generator, and every organization has its own: a member who works in several organizations has a separate one for each, following the organization they are working in (switch organization at the top). Its home is /my-stuff/applicant-tracking: Postings and applicants (every posting of the organization in closed sections, Published, Closed and Drafts, each with its department, work arrangement, location, applicants by stage, and links to its applicants, its job page and its role), Careers page and job board at /my-stuff/applicant-tracking/settings (the careers page web address /jobs/<address>, filled in from the organization handle, and the board name; the logo, colors, browser icon and website are never typed there: they are read live from the Executive Portfolio, the organization's Company Profile first (its logo, Organization colors, favicon or mobile icon, and website), else the organization's own brand, shown read only under From your Executive Portfolio with one link, Change these in Company Profile, and a plain note for anything missing; the public board, job pages, apply and talent forms (hosted and ?embed=1) show that logo, use the colors for the header rule, buttons and links (darkened when needed so text stays readable), and use the icon as the browser tab icon; then the hosted link with Copy, the iframe code for your own careers page, the Talent Network link and its iframe code, and the JSON feed for developers at /api/jobs/board/<address>, whose jobs carry department and workArrangement and whose board carries talentUrl and talentEmbedUrl, with logoUrl and website filled from the Executive Portfolio; plus /api/jobs/board/<address>/form-config, the fields, states, areas of interest, consent words, resume rules and each posting's screening questions, so the employer's own website can show its own native Apply and Join forms that post straight into Applicant Tracking, allowed only from the organization's website in the Company Profile (or its own brand's) and a staging list, contract in docs/jobs-public-api.md), and the Talent Network at /my-stuff/applicant-tracking/talent. Roles come from the JD Generator: on a role's Job posting tab, the Send to Applicant Tracking block says which organization it sends to (the active one), takes the Department (Engineering & Product, Sales & Business Development, Clinical Partnerships, Customer Success, Marketing & Growth, Operations, Leadership, or Other with your own name) and Work arrangement (On-site, Remote, Hybrid), the pay range shown on the careers page (Pay from, Pay to, Per hour or year; prefilled from the going-rate research and saved exactly as the member types it, so the posting carries the employer's real range as pay-transparency laws require; clear all three for no pay), up to 5 optional screening questions, and publishes the saved ad with one button; then Update the posting, Close posting, the hosted job link, and Open in Applicant Tracking. A role already published in another organization says so and offers Switch to that organization. W-2 only: a 1099 contractor role is not published here (1099 roles are posted and hired through PitchClose). The public careers page lists every published posting (title, department, city and state, work arrangement, kind of hire, employment type, pay range as the member set it on Send to Applicant Tracking, when one is set); each job page has the whole ad and Apply; the apply form asks for first name and last name (two fields), email, phone, city, state, LinkedIn (optional), the resume as PDF or Word up to 5 MB, the screening answers, and consent, then thanks the applicant in place. The Join our talent network page (/jobs/<address>/talent, embeddable with ?embed=1) asks for first name and last name (two fields), email, phone (optional), city, state, area of interest (the departments plus Not sure yet), LinkedIn (optional), a resume (optional), and a required consent that the employer may keep the details, contact the person about future openings and send occasional emails about working there, that they can unsubscribe at any time, and that joining does not guarantee a job or an interview (each person's row records the consent version and the exact words they agreed to); joining again with the same email updates the details. Applicants land at /my-stuff/applicant-tracking/postings/<posting>/applicants, grouped by stage (New, Screening, Interview, Offer, Hired, Declined, each a closed section with its count), with contact details, answers, Download resume (only while working in that organization; no public resume link), stage moves, dated notes, and Add to scoring matrix (for the member who wrote the role). The Talent Network page groups people by area of interest with counts, with contact details, location, LinkedIn, joined date, Download resume, notes, and Mark contacted / Mark archived. A new applicant notifies the member who wrote the role, and a new talent network member notifies the organization (a bell notification and one email with a link); no resume is ever attached. The candidate gets one confirmation email under the employer's name only, for an application and for a talent network join. Hired and Declined send nothing automatically. The old addresses /my-stuff/hiring/board and /my-stuff/hiring/<role>/applicants forward to the new ones. Comes with the JD Generator (Build and up, or an unlocked role).

What it is for

employers running their own hiring per organization: a careers page and job board, applications with resumes, every applicant from New to Hired, and a talent network for future openings

How to use it

Applicant Tracking (ATS) is its own product, and every organization has its own (switch organization at the top to open another). Set up the careers page once at /my-stuff/applicant-tracking/settings (web address and name; the logo, colors and website come from the organization's Company Profile, else its own brand, and are changed there) and copy the hosted link, the iframe code, or the Join our talent network link. In the JD Generator, on a role's Job posting tab, the Send to Applicant Tracking block shows which organization it sends to; pick the Department and Work arrangement, check the pay range (Pay from, Pay to, Per; it starts from the going-rate research, so change it to your real range), add up to 5 screening questions if you want them, and press Publish. Every posting and its applicants are at /my-stuff/applicant-tracking (applicants by stage, resumes, notes, Add to scoring matrix), and everyone who joins the talent network is at /my-stuff/applicant-tracking/talent, grouped by area of interest.

What it is

Every organization's Talent Network gets a welcome series: six short emails over five weeks to the people who join (day 2: welcome and why being in the talent network matters; day 7: who we are and what we do; day 14: the kinds of people we look for and who thrives here; day 21: tips for applying and interviewing with us; day 28: why work with us; day 35: know someone great, referrals), each linking to the careers page. It is a normal automation in Email Marketing (/email-marketing/automations), triggered by the organization's Talent Network list, so the owner edits every email there and turns it on there; it is created as a draft and nothing sends until she does. Each join files the person as an Email Marketing contact (source Talent Network, tags for area of interest and state) on the Talent Network list and enrolls them, even while the series is a draft, so they are waiting when it is turned on. A repeat join never restarts the series, nobody who unsubscribed, bounced or was cleaned is re-subscribed, and only people who joined after the consent covered these emails are enrolled (earlier joins are never backfilled; the tab says how many). The first join makes a starter draft from the organization's own AEP words without AI; on the Talent Network tab (/my-stuff/applicant-tracking/talent), Set up the welcome series (when there is none) or Write it from my AEP drafts the six emails with AI from the Org Design Cheat Sheet identity (what we do, who we work with, mission, vision, purpose, philosophy, core statement, distinction, values, culture), the Company Profile tagline, and the open postings, using credits, and says which cheat sheet sections would make it stronger. Emails send from the organization's own mailbox with its mailing address and an unsubscribe link; until the sending connection and mailing address are set in Email Marketing Settings, the tab says what is missing and emails wait.

What it is for

employers who want the people in their talent network to hear from them: who the company is, who thrives there, how to apply well, why work there, and referrals

How to use it

Open the Talent Network tab at /my-stuff/applicant-tracking/talent. The line at the top says where the welcome series stands. If it says Not set up, press Set up the welcome series: it drafts six short emails from your AEP (welcome, who you are, who thrives with you, tips for applying, why work with you, referrals) and opens them in Email Marketing. If it says Draft, press Open in Email Marketing. Review and edit every email there, then press Activate; nothing sends until you do. Write it from my AEP rewrites the draft from your Org Design Cheat Sheet while the series is off. Emails send from your own mailbox, so connect it and add your mailing address in Email Marketing Settings first.