Ranked every time the page refreshes: clients you're binding first, then calls due now and today's overdue tasks, then the warmest leads (rate already final), then the rest of today. Older overdue tasks wait in the backlog at the bottom; bound and lost clients are never listed. Switch to "In time order" to see every follow-up at the time its protocol sets it (overdue, then today with a "now" line, then tomorrow). Each card has the client's number to tap and the text to send for where that client stands right now (ladder step, callback reminder, confirmation, follow-up), with a Copy button. "Text sent" logs the text (a reminder email waiting on it then goes out); "No answer · texted" logs the call and the text together. Tap what happened on any card: it is saved straight to RetentionOS (no form), and within about a minute the runner logs the call in HubSpot, moves the stage, sets the next callback and completes the ladder step. "No answer" saves in one tap (8 seconds to undo); the others let you add a callback time, a note or "I texted them" first.

Every client with a text waiting: appointment reminders, keep-warm texts and follow-up texts, oldest first. Copy the text, send it from your phone, then tap "Text sent" (a reminder email waiting on it then goes out). For a follow-up call nobody answered, "No answer · texted" logs the call and the text together, and the step's email goes by itself. One card per client.

Today, inside and out

HubSpot figures refresh every 15 minutes during runner hours; the system's own work is live. Test contacts are left out.

Live from each zone's own clock (Daylight Saving handled). A planning aid, not a compliance ruling: confirm each state's and carrier's calling-hour rules.

All 50 states plus DC. New overlay codes appear now and then; a code not listed here may still be real.

Every tap is saved to RetentionOS, so the count is the same on any device. A Callback or Bound tap is tied to the Block 1 quote that comes in from 10 minutes before to 30 minutes after it; anything it can't tie shows under "Link these". Closing % = bound on the spot plus callbacks that later bound, divided by billable calls. A tap can be removed for 3 days.

For a client who struggles with the DocuSign email. Start a session while you are on the phone and text them the link: they get one screen per DocuSign step, from finding the email to FINISH, each with a picture of what they will see. Every Done, "I'm stuck" and "Please call me" tap shows here within a few seconds with a beep, and this tab's title changes, so you can keep them on hold and work. Nothing on their phone is shared; a session lasts 3 hours. The label is initials only. "E-sign help link" under More… on a Next up card starts one with that client's initials, and the Block 2 e-sign email's "Start e-sign help" button opens this tab and starts it for that client. Each client's latest session shows on their card ("step 5 of 8 done", "is stuck", "tapped FINISH · check DocuSign"); a FINISH tap is not the signature.

Monday Recorder runs on your Mac in Chrome (this page can't use the microphone). Notes and transcripts stay in this page's own storage, private to you.