Email Ledger
| Date & Time | To (Email) | Contact | Company | Email Type | Status |
|---|
Pipeline
| Company | Stage | Category | LTM Spend | Last Order | Days | Tier | Contact | Priority |
|---|
Loyalty Rewards
$1 spent = 1 point · Wake Cash via Open App · Rate:
Wake Cash Rate:
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Tier thresholds:
| Company | Tier | LTM Spend | Points | Wake Cash | $ to Next Tier | Preload Notified |
|---|
Revenue
Catering orders from Toast, ezCater, Foodja & manual entries
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Email Sequences
Track every step — outreach cadence & post-order follow-up
Log Outreach
Recent Outreach
| Date | Company | Contact | Method | Notes | Response | Next Action | Due |
|---|
Import Orders
Upload CSV exports from Toast or ezCater to auto-update accounts, tiers, and sequences
📥
Upload Toast Export
In Toast: Reports → Export Orders → select date range → Download CSV
Tip: export the last 12 months for accurate LTM data
💾 Data Backup
Export all CRM data to a file · Restore anytime · Required before switching computers or deploying to Vercel
Backup includes: sequences, outreach log, account notes, stage overrides, extra prospects, contacts, and Wake Cash rate.
🚀 Deploy to Vercel (access from any browser on your laptop)
Email Templates
Every template from initial outreach through loyalty — fill in company & name, then copy or open in Gmail
Auto-Fill
Select a company above to auto-fill name, Wake Cash, and tier
| Company | Type | Stage | LTM Spend | Contact | Phone |
|---|