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Clients
Manage onboarding, ICP config, and tone per client.
+ New Client
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Total Clients
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Active
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Onboarding
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Total Leads
Pending Commission Approval
Leads marked Closed Won — confirm the deal value before billing.
Lead
Client
Closed
Deal Value
Commission
Client
Status
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Billing
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No clients yet. Click "New Client" to onboard your first one.
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Client
Metrics
ICP Plan
Settings
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All Leads
Company
Name
Email
Stage
Added
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Current Week
Instantly Campaign ID
— updated here each week
Job Titles
Primary Titles
🥇 Gold — paste directly in Apollo
Comma-separated. These are your main targets — highest scoring in n8n.
Secondary Titles
🥈 Silver — ok to include
Tertiary Titles
🥉 Bronze — low priority but includeable
Industry
Primary Industries
— must target
Secondary Industries
— ok to include
Location, Size & Keywords
Geography
Company Size
Min Score Threshold
n8n filters leads below this score.
Apollo Keywords
— paste this string directly in Apollo keyword search
Use the exact Apollo keyword format with OR between terms. These also become the company_keywords array in n8n.
Weekly Notes
— what to focus on / avoid this week
Tone Config
— controls how n8n writes the cold emails
Language
English
Spanish
Tone Style
Good Icebreaker Examples
— 2-3 example sentences (one per line)
Banned Phrases
— comma-separated
Save All to Supabase
Generate Apollo Guide
Apollo Scraping Guide
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Status
Onboarding
Active
Paused
Churned
Save Settings
New Client — Onboarding
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Client Name
Intake Form (paste raw text)
Claude will read this and generate the ICP + tone configuration automatically.
Review the generated configuration below. You can edit the JSON directly before saving.
icp_config (editable)
tone_config (editable)
Instantly Campaign ID
Create the campaign in Instantly first, then paste its ID here.
Status
Onboarding
Active
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New Contract
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Client Portal Access
Portal access already sent to
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Client Email
📧 Send Portal Invite
Deal Type
Retainer (setup fee + monthly × N months)
Commission only (setup fee + % on closed leads)
Retainer + Commission
Currency
USD
MXN
Setup Fee (one-time)
Monthly Retainer Amount
Term (months)
Billing Day of Month
Day of the month each retainer payment is due (1–28, to stay safe across all months).
First Retainer Charged
Same day as setup fee
One month after setup fee
Some clients pay setup fee + first month together; others pay setup fee now and the first retainer a month later.
Commission Percentage
Applied to deals you mark as "Closed Won" in this client's pipeline. You'll confirm the deal value when generating each commission invoice.
Signed Date
Contract PDF Link (optional)
Payment Schedule Preview
Stripe Payment Link
No payment link generated yet. Save the contract first, then generate one.
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Payment Schedule & Status
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Preview Schedule
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Client
Pipeline metrics & settings
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Pipeline Metrics
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0
Replies
Total positive
0
Meetings Booked
Cumulative
0
Showed Up
Cumulative
0
No Show
This period
0
Closed Won
Deals closed
0
Waiting List
Pending payment
Client Settings
Status
Onboarding
Active
Paused
Churned
Instantly Campaign ID
Update this every time you create a new campaign in Instantly. n8n reads this to route positive replies to the right client pipeline.
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