This is how you'll be signed off on emails the app sends automatically (webinar reminders, follow-up sequences, decay alerts) — instead of your email address.
Company Settings
This URL grounds every follow-up email and sequence your team generates, across every event.
Ideal Customer Profile
Who you sell to — shapes scoring and email tone across every event.
Roles (Ctrl/Cmd-click to select more than one)
Titles / Seniority (Ctrl/Cmd-click to select more than one)
Synced
Point camera at badge
GREGGuided Rep Engagement Generator
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What Notebook+ found
Review each lead before it's added. Nothing gets logged until you confirm it.
General Notes
Notebook+
Jot anything down, sort it out later.
Live event
Current Event
Capture, score, and tier the next booth conversation.
0scans logged
The PITCH Score™
Persona
Intent
Timeline
Clout
Heat
Bulk Scan mode
Scan, log, next — no notes or scoring, tagged for you to review later.
Lead Info (auto-filled from scan, or type manually)
Notes (required)✕ Required
PITCH Score Progress
0 / 5
Tier A · 18–25 pts
Hot Lead
Tier B · 12–17 pts
Warm Lead
Tier C · 5–11 pts
Cool Lead
Session Pipeline
Lead Log
0
Tier AHot Leads
0
Tier BWarm Leads
0
Tier CCool Leads
0
N+From Notebook+
No leads scored yet — head to the Score tab
0 selected
#TierNameCompanyTitlePITCHScoreLogged
Session Pipeline
Target Leads
Upload your target list
Drag a CSV here, or tap to choose a file
0/0
Named Met
Your exact contact
0
Adjacent
Foothold at account
0
Not Found
Phase 3 handoff
0%
Coverage
Met — 0
Adjacent — 0
Not Found — 0
Top 5 Priority Targets
No targets uploaded yet — drop a CSV above to start tracking coverage
Session Pipeline
Webinar Leads
When is the event?
Week before, day before, and a thank-you the day after — sent to every registrant with an email on file.
Leave any of these blank to use the default copy. Merge fields: {{first_name}}, {{name}}, {{company}}, {{event_name}}, {{event_date}}, {{rep_name}}
Week beforeUsing default copy — click to write your own
Fixed timing · everyone
Day beforeUsing default copy — click to write your own
Fixed timing · everyone
✓ Post-show — AttendedUsing default copy — click to write your own
Sent once checked "Attended"
✕ Post-show — No-showUsing default copy — click to write your own
Sent once checked "No-show"
Upload your registrant list
Drag a CSV here, or tap to choose a file
No registrants uploaded yet — drop a CSV above to start tracking this webinar
NameCompanyTitleEmailAttended
Session Pipeline
Analytics
No leads scored yet — head to the Score tab
0
Tier A
Hot Leads
0
Tier B
Warm Leads
0
Tier C
Cool Leads
0
Meetings
Booked
Event Economics
Manager only
Reps never see cost. Enter spend once and the ROI math derives from your tier conversion rates.
$
$
Line items sum into Conference cost above. Leave any at 0 if not applicable. Editing Conference cost directly overrides this breakdown.
$
$
$
$
$
$
Sourced pipeline
$0
all qualified leads, full value
Projected pipeline
$0
Cost / qualified lead
$0
A + B leads
Projected ROI
0×
at-show
0×
12-mo
Break-even
—
to recover cost
At-show close rate % · 12-mo close-rate assumptions: A % · B % · C %
Estimates only, based on the close-rate assumptions above. Adjust to your own history.
Rep Scoreboard
#
Rep
Scanned
A
B
C
N+
Meetings
Avg
Lead Follow-up Status
PITCH Category Strength
Lead Distribution by Tier
Tier by Role — Who Are We Actually Reaching?
Key Insights & Recommendations
Weakest PITCH Dimension
Target Coverage Rate
Scan Velocity — Leads per Hour
Hot Accounts — Multiple A-Tier Leads
Follow-Up Email Draft
Generating personalized email...
Send with
Schedule Follow-Up
Add to calendar
MEETING SCHEDULED?
Did that calendar invite actually get set up with the lead?
Disqualify Lead
This pulls the lead out of decay alerts, Rep Scoreboard, and stops any active auto-email sequence. It stays in the Lead Log — nothing is deleted.
