Operations
VIP Roster
Owners, advisors, and operators whose revenue is relationship-led
A deliberately capped roster (25 sweet spot, 50 hard cap) of the relationships that drive revenue, with neglect alerts, revenue concentration risk, referral tracking, and AI-drafted next touches.
What you can do
- Add a VIP with tier, annual value, and touch cadence
- See who is overdue for contact on the neglect radar
- Read top-1 and top-3 revenue concentration risk
- Log a touch by call, email, meeting, event, or message
- Sync read-only Gmail and Calendar to keep last touch current automatically
- Track renewal dates, term length, expansion value, and account status
- See realized revenue attributed to each relationship from the ROI ledger
- Generate an AI-drafted next outreach using workspace context
- Track who referred whom and how much that referral chain is worth
- Archive someone to free a seat when the roster is full
Use it when you want to
- Stop losing a key client quietly to twelve weeks of silence
- Prove (or disprove) that your top three clients are a concentration risk before a buyer finds it
- Work renewals on a retention clock instead of a sales funnel
- Identify which relationships actually generate referrals worth protecting
Tour
1. Four numbers that matter
Roster size against the cap, how much revenue sits with your top three, who has gone past their cadence, and what is up for renewal in the next 90 days.
2. The cap is the feature
Fifty seats, hard stop. When it's full, someone has to be archived — that forced choice is what keeps focus on real revenue drivers.
3. Last touch stays true on its own
Read-only Gmail and Calendar sync backfills real emails and meetings as touches, so the roster does not go stale three weeks after you build it.
4. Open anyone to act
Log a touch to reset the cadence clock, or have the AI draft the next outreach using everything the workspace already knows about them.