Morning report

For leaders What came in overnight, who is waiting for an offer, what expires today, and what your first step should be.

This is how it looks in your account. We cover the company names with a bar.

What's in the morning report

In full sentences, the way a colleague would tell you, with figures, a chart and company rows in between. It draws only on what has actually happened in the system.

Every working morning

New prospects by name, each with one sentence from their letter. A button opens their Dizzlet, the company's record.
Those waiting for an answer. Anyone who showed interest and hasn't had a reply for a day is there every morning, for up to two weeks, until someone replies, calls them or adds a task for them.
Forecasts: which campaign is running out of companies to contact, who is reaching the end of the letter sequence, and when a sending address has a problem.
Today's and overdue tasks, and the reminders you asked for.

On Fridays

The week in figures: new companies contacted, the prospects by name, the work done outside campaigns.
For each campaign, the prospect rate compared with last week. A campaign doing well is named, and next to one below the benchmark Apex suggests a next step.
The team's week: who worked in the system, and how quickly they acted after a prospect's reply. This part is for the company lead.
An idea for a new target group, drawn from companies similar to those that have already shown interest or been won.

On the first working day of the month

The previous month in figures: letters sent per day, new companies contacted, the prospects by name.
Why the company won and lost deals, once there are enough closed deals to tell.
Which won or lost companies still have no reason recorded, with a request to add one.
The team's month, for the company lead.

It arrives on working days at the time you asked for, with a push notification; you can change the days too. Silence at weekends and on public holidays. If you haven't logged in for more than a day, you also get it by email.
If nothing has happened since the last report, Apex says so, without figures.
You can ask about any earlier report. Apex answers from that report's figures at the time, and tells you what has changed since.

Apex warns you early

Apex works out from the campaign's measured sending pace when the companies to contact will run out. If that's due in the next few days, the report tells you, and you can top them up with one button.

Metalworkers38 addresses waiting · at this pace they run out around Thursday

Find new addresses

It speaks up the same way when recipients are reaching the end of the letter sequence, when a sending address's setup gets worse, or when a sender is running close to its daily limit.

Why this is good for you

If you run the company

Every morning you see how new business is going

No need to hold a meeting or ask for a report. The picture arrives on its own every working day, with the week's summary on Fridays and the previous month's at the start of the month.

No prospect gets forgotten

Anyone who showed interest and hasn't had a reply for a day is there by name every morning until someone deals with them. The company lead sees those waiting longer in the Friday team section.

Warns you in time

If a campaign is running low on companies to contact, or a sending address has a problem, the report flags it before the work would stop, together with what to do.

If you're in sales

A ready agenda, the important things first

New prospects, those waiting for an answer and today's tasks in one place. The day starts with the first call.

You can carry on with one sentence

“What did you write on Friday?”, “Show me the ones waiting for an answer.” The report starts the conversation, and Apex carries on from wherever you ask.

Nothing to keep in your head

You can ask for a reminder on any row with one button. On the day you choose, it comes back at the top of the report, with a button that takes you to the company or the campaign.