Daily habit
A daily sales checklist that starts with Found Money.
Open one screen each morning and see follow-ups, rebooks, review asks, slow-day actions, and scripts ready to send.
Found Money Today
$860
Example opportunity value sitting in people worth contacting today.
Follow-ups
$310
Rebooks
$420
Notes/reminders
$130
Jobs today
2
Hot quote request due today.
Script ready. Copy, send, and log the result.
Past customer ready for a rebook reminder.
Script ready. Copy, send, and log the result.
Job completed yesterday needs review ask.
Script ready. Copy, send, and log the result.
Open afternoon slot needs an offer post.
Script ready. Copy, send, and log the result.
What should a local service business check every morning?
A local service business should check due follow-ups, rebookable past customers, review asks, jobs scheduled today, open estimates, and schedule gaps. Daily Sales Copilot turns those checks into a ranked daily money list.
The day starts reactive
New messages take over before old follow-ups get worked.
No single morning list
Tasks live across texts, email, notes, calendar, and memory.
Slow days surprise you
Open schedule spots need an offer before they become lost time.
Follow-up feels optional
A daily habit makes revenue actions visible and repeatable.
How Daily Sales Copilot turns this into action
The goal is not more software busywork. It is a daily money list, a ready message, and a result logged.
Add a little real business data
Import a customer list, paste notes, connect Gmail, or Quick Add a lead, job, customer, or reminder.
Daily Sales Copilot builds the list
Open leads, due rebooks, review asks, slow-day gaps, and old estimates become one ranked Money List.
Send the ready-made message
Copy a text, open SMS or email, and message the people most likely to turn into work.
Log what happened
Booked jobs update revenue, review asks, follow-ups, and future rebook reminders.
Scripts you can actually send
Copilot keeps scripts short, specific, local, and tied to the action in front of you.
Try a free generatorMorning follow-up
Hey {{name}}, I wanted to follow up on {{service}}. Do you want me to help get this on the schedule?
Slow-day offer
I had an opening come up for {{service}} this week. Want me to hold a spot for you?
Not another CRM.
Generic checklist
Tells you tasks but not what they are worth or what to send.
Daily Sales Copilot
Turns the checklist into scripts, values, sources, and logged outcomes.
Simple pricing for local service businesses.
Start with the daily Money List. Upgrade when you want more imports, saved scripts, and rebook reminders.
Start simple. Upgrade when your lead list grows.
Starter
$19/month
For solo operators who want one clear daily follow-up list.
- Daily Money List
- Found Money tracker
- Lead, job, and customer logging
- Review and rebooking reminders
- Suggested follow-up messages
- Basic Content Studio
- Lead capture link
- Weekly money report
Growth
$49/month
For operators who want more imports, saved scripts, and rebook reminders.
- Everything in Starter
- CSV and paste imports
- More follow-up scoring
- More scripts, content, and rewrite support
- Saved content history
- Advanced rebooking suggestions
- Setup support
- More connected-source capacity
Questions people ask
How many actions should I work each day?
Start with the top three follow-ups, then work rebooks, review asks, and maintenance tasks.
Does the list update after saving?
Yes. Quick Add, imports, Gmail review, and result logging update the dashboard.
Can I use it on mobile?
Yes. The core follow-up flow is designed for phone use.
What if I have no data yet?
Start with one lead, import a small list, paste notes, connect Gmail, or view an example list.
What makes it different from a to-do app?
Copilot connects tasks to leads, jobs, customers, scripts, estimated value, and outcomes.
Build your first money list.
Add a few leads or past customers and see who is worth contacting today.