Closer Signal — Company Admin

DAILY ACCOUNT ACTIVITY

New Users & Daily Activity

See who joined, who viewed the app, how long they were active, and who is online. The account tabs above keep actual and demo/test activity separate.

Actual Users

Demo and test signups are hidden from this growth view.

Signed up	User	Role	Today	Active time	Page views	Last activity	Activation
Loading daily account activity…

YOUR BUSINESS · LAST 30 DAYS

Your numbers at a glance

Open Usage & Money

Loading usage and costs…

Customer activity excludes internal/admin and demo/test accounts. Company costs include every account.

See customer activity

USER FEEDBACK

Feedback inbox

See bugs, requests, ratings, and product feedback submitted by your managers and reps.

Open Feedback

No feedback submitted yet.

ACCOUNT ALERTS

Send & monitor account alerts

Delivery status below reflects the current service. Automatic alerts cover logins, feedback, direct messages, 48-hour inactivity, follow-ups, priority actions, daily summaries, and platform system errors. Private feedback and message content are never included.

Checking…

Send toMessage

Open escalations track unresolved accountability alerts. They are separate from waiting or failed deliveries.

TEAM STRUCTURE

Owner → Managers → Sales Reps

Your Owner/Admin account sits above the organization and does not count as a manager seat.

MANAGERS

Manager teams

Each manager has their own rep roster and capacity. Move reps with the dropdown on any rep card.

Add up to 50 reps from CSV

Review a roster before anyone is contacted

Owner/Admin only. Upload or paste a CSV with name, email, optional manager_email, and optional sales_role. Preview checks duplicates, existing accounts, open invites, manager assignment, and capacity without creating records or sending email.

Roster CSVInvitation expires after

Paste CSV

No roster checked yet.

FINAL PILOT GO / NO-GO

Launch Readiness Control Center

One final check of persistence, database integrity, encryption, backups, production email, invites, core features, runtime reliability, HTTPS, and current pilot risk before adding real companies.

CHECKOpen Platform Health

EXECUTIVE PILOT DASHBOARD

Pilot business snapshot

One-screen view of customer health, conversion, recurring revenue, retention, usage, and the five accounts that need attention first.

EXECUTIVE REPORTING

Weekly pilot performance report

Generate a clean live summary for investors, partners, or internal review. Export the underlying report as CSV or open a print-ready version.

Executive highlights

Health movement

Priority accounts

Company / Team	Plan	Health	Trend	Trial	Pipeline	Critical	Next action

PLATFORM CUSTOMER SUCCESS

Pilot & Trial Success Center

See which accounts are active, which users have not finished onboarding, who has gone quiet, and which trials need attention before they end.

Accounts needing attention

Company / Team	Plan	Owner	Trial	Users	Active 7d	Onboarding	Activity 30d	Last activity	Why attention is needed	Action

Users needing follow-up

User	Role	Company / Team	Last activity	30d activity	Onboarding	Status	Reason	Action

Pilot conversion pipeline

Track each pilot from first contact through conversion. Extending a trial updates that company’s trial expiration automatically.

Company / Team	Owner	Plan	Pipeline status	Next follow-up	Internal note	Lost reason	Monthly value	Trial extension	Save / History

Pilot conversion reporting

Measure trial-to-paying conversion, speed to close, plan performance, lost reasons, and manual recurring revenue without Stripe.

Conversion by plan

Plan	Accounts	Paying	Lost	Conversion	MRR

Lost reasons

Reason	Count

Pilot cohort & retention

See whether users keep coming back after signup, how many are active each week/month, and where adoption drops off.

Retention by signup cohort

Cohort	Users	Active 7d	Active 30d	7-day retention	30-day retention

Adoption funnel

Stage	Users	% of signups

Activation & drop-off diagnosis

See why users stall after signup and the next best action to move them toward consistent Closer Signal usage.

Accounts with activation risk

Company / Team	Plan	Users	Avg score	Activated	At risk	Top drop-offs

Users to activate

User	Company	Score	Status	Diagnosis	Next best action

Automatic activation campaigns

Closer Signal automatically builds a campaign queue from each user’s drop-off point. Messages stay approval-based so nothing is emailed without your action.

Priority	User	Company	Score	Why they stalled	Recommended campaign	Last sent	Action

Customer account health

A Green / Yellow / Red account score combining activation, weekly usage, onboarding, activity recency, trial/conversion stage, support issues, and recent reliability incidents.

Health	Company / Team	Plan	Score	Activation	Active 7d	Onboarding	Trial / Pipeline	Support / Reliability	Risk signals	Next best action

Account health trends

Daily health snapshots show whether each company is improving, declining, or holding steady. A change of 5+ points is treated as meaningful movement.

Trend	Company / Team	Current	Previous	Change	Period change	Recent scores

Health alerts & intervention queue

Critical declines, Red accounts, trial risk, inactivity, support blockers, and reliability issues rise to the top automatically. Acknowledge, snooze, or resolve each intervention.

Priority	Company / Team	Trigger	Why it matters	Recommended intervention	Status	Action

Pilot follow-up queue

Your customer-success worklist. Overdue and due-today accounts appear first.

Due	Company / Team	Owner	Status	Next follow-up	Note	History

OWNER TOOLS

User Accounts

Choose the account category below. Customers, internal/admin, and demo/test accounts stay separate.

Accounts

Search the selected category. Account roles and access are shown on each record.

Actual Users

Demo and test accounts are hidden from this list and its totals.

Name	Email	Role	Company / Team	Manager	Signup source	Signed up	Last login	Status	Actions

Invites in this category

See which invitations are still pending, which were accepted, and which expired.

Invitee	Email	Role	Company / Team	Manager	Sent	Expires	Status

Groups, admin access & growth tools

Founding 50 investor proof

Campaign-attributed, active signups only. Test and direct accounts are not added to this goal.

Founding 50 share kit

Each button copies ready-to-post wording with a platform-specific tracked link.

Named user groups

Groups organize actual accounts only. They do not change roles, permissions, or data visibility. Demo/Test Accounts remain separate.

Protected COO/Admin access

Invite Davie Beckham at davie@rentmytimeshares.com for broad operational Admin access. Cameron’s protected Platform Owner/Admin account cannot be disabled, locked, deleted, demoted, or removed by the COO/Admin role. Cameron can revoke Davie’s access.

PILOT METRIC HYGIENE

Separate real pilots from test accounts

Keep test, demo, internal, and archived workspaces usable without letting them distort pilot health, retention, conversion, or executive reporting.

Safe classification

Changing this does not delete a user, company, deal, or saved data. It only controls whether the workspace counts in pilot/business metrics.

Loading accounts…

PILOT ONBOARDING OPERATIONS

Move every real pilot to activation

Track kickoff, onboarding, activation, conversion review, and go-live milestones for real pilot accounts in one operating queue.

Operational control

Only real pilot accounts appear here. Test/demo/internal workspaces stay out of this queue.

Loading pilot onboarding…

OWNER ACTION CENTER

What Needs Attention Now

One prioritized queue across platform reliability, customer support, pilot health, and stale invitations.

Loading priorities…

Purpose

Only operational metadata is shown here. Private customer/deal content remains excluded.

PILOT SUPPORT

Customer Support Console

Account details is a read-only summary of signup, activation, and usage. Support session temporarily opens what that user sees so you can reproduce an issue; it requires a reason, lasts 30 minutes, and is audited.

User	Company	Role	Last login	Status	Actions

Privacy boundary

Account details and diagnostics do not return passwords, password hashes, session tokens, deal notes, customer records, transcripts, or Data Vault content. A support session is time-limited to 30 minutes and every start/end is audited.

PLATFORM SUPPORT

Global Support Inbox

One queue for bugs, questions, feature requests, and feedback submitted by users across every Closer Signal company. This is platform-admin only.

Loading support requests…