Dashboard
Overview of your sales performance
Revenue Trend
Monthly revenue generated
Deals & Calls
Monthly activity breakdown
Active Alerts
0
Recent Closed Deals
Pipeline
Every lead tracked — nothing falls through
Leaderboard
Live rankings — updated in real time
Lead Assignment
Smart queue — no double-dials, no leads left behind
Unassigned Leads
No-Answer Queue
Setter Workload
Daily Dial Sheet
Your personal call queue for today
Priority calls
⭐ ERT upsell queue
New leads
My Tasks
Daily to-dos linked to your leads
Today 0
Upcoming
Done today
Overdue
Alerts & Tasks
Payments, no-shows, follow-ups
Urgent
0Follow-ups This Week
No-Show Tracker
Payment Plan Tracker
Rep Performance
Individual KPIs — nowhere to hide
Pre-call Briefs
Auto-generated 2hrs before every call — closer walks in prepared
Payment Agreements
Generate and send agreements for closed deals
Pending agreements
0Sent this month
Weekly Performance Report
Auto-generated every Monday — sent to Jamar
ERT Member Portal
All closed members — track payments, onboarding and access
Sales Tracker
Every call logged — outcomes, recordings, and pipeline progress
Wallet
Log payments received, track your commission, and generate weekly invoices
📄 Weekly Invoice
This week — Mon to Fri
My Calls
Booked calls — update outcomes as they happen
Client Onboarding
4-step onboarding flow for every new ERT member
🔴 Needs onboarding
0
📋 In progress & complete
⛔ Suspended members
0
Not included in onboarding queue
1
Onboarding Survey
Collect client goals, experience level and expectations
Send survey link — email the onboarding survey to the client
Survey completed — client has submitted their responses
Review responses — closer has reviewed and noted key info
2
Sign ERT Member Agreement
Contract signed and payment terms confirmed
Agreement sent — payment agreement emailed to client
Agreement signed — client has signed and returned
Payment confirmed — deposit or full payment received
3
Complete Your To-Do List
ERT Cash Injection Tasks — hit your first $2-3k risk free
ERT Cash Injection — Sign-up Promos
These tasks are designed to help new members hit their first $2-3k using risk-free sign-up promotions before touching their own capital.
Task 1 — Set up accounts · Create accounts on the 3 recommended bookmakers with sign-up promos
Task 2 — Claim promos · Follow the ERT guide to claim all available sign-up bonuses
Task 3 — Complete first matched bet · Execute your first risk-free matched bet using the tutorial
Task 4 — First cash injection · Complete all sign-up promos and report total profit to closer
Task 5 — Join the community · Added to the ERT members Discord and introduced to the group
4
Book Onboarding Call with Jamar & Henry
Welcome call with the owners — sets the tone for the whole journey
Booking link sent · Client has received the calendar link for Jamar and Henry
Call booked · Client has selected a time on the calendar
Call completed · Onboarding call done — client is fully onboarded