Exact IT Consulting — Field Sales & Drip Platform

📅 Master Date Range (Filters All Boxes, Replies & Pipeline):

From:

To:

💬 Client Replies — Who Has Responded to Emails

Potential clients who have actually responded to your emails (click any client below to view their message & full timeline).

0 Replied

Sales Team Activity Across All Territories (3 Reps + VP)

Click any team member below to filter the dashboard to their territory and pipeline.

Leadership Oversight

Door-to-Door Leads Pipeline

Click any business to view scheduled M365 drip emails, contract dates, or log a custom touchbase.

Business & Territory	Contact	Current IT Support	Contract & Term Date	Visit Outcome	Drip Campaign & Next Touch	Email Opens & Replies	Salesman	Actions

📱 Field Door-Knock Lead Capture

Designed for quick entry on a phone right after walking out of a business—or at your desk.

Auto-Enrolls in M365 Drip

Salesman Entering Lead *

Territory / Area

1. Business & Contact Information

📸 Scan Business Card (Auto-Fill Fields)

Snap a picture of a business card on your phone—AI will read the card, fill in the fields below, and check ConnectWise automatically.

🔍 Check ConnectWise First (Prevent Knocking on Current Clients)

Type a business name or tap "Search ConnectWise" to see if they are already in ConnectWise—or auto-fill their info!

Business Name *

Street Address / Suite

Contact Name

Role / Title

Prospect Email Address (for M365 Drip)

Office / Main Phone

Cell / Mobile Phone

Fax Number

2. Door-Knock Outcome & Current IT Setup

Visit Outcome / Interest Level

What type of current IT support do they have?

Are they currently in a contract?

Contract Term / Expiration Date Used to trigger 90/60/30-day renewal window emails!

Current IT Provider / Competitor Name

Pain Points Mentioned (Merged into follow-up email)

Internal Field Notes

3. Automatic Touchbase & Drip Campaign Schedule

Select Automated Drip Sequence Smart Matched Emails send from the salesman's own M365 Outlook address and auto-stop immediately if the client replies.

Optional: Additional Custom Touchbase Date If the prospect said "reach back out on a specific date", set it here.

🔁 Recurring Check-in Email (Runs Continuously on Top of Drip Campaign)

Choose either Rotating Tailored Check-in (sends 6 IT-tailored angles once, then automatically moves to Basic Check-in) or start directly on Basic Check-in (short & sweet — no specifics) every 1, 2, or 3 months. Auto-stops on reply.

📬 Live First Email Preview

Updates in real-time as you type the prospect's details.

Microsoft 365

🔍 ConnectWise Manage — Mobile Customer & Contact Lookup

Search live ConnectWise records on your phone before knocking on a door, check if a business is already an Exact IT client, or 1-tap auto-fill their contact details.

Connected to ConnectWise (exactit)

💻 Office Rapid Batch Entry

For salesmen returning to the office with a stack of business cards or notes from the day's door-knocking.

Assign Batch to Salesman:

Default Drip Campaign:

Default Check-in:

#	Business Name *	Contact Name	Email Address	Office Phone	Cell Phone	Fax	IT Support Type	In Contract?	Contract Term Date	Current Provider / Notes	Drip Campaign	Check-In Cadence

🔔 MSP Contract Expiration & Renewal Window Radar

Prospects currently locked in a contract with a competitor MSP, sorted by upcoming expiration date.

90 / 60 / 30 Day Window

📅 Automated Touchbases Queue & Activity Log

Every scheduled drip email, contract renewal alert, and prospect reply across your territory.

Scheduled Date	Type & Status	Business & Contact	Subject & Preview	Sent From (M365)	Actions

✉️ Automated Drip Campaigns & Touchbase Sequences

All campaigns send from each salesman's own Microsoft 365 email strictly Monday–Friday (8:00 AM – 5:00 PM ET) during peak B2B open windows (~9:20–10:25 AM & 1:35–2:30 PM ET), and automatically stop the moment a prospect replies.

Available Personalization Merge Tags: {{contactFirstName}} {{businessName}} {{itSupportType}} {{currentProvider}} {{contractTermDate}} {{painPointLine}} {{repSignature}}

📈 Drip Campaign Analytics & Email Open Performance

Compare open rates, repeat reads, and replies across every drip campaign step and monthly check-in variation.

Campaign:

Sent Date:

From: To:

Rank Emails By:

🏆 Email Open Leaderboard — Which Emails Get Opened Most?

Every automated drip email step and rotating check-in ranked side-by-side so you can see which subject lines and touches perform best.

Ranking All Emails

Rank	Campaign & Step	Email Subject Line & Copy	Sent	Open Rate & Unique Opens	Total Opens / Re-Reads	Replies Sparked

📊 Campaign-by-Campaign Funnel Comparison

Step-by-step open progression and reply rate across each drip track.

⏰ Best Time of Day & Weekday Performance (ET)

Live open rates by Eastern Time window and weekday across sent emails.

🔥 Most-Engaged Prospects (Individual Email Opens Log)

Prospects opening and re-reading your emails most frequently—click any business to open their full Lead Timeline.

Business & Contact	Campaign & Step	Subject Sent	Salesman	Sent (ET)	Engagement / Last Opened

👥 User Management & Email Invitations

Invite Exact IT team members by email. They will receive an invitation link to create their own password and activate their account.

Email Invites Enabled

User & Email	Account Status	Role & Permissions	Territory & Title	Actions

☁️ Email Delivery & Microsoft 365 / Outlook Setup

Configure how automated drip emails and WiseStamp signatures are delivered from each salesman's @exactitconsulting.com mailbox.

Email Delivery Mode

Microsoft 365 Tenant ID (Directory ID)

Azure App Client ID (Application ID)

Azure App Client Secret (Secret Value)

Sending Window Hours (Mon–Fri, Eastern Time) Automated emails only send Monday–Friday within these Eastern Time hours, automatically staggered into peak B2B open windows (~9:20–10:25 AM & 1:35–2:30 PM ET).

Contract Renewal Alert Window (Days)

🚀 ActiveCampaign Auto-Push & Custom Mapping

All options below are live-adjustable so you can change Lists, Pipelines, Stages, Fields, or Tags anytime your process evolves.

Auto-Push Status

ActiveCampaign API URL

ActiveCampaign API Key

Target ActiveCampaign List (Adjustable Anytime) Leave on "None" until your new List is created, then click "Refresh Lists" to pick it.

Pipeline Deal Creation Rule

Default Pipeline Stage Name Matches stage title in the rep's pipeline (e.g. Qualification, Discovery).

Default Tags Applied to Every Lead (Comma-Separated)

Automatic Field, Note & Dynamic Tag Toggles

Map Account + Renewal Date & Address Attach Door-Knock Notes to Contact Tag with Assigned Rep (e.g. Ben Client) Tag with Visit Outcome & IT Support Type

🎯 Salesman → ActiveCampaign Pipeline, Deal Owner & Tag Mapping

Platform User	ActiveCampaign Deal Owner	Target Deal Pipeline in AC	Rep Tag Applied in AC

Field Sales & Drip Platform