Chapter 37 of 39 · Admin
Client Companies
Client Companies is the board of every business under Winston Butler. Each company sits in a stage: Prospect, Onboarding, Active or Closed. Its record holds business information, a financial snapshot that feeds Company Overview, Winston Plan billing, an encrypted credential vault for their logins, and an activity log for calls, email and texts.
How it works
What you can do here
- Drag companies between Prospect, Onboarding, Active and Closed
- Add a company directly
- Keep legal name, address and incorporation details
- Update a financial snapshot of revenue, expenses and cash
- Store client passwords encrypted in the credential vault
- Call, email and text the client from their record
1. Using the board
- 1
Open Client Companies
In the Admin group. Companies come from sales plans and onboarding automatically.
- 2
Add a company
Press Add company, enter its name and starting stage.
- 3
Move a company
Drag its card to a new stage as the relationship progresses.
- 4
Open a record
Click a card.
2. The company record
- 1
Jump around
Use Research with Winston, Business dashboard (their hub) and Sales plan at the top.
- 2
Winston Plan billing
What this client pays Winston Butler, the subscription status, and a payment link if needed.
- 3
Business information
Legal name, address, incorporation type, state and formation date. Press Save business information.
- 4
Financial snapshot
Monthly revenue, expenses and cash on hand. Update it each time you check in; it feeds Company Overview.
- 5
Credential vault
Save a label (such as Domain registrar), username, URL and password. Values are encrypted and hidden; press the eye icon to reveal one.
- 6
Activity
Call the client with Winston's calling agent, send an email or send a text. Each needs its keys under Integrations.