Daily Connect

v1.3 · build 2026-06-14

Good morning, Pete. Sunday, June 14, 2026

FY 2026 — Where we stand Pull pending
$5.40M
Base Goal
$1.98M
Raised YTD
$3.66M
Gap
200
Days Left
0% to base Working forecast: $7.10M

Top Checklist

— surfacing

Highest-leverage moves Pete can make today. Tap a checkbox to mark done · "..." for snooze / OOO / retire.

Done today
Generated —

Tomorrow + This Week

Rolling 7 days
Calendar pull pending — runs at the 6:15am CT redeploy. Connect Google Calendar in Cowork to populate.

Personal Warmth

Family + inner circle

Top of Pipeline

— surfacing

Leverage-ranked client contacts. Anything scoring above the threshold surfaces here, however many or few.

Birthdays + Anniversaries

Next 14 days

Quiet for 90+ Days — Top 13

No-ask warmth re-engagement

All Relationships

— loaded

Search any of the 247 contacts to pull up their full strategic plan.