Command Center
Needs attention
Click an item and TurnReach will take you directly into the guided work.
Due & coming up
Commercial rules at a glance
My Sales Flow
One path: choose the next relationship, work it here, record the result, and leave a clear next commitment. Leroy stays with the relationship across TurnReach and Master Mail.
Work Now
TurnReach keeps the highest-priority relationship first. New website assessments stay #1, then past-due work, due-today work, coming commitments, and active relationships.
My Material Sales Activity
Your own documented material sales work from the last 30 days. Team activity is not mixed into this view.
More sales views & records
My Working Leads
Claimed leads remain visible to the team. Continue opens the same relationship workbench instead of making you hunt through modules.
Past Due Details
Underlying commitments that create the red warnings.
Sales Coach
Buyer-centered guidance based only on TurnReach evidence.
Detailed Sales Queue
Full relationship controls when you need them.
Relationships Needing Attention
Continue keeps you in the relationship workflow; the underlying record controls remain available under More.
My pipeline
My customers
Recent activity
Coming up
Assessments
Completed assessments live here in one place. Admin sees all visible assessment history; representatives see the assessments routed to them.
Revenue Intelligence
TurnReach learns from real commercial outcomes: what we tried, with whom, why, what happened, and what evidence supported it.
What is working?
Message-angle learning is descriptive and evidence-backed. TurnReach will not declare a winner from thin data.
Outcome mix
Commercial learning ledger
Canonical revenue events become the shared memory behind future Next Best Action, playbook experiments, and account intelligence.
My Profile
Manage your display preferences and your own Turnover email signature. TurnReach and Master Mail use these settings from the same login.
📱 Mobile
Used on phone-sized/coarse-touch screens.
🖥 Computer
Used on desktop/laptop-sized screens.
This preview and the whole app use the active device profile immediately. Try Roomy or Larger controls — the difference should be obvious now.
My Email Signature
Edit the signature used by your assigned Turnover company mailbox. Add your phone number, title, and a small Turnover TR mark without touching HTML.
Calendar & Agenda
One place for follow-ups, meetings, check-ins, cadence work, and personal sales tasks. Resolve work here and the original TurnReach record updates too.
Month
Agenda
Work due items directly: Complete, Reschedule, or mark No Longer Needed.
Sales Execution Engine
A single operating loop for prospecting, follow-up, meetings, evidence, and opportunity advancement. TurnReach recommends and queues work; the rep remains responsible for the customer interaction.
TurnReach Sales Coach
TurnReach turns the current evidence into the simplest next move. Nothing here auto-sends customer email or awards attribution.
Daily Sales Queue
Priority combines relationship strength, stage, reply/follow-up urgency, cadence timing, recency, and missing next steps. It never changes the underlying Lead Strength score.
Hot Available Leads
Strong shared-pool leads no rep is currently working. Claiming remains exclusive and visible to everybody.
Stage Playbook
TurnReach Guided Selling Method
A buyer-centered operating method for Turnover: diagnose before pitching, earn the next commitment, involve the right people, prove value, and preserve evidence.
Research enough to form a plausible operational problem hypothesis. First outreach asks for interest or offers something useful instead of forcing a meeting.
Capture Situation, Pain, Impact, Critical Event and Decision. Do not advance because we talked; advance because buyer evidence changed.
Demonstrate only the Turnover workflows tied to the buyer's pain and success criteria. Add stakeholders before the deal becomes single-threaded.
Progressively capture metrics, economic buyer, decision criteria/process, paper process, champion and competition where the deal complexity warrants it.
For trials/commercial discussions, share milestones, owners, dates and buyer outcomes. The destination is customer value, not merely a signature.
Real touches and meaningful sales work remain timestamped. Automation makes selling easier, but never manufactures material-sales evidence.
Pipeline Funnel & Value
Counts and estimated annual value by current stage. Stage changes are now preserved as append-only history.
Execution Metrics
Attribution Review
Material activity and stage history support review; they do not automatically award commission. Only Admin can approve an attribution/rate decision.
Sales Intelligence
TurnReach learns from the work already recorded: stage movement, channel mix, cadence use, lead sources, and stalled opportunities. Early numbers are directional until enough sales history accumulates.
Funnel Conversion & Stage Velocity
Communication Channel Effectiveness
Cadence Effectiveness
Lead Source Performance
What TurnReach Thinks We Should Improve
Deal Health & Pipeline Truth
An explainable health score checks next-step discipline, buyer engagement, stakeholder coverage, stage age, qualification evidence, and commercial evidence. Health is not win probability.
Admin · Team Sales Health
Execution visibility for coaching and support: priority workload, substantive activity, meetings, stage movement, and estimated pipeline. This is not a commission leaderboard.
Cadence Library
Cadences queue human-reviewed actions. TurnReach does not silently auto-send prospect email.
Group Portal
Shared opportunities, customers, meetings, and files that have been deliberately assigned to one of your TurnReach groups.
Group opportunities
Group customers
Group contacts
Group meetings
Group files
Company Intelligence
One canonical company can connect many customer-location leads, contacts, software findings, evidence, and research runs without duplicating corporate intelligence.
Companies
Canonical parent organizations shared by their customer locations.
Company Record
Human-entered CRM fields remain authoritative. Discovery enriches research fields and fills blanks instead of silently replacing your edits.
Export for Turnover Discovery
Give Discovery the current TurnReach universe as duplicate memory + research gaps, then tell it to expand beyond what we already have. This is the preferred handoff for the next research pass.
Turnover Discovery Package v1
Standard machine package: manifest.json + companies.jsonl + leads.jsonl. The Markdown report remains the human-readable companion. TurnReach owns dedupe, history, claiming, Contacts, and Pipeline.
- Select the matching manifest.json, companies.jsonl, and leads.jsonl from the same Discovery run.
- Choose the Lead group. Use Company-wide / ungrouped for a shared company pool unless the research belongs to one authorized group.
- Choose Analyze Discovery Package. This is preview-only; it does not change records.
- Review Company count, Lead count, contact totals, new/enriched/restored counts, and every warning/error.
- If validation passes, choose Apply Valid Changes. TurnReach performs company + customer-location dedupe and preserves existing claim/lifecycle ownership.
- After Apply, verify the Companies count and Lead Pool count. Re-importing later research should enrich matching records rather than duplicate them.
Dedupe / lifecycle: TurnReach
Company JSON Import
Re-import a turnreach.portable.companies.v1 export. Preview first; research enriches existing canonical companies while human CRM fields are preserved.
Lead JSON Re-import
Re-import a turnreach.portable.leads.v1 export. Claim ownership, linked Opportunity, and other server-managed state cannot be overwritten by the import.
Contact
Contacts
Contact Lists
Opportunity
Create, advance, and work the opportunity without losing the Pipeline view below.
Buyer Discovery
These are the fields behind “Missing buyer pain” and “Missing impact / value.” Keep them short and based on what the buyer actually told you.
Sales Cadence
Pipeline
Filter, scan, and act on opportunities. Open an opportunity to bring it into the editor above.
Lead Attention
TurnReach warns before an unpaid opportunity becomes materially inactive. It does not automatically release, reassign, or change commission rights.
Shared Lead Pool
Imported and researched potential customers stay in one shared pool. One person can claim a lead at a time. Claiming creates or reopens that person's Pipeline opportunity, while everybody else can see who is working it.
Customer Location
Keep location ownership, attribution, check-in timing, and relationship notes together.
Customer Locations
Customer Relationship Timeline
Choose a customer location to see its commercial history in one place.
No customer selected.
Activity Center
New activityKeep one living commercial thread per prospect/customer location. Each call, email, demo, meeting, follow-up, or other meaningful touch is appended inside that thread with both the activity time and a permanent TurnReach server-recorded timestamp.
More details
Material Sales History
A permanent evidence timeline of substantive commercial work. Leroy-assisted work is identified separately; this is evidence history, not a commission leaderboard.
Material Sales Timeline
Occurred time, rep, account/opportunity, qualifying basis, evidence note, and Leroy/source audit trail.
Due & Coming Up
Follow-ups from activity, meetings, check-ins, and customer schedules.
Activity Feed
Log Meeting
Complete as Sales Meeting / Demo
Finish the commercial loop: capture interest, decision makers, objections, next stage, and one timestamped Activity touch. Save the meeting first.
Google Meet is preferred. Reps are expected to schedule and lead ordinary meetings themselves. Invited participants do not automatically receive commission.
Quarterly Check-In
Recent Meetings & Check-Ins
Open a record to review or update the original entry.
Meeting & Check-In Schedule
Past due items rise to the top. Open any item to work the underlying meeting or check-in.
Delegated Customers
Trades & Permanent Hand-Backs
If Company accepts, the hand-back is permanent for that customer. Turnover takes the ongoing duties and the rep cannot later restore the 50% rate.
Commission Ledger
Mailbox & Forwarding
TurnReach can retain inbound mail activity and forward each company mailbox to one or more listed addresses. Admin controls mailbox definitions. Reps may manage their own forwarding route.
Quick Email
Vivid Email Studio
Create branded HTML email and send it to individual contacts, a contact list, a TurnReach group, or manual recipients. Merge fields: {{first_name}}, {{last_name}}, {{name}}, {{company}}, {{title}}, {{email}}, {{rep_name}}, {{rep_email}}.
Hi {{first_name}},
I wanted to reach out about Turnover and how it can help keep industrial work and knowledge visible across shifts.
Saved Templates
Email History & Campaign Runs
Outreach Campaign
Premium Product Sales Evidence
Premium products are Company revenue by default. If a rep materially sells one, document the outreach/pitch here so Company can approve a separate commission arrangement.
Saved Commercial Activity
Company Documents
Approved Turnover materials for prospect and customer conversations. Reps can browse, download, and attach current approved documents; Admin manages uploads, versions, approvals, and archival.
Document Library
Current approved documents can be attached directly from Master Mail. Sent history is recorded against the exact version.
Recently Sent Documents
Append-only evidence of which TurnReach document/version was sent, by whom, through which mailbox, and to which recipient.
People & Access
One person, one canonical Turnover login identity. Add personal notification email(s), company mailbox(es), and groups here. Assigned @turnoverllc.com company mailboxes can also be used on the Turnover Login page as aliases for this same identity.
Groups
Company Mailboxes
Register every Turnover mailbox here. TurnReach uses these identities for sending, routing, ownership, and forwarding. The actual mailbox must already exist with your email host.
System Settings
Leroy Authority & Safety
Server-enforced controls. Safe Autopilot never grants email-send authority.
Automatic Sales-Day Email
TurnReach checks this automatically from the existing authenticated Master Mail scheduler. Each rep receives their own overdue, upcoming, and recently completed work; Admin receives the team-wide version. Delivery fans out to the TurnReach login plus configured personal/synced notification destinations.
A separate digest cron is no longer required. Optional backup command:
php /home/dh_9zu4vw/turnover_private/turnreach/TurnReach_Sales_Digest_Cron.php. TurnReach sends once per person per day after 6:00 AM Eastern.Scheduled Notifications / Cron Status
Live heartbeat, next send, recipients, and delivery failures. A heartbeat older than 90 minutes is treated as stale, allowing for the existing hourly Master Mail scheduler.
Advanced Admin Tools
These functions still exist, but they are infrastructure/admin workflows rather than everyday navigation.
Email Wiring Status
Outbound mail uses the server mail transport. Inbound messages arrive through the TurnReach inbound webhook/forwarding path. Registering a mailbox here does not create the mailbox at your email host.
/turnreach/TurnReach.php?api=inbound_emailAsk Turnover · Public Conversations
Admin view of the isolated public commercial guide. This is separate from production Leroy and does not expose customer Program data.
Automated TurnReach Tests
Admin-only regression and integrity checks across TurnReach. These tests do not send email, claim/delete leads, alter sales records, or modify customer data. Private storage probes use temporary files that are immediately removed.