Needs action now
Tap a client. Enter each fact once — Bundle Village is the record.
- Ask
- Quote
- Enroll
- Close
Discovery · Ask
Prefills are defaults — change only what you learn.
Quote · Good / Better / Best
Lead with one, show up to three. We sell health to sell life.
Present in MyPop Pro ↗Enroll
Open carrier portal ↗Close
Draft for Dawn's review — not sent
Client page: https://desk.example/clients/…
Bundle Village deal → Closed Sale (stub)
Retention workflow started (stub)
Reminders, no-shows, birthdays, anniversaries, referrals run in Bundle Village workflows in the background.
Soft spheres = clients, quote tiers, and plan fit. Ask to swell what matters.