SWH CRM — Stop Wasting Handshakes

SWH

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This Week's Points

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Weekly Goal

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Active Contacts

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Avg Points/Day

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Week in Review

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Today's Activity

0 pts

Activity Mix This Week

This Week's Tier

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Lead vs Lag — This Week

Coaching

Event ROI

Summary

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Overdue

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Today

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Wasted

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A+ Partners

Wasted Thresholds

Clock never started

48 hrs

Stuck same step

14 days

1:1, no referral

30 days

No contact touch

21 days

Opp stalled

30 days

Today's Log

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0

Points

0

Activities

+12%

vs Avg

🥉 Consistent Connector · 82 pts this week

Log Activities

0

points logged today

Activities

0

Week total

0 pts

Weekly goal

— pts

Needed today

— pts

Tier

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"Handshakes are the seed.
Follow through is the harvest."

🔍

Referral Received

3

Contacted

2

Proposal

2

Won ✅

3

Lead vs Lag Indicators

Activity Mix

Daily Points Trend

Past Days

Goal & Tiers

🎯

Weekly Point Goal

Currently 150 pts/week

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🏆

Networker Tiers

View all 5 tier levels

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⏰

Calendar Event Time

7:00 AM · 5 minutes

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📅

Week Starts On

Monday

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✉️

Weekly Summary Email

Off

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Data & Import

📥

Import Contacts

Upload CSV or Excel · duplicates detected by phone

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📤

Export Contacts

Download your network as CSV

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Activities

✏️

Edit Activities & Points

Customize your scoreboard

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🔄

Reset to Defaults

Restore original SWH activities

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Follow-Through Playbooks

🤝

Manage Playbooks

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✨

Create New Playbook

Build from scratch or with Lola

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Wasted Handshake Thresholds

⚠️

Clock Never Started

Flag after 48 hours

📌

Stuck on Same Step

Flag after 14 days

📋

No Contact Touch

Flag after 21 days

💼

Opportunity Stalled

Flag after 30 days

Team

👥

Start a Team Plan

$20/seat (3-9), $15/seat (10+) · 60-day trial

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Account

👤

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Google Account

💳

Subscription

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🔔

Notifications

Coming soon

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SWH CRM · crm.stopwastinghandshakes.com
"Handshakes are the seed. Follow through is the harvest."

powered by Lola

👥

Your Team

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👥

Start a Team CRM Plan

Bring your team. Each member gets the full Scorecard + private CRM.

3-9 seats

$20 / seat / mo

10+ seats

$15 / seat / mo

Team Name

Starting Seats

3 seats × $20/mo = $60/mo after trial

60-day trial · cancel anytime · price proration on seat changes

📥

Import Contacts

Upload a CSV or Excel file · duplicates matched by phone number

📋 First time? Download the template.

Fill it in with your contacts, then upload it below. Column order doesn't matter — we detect them automatically.

Required Columns

First Name Last Name Phone

Optional Columns

Email Company Where Met Notes Status

📂

Drop your file here

or click to browse · CSV or Excel (.xlsx)

Choose File

👤

Add Contact

Build your network one handshake at a time

First Name *

Last Name *

Phone * (used for duplicate detection)

Email

Company

Where Did You Meet?

Status (stage + strategic value)

Follow-Through Playbook (which 8-step cadence drives their clock)

First Notes (optional)

🏷

Tag a Contact

Pick a contact to attach this activity to

📋

Log Activity

Logging for —

Activity Type

Note (optional)

💡 Logging an activity here also adds points to your daily Scorecard. Pick 📝 Note for a no-points journal entry.

✏️

Add Activity Manually

Log something that isn't in the list

Activity Description

Contact / Who Was This With?

Points

Typical ranges:
Quick touch = 1–5 pts · Meeting = 10 pts · Referral = 10 pts

🏢

Activity Details

Tell us a bit more

+5 pts

0

points logged today

This Week's Progress

82

weekly pts

150

goal

Today's Coaching

📷

Scan Business Card

Take a photo or upload an image — AI will extract the contact info

📷

Take or upload a photo

Tap to open camera · or drag & drop an image

✏️

Edit Activities & Points

Customize activity names, icons, categories, and point values

⚠️ Editing applies to new logs only. Existing history is not affected. Context popups are fixed to the SWH system.

8-Step Follow-Through Points

Daily Activities

💡 Type any new value in the Category field to create a custom category

🤝

Follow-Through Playbooks

Each contact follows the 8-step cadence from their assigned playbook

✨

How do you want to start?

Build a custom 8-step cadence from scratch, or let Lola draft one for you

🤝

Edit Playbook

Tune the 8-step cadence for this relationship type

The 8 Steps

Set as Default Playbook

Used for new contacts unless you pick a different one

⏰

Calendar Event Time

Set the time your 8-step reminders appear on your calendar

Start Time

Events are created as 5-minute blocks on your calendar — just enough to trigger a reminder without blocking your schedule. A popup reminder fires at your chosen time.