A follow-up touch is an outbound call, GHL text, or SendBlue message from a closer to someone who had no live call on the calendar that day or later (booked before that day). Touches to people who were already booked are pre-call work: shown in their own column and left out of every headline number. A booking the prospect makes the same day or later still counts, and that person shows as Booked after.

Coverage. Calls and SendBlue dashboard messages are complete. GHL texts are complete from Sep 16, 2026 onward (the message poller now follows every manually sent message); before that date the cache only held the most-active conversations, so earlier text counts are a floor. SendBlue carries no call records. Connected = a completed call of 30 seconds or more. People = distinct prospects.

Answer rate = answered ÷ (dials − no-transcript − pending). A GHL dial's verdict (answered / voicemail / screened / no answer / no transcript) comes from GHL's own call transcript, classified with the same rules that were hand-audited on 260919 (answered ~95% correct, voicemail 25/25). Screened is a Google-style call-screening prompt where nobody ultimately came on the line. No transcript means the dial completed 30s+ but has no recording on file (a rep's seat has call recording off) — it is excluded from the rate, never counted as a miss. A dialer.io dial's verdict comes from its own disposition (no transcripts on that side). Booked means the person already had a sales/triage appointment on the calendar at the moment of the dial.

Reference (30 days to 260919, GHL, reps with transcripts): 1,672 dials · 32.2% answered · 34.1% voicemail · 5.9% screened · 27.8% no answer. Booked 1,067 dials, 35.7% answered (50.6% of 451 people reached) vs Not booked 605 dials, 26.0% answered (28.7% of 407 people reached). VSL 33.4% (590) vs 21.2% (264); Public Webinar 37.4% (334) vs 31.7% (205). dialer.io: Booked 27.2% (268) vs Not booked 8.2% (8,842). If a live run drifts far from these, something changed — recheck before trusting the new number.

Self-booked = an appointment on the MFS Guarantee Calendar that the lead created themselves from the booking link (GHL says the appointment came from the booking widget), booked inside the selected period (Central time). Appointments a rep booked by hand, or the AI booked, are not in this tab. A booking made in the last ~30 minutes may not show yet.

First call = the earliest outbound dial to that lead after they booked, from GHL (the LC phone) or dialer.io, matched by GHL contact or phone number, looking up to 14 days out. Time to first call runs from the moment the lead booked to that dial, around the clock (a lead who books at 11 PM and is called at 9 AM counts 10 hours).

Who called: active setters are shown by name; anyone with a closer role is grouped as Closer (the closers' names are listed under it); setters no longer on the roster are Former setter; Caleb and anyone not on the roster is Other. Not called = no outbound dial within 14 days. Called before the appointment counts only appointments whose time has already passed or that were called already.

Business hours (toggle at the top) counts only the minutes between 8 AM and 8 PM Eastern, the same hours as the Speed to Lead tab. Weekdays skips Saturday and Sunday entirely: a lead who books Friday at 9 PM ET and is called Monday at 9 AM ET waited 1 hour. Every day counts weekend business hours too: that same lead waited 25 hours (12 on Saturday, 12 on Sunday, 1 on Monday). Either way, a lead who books Tuesday at 11 PM ET and is called Wednesday at 9 AM ET waited 1 hour. On this clock “≤ 1 business day” means within 12 business hours.

Four sources. Sales calls, Payva and Whop refresh every morning at 5 AM CT; Fanbasis arrives live. They measure different things and the same person can show up in more than one, so they are never added together: each row and tile says where its number comes from.

Sales calls (Fathom): AI reads every outside sales call that mentions financing and lists each application the prospect made with a partner and the partner's answer. A second, stronger AI pass re-reads the call around each answer and has to confirm what the partner's screen said. Talk about a partner in general (“Affirm always denies me”), other prospects, and people who decided not to apply do not count. One answer per partner per call. Approved = an offer for the full amount, even if the prospect did not like the rate or payment. Partial = approved for less than needed. Roughly 9 in 10 are right; each row shows the quote and a Fathom link to check.

Payva: Payva's own credit decision on every Payva link made in the closer portal. Monthly plan only = approved, but Payva will not pay MFS upfront (shown as Partial). Couldn't verify = Payva could not run the check. Never applied = the link was sent but nobody started it. Payva does not say when it decided, so these are dated by when the link was made.

Whop: every payment attempt on Whop. ClarityPay, Klarna and Splitit are financing inside Whop's checkout. Whop cannot tell a ClarityPay denial apart from a buyer who quit halfway, so those show as Started, not finished. Card declines are not financing; they are shown separately, and most people pay on a later try.

Fanbasis (live since Oct 1, 2026): Fanbasis tells us the moment a payment through one of our Fanbasis links goes through, fails, expires or is canceled. That is where ClarityPay links are sent. A failed ClarityPay payment counts as Denied; one that expired or was canceled counts as Started, not finished. If the same payment later goes through, it moves to Approved. Fanbasis does not resend a missed notice, so a rare one can be missing.

Denial rate = denied ÷ (approved + partial + denied), plus Payva's “couldn't verify”. People who never applied are not in it. Not covered yet: Affirm through Payfull does not report denials to us, and Fanbasis only from Oct 1, 2026 on; anything else only shows up here when it is heard on a sales call.

Closer hours are configured availability — the hours each closer has open on their own GoHighLevel profile, which is where all of it lives (both sales calendars carry no hours of their own, so the calendar contributes nothing and the person contributes everything). The number is their free slots plus their own booked appointments: GHL's free-slot feed subtracts time that is already booked, so counting it raw would score a fully booked closer as an unavailable one. Slot length is read from each calendar, never assumed.

A day is blocked off (shown in red) when GHL answered and the answer was zero available minutes — the closer has nothing open that day. A day the snapshot never saw is drawn in grey as not captured, which is a different thing and is never counted against anybody. GHL will only report availability for the 14 days ahead of now, so history is built by snapshotting each day while it is still inside that window; weeks before this tab shipped have no snapshot and will read as partial forever.

Click any day in the grid to see exactly which hours that closer has open, in Central time. Slots with a call already booked in them are marked • — they still count toward the hours, because the number is availability the closer opened up, not time left over.

Target: 36h minimum, 40h ideal per closer per week (6 hours a day, 6 days a week). Weeks run Monday to Sunday.

Setter dialing days count a day once the setter places at least 100 dials. Dials are the canonical combined number — dialer.io plus manual GoHighLevel calls — taken from the same rollup the setters are paid and graded on, not recounted here. Days with some dialing that did not clear the bar are drawn in amber with the raw count, so a half day is visible rather than silently reading as a day off. Expectations: 6 days for Soham and Stefan, 5 for Rachel.