Visits to debrief
Coworker in your Claude (once, in the browser — not the desktop app)
Open this link, find BBI Coworker, click Connect, then your BBI email and your Coworker access code.
Good morning.
From your teammates — action steps left for you on a touch
Log a touch (calls, emails, texts, drop-ins — the record your leader counts. A selling visit gets a debrief.)
Add a next step or an opportunity
Logged ✓
Pick the dealer and how you reached them — nothing else is required.
Your day, in numbers
Quiet the longest — dealers in your book with no recent touch
Quiet isn't healthy. A two-minute call and one line here resets the clock.
Debriefs with no next step — last 90 days
A visit with no next step is a visit that hasn't finished paying. Add one in a line — it is logged as a follow-up touch.
Your week, in numbers
Steps you handed off — last 30 days
Next steps you committed to — last 30 days
The ten-minute Monday review
Team touches this week — cadence and coverage, per person
Planned, not yet booked
A planned meeting with no date is usually a Teams invite that takes two minutes to send.
Your month, in numbers
The monthly territory review
Computed from your cards, written up on one page: what moved, what slipped, next month's three moves.
Plans drafted, not yet agreed
A plan becomes the dealer's the day they say yes. That is the meeting to book.