Is this for small businesses or teams selling to them?
It fits teams selling to local owners, such as signs, phones, uniforms or software sellers. Keep each conversation and next step together.
FOR LOCAL SALES TEAMS
Keep every rep clear on who to call next
Sell signs, uniforms, software, phones or insurance to local owners. Keep leads and next actions clear, with managers and contests on Team and Scale.
Free plan. No card needed. No expiry.
TEAM RACE
Example team week
- 1I174ImaniLeadingA sale and an assist
- 2C151CalThree meetings held
- 3R128RoryTwo proposals sent
- 4D102DevNew owner conversations
- 5N87NoorA qualifying handoff
- Team: 10
- people included in one account price
- Scale: 30
- people included in one account price
- Owner preview
- View as shows the app as a teammate
01 /THE LOCAL SALES ROUND
Keep ownership and follow-up clear
A restaurant owner says your teammate called yesterday. A repair shop’s decision maker is in another rep’s phone notes. A requested quote has no clear owner.
Local sales depend on who buys uniforms, when a phone contract ends or who approves a sign. ‘Contacted’ doesn’t tell the next rep what happened.
Save the useful details and decide who acts next. Managers need enough context to help without taking over every conversation.
Your week with Attunr
- 01
Monday: find and assign
Scan a trade and town or import a mapped lead sheet. Review existing records and owners. On Team and Scale, managers can assign leads within their teams.
- 02
Tuesday: check and call
Read public website facts, then use your own phone or calling app. Ask about your service and save the contact, outcome and next step.
- 03
Wednesday: pitch and follow up
Offer a meeting or proposal with your scope and price. Send a pitch page when website findings fit your offer. Paid email sequences need a connected mailbox and enabled sending.
- 04
Friday: close and review
Get proposals signed online. Managers review team tasks and handoffs. On Team and Scale, compare logged conversations, meetings and sales, then discuss the work behind the score.
03 /KEEP THE THREAD
Save the reason for the next call
A Townline Signs rep reaches Hazel Fork Bakery in this made-up Boise example. The owner wants a window sign, with wording approved by a business partner.
Save that detail and make the follow-up about involving both people. The call screen keeps notes and outcomes while you use your own phone service.
Today gathers due tasks, calls, meetings and sequence work. Each rep starts with planned actions instead of rebuilding the day from email.
LIVE NOTES
Call with Tess at Hazel Fork Bakery, Boise, ID
- 0:12YouWho looks after the shop signs?
- 0:19ThemMy partner and I decide together
- 0:38YouWould a short meeting with both of you help?
- 0:46ThemCall 208-555-0156 on Thursday afternoon
SUMMARY
Example saved notes: discuss window wording with both owners
Two decision makersWindow signThursday follow-up
Saved to the lead4 lines
04 /A CLEAR HANDOFF
Make the handoff clear
New cloud workspaces start with protected lead rules. Ordinary reps change their own leads and make permitted handoffs. Team and Scale managers act for their team members.
Manager actions include tasks, assignments and handoffs. Qualifying handoffs can credit both the setter and closer.
The leaderboard keeps revenue visibility rules. Only the owner can use View as to preview the app as a teammate.
Pipeline
Board
BoardListToday
Hazel Fork Bakery$1,400
Cottonwood Cycle Repair$2,100
Sage Lantern Diner$1,800
River Finch Florist$900
Give the team useful working records
01
Business and contact records
Link companies, leads and opportunities. Save the decision maker and use the opportunity for the specific service you’re selling.
02
A local prospect sample
Market scan searches a service and town. Review public sites and facts before choosing calls. The web-search sample won’t include every business.
03
Reps’ daily work
Today shows due calls, tasks, meetings and sequence steps. Save a clear next action after each conversation so the rep knows why to return.
04
Manager controls
Team and Scale managers act within their teams. Owners control menu pages per person; hiding a page doesn’t hide every record reachable elsewhere.
05
Contests and assists
Team and Scale support leaderboards, initially off. Owners manage company contests and eligible managers manage team contests, using supported activity and sales measures.
06
Proposals with online signing
Use your packages or custom lines for scope and price. Typed signing saves acceptance and moves the linked opportunity to won for the next handoff.
Choose people and management tools
Each plan has one account price. A three-person team can choose Team when it needs managers or contests.
Protected lead rules control reps’ changes. They don’t hide all other reps’ activity.
| Plan | People | Fit |
|---|---|---|
| Free | One person | Try the sales routine with a small lead list |
| Starter | Up to three people | Shared account without manager or contest features |
| Team | Up to ten people | Teams, managers, leaderboard and contests |
| Scale | Up to thirty people | The same team tools with larger allowances |
Give each sales day a starting list
Start free with no card. Try calls, notes and follow-up on a small lead list before adding your team.
QUESTIONSQ1 Q2 Q3 Q4 Q5 Q6
Good to know
Can reps take over each other’s leads?
Protected lead rules limit ordinary reps to their own leads and permitted handoffs. Team and Scale managers assign and hand off leads within their teams.
Can managers use View as?
Only the account owner can use View as. Managers act for team members through their manager permissions.
Can one person set up the first lead list?
Yes. Import a supported spreadsheet or paste a table. Map columns and review duplicates and owners, starting small to check the result.
Can we track contracts and get a signature?
Linked opportunities and proposals save scope, price and online acceptance. Use your usual tools for service delivery and ongoing contract management.
Are calls included in the account price?
Use your own phone service or calling app. Attunr keeps the call screen, notes and outcomes beside your sales records.
START FREE
Start with the businesses near you
Run a free market scan and see which local sites need help. No card needed.
Free plan. No card needed. No expiry.