Dashboard
One business at a time. You send every message yourself in Google Voice.
All-time lead totals
Suggested message
Change template
Nothing is ever sent automatically. Copy the message, open Google Voice (the phone number is copied for you), paste and send, then press Mark Sent.
Shortcuts: Space or C copy message · S mark sent · K skip · R last opener replied · / search · Ctrl+Z undo
Up next
Leads
Every business in your outreach list. Click a row to edit first name, Loom and demo-site links.
| Business | First name | Phone | Category · City | Status | Links |
|---|
Replies & Clients
Log what each prospect texted back, see which lead source and channel actually replies and pays, and keep up with client check-ins.
By lead source
| Source | Contacted | Replied | Reply rate | Paid | Close rate | Dropped |
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By channel
| Channel | Contacted | Replied | Reply rate | Paid | Close rate |
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Logged replies
| Business | Source | Reply | Status | Note |
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Billing alerts
Failed payments, past-due or cancelled clients from Stripe and GoHighLevel. Nothing is sent automatically — reach out yourself.
Check-ins due
Client check-ins
Weeks 4, 6, 8, 12 and 16 after they pay.
Templates
Placeholders: {first_name} {business_name} {business_short} {website} {city} {category} {loom_url} {demo_url} {landing_url}
Abandoned checkout
People who started signing up on your soardigital.co page 30+ minutes ago (last 30 days) and haven't paid. Text them yourself — nothing is sent automatically from here.
History
Everything you marked, newest first. Mark Replied when they answer your opener. That queues Step 2 (Loom); Step 3 (landing page) comes due automatically after the delay in Settings.
| When | Business | Action | Message |
|---|
Leaderboard
Every rep, ranked by MRR sold, paid clients, replies and texts sent. Lead details stay private to each rep.
| # | Rep | Sent | Replies | Paid clients | MRR sold | At risk | Commission owed |
|---|---|---|---|---|---|---|---|
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Revenue & clients
Live from Stripe (read-only) with onboarding progress from GHL. Tick the manual steps as you finish them.
| Client | Plan · MRR | Rep | Paid | Intake | A2P registered | Site live | Forwarding tested | Risk |
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Settings
Saved to your account and shared across your devices.
Backup
Leads, templates and history are saved to your account (shared database) and cached in this browser. A backup of your old browser-only data was kept on this device when it was moved. You can still export a JSON backup any time.
Other Soar tools
Find Leads
Search local businesses by category and city, then add them to your Leads. Duplicates are skipped automatically.
Bring prospects you already saved in My Prospects into the outreach queue. Status changes here sync back to them.
Columns are detected automatically: business name, first name, phone, website, category, city, state, notes, loom, demo.
Results
| Business | Phone | Website | Category · City | Status |
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