EXponentSales Desk

Connect your database

Paste two values from your Supabase project. In Supabase, click Connect at the top of the project, or open Project Settings → API Keys.

Never paste the secret or service_role key here.

EXponentSales Desk

Sign in

Use the Discord account your admin invited, or the email and password from your invite link.

or

You can also sign in with your one-time link from the CRM channel.

EXponentSales Desk

You're invited

Choose how you'll sign in to Exponent.

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At least 10 characters.

EXponentSales Desk

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EXponentSales Desk

EXponentSales Desk

EXponentSales Desk

EXponentSales Desk

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EXponentSales Desk
EXponentSales Desk

Call queue

Left to call this week
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Calls logged this week
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Meetings on the books
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Sales this month
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Meetings

Meetings not closed as a sale within 14 days of booking are removed, and the lead goes back into the call queue.

Meetings

Leads

Every number in the system, called or not. A lead assigned to someone only comes up on their call screen; unassigned leads are shared.

Closed sales

Price sheet

What to quote clinics. Copy it to paste into a text or email.

Activity log

Only you can see this. The database writes every entry, and nobody can edit or delete them, including you.

Team & settings

People

Turning someone off signs them out right away. Their history stays.

Requests to join

Invite someone

Fill in a Discord ID, an email, or both. Nothing is emailed: you copy the link and send it yourself.
Where do I find someone's Discord ID?
  1. In Discord, open User Settings → Advanced and turn on Developer Mode.
  2. Right-click the person (or long-press on a phone) and pick Copy User ID.
  3. Or ask them to sign in to this site. It shows them their ID to send you.

Site address

Booking rules

Only open meetings count toward the window.

Backup and move

Download everything (leads, call history, meetings, sales, prices, scripts and the team) as one file. Import it on another copy of this site to move there. Keep the file private: it has every number and your costs.

Adds the file's data to this database. You'll see what's in it before anything changes.

Replace leads

Swap in an enriched file of the open leads. Each row is matched by its lead id: the contact name fills Ask for, and the title, website, source, confidence and notes are saved on that same lead. Phone corrections from the second file are applied when the number isn't already on another lead; the old number stays in the notes. Leads that aren't in the file — not interested, do not call, booked, and any other status — are left exactly as they are. Call history stays on the same lead. Nothing is deleted.

Download first. You get JSON and CSV of every lead, and replace stays off until that backup is from the leads that are here now.

JSON list of leads, and the optional phone-corrections list.

Delete all leads

This is the only action that removes leads, including the ones an enriched file does not contain. Call and skip records stay in the database but are no longer tied to a lead, so they drop off that lead's history. Meetings and sales stay, with the business name kept and the lead link cleared. A client record that belonged to a lead is removed with it. The activity log is not deleted. Download a backup above first, then type DELETE ALL LEADS.

Call script

Highlighted words fill in from the lead when you open the script on the call screen (press T). Dashed boxes like [Day] are yours to fill in live.

Schedule

Your weekly availability, the team's time zones, training and hours.

Handbook

Help

Control

The Discord bot: setup, role mapping and role sync.

Add numbers

Every open lead comes up once a week. Logging any outcome marks it off until Monday. Booked meetings, customers, not interested and do not call leave the cycle.

Paste a list

Paste from Google Maps results or a spreadsheet. One business per line works best, like Glow Medspa, (404) 555-0182, Covington. Numbers already in the system are skipped.

Add one lead