September 1 → November 30.
Your email and the team code your leader gave you.
Requirements come straight from the PHP Compensation & Promotion Guidelines.
The person who personally introduced you — not your Marketing Director, unless they are the same person.
Sixty seconds. What you did, what came back, what got in the way.
Your gap, divided by the days left, run back through your own ratios.
Full time: 25 new prospects — your Top 25 — 250 dials and 20 appointments, taught as 10 recruiting interviews, 6 field trainings, 4 Fast Starts. Part time: 15 / 125 / 10, taught as 5 / 3 / 2. Any combination that adds up works.
Progress against the actual PHP requirement. Green means you're on pace for the days elapsed.
Anybody can say "that's my next MD." This is what has to be true before that sentence means anything. Answer all of it, in any order — each step is scored on its own. Your Marketing Director sees the same six numbers, so you can work through it together.
Standing counts, not daily activity — what you have right now. No names, no license numbers, just the count. Only what your next promotion actually asks for is shown here. Change it whenever it changes and the promotion bar updates.
When PHP actually promotes you, change your position here. Nothing you've logged is lost — every number carries forward and the board just re-points at the next promotion.
A goal you can't check isn't a goal, it's a mood. Five tests:
Every goal has a share switch. Shared is the default — your Marketing Director sees it and can coach you on it. Switch one off and only you can see it.
Monday to Sunday. Fill a day when you finish it, or fill the week when you sit down — the total on the right does itself either way.
What a good week looks like for you. Set it once — it carries into every week from here until you change it, and changing it never rewrites the weeks behind you. Leave anything blank that you don't hold yourself to.
Put in what you want a week to be worth and the board works backwards to the week that produces it — at your own rates, not anybody else's. A point is a dollar of premium.
Monday to Sunday. The only comparison that matters is you against you.
Week by week, newest at the bottom. Read down a column and you'll see whether something is climbing or sliding — that's the only comparison worth having with yourself.
These are the conversion rates that turn your goal into a daily to-do list. The board needs them to work backward — so many recruits means so many guests, which means so many invites, which means so many calls. Nothing here is typed in. The board measures every one of them off the days you log, so they are yours, not an average of somebody else's.
The gap to your next promotion, run back through your own ratios and divided into months, weeks and working days.
Your actual rate so far, carried forward to November 30 — and if it falls short, the number you'd have to raise it to.
What you're driving, and for how long. Everyone in your downline sees this at the top of their board the moment they log in.
Makes a card out of what you typed above — the name, the line, the dates and the targets. Post it in the group chat. Or load your own below.
Your own flyer. It gets resized before it's stored, so anything you would post to a group chat is fine.
The card at the top of every board in your downline, drawn from what is actually saved on the server — not from the boxes above. If a change isn’t showing here, it hasn’t saved yet.
Not a report — a call list. Worst first.
Anyone in their first 30 days. This window is the cheapest promotion in the company and it closes quietly.
This week's numbers, written for the group chat. Copy it, paste it, send it.
Your hierarchy already includes your base shop, so Whole hierarchy is one list — and the biggest teams tend to take every slot on it. Both splits it in two — your base shop on its own, then everybody else in the hierarchy — so your own people still get named, and nobody appears twice.
Everyone in your downline who committed to a promotion, grouped by the title they are running for. Built to be screenshotted straight into the group chat.
The people you personally brought into the business — not your whole base shop. One per line: name, email, phone, in any order, separated by commas or tabs. Paste straight from a spreadsheet if you have one. Nobody is emailed until you press invite.
Everyone below you, by name. Click a name to open what they wrote. Narrow the list down and what's left is a group you can write to — the addresses go into your own mail program, with you in front of it.
Everyone below you — your base shop and every level under your downline leaders — and the goals they've shared, deepest first. You never see anyone above you or on a sideline. Depth is how many of the seven categories someone filled. Goals kept private never reach here, so a zero may just mean the share switch is off.
Marketing Directors and above — their own goals, and how many of their people have done it. Only you see this table.
Early sign-ins made a fresh record per browser, so some people have more than one. Merging keeps the highest number in every field and every goal from every copy — nothing is thrown away — then clears the leftovers so they stop showing up twice.
Where you sit, and what every leader above you is carrying. A leader's hierarchy is their own base shop plus every hierarchy underneath them — so your numbers are already inside each line below.
The seven hierarchies direct to Jorge, added together. Nothing else is summed here — everyone else's numbers already sit inside one of these seven.
Every Marketing Director with something on the board, biggest first. Base shop is a leader's own shop — the only fair comparison, because it doesn't matter where you sit. Hierarchy is that shop plus everyone underneath.
Your Marketing Directors, and who each one is direct to. Your people pick their leader from this list when they set up, so a name here has to read exactly the way they know it. Add them once and you never touch it again.
Everyone pasted goes in under the name in Direct to above. Move anybody afterwards with Change on their row — that only changes whose hierarchy their numbers roll into, never the list your people pick from.
What the room is running for, by level. A headcount, so nobody is counted twice.
Your people, and what they've put in for the week on screen. Open a name to see their last twelve weeks — that's the conversation.
Where each of them is on the six steps, without opening them one by one. Each step is scored on its own — there is no total, because a tick and a four-stage dial can’t be added together.
Pick anybody on the board and the screen becomes theirs — their week, their numbers, their promotion, the four tabs an agent actually uses. Good for showing a room what their people are looking at, with real numbers instead of a made-up example.
Nothing you do in there is saved. The board can’t write to the server while it’s on, so you can type numbers in, change their targets, log a day — all of it is thrown away the moment you come back, and their own record is never touched. Their private goals aren’t copied either; a leader has never been able to read those.
Somebody typed a leader's name slightly differently from how that leader's own record is spelled, so the board can't connect them. Everyone listed here is invisible to every base shop and hierarchy count until it's joined up.
One line per leader, and everybody sitting under them. Logged in 14 days is the number that matters — a leader with twenty people and two logging is not running on this board, whatever gets said on a call. Tap a position to narrow it.
One organization, one board. A team is a name, a short code, and the leader it starts at. That leader opens the same address and sees their own name, their own people and their own net — and their people still count in yours. Nobody is entered twice.
The short code stays as it is — it's in the link their people already have. Everything else you can change, including the code below.
This is what you give the team. Capital letters don't matter — CDH and cdh both get in. It takes effect the moment you save; there is nothing to upload.
Type the name. It does not have to be somebody already on your list — a leader with their own organization under them has never been entered here.
Whoever you list here opens the board and lands on their own team. Everyone under them lands there too, without you doing anything.
See exactly what a leader sees. This changes nothing — it only changes what is on your screen until you reload.