Connecting to Firebase sync...
Total Leads
0
All tracked contacts
Active Clients
0
Builds in progress
Deals Closed
0
Total completed
New Bookings
0
Awaiting confirmation
One-Time Projects
0
Own It plan bookings
Monthly Subscribers
0
$39/mo + $69/mo plans
📞
Cold Outreach Playbook
ZIP code prospecting, cold call scripts, DM templates, daily routine — bilingual EN/ES
→
Recent Consultation Requests
| Name | Business | Plan | Type | Requested | Status |
|---|---|---|---|---|---|
| No bookings yet. Share your site to start getting requests. | |||||
Recent Leads
| Business | Owner | Type | Status | Follow-up |
|---|---|---|---|---|
| No leads yet. Start logging contacts from the Lead Tracker. | ||||
Add New Lead — Leads from ASET sync automatically ↓
All Leads
| Business | Owner | Phone | Rep | Plan Interest | Status | Follow-up | Strength | Notes | ||
|---|---|---|---|---|---|---|---|---|---|---|
| No leads yet. Add your first one above or sync from ASET. | ||||||||||
Add Active Client
Active Clients
| Business | App Type | Tier | Price | Deposit | Deadline | Status | |
|---|---|---|---|---|---|---|---|
| No active clients yet. | |||||||
Log a Closed Deal
All Closed Deals
| Business | App Type | Revenue | Maint./mo | Date |
|---|---|---|---|---|
| No deals logged yet. Close your first one! | ||||
👥
Applanta Team Chat
All team members and JR · Real-time · Private
Live
No messages yet. Say something to the team 👋
Total Collected
$0
All time
This Month
$0
Current month
Total Transactions
0
All payments
💳 Payment Ledger
All transactions — ASET & Website| Receipt # | Client | Business | Amount | Type | Plan | Rep / Source | Date & Time | Status | Action |
|---|---|---|---|---|---|---|---|---|---|
| No payments yet. Payments from ASET will appear here automatically once Firebase is connected. | |||||||||
📋 About this ledger: All payments charged through the ASET sales tool sync here instantly via Firebase. Payments include client name, business, amount, Stripe transaction ID (legal reference), sales rep, and timestamp. This record is your primary documentation for tax purposes and legal records. Stripe also maintains a permanent independent record at dashboard.stripe.com.
Consultation Requests
| Name | Business | Plan | Phone | Needs | Best Time | Status | Actions | |
|---|---|---|---|---|---|---|---|---|
| No bookings yet. | ||||||||
Add Action Item
Action Items
| Task | Owner | Priority | Status |
|---|
📈 Applanta Analytics
Your full analytics dashboard lives in Firebase. Click below to see real-time data — visitors, sessions, user behavior, and more.
📊 Open Firebase Analytics
Total Revenue
$0
All closed deals
Monthly Recurring
$0/mo
Active subscriptions
Total Leads
0
All time
Conversion Rate
0%
Leads to closed deals
📊 Leads by Sales Rep
| Rep | Total Leads | Strong | Medium | Weak | Closed Won |
|---|---|---|---|---|---|
| No lead data yet. | |||||
🏢 Leads by Business Type
| Business Type | Count | % of Total |
|---|---|---|
| No lead data yet. | ||
💳 Payment Summary by Rep
| Rep | Payments | Total Collected |
|---|---|---|
| No payment data yet. | ||
🤖 Project Briefs
Tap any lead to generate a complete build brief. Copy it and start building instantly.
No leads yet. Leads from ASET will appear here.
💵 Payroll
Track and pay your reps. Pay day is Friday. All reps are 1099 independent contractors.
⚠️ 1099 Independent Contractor Notice: Applanta pays all reps as independent contractors. No taxes are withheld. Reps are responsible for their own self-employment taxes. Issue 1099-NEC forms to any rep earning $600+ per year.
🔐 Commission Structure — Owner Only
Your profit is after rep commission, before your taxes (~30%). Set aside 30% of your profit for taxes each deal.
| Plan Sold | Client Pays | Father (40%) | Other Reps (25%) | Your Profit |
|---|---|---|---|---|
| 💡 Father column = what Father earns. Reps column = what any other rep earns. Profit = Client Pays minus rep commission (Father or Rep — whichever sold it). | ||||
| Basic App | $300 | $120 | $75 | $180 / $225 |
| Standard App | $500 | $200 | $125 | $300 / $375 |
| Advanced App | $800 | $320 | $200 | $480 / $600 |
| Premium App | $1,200+ | $480+ | $300+ | $720+ / $900+ |
| + Website Add-On | +$300 | +$120 | +$75 | +$180 / +$225 |
| + AI Chat Add-On | +$200 | +$80 | +$50 | +$120 / +$150 |
| ⚡ Rush Service | +$150 | +$60 | +$37 | +$90 / +$113 |
| Starter Monthly | $99 setup | $40 flat | $25 flat | $59 / $74 |
| Pro Monthly | $149 setup | $60 flat | $37 flat | $89 / $112 |
📖 How to read Profit column: First number = your profit if Father sold it. Second number = your profit if another rep sold it. Example: Standard App $500 → Father sells it, he earns $200 (40%), you keep $300. Another rep sells it, they earn $125 (25%), you keep $375.
💡 Remember: Monthly hosting ($15-$69/mo per client) is pure profit — no rep commission on recurring fees. That is your growing passive income. Set aside 30% of your profit for quarterly taxes.
💵 Your Friday Payday Routine
Pay Week: Monday through Sunday. Any deal a rep closes and collects a deposit on during that window is eligible for that week's pay. Cutoff is Sunday 11:59 PM. Payday is every Friday for the previous Monday–Sunday period.
Step 1Open DASH → Payroll. Look at "Rep Payroll This Week" — it shows who is owed and how much.
Step 2Open dashboard.stripe.com and confirm those client deposits actually cleared to your bank account. Stripe takes about 2 business days.
Step 3For each rep owed: open your payment app (Zelle, CashApp, Venmo, PayPal, or Stripe Instant Payout — whatever they set up in their payment info below).
Step 4Send the exact amount shown to the rep's saved payment handle.
Step 5Come back here and tap the Pay button next to their name. This logs the payment with the date, amount, and rep — it feeds into the 1099 tracker automatically.
Step 6Done. Repeat every Friday. If a Stripe charge gets refunded or disputed, do NOT pay commission on it. If you already paid the rep, deduct it from their next paycheck.
Tell your reps: "Work week is Monday through Sunday. Payday is every Friday for the previous week's sales. Deposits must clear Stripe before commission is paid. If a deal closes late Sunday, your commission hits the following Friday."
📊 Your Tax Estimator
Estimate based on SE tax (15.3%) + federal income (~9%) + Georgia state tax (5.49%) = ~30%. This is a guideline only — consult a CPA for exact figures. Setting aside 30% keeps you safe.
Revenue This Month
$0
Set Aside for Taxes
$0
Next Quarterly Tax Due: June 15, 2026 — Save consistently each month to avoid a surprise bill.
⚙️ Commission Rate Controls
Adjust individual rep rates, set the default rate for new reps, and toggle a monthly bonus for top sellers. Changes save instantly and apply everywhere — payroll calculations, team commission tables, and all future deals.
📋 Default Rep Commission Rate
%
Applies to all reps except those with custom rates below
👥 Individual Rep Rates
🏆 Monthly Top Seller Bonus
👥 Rep Payroll This Week
Pay day: FridayNo commission owed this week.
➕ Add / Manage Rep
Select a payment method above to see instructions.
📄 W-9 Required Before First Payment
Before you pay any rep for the first time, they must fill out an IRS Form W-9 with their legal name, address, and SSN. Keep the completed form in your Google Drive (Applanta Business > Contracts). Do NOT store SSNs in this app.
📥 Download Blank W-9 Form (IRS.gov)
📋 1099 Threshold Tracker
TAXTracks total payments to each rep this calendar year. Issue a 1099-NEC form to any rep earning $600+ by January 31 of the next year. File with the IRS.
IRS Rule: You must file Form 1099-NEC for any independent contractor you paid $600 or more during the tax year. Deadline: January 31. You need each rep's W-9 on file (legal name, address, SSN) to complete the 1099.
💳 Client Billing
Track monthly payments from all active clients. Send Stripe payment links. Flag overdue accounts.
➕ Add Client to Billing
📋 Late Fee Policy: Payment is due on the 1st of each month. A 5-day grace period applies. After 5 days, a $10 late fee is added. After 30 days overdue, hosting may be suspended.
📋 Active Client Billing
No billing clients yet. Add your first client above.
📋 Client Onboarding
Track every new client through the build process. Never miss a step.
➕ Start New Client Onboarding
No active onboarding clients yet.
🧾 Client Invoices
Generate professional Applanta invoices and track payment status.
➕ Create Invoice
No invoices yet.
🤝 Referral Tracker
Track who referred who. Referrals are free sales — reward them and they send more.
💡 Referral Reward Idea: Offer existing clients a $25-$50 credit toward their monthly fee for every referral that converts. Costs you almost nothing and generates free leads. Add this to your client welcome message.
➕ Log a Referral
No referrals logged yet.
➕ Create Promotion
🎉
No Active Promotions Right Now
When JR runs a special offer, it will appear here.
Check back before your visits — active promos are great closing tools!
Check back before your visits — active promos are great closing tools!
🤝 Exception Promotions
Owner Only · Private · Per Client
Grant a custom exception to one specific client. Charge $0, lower their plan, pause billing, or set a custom price. You choose who, when it starts, when it ends. Toggle on/off anytime. 100% private — reps and other clients never see this.
📖 Owner Guide
Complete step-by-step instructions for every tool in your dashboard. Bookmark this page.
⚡ Build & Delivery Workflow
Your complete operating system. Follow this every single time — from sale to launch. Never guess the next step.
⏱ Build Time Reference
| Plan | Features | Build Time |
|---|---|---|
| Basic | Info features only | 20-40 min |
| Standard | 1-2 Pro features | 45-90 min |
| Advanced | 3-4 Pro features | 1.5-2.5 hrs |
| Premium | 5+ Pro features | 2.5-4 hrs |
| Website Only | 5-8 sections | 30-60 min |
Note: You do not need to watch Claude build. Start it and walk away. Come back when it is done. Multiple briefs can run in separate Claude chats simultaneously.
🔒 Preview Sharing Rules — Never Expose the Build Method
NEVER send: Claude artifact links (claude.ai/...) — this exposes that the app was built on Claude. Never send this to a client.
Option 1 — Netlify Drop (Fastest, Free): Go to netlify.com/drop — drag the HTML file onto the page — get a link like happy-rainbow-123.netlify.app — send to client. Takes 30 seconds. Zero trace of Claude.
Option 2 — Google Drive (Also Free): Upload HTML to your Applanta Final March Drive folder — right click — Get shareable link — send to client. They download and open in Chrome.
RULE: Client gets the PREVIEW link only. The LIVE hosted URL is only sent after the balance is paid in full. No exceptions.
📋 Complete Step-by-Step Workflow
1
Rep closes a deal in ASET
Build brief fires automatically to dev@applanta.app. You are notified. Could be at the beach — does not matter.
2
Open the build brief email
Open dev@applanta.app. Copy the entire brief text. If 5 briefs are waiting, handle them one at a time on your schedule.
3
Open a brand new Claude chat — name it the client business
One chat per client. Never mix clients. Paste the brief, then add: primary color, secondary color, tone (modern/warm/bold), logo description, any extras.
4
Type: "Build this app" — then walk away
Claude builds it. Build time depends on complexity — Basic 1-3 days, Standard 2-4 days, Advanced 4-7 days, Premium up to 7 days. Pricing is based on Pro feature complexity, not total feature count. Multiple builds can run simultaneously in separate chats.
5
Download and do a 2-minute review
Download the HTML file. Open in Chrome. Make sure it looks right. You are the quality check before the client ever sees it.
6
Upload to Netlify Drop — get preview link
Go to netlify.com/drop — drag the file — copy the link. This is the PREVIEW link only. Never send the Claude link.
7
Send preview to client
Text or email: "Here is your app preview — [netlify link]. Open in Chrome, tap Add to Home Screen to see it exactly as it will look live. Let me know any changes."
8
Handle tweaks (usually 1 round)
Go back to that client Claude chat. Tell me the changes. Done in 10-15 minutes. Upload new version to Netlify. Send updated link.
9
Client approves — collect the balance
Say: "Your app is approved and ready to go live. Your remaining balance of $[amount] is due now. Here is your payment link: [Stripe link]." Do NOT host until payment clears.
10
Payment received — host the app
Basic/Standard/Advanced: host on Cloudflare Pages (free). Pro Monthly: host on Firebase. Add client to Billing Tracker for monthly hosting payments.
11
Send the live URL — only now
Balance paid. App is live. Now send the real hosted URL. "Your app is live at [URL]. Open Chrome on your phone and tap Add to Home Screen to install it."
12
Send welcome email — start onboarding — pay rep
Send welcome email template from Settings. Add client to Onboarding checklist. Create invoice. Log rep payment in Payroll. Add client to monthly Billing Tracker. Done.
📋 What to Add to Every Build Brief Before Submitting
The build brief from ASET covers most things. Before pasting it into Claude, add these fields. Your reps should collect them during the visit and write them in the Notes field.
PRIMARY BRAND COLOR: (e.g. Navy Blue, #1D4ED8, or "same as their logo")
SECONDARY COLOR: (e.g. Gold, White, or "none")
TONE/VIBE: (Modern & clean / Warm & friendly / Bold & professional)
LOGO: (Attached / Coming via text / Description: "red circle with white text")
SPECIAL REQUESTS: (anything client said in person not in the features list)
CLIENT PHONE: (for your records)
DEADLINE: (standard = 3-5 days / rush = 24 hrs)
SECONDARY COLOR: (e.g. Gold, White, or "none")
TONE/VIBE: (Modern & clean / Warm & friendly / Bold & professional)
LOGO: (Attached / Coming via text / Description: "red circle with white text")
SPECIAL REQUESTS: (anything client said in person not in the features list)
CLIENT PHONE: (for your records)
DEADLINE: (standard = 3-5 days / rush = 24 hrs)
🎯 Goals & Targets
Stay locked in. Every sale moves the needle. Track your progress here every day.
This Week
0
of 0 sales
This Month
0
of 0 sales
This Year
0
of 0 sales
💰 Revenue Progress
0%Earned This Month
$0
Monthly Target
$0
⚙️ Set Your Targets
📊 Smart Breakdown — What It Takes
Set your targets above to see your smart breakdown.
📊 Sales Quiz Scores
Track your reps product knowledge. Only you can see individual scores. Scores are private per rep.
📱 How it works: Reps take the quiz anytime from the ASET tool. Each submission syncs here automatically. Scores help you see who needs more product training.
Owner Controls:
No quiz submissions yet. Reps can take the quiz anytime from ASET.
🎫 Support Tickets
All client support requests in one place. Respond fast — your reputation depends on it.
Total
0
Open
0
Resolved
0
➕ Log Support Ticket Manually
No support tickets yet. Tickets submitted through ARIA or the website appear here automatically.
⭐ Client Reviews
Manage all reviews submitted on your public website. Approve before they display. Only you control this.
📋 Review Control: New reviews are held for your approval before appearing publicly. You can approve, feature (pinned to top), or delete any review. Featured reviews appear first on the website.
No reviews yet. Reviews submitted on your website appear here for approval.
👋 Welcome, Rep!
Here is how you are doing. Keep pushing — every lead counts.
📋 1099 Contractor Notice: You are paid as an independent contractor. Applanta does not withhold taxes from your commissions. You are responsible for reporting and paying your own self-employment taxes to the IRS.
📝 Your Legal Name for Records
This is the name that appears on your payroll records, 1099 tax forms, and payment history. Enter your full legal name as it appears on your ID.
🤝 Exception Promotion — Internal Policy
Applanta has a private program called the Exception Promotion. It is a last-resort billing accommodation for long-term clients going through genuine financial hardship. It is not a sale tactic and not something you offer to anyone.
✅Client must have been with Applanta 6 months or more
✅Genuine financial hardship only — going through a difficult time
🚫Once per client per fiscal year — cannot be granted twice in the same year
🚫5% cap — no more than 5% of total active clients can have this active at one time
🚫You cannot offer, promise, or hint at this to any client
💡 What you CAN offer instead: Before a client considers leaving, mention our Referral Program — one qualified referral that signs up earns them a free month. That is a legitimate way to help a client reduce their cost and keep them engaged. Always mention referrals first.
Exception Promotions are approved by the owner only — direct client to bookings@applanta.app
👤 Your Personal Dashboard — Only You Can See This
Leads This Week
0
New contacts made
Leads This Month
0
Total this month
Commission Earned
$0
Closed deals (est.)
Close Rate
0%
Leads to closed deals
💵 Your Commission Structure
Remember: Commission paid after deposit clears. Log every lead in ASET to be eligible. Pay day is Friday.
💳 Your Payment Info
Enter how you want to receive commission. Stripe Instant Payout lands on your debit card within 30 minutes.
🏆 Team Leaderboard
Names and closed deal counts only — no financial details shown.
No leads logged yet.
🎬 Social Media Ads Manager
Your CapCut-powered content department — scripts, calendars, hooks, and posting strategy for TikTok, Instagram, Facebook & YouTube Shorts.
🤖 AI Ad Script Generator
Select a target business and angle. Get a ready-to-film 15–30 second video script with hook, on-screen text cues, CapCut tips, captions & hashtags.
📅 Content Notes
Auto-saved as you type.
✂️ CapCut Quick Tips
📹 Hook (0–3 sec): Film yourself pointing at the camera or showing the problem. First 3 seconds decide if they keep watching. Start mid-action, never with a logo.
💡 Lighting: Face a window for free natural light. Avoid harsh overhead lighting. Film with back to window = dark face. Always face the light source.
📐 Canvas Ratio: In CapCut set Canvas to 9:16 before editing. Always export at 1080x1920. Never post horizontal video on mobile platforms.
🎵 Music: CapCut → Sounds → Trending → filter by TikTok-safe. Use 3–5 second music fade-out at the end. Music volume at 15–20%, voice at 100%.
📝 Captions: CapCut → Text → Auto Captions → bold white with black outline. 60%+ of viewers watch mute. Captions double retention.
🚀 Post Times: TikTok & Instagram: 7–9am, 12–2pm, 7–9pm EST. Post 3× per week minimum. Reply to every comment in first 30 minutes to boost reach.
🧠
Claude Studio
Full-power Claude AI — build apps, write briefs, analyze anything. Owner-only. No limits.
👋 Welcome to Claude Studio, JR.
I am the full Claude Sonnet 4 model — no system prompt restrictions, no token limits, full capability. You can:🏗️ Build client apps — paste a build brief and I will write the complete HTML
📋 Enhance build briefs — share a brief and I will add features, catch gaps, suggest upsells
📊 Analyze your business — ask me anything about strategy, pricing, or operations
✍️ Write anything — emails, proposals, scripts, contracts, onboarding docs
What do you need built today?
Shift+Enter for new line · Enter to send · Full Claude Sonnet 4 — no restrictions
📁 Document Vault
Secure storage for contracts, NDAs, onboarding docs, invoices, and internal files. Owner-only access.
📂
Click to upload or drag & drop
PDF, DOCX, JPG, PNG — max 10MB per file
📋 Master Playbook — Owner A-to-Z
Every single step from first contact to final handshake. Includes all paperwork, legal docs, invoicing, and recurring payment setup. Nothing missing.
1
PHASE 1 — Lead Acquisition
Step 1.1: Prospect using Cold Outreach Playbook — Google Maps, Yelp, Instagram, Facebook, or drive-by scouting.
Step 1.2: Make contact — cold call, walk-in, DM, text, or email using bilingual scripts.
Step 1.3: Book a consultation — in-person, phone, or video. Log it in ASET Visit tab immediately.
Step 1.4: Lead syncs to DASH automatically via Firebase. Appears in your Lead Tracker.
📄 Paperwork: None yet. Just log the lead in ASET so it exists in the system.
2
PHASE 2 — Consultation & Quote
Step 2.1: Meet client. Open ASET → Visit tab. Fill in all business info — name, owner, phone, email, type.
Step 2.2: Collect $100 consultation fee via ASET Payment tab (non-refundable, credited toward build).
Step 2.3: Go to ASET Features tab — auto-loads recommended features for their business type. Walk through each one with the client.
Step 2.4: Go to ASET Price tab — price auto-calculates. Present all 3 options: Own-It, Starter Monthly, Pro Monthly.
Step 2.5: Client selects their plan. Go to ASET Quote tab — send quote via text or email in English or Spanish.
Step 2.6: If objections come up → ASET Scripts tab has every response in EN/ES. Read it out loud.
📄 Paperwork: The emailed/texted quote serves as a written record of what was agreed. Save this. The $100 consultation receipt auto-sends via Stripe to their email/phone.
3
PHASE 3 — Close the Deal & Collect Deposit
Step 3.1: Client agrees to move forward. Collect 50% deposit immediately via ASET Payment tab.
Step 3.2: Stripe auto-sends receipt to client via SMS + email. This is their proof of payment.
Step 3.3: Tap "Save & Sync Lead" in ASET. This fires the build brief to dev@applanta.app AND syncs to DASH.
Step 3.4: Go to DASH → Invoices → Create invoice. Enter client name, email, plan, deposit amount (50%), and balance (50%). Invoice auto-numbers APL-0001+.
Step 3.5: In the invoice, tap "Mark Paid" on the deposit row once Stripe confirms.
Step 3.6: Go to DASH → Onboarding → Start New Client Onboarding. Enter business name, owner, plan, and rep.
Step 3.7: Send Welcome Email — go to DASH → Settings → copy Welcome Email template. Paste into Gmail. Fill in client name and timeline. Send from dev@applanta.app.
📄 Paperwork: Invoice created in DASH (APL-XXXX). Stripe receipt auto-sent to client. Build brief emailed to you. Welcome email sent to client. Save all of these — the invoice + Stripe receipt + welcome email form your paper trail for this client.
4
PHASE 4 — Build the App
Step 4.1: Contact client for assets — logo file, brand colors (hex codes preferred), photos, content (menu, services, hours, address, social links).
Step 4.2: Check build brief in your email (dev@applanta.app) or in DASH → Project Briefs.
Step 4.3: Determine build platform — Standard builds (Basic/Standard/Advanced): open new Claude Chat at claude.ai, paste build brief, build. Premium (5+ features + 4+ complex): use Base44.com.
Step 4.4: Build the app. Typical timeline: 1-3 days Basic, 3-5 days Standard/Advanced, 5-7 days Premium.
Step 4.5: Track progress in DASH → Onboarding checklist. Check off completed steps as you go.
📄 Paperwork: Save all client assets (logo, photos, content) in a dedicated folder per client on your computer. You may also store in DASH → Document Vault. Keep the build brief email for your records.
5
PHASE 5 — Client Review & Approval
Step 5.1: Upload finished app to Netlify Drop — go to DASH → Settings → Client App Preview Tool → Open Netlify Drop → drag HTML file → copy link.
Step 5.2: Text the Netlify preview link to the client. NEVER send a Claude artifact link — it expires.
Step 5.3: Client reviews. Up to 2 revision rounds included.
Step 5.4: Make revisions in Claude Chat (or Base44 for Premium). Re-upload to Netlify Drop if needed.
Step 5.5: Client gives final approval — get this in writing. A text message saying "looks good, approved" counts. Screenshot and save it.
📄 Paperwork — CRITICAL: Save a screenshot of client's approval message (text, email, or DM). This is your legal proof that the client approved the work before you collect the balance. Store in Document Vault.
6
PHASE 6 — Collect Balance, Deploy & Go Live
Step 6.1: After client approves → Collect remaining 50% balance via Stripe (ASET Payment tab or Stripe dashboard link).
Step 6.2: Go to DASH → Invoices → tap "Mark Paid" on the balance row. Invoice now shows PAID IN FULL.
Step 6.3: Deploy to permanent hosting — Basic/Standard/Advanced: Cloudflare Pages (pages.cloudflare.com → Create project → Direct Upload → name it → drag HTML → Deploy). Premium: Firebase Hosting.
Step 6.4: Test on both iPhone AND Android. Open the live URL. Tap "Add to Home Screen." Verify all features work.
Step 6.5: Send the live URL to the client with install instructions: "Open this link on your phone → tap Share → Add to Home Screen → Done!"
Step 6.6: Go to DASH → Active Clients → Add the client with app type, tier, price, deadline, status = Delivered.
📄 Paperwork: Invoice marked PAID IN FULL in DASH. Stripe receipt auto-sent for balance payment. Live URL documented in Active Clients. Client has the link.
7
PHASE 7 — Recurring Billing, Payroll & Legal
Step 7.1: Go to DASH → Client Billing → Add client. Select their monthly plan ($15 hosting, $25 website, $39 starter, $69 pro, $10 AI). Create a Stripe payment link at dashboard.stripe.com and paste it here.
Step 7.2: Set up recurring payment — in Stripe Dashboard, create a recurring Payment Link or Subscription for the client's monthly amount. Send them the link on the 1st of each month OR set up auto-billing.
Step 7.3: Pay rep commission — go to DASH → Payroll. Find the rep. Note amount owed. Send via their payment method (Stripe/Zelle/CashApp/PayPal/Venmo). Tap Pay to log it. Do this every Friday after deposit clears.
Step 7.4: Track the 1099 threshold — if any rep earns $600+ in a calendar year, you must issue them a 1099-NEC form by January 31 of the next year. File with the IRS.
Step 7.5: Set aside 30% of your profit for quarterly taxes — SE tax (15.3%) + federal (~9%) + Georgia state (5.49%). Next quarterly due dates: June 15, September 15, January 15.
Step 7.6: Late fee policy — if a client misses payment by 5 days, add $10 late fee. After 30 days overdue, suspend hosting.
Step 7.7: Go to DASH → Onboarding → mark all 13 steps complete. Client is fully onboarded.
📄 Paperwork — CRITICAL:
• Invoice — PAID IN FULL in DASH Invoices (APL-XXXX)
• Stripe receipts — auto-sent for deposit + balance (save in Document Vault)
• Client approval screenshot — saved in Document Vault
• Welcome email — sent from dev@applanta.app (keep in Sent folder)
• Recurring billing — Stripe payment link active in Client Billing
• Rep commission receipt — logged in DASH Payroll
• 1099-NEC — file by Jan 31 for any rep paid $600+/year
• Quarterly tax payments — IRS quarterly estimated payments
• Invoice — PAID IN FULL in DASH Invoices (APL-XXXX)
• Stripe receipts — auto-sent for deposit + balance (save in Document Vault)
• Client approval screenshot — saved in Document Vault
• Welcome email — sent from dev@applanta.app (keep in Sent folder)
• Recurring billing — Stripe payment link active in Client Billing
• Rep commission receipt — logged in DASH Payroll
• 1099-NEC — file by Jan 31 for any rep paid $600+/year
• Quarterly tax payments — IRS quarterly estimated payments
✅ Per-Client Document Checklist
☐ Lead logged in ASET + synced to DASH
☐ $100 consultation receipt (Stripe)
☐ Quote sent to client (email/text)
☐ Invoice created in DASH (APL-XXXX)
☐ 50% deposit collected + receipt sent
☐ Welcome email sent
☐ Client assets collected (logo, colors, content)
☐ App built + preview link sent via Netlify Drop
☐ Client approval screenshot saved
☐ 50% balance collected + invoice marked PAID
☐ App deployed to Cloudflare/Firebase
☐ Tested on iPhone + Android
☐ Live link sent to client with install instructions
☐ Added to Active Clients in DASH
☐ Added to Client Billing with Stripe payment link
☐ Recurring billing set up in Stripe
☐ Rep commission paid (if applicable)
☐ Onboarding checklist 13/13 complete
📋 Rep Playbook — Your A-to-Z
Every step you are responsible for, from finding a lead to collecting the deposit. Follow this exactly — every time.
STEP 1 — Find a Lead
Use the Cold Outreach Playbook (📞 in sidebar). Search Google Maps, Yelp, or Instagram for local businesses in your area. Call, walk in, or DM them using the bilingual scripts. Your goal: book 3-5 consultations per day.
STEP 2 — Run the Consultation
Open ASET on your phone. Fill in the Visit tab — business name, owner name, phone, email, business type. Select their industry and ASET auto-loads recommended features. Walk through each feature with the client and explain how it helps their specific business.
STEP 3 — Present the Price
Go to the Price tab — it auto-calculates based on selected features. Show them all 3 options: Own-It (one-time + $15/mo), Starter Monthly ($99 setup + $39/mo), Pro Monthly ($149 setup + $69/mo). Let them choose.
STEP 4 — Send the Quote
Go to Quote tab. Select English or Spanish. Tap "Email Quote" (opens Gmail) or "Text Quote." The client receives a professional written quote with everything they discussed.
STEP 5 — Handle Objections
If the client pushes back — go to the Scripts tab. Find their objection (Too Expensive, Have a Website, Let Me Think, Don't Need App, etc.). Read the response out loud. Toggle to Spanish if needed. Stay calm, stay confident.
STEP 6 — Collect the Deposit
Client says yes? Go to ASET Payment tab immediately. Collect 50% deposit (or consultation fee $100 or setup fee). Stripe auto-sends a receipt to the client. Never let them leave without a deposit.
STEP 7 — Save & Sync
Tap "Save & Sync Lead" in ASET. This does 3 things automatically: saves the lead to your device, syncs it to DASH for JR to see, and emails the build brief to JR so he can start building. You are done. JR handles the rest from here.
STEP 8 — Follow Up
For leads that didn't close today: set a follow-up date in ASET. Strong leads — follow up in 2 days. Medium — 5 days. Weak — 2 weeks. Send a follow-up text using the template in the Cold Outreach Playbook. Log every contact in ASET — unlogged leads = no commission.
STEP 9 — Get Paid 💰
Your commission is 25% of the build fee. It is paid every Friday after the client deposit clears. Go to your Team Dashboard to see your earnings and make sure your payment info is entered so JR can pay you. Commission is only eligible for leads logged in ASET.
⚠️ Remember: You are responsible for Steps 1-8. JR handles everything after that — the build, deployment, client billing, and ongoing support. Your job is to find leads, close deals, collect deposits, and log everything in ASET. The more you log, the more you earn.
📞 Cold Outreach Playbook
Your step-by-step guide to finding and closing new leads from scratch. Bilingual EN/ES scripts included.
⏰ Daily Rep Routine
8:00 AM — Prospect Research (30 min)8:00 AM — Investigación de Prospectos (30 min)
Open Google Maps, Yelp, and Instagram. Search your target ZIP code. Build a list of 15-20 businesses to contact today.
8:30 AM — Cold Calls (2 hours)8:30 AM — Llamadas en Frío (2 horas)
Call 15-20 businesses. Goal: book 3-5 consultations. Use the cold call script below.
10:30 AM — In-Person Visits (3 hours)10:30 AM — Visitas en Persona (3 horas)
Walk into 5-10 businesses in your target area. Use the walk-in script. Always have ASET ready on your phone.
2:00 PM — Follow-Ups + DMs (1 hour)2:00 PM — Seguimientos + Mensajes Directos (1 hora)
Follow up on yesterday's contacts. Send Instagram/Facebook DMs. Send text follow-ups.
3:00 PM — Log Everything in ASET3:00 PM — Registra Todo en ASET
Log every lead from today. Unlogged sales are NOT eligible for commission. Update lead strength and follow-up dates.
📍 ZIP Code Prospecting — Step by Step
🗺️ Google Maps
1. Open Google Maps on your phone or laptop
2. Type: "restaurants near [ZIP code]" or "salons near [ZIP code]"
3. Scroll through results — look for businesses with no website or a bad website
4. Tap their phone number to call directly
5. Save the business name, phone, and address in ASET immediately
2. Type: "restaurants near [ZIP code]" or "salons near [ZIP code]"
3. Scroll through results — look for businesses with no website or a bad website
4. Tap their phone number to call directly
5. Save the business name, phone, and address in ASET immediately
⭐ Yelp
1. Go to yelp.com or open the Yelp app
2. Search: "barbershop" + [city or ZIP]
3. Filter by "Highest Rated" — these are busy businesses that can afford an app
4. Look for businesses with lots of reviews but no website link
5. Call them or visit in person — mention you saw their great Yelp reviews
2. Search: "barbershop" + [city or ZIP]
3. Filter by "Highest Rated" — these are busy businesses that can afford an app
4. Look for businesses with lots of reviews but no website link
5. Call them or visit in person — mention you saw their great Yelp reviews
📸 Instagram / Facebook
1. Search Instagram: #[city]barbershop, #[city]restaurant, #[city]salon
2. Find local businesses posting regularly — they care about their brand
3. Check their bio — if they have no website or just a Linktree, they need an app
4. Send a DM using the DM script below
5. On Facebook — search "[business type] in [city]" in Groups and Pages
2. Find local businesses posting regularly — they care about their brand
3. Check their bio — if they have no website or just a Linktree, they need an app
4. Send a DM using the DM script below
5. On Facebook — search "[business type] in [city]" in Groups and Pages
🚗 Drive-By Scouting
1. Drive through commercial areas, strip malls, and downtown
2. Look for busy businesses with no app stickers on the door
3. Walk in during a slow time (2-4 PM is best)
4. Ask for the owner — use the walk-in script
5. Always leave a business card or text them your contact info
2. Look for busy businesses with no app stickers on the door
3. Walk in during a slow time (2-4 PM is best)
4. Ask for the owner — use the walk-in script
5. Always leave a business card or text them your contact info
📱 Cold Call Script
📣 Say This:
"Hi, is this the owner? My name is [YOUR NAME] and I work with Applanta — we build custom mobile apps for local businesses like yours. I'm not trying to sell you anything over the phone, I just wanted to ask — do you currently have a mobile app for your business?
[If NO]: That's actually why I'm calling. We specialize in building apps for [THEIR BUSINESS TYPE] — things like online ordering, booking, loyalty programs, push notifications. It starts at just $300, we build it in a few days, and your customers install it right from a link. Could I swing by this week for just 5 minutes to show you what it looks like?
[If YES]: That's great — is it doing what you need it to? A lot of business owners tell us their current app doesn't do enough. We might be able to build something better for less. Mind if I stop by to show you what we offer?"
"Hi, is this the owner? My name is [YOUR NAME] and I work with Applanta — we build custom mobile apps for local businesses like yours. I'm not trying to sell you anything over the phone, I just wanted to ask — do you currently have a mobile app for your business?
[If NO]: That's actually why I'm calling. We specialize in building apps for [THEIR BUSINESS TYPE] — things like online ordering, booking, loyalty programs, push notifications. It starts at just $300, we build it in a few days, and your customers install it right from a link. Could I swing by this week for just 5 minutes to show you what it looks like?
[If YES]: That's great — is it doing what you need it to? A lot of business owners tell us their current app doesn't do enough. We might be able to build something better for less. Mind if I stop by to show you what we offer?"
🚶 Walk-In Script
📣 Say This:
"Hey, how's it going? I don't want to take too much of your time — is the owner around?
[To owner]: Nice to meet you. I'm [YOUR NAME] with Applanta. Quick question — do you have a mobile app for your business? No? So here's why I ask — we build custom apps specifically for [BUSINESS TYPE] businesses. Your customers can book appointments, order online, get push notifications about your specials — all from their phone. We build it in about 3 to 5 days, starts at $300, and there's no App Store involved. Can I show you a quick demo on my phone? Takes about 2 minutes."
"Hey, how's it going? I don't want to take too much of your time — is the owner around?
[To owner]: Nice to meet you. I'm [YOUR NAME] with Applanta. Quick question — do you have a mobile app for your business? No? So here's why I ask — we build custom apps specifically for [BUSINESS TYPE] businesses. Your customers can book appointments, order online, get push notifications about your specials — all from their phone. We build it in about 3 to 5 days, starts at $300, and there's no App Store involved. Can I show you a quick demo on my phone? Takes about 2 minutes."
💬 DM / Text / Email Templates
Instagram / Facebook DM
Hey! I came across your page and love what you're doing with [BUSINESS NAME]. Quick question — do you have a mobile app for your business? We build custom apps for [BUSINESS TYPE] businesses — things like online ordering, booking, and push notifications. Starts at $300 and we build it in a few days. Would you be open to a quick 5-min chat? No pressure at all 🙌
Follow-Up Text Message
Hey [NAME], it's [YOUR NAME] from Applanta — we spoke [yesterday/earlier this week] about a custom app for [BUSINESS NAME]. Just wanted to follow up and see if you had any questions. I can swing by anytime this week. No rush at all!
Email Outreach
Subject: Quick question about [BUSINESS NAME]
Hi [NAME],
I came across [BUSINESS NAME] and wanted to reach out. I work with Applanta — we build custom mobile apps for small businesses like yours.
A lot of [BUSINESS TYPE] owners are using our apps for things like online ordering, booking, loyalty programs, and push notifications — all without needing the App Store.
It starts at just $300, we build it in 3-5 days, and your customers install it right from a link on their phone.
Would you be open to a quick 5-minute call this week? No pressure either way.
Best,
[YOUR NAME]
Applanta | applanta-ed830.web.app
Hi [NAME],
I came across [BUSINESS NAME] and wanted to reach out. I work with Applanta — we build custom mobile apps for small businesses like yours.
A lot of [BUSINESS TYPE] owners are using our apps for things like online ordering, booking, loyalty programs, and push notifications — all without needing the App Store.
It starts at just $300, we build it in 3-5 days, and your customers install it right from a link on their phone.
Would you be open to a quick 5-minute call this week? No pressure either way.
Best,
[YOUR NAME]
Applanta | applanta-ed830.web.app
🛡️ Cold Outreach Objection Handling
"I'm not interested" / "No me interesa"
"Totally understand — most business owners say that until they see what the app actually does. Can I just send you a quick 30-second video of what it looks like for a [BUSINESS TYPE]? If it's not for you, no worries at all."
"We already have a website" / "Ya tenemos sitio web"
"That's great! A website is important. But an app sits on your customer's phone screen and lets you send them free push notifications — like a text message but it costs you nothing. Your website waits for people to find it. Your app reaches out to them. They work together."
"Send me an email" / "Mándeme un correo"
"Absolutely, I'll send that right over. What's the best email? And just so you know — I'll follow up in a day or two to make sure it didn't end up in spam. Sound good?"
"How much does it cost?" / "¿Cuánto cuesta?"
"It depends on what features you need — but it starts at $300 for a basic app and goes up to $800 for a full-featured system. Most businesses land around $500. The best part is we can show you exactly what your price would be in person — takes about 5 minutes."
📊 Lead Tracking Tips
After every call, visit, or DM:
• Open ASET → Visit tab → Log the business name, owner, phone, and type
• Rate lead strength: Strong (interested, asked about pricing), Medium (open to learning more), Weak (brushed you off)
• Set a follow-up date — 2 days for Strong, 5 days for Medium, 2 weeks for Weak
• Leads sync to DASH automatically — JR sees everything in real time
• Unlogged leads = no commission. Log every single contact.
• Open ASET → Visit tab → Log the business name, owner, phone, and type
• Rate lead strength: Strong (interested, asked about pricing), Medium (open to learning more), Weak (brushed you off)
• Set a follow-up date — 2 days for Strong, 5 days for Medium, 2 weeks for Weak
• Leads sync to DASH automatically — JR sees everything in real time
• Unlogged leads = no commission. Log every single contact.
🎯 Best Business Types to Target
🍽️
Restaurants
$500-$800
Restaurants
$500-$800
💇
Barbershops
$500
Barbershops
$500
💅
Salons
$500-$800
Salons
$500-$800
🏋️
Gyms
$800
Gyms
$800
⛪
Churches
$500
Churches
$500
🏈
Sports Leagues
$800
Sports Leagues
$800
🚗
Auto Detailing
$500
Auto Detailing
$500
🍔
Food Trucks
$500
Food Trucks
$500
Business Info
Notifications
Team
Development · dev@applanta.app
AdminSales · bookings@applanta.app
SalesDashboard Password
🔑 Password Management
Only you can see this section. Changes save to this device. If you open DASH on a new device use the original passwords first.
👑 Your Owner Password
👥 Team Rep Password
All reps share this one password. If you change it just text the new one to your team.
Current team password: applanta.team
🔢 ASET Rep PINs
Each rep has a 4-digit PIN to log into ASET. PINs are set by the rep on first login. You can reset any rep's PIN here — they will set a new one on their next login.
🔗 Client App Preview Tool
Send clients a live preview link before they pay the balance. Use Netlify Drop — free, instant, no account needed. Never send the Claude artifact link — it expires.
⬆️Open Netlify Drop
Drag HTML file → get instant HTTPS preview link
How to use: 1) Click above → 2) Drag the client HTML file onto the page → 3) Copy the link it gives you → 4) Text it to your client. Takes 30 seconds. After approval collect balance then deploy to Cloudflare Pages permanently.
⚠️ Master Reset
Clears all ASET rep PINs from this device. Reps will be asked to set a new PIN on their next ASET login. Does NOT delete leads, payments, or any data.
🚫 Blocked Reps
Blocked reps cannot log into the dashboard. Unblock them to restore access. You can block reps from the Team Chat by tapping the Block button next to their message.
🔐 Dashboard Rep PINs
These are the PINs reps use to log into the dashboard. Each rep creates their own PIN on first login. You can reset any PIN here.
🏗️ Applanta Hosting Strategy
Basic Own-It ($300) — Cloudflare Pages
Host on Cloudflare Pages — free forever, unlimited sites. Client pays $15/mo hosting. Your cost = $0. Pure profit.
Standard Own-It ($500) — Cloudflare Pages
Host on Cloudflare Pages — free forever. Client pays $15/mo hosting. Your cost = $0. Pure profit.
Advanced Own-It ($800) — Cloudflare Pages
Host on Cloudflare Pages — free forever. Client pays $15/mo hosting. Your cost = $0. Pure profit.
Starter Monthly ($99 + $39/mo) — Cloudflare Pages
Host on Cloudflare Pages — free forever. $39/mo covers hosting + updates + support. Your cost = $0. Keep all $39/mo.
Pro Monthly ($149 + $69/mo) — Firebase Hosting
Host on Firebase — required for analytics + push notifications. Your cost ≈ $0.50/mo per client. Keep ~$68.50/mo per client.
Your Own Apps (ASET + DASH) — Firebase
Already hosted on Firebase applanta-ed830. Free Spark plan covers both apps indefinitely at your current scale.
💡 Bottom Line: For 100 clients — Basic/Starter = Cloudflare ($0 cost) · Pro = Firebase (~$10-15/mo total for all Pro clients combined) · Every client pays monthly even on own-it plans ($15/mo hosting).
💵 Sales Rep Commission Structure
100% commission — reps earn only when they close. Commission is paid after deposit clears, never before. No commission on cancelled deals.
| Plan Sold | Client Pays | Rep Earns | When Paid |
|---|---|---|---|
| Basic Own-It | $300 + $15/mo | $75 | After deposit clears |
| Standard Own-It | $500 + $15/mo | $125 | After deposit clears |
| Advanced Own-It | $800 + $15/mo | $200 | After deposit clears |
| Starter Monthly | $99 setup + $39/mo | $25 flat | After setup fee clears |
| Pro Monthly | $149 setup + $69/mo | $37 flat | After setup fee clears |
| Premium Own-It | $1,200 + $15/mo | $300 | After deposit clears |
| ⚡ Rush Service | +$150 (add-on) | $37 | When rush is requested |
⚠️ Commission Rules:
• Commission paid on build fee only — Applanta keeps all recurring monthly revenue
• No commission paid until deposit or setup fee is received
• No commission on deals that are cancelled or refunded
• Rep must use ASET to log the lead — unlogged sales are not eligible
• Payments made directly through ASET are automatically recorded
• Commission paid on build fee only — Applanta keeps all recurring monthly revenue
• No commission paid until deposit or setup fee is received
• No commission on deals that are cancelled or refunded
• Rep must use ASET to log the lead — unlogged sales are not eligible
• Payments made directly through ASET are automatically recorded
💳 Stripe Key Configuration
Your Stripe publishable key is used in ASET to accept payments. Use pk_test_ for testing, switch to pk_live_ when ready for real payments.
Current Key
Loading...
Where to get your key:
1. Go to dashboard.stripe.com
2. Click Developers in the left sidebar
3. Click API Keys
4. Copy your Publishable key (starts with pk_)
5. Paste it above and save
1. Go to dashboard.stripe.com
2. Click Developers in the left sidebar
3. Click API Keys
4. Copy your Publishable key (starts with pk_)
5. Paste it above and save
📜 Client Service Agreement
Copy this agreement, fill in the [brackets], and send to every client BEFORE starting their build. This protects you legally. Have them reply "I agree" via email or text — that counts as digital consent.
APPLANTA LLC — CLIENT SERVICE AGREEMENT
Date: [DATE]
Client Name: [OWNER FULL NAME]
Business Name: [BUSINESS NAME]
Client Email: [CLIENT EMAIL]
Client Phone: [CLIENT PHONE]
SERVICE DESCRIPTION:
Applanta LLC ("Provider") agrees to build a custom Progressive Web App (PWA) for [BUSINESS NAME] ("Client") as described below:
Plan: [BASIC / STANDARD / ADVANCED / PREMIUM]
Build Fee: $[AMOUNT]
Monthly Fee: $[AMOUNT]/mo
Features Included: [LIST FEATURES]
Estimated Delivery: [3-7] business days from deposit date
[IF RUSH] Rush Service: Yes — 24-48 hour delivery (+$150)
PAYMENT TERMS:
• 50% deposit ($[DEPOSIT]) is due before build begins.
• Remaining 50% balance ($[BALANCE]) is due upon client approval before app goes live.
• All payments are non-refundable once the app build has started.
• Consultation fee ($100) is credited toward the total build cost if the client proceeds.
• Monthly hosting/maintenance fee begins on launch date and is billed on the 1st of each month.
• A 5-day grace period applies. A $10 late fee is added after 5 days. Hosting may be suspended after 30 days overdue.
REVISIONS:
• Client receives up to 2 rounds of revisions at no additional cost.
• Additional revision rounds are billed at $50 per round.
• Major feature additions after build approval require a new quote.
OWNERSHIP:
• Client owns the app content (text, images, branding).
• Applanta LLC retains ownership of the underlying code and framework.
• Client receives a perpetual license to use the app as long as monthly fees are current.
• If monthly fees are discontinued, Applanta may deactivate hosting after 30 days notice.
CANCELLATION:
• Client may cancel before build begins for a full refund minus any consultation fee.
• Once build has started, all payments are non-refundable.
• Either party may terminate the monthly hosting agreement with 30 days written notice.
LIABILITY:
• Applanta LLC is not responsible for client-provided content, trademarks, or intellectual property.
• Applanta LLC does not guarantee specific business outcomes, revenue, or customer acquisition.
• Maximum liability is limited to the total amount paid by the client.
AGREEMENT:
By replying "I agree" to this message or signing below, you confirm you have read, understand, and agree to all terms above.
Client Signature: ___________________________ Date: __________
Provider: Applanta LLC (Rudolph Miller) Date: __________
Contact: bookings@applanta.app | applanta.web.app
📧 Client Welcome Email Template
Copy and send this to every new client after their deposit clears. Personalize the [brackets].
Subject: Welcome to Applanta — Your App Build Has Started! 🎉
Hi [Owner Name],
Welcome to the Applanta family! We are so excited to build something amazing for [Business Name].
Here is what happens next:
1. Our team will reach out within 24 hours to collect your logo, brand colors, and any photos or content you want in the app.
2. Your app will be ready for your review in [3-7] days.
3. Once you approve it, we collect the remaining balance and launch it the same day.
A few things to have ready:
• Your business logo (PNG or JPG file)
• Your brand colors (if you have them)
• Any photos of your business, products, or services
• Your current hours and contact info
You can reach us anytime at bookings@applanta.app.
We appreciate your trust in us. Let us make your business stand out!
— The Applanta Team
applanta.web.app
📁 Business Files & Resources
Keep all important Applanta files organized in one place. Create this folder structure in Google Drive and bookmark this section.
📁 Applanta Business (Google Drive)
📁 Apps — ASET.html, DASH.html (always save latest here)
📁 Credentials — Firebase config, Stripe keys, EmailJS keys
📁 Client Files — one subfolder per client
📁 Contracts — client agreements, rep agreements
📁 Payroll Records — weekly pay history, 1099 tracking
📁 Tax Documents — quarterly estimates, receipts
📁 Credentials — Firebase config, Stripe keys, EmailJS keys
📁 Client Files — one subfolder per client
📁 Contracts — client agreements, rep agreements
📁 Payroll Records — weekly pay history, 1099 tracking
📁 Tax Documents — quarterly estimates, receipts
📂 Open Google Drive — Applanta Files
💳 Open Stripe Dashboard — Payments & Payouts
🔥 Open Firebase Console — Hosting & Database
📧 Open EmailJS — Fix Email Templates
☁️ Open Cloudflare Pages — Host Client Apps Free
🌐 Netlify Drop — Share Client Previews (Drag & Drop)
🔗 TinyHost — Instant Client App Preview Links
📨 Open Gmail — dev@applanta.app
🔑 Google Account — Manage All Google Services
💡 Update Process: When you get updated app files, save them to the Apps folder in Google Drive immediately. Old versions stay there as backup. Never overwrite — rename old ones with the date (e.g. ASET_Mar19.html).