Know Exactly What
Books Calls, & What
Closes Revenue.
ClientForce Turns Every Send, Click, Call, Proposal View, And
Booking Into Actionable Insight. See Which Steps, Channels,
Playbooks, Industries, And Messages Move The Needle—
Then Optimize With One Click.

Source Mix
Widget VS Chrome
Widget VS Chrome
What You Get (At A Glance)
Clarity: Goal-aware dashboards for demos, trial conversions, high-ticket closes.
Attribution: See revenue and meetings attributed to specific steps, channels, and playbooks.
Actionability: Auto-promote winning variants, pause underperformers, fix deliverability in seconds.
Agent Name
Avatar
Campaign Name
Primary Goal
Audience Description
Owner
Campaign Overview (Goal-Aware)
KPIs By Goal: Open → Reply → Positive → Meetings → Wins → Revenue
Funnel View Per Campaign/Agent With Conversion Deltas Vs Last Period
Lead Velocity (Time-To-First-Touch, Touches-To-Meeting)


"Next Best Actions" (1-Click Optimizations)

Promote Winning
Subject Lines To 100%
Of Sends

Pause/Replace
Underperforming Steps
Or Angles

Rebalance Channels
(Increase Voice After Warm-
Up, Add WhatsApp Nudge)

Repair Deliverability (Rotate
Domains, Throttle, Verify)

Clone Top-Performing
Campaigns To New
Segments
Subject Variant B lifted opens +14% for SaaS CTOs → Auto-promoted

Maria Lopez
Owner, High-Growth Roofing & Home Services
Voice after Step 3 increased meetings +22% in Local Services

Chris Turner
Founder, Turner Digital Marketing Agency
Proof-first email outperformed benefits-first +11% in Healthcare cohort

Dr. Elaine Morris
B2B Sales Consultant & Author
New domain warmed up — complaints dropped 38% in first week

Dr. Elaine Morris
B2B Sales Consultant & Author
KPIs Tracked
Open rate • Click rate • Reply rate • Positive reply rate • Meetings booked • Proposal views/time-on-page • Win rate • Revenue influenced • Time-to- first-touch • Touches-to-meeting • Bounce/spam • Sender & number reputation

CSV/JSON exports • Webhooks • Zapier/Make • CRM sync
(meetings, revenue, outcomes) • BI-friendly schema


Frequently Asked
Questions
Yes—meetings and revenue are attributed to steps, channels, and playbooks.
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