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.
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)
Step Analytics (What's Working & Where)
Per-step metrics: opens, clicks, replies, positive replies, booked, unsubscribes
Voice analytics: connect rate, talk time, outcome, objection tags
WhatsApp/SMS: delivery, read rate, quick-reply engagement
“Drop-off” and “Lift” indicators highlight bottlenecks & step improvements
Channel Mix Performance
Compare Email vs WhatsApp vs LinkedIn vs Voice by goal
Recommended redistribution (e.g., “Shift +10% volume to Voice after Step 3”)
Outcome & Revenue Attribution
Revenue Per Campaign:Meetings and revenue credited to message step, channel, template, playbook
Multi-touch attribution (first touch, last touch, weighted)
Cohorts & Segments
Break down by industry, role, company size, geo, list source
Spot “where you win” and clone winning plays with 1 click
Experiment Lab (A/B Testing)
Subject/body variants, send-time tests, call scripts
Auto-promote winners after significance; archive losers
Variant heatmap: which angles (benefit, objection, proof) convert
Deliverability & Number Reputation
Email: inbox placement score, bounce/spam trend, domain warm-up, DNS status
Voice: number reputation, STIR/SHAKEN, CNAM, connection rates
One-click fixes: rotate senders, throttle, warm-up boost, number swap
Compliance & Guardrails Health
DNC hits, consent rates (GDPR/TCPA), WhatsApp template approvals
Alerts with recommended remediations
SLA & Speed To Lead
Time-to-first-touch, follow-up latency, response SLAs per channel
“Missed SLA” triggers for real-time agent catch-ups
Response Velocity Trends: Week-over-week improvement tracking
Alerts & AI Recommendations
Anomaly detection: sudden bounce spike, reply drop, number flagged
AI suggests fixes: “Shorten Step 2 delay,” “Swap Step 4 angle to proof,” “Re-warm domain”
"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
CSV/JSON exports • Webhooks • Zapier/Make • CRM sync
(meetings, revenue, outcomes) • BI-friendly schema
Frequently Asked
Questions
Yes. Meetings and revenue are attributed to specific steps, channels, and playbooks so you can clearly see what is driving results.
Yes. The system continuously analyzes performance and can adjust timing, channels, and messaging to improve results over time.
Yes. Built-in systems like domain warming, sending limits, and monitoring help maintain strong deliverability and protect your sender reputation.
