Glen on WhatsApp

Seven screens of one field agent's day. Each phone is a standalone HTML file in this folder, 390×844, inline styles only. Drop any of them into a page as a component.

01 · Chat list, one Glen per mandate
Chats
All
Unread
Work
Groups
G
Glen · Aurum Pay
07:30
Good morning Luca. 7 items today: 2 meetings, 3 calls, 2 follow-ups. Tap to see the plan.
1
G
Glen · Solaria
07:30
Morning brief: 1 site visit in Salerno at 15:00, 3 calls, 1 quote to send.
1
GE
Gioielleria Esposito
Yesterday
Ok a domani alle 10:45, grazie Luca
OR
Ottica Russo
Yesterday
Mi mandi il preventivo aggiornato?
F
Famiglia
Mon
Chiara: torni per cena?
BC
Bar Centrale
15 Sep
You: Le allego il preventivo, mi dica
AP
Aurum Pay · Agenti Sud
12 Sep
Giulia: ricordate il listino di ottobre
Chats
Updates
Communities
Calls
02 · Morning brief 07:30
G
Glen · Aurum Pay
Business account · online
Tuesday 22 September
Good morning Luca. Napoli and Caserta today, 7 items.
Meetings
10:45 Gioielleria Esposito, Via Toledo 118. Goal: signature on 1 terminal. Open point: Amex fee.
15:30 Ottica Russo, Caserta. Goal: demo. Decides: Sig.ra Russo, not the son.
Calls
09:00 Bar Centrale, quote sent 15 Sep, silent since
09:20 Farmacia Sant'Anna, renewal, contract ends 30 Sep
12:00 Panificio De Luca, new lead from the September campaign
Before 10:00
Send Esposito the Amex fee sheet (I drafted it, one tap below)
Chase Ottica Bianchi for the signed form
Drive Napoli → Caserta 38 km, leave by 14:40.
07:30
Confirm plan 07:41
Fee sheet sent to Esposito from the company line. I'll ping you 30 min before each meeting. Write or send a voice note any time. 07:41
03 · Pre-meeting nudge, 30 min before
G
Glen · Aurum Pay
Business account · online
In 30 min: Gioielleria Esposito
Via Toledo 118, Napoli. You meet Marco Esposito, owner.
Where you left it (12 Sep, your voice note): wants 1 terminal, stuck on the Amex fee, his provider charges 1.4%.
Today's goal: signature.
What changed since: 1.6% Amex for retail jewellers is approved until 31 Dec. It's in the sheet he got at 07:41. Next-day settlement is your other card, his provider pays T+3.
Watch out: he mentioned a second shop in Chiaia. Ask.
10:15
PDF
Esposito_fee_comparison.pdf
1 page · PDF · 86 KB
10:15
Push 30 min, traffic on Corso Umberto 10:16
Moved to 11:15 in the CRM and your calendar. Esposito is told from the company line, he replied "va bene". 10:19
04 · Ask Glen, answered from the client's context
G
Glen · Aurum Pay
Business account · typing…
does the terminal work without wifi? and remind me the amex fee for esposito 11:40
Wifi: not needed. 4G SIM included, battery lasts a full day.
Amex for Esposito: 1.6%, the retail jewellers rate, valid until 31 Dec. Standard is 1.9%. Both on page 1 of the sheet.
If he pushes on price: next-day settlement, his provider pays T+3. That argument closed Gioielleria Ferraro in July.
11:40
and if he asks for 1.4? 11:41
You can't approve 1.4. Anything under 1.6 goes to Giulia, sales director. I can open the request with the deal context now, she usually answers within the hour.
My read: don't offer it first. Ferraro signed at 1.6 and settlement did the work.
11:41
Only if he insists 11:42
Noted. Send me one word from the meeting if you need it and I'll open it with Giulia on the spot. In bocca al lupo. 11:42
05 · Voice note in, CRM write proposed
G
Glen · Aurum Pay
Business account · online
L
0:07 / 0:19 11:58
"Firmato, un terminale, installazione lunedì prossimo. Ne vuole un secondo per il negozio di Chiaia a ottobre, stesso prezzo."
Here's what I'll write:
Deal Esposito Toledo
Won, 1 terminal, €[value]
Installation
Mon 29 Sep, ticket to ops
New deal
Esposito Chiaia, 1 terminal, Oct
Next step
Call 6 Oct, fix the Chiaia date
Meeting note
Amex 1.6% accepted, no discount asked
11:58
Save it 12:01
Saved. Ops has ticket #4471 and will confirm the slot with Esposito. Next up: 12:10 call with Panificio De Luca, they asked about split payments on the campaign form. 12:01
06 · Evening report, one item at a time
G
Glen · Aurum Pay
Business account · online
End of day, Luca. 7 items planned, 1 already logged (Esposito). Let's close the other 6, two taps each.
1 of 6 · 09:00 call, Bar Centrale
Quote sent 15 Sep, no reply since.
18:30
Done 18:34
How did it go with Bar Centrale? 18:34
Outcome · Bar Centrale
07 · Day closed, tomorrow queued
G
Glen · Aurum Pay
Business account · online
Follow up later, I'll say when 18:35
When? A day is enough, I'll pick the slot. 18:35
friday morning 18:35
Fri 25 Sep 09:30, Bar Centrale, it's in Friday's brief.
2 of 6 · 09:20 call, Farmacia Sant'Anna. Renewal, contract ends 30 Sep. 18:35
4 items later
Day closed. 6 of 6 confirmed in 5 minutes.
Done 4 · Moved 1 · Skipped 1
Won: Esposito Toledo, 1 terminal, install 29 Sep
New: Esposito Chiaia, October
Booked: Bar Centrale Fri 09:30, Farmacia Sant'Anna Thu 11:00
Moved: Ottica Russo demo to Thu 15:30, Sig.ra Russo away
Skipped: Ottica Bianchi chase, back on tomorrow's list
CRM updated: 7 activities, 2 deals, nothing left for you to type. Giulia gets the same summary in her weekly roll-up, not this chat.
Tomorrow: 1 meeting, 4 calls. Brief at 07:30.
18:49
grazie, a domani 18:50