Good morning, —
Here's your territory at a glance.
Active Clients
Bookings This Week
New Prospects
Avg Conv. Rate
Your Clients
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CRM Top Prospects
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ATLAS Territory Status
ZIP code coverage in your market
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Your AI Team
Every agent working for you — visible in one place.
📞
ARIA
Answers every call
● Active
💬
ECHO
Follow-up sequences
● Active
🔄
REVIVE
Missed call recovery
● Active
🔍
SCOUT
Weekly prospect delivery
⏰ Mondays 6AM
🔮
ORACLE
Client health & churn
⏰ Daily 8AM
📊
SAGE
Weekly client reports
⏰ Mondays 7AM
⚡
MOMENTUM
Territory engagement
⏰ Mondays 6:30AM
🛡️
SENTINEL
Compliance monitor
● Active
Recent Activity
🤖
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My Clients
All clients in your territory — powered by Pinnacle agents 24/7.
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🎯 My Leads
Prospects in your territory who requested info — reach out within 1 business day.
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Pipeline
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Won
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Response Rate
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Conversion
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Unread Replies
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Overdue Tasks
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🔍
Grow the Network
Recruit partners. Earn $250 + 5% for 12 months, then 2% for life.
$250
Activation Bonus
When recruit lands their first client
5%
Months 1–12
Of their monthly commissions
2%
Forever After
Lifetime residual — no expiry
Your Recruitment Link
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Link Clicks
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Applications
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Active Recruits
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Total Earned
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Pending Payout
📋 Recruit Pipeline
0 partners
No recruits yet — share your link to get started.
🏆 Top Recruiters
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💰 Earnings History
Earnings appear here when recruits activate.
How It Works
1
Share your link
Use the Outreach Kit above — pre-written LinkedIn posts, emails, and texts are ready to send in one click. No blank page.
2
They apply
They fill out the partner application. You get a mentor alert the moment they apply — that's your cue to reach out and encourage them.
3
Be their mentor
You'll get notified at every milestone — approval, first client, first commission. Partners with an active mentor close 3× faster.
4
Earn forever
$250 when they go live. 5% of their commissions for 12 months. Then 2% for life — no expiry, no cap, no ceiling.
My Territory
ATLAS geographic intelligence for your coverage area.
Coverage Score
Territory penetration—%
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Active Clients
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Pipeline
Top Opportunity ZIPs
Territory data loads once ATLAS runs (Monday mornings). Check back then — or ask your admin to trigger a manual run.
My Profile
Full Name
Mobile Number for Text Alerts
Used for SMS alerts: commission milestones, payout confirmations, and Stripe Connect reminders. Include country code (e.g. +1 for US).
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\n 📋 Tax Information (W-9)
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\n Your W-9 information is required before any commission can be released. Update it here if your legal name, tax ID, or address changes. All changes are logged and effective on your next payout.
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\n\n Legal Name *
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\n\n Tax Classification *
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\n Tax ID Type *
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\n SSN *
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\n\n Street Address *
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\n\n City, State, ZIP *
\n \n \n ⚠️ Updating your tax ID requires re-entering the full number. We store only your last 4 digits for display. Your full tax ID is encrypted and used solely for 1099 filing.\n
\n\n \n 💳 Payout Settings
How would you like to receive your commissions?
Changes take effect on your next payout cycle. Commissions already pending will be paid to your previous method unless changed before the 1st.
📍 Territory Update
Moving or expanding into a new market? Submit a request to update your territory. Your existing clients and any actively engaged CRM prospects stay with you regardless of the change.
New Territory Name
City & State
New ZIP Codes (comma-separated)
Enter the ZIP codes for your new service area. Lead routing will update to these ZIPs immediately upon approval.
Reason for Transfer
Admin reviews all requests. You'll receive an email confirmation once processed.
Change Password
Current Password
New Password
Confirm New Password
Marketing Hub
Pinnacle runs the ads. You close the deals. Everything you need is right here.
📣
Advertising Campaigns
Pinnacle runs paid ads in your territory — here’s what’s active.
Google Ads
Active
Targeting HVAC, plumbing & electrical keywords in your territory ZIP codes.
Facebook & Instagram
Active
Geo-targeted campaigns reaching service business owners in your area.
Industry Directories
Launching Soon
Sponsored listings on trade association and contractor directory sites.
No cost to you. Pinnacle funds all advertising. Leads generated in your territory are delivered directly to your CRM pipeline.
Sales Collateral
Branded, tested, ready to send. Click to download.
📄
Partner One-Pager
Overview of Pinnacle for prospects. Send before or after a first call.
PDF · 1 page
📊
Sales Pitch Deck
10-slide presentation covering problem, solution, pricing, and ROI.
PPTX · 10 slides
🧮
ROI Calculator
Editable spreadsheet to show prospects their exact missed revenue numbers.
XLSX · Interactive
✉️
Email Templates Pack
8 proven templates: first outreach, follow-up, re-engage, close, and more.
DOCX · 8 templates
📈
Client Case Studies
Real results from active clients across plumbing, HVAC, and electrical.
PDF · 3 case studies
💬
Objection Handler Guide
Responses to the top 10 objections you’ll hear. Know exactly what to say.
PDF · Sales Training
Co-Branded Materials
Customized with your name, territory, and contact info. Your prospects see a local partner backed by a national platform.
🪪
Business Card Template
Digital and print-ready. Pre-filled with your partner details.
PDF · Print-Ready
📧
Email Signature
Professional HTML signature with your name, title, and Pinnacle branding.
HTML · Copy & Paste
📋
Branded Flyer
One-page flyer for local networking events, BNI meetings, and trade shows.
PDF · Print-Ready
📝
Proposal Template
Customizable proposal for enterprise prospects needing formal documentation.
DOCX · Editable
AI Content Generator
✨ Powered by AI
Generate on-brand social media posts for your territory in seconds. Pick a platform, choose a topic, and copy your ready-to-post content.
Content Resources
📅
Monthly Content Calendar
30 days of posts mapped out — what to post, when, and on which platform.
PDF · March 2026
🖼️
Social Media Graphics
Branded graphics for LinkedIn, Facebook, and Instagram. Sized and ready to post.
PNG · 15 graphics
💼
LinkedIn Outreach Plan
30-day step-by-step strategy: connection requests, messages, and content posting.
PDF · Strategy Guide
#️⃣
Hashtag & Caption Guide
Industry-specific hashtags and caption templates by platform and audience.
PDF · Reference Guide
💬 DM & Text Script Generator
✨ Powered by AI
Generate a ready-to-send 3-message outreach sequence for Instagram, Facebook, or text. Pick an industry and hit generate — no selling required.
✉️ Email to Your Network
✨ Powered by AI
Generate a warm, personal email you can send to former colleagues, friends, or local business contacts — written in your voice, for your territory.
🛡️ Objection Responses
✨ Powered by AI
When a prospect pushes back, know exactly what to say. Pick the objection and get a confident, non-pushy response tailored to your territory.
You’re never on your own.
Pinnacle invests in advertising, builds the sales tools, and keeps your content fresh — so you can focus 100% on relationships and closing deals. New materials are added monthly.
Outreach Hub
Your built-in prospecting engine. Reach out, follow up, close deals.
My Signed Agreement
Your independent contractor agreement with Pinnacle Intake — on file and available anytime.
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My Earnings
Commission ledger — your money, your history.
Pending Payout
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Paid All Time
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Current Rate
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Request Early Payout
Minimum $100 pending balance required. Approved within 1 business day.
Client Health Scores
At-risk flags, churn signals, and retention alerts across your entire client roster.
❤️
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Commission Forecast
Project future earnings from your active pipeline and current clients.
Active Clients
Currently paying clients
Avg Monthly Revenue / Client ($)
Your typical plan price
Your Commission Rate (%)
Standard partner rate
Hot Prospects (close this mo.)
Warm Prospects (60-day pipeline)
Expected Churn This Month
This Month (Current)
$0
Next Month (Projected)
$0
3-Month Projection
$0
Annual Run Rate
$0
6-Month Earnings Projection
Goal Tracker
Monthly targets with pace tracking — know exactly where you stand.
Month summary
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Monthly focus
Gray line = expected pace based on days elapsed this month
Messages
Direct line to Pinnacle Intake admin — ask questions, flag issues, request support.
Select a conversation
No conversation selected. Start a new one or pick from the left.
My Email
Renewal & Retention Alerts
Never miss a renewal date. Catch at-risk clients before they churn.
🔔
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