StreetSlay

Sign in — your tasks and cadences are private to your account.

Partners & workspaces
Each workspace is fully separate — switch to work in a different partner's data.
Your workspaces
My settings
Your call caller-ID and where call reminders get emailed
This number must be verified with SignalWire first (Phone Numbers → Verified Caller IDs) — ask AJ if you're not sure it's set up yet.
Where "🔔 Remind me" call reminders get emailed. Leave blank and reminders just won't send.
New task
Add something to today's list
Normal
High
Low
Today
Tomorrow
Run cadence
New prospect
Step 1 of 2
1
Step 01
Context
2
Step 02
Timeline
Step 1 · Context

Who you're reaching — and why now

Fill in the contact and, if it applies, the renewal window — that's your anchor for this cadence. Company search can suggest nearby public listings and your own existing accounts; everything else here is manual, nothing else is looked up automatically.

Day-offset due dates (Step 2) are calculated from this date — backdate it if outreach actually began earlier. Changing it re-anchors every contact's cadence on this account, including any step you've manually rescheduled (done steps are left alone).

Broker group auto-fills from the incumbent broker name above when it matches a known group. Mobile bucket controls which of Riley's two phone tabs (HRO / Tech) this account shows up under.
Import a CSV export to fill in blank fields above (company, contacts, carrier, broker, renewal, participants). Parsed entirely in your browser — the file never leaves this device, and anything you've already typed is left untouched.
Live preview
Pause cadence
Takes this account off Due Today, Simple Mode, and Weekly Snapshot.
Activity recap
Today's completed touches — copy it or send it to yourself.
Email it
Drop heads-up email
One constant email, sent as-is before a Drop — not composed per account.
Parsed entirely in your browser — the file never leaves this device. Fills in Subject and Body below; nothing is saved until you hit "Save template."
Email templates
Save as many reusable templates as you want — pick one to apply on any Email step.
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New template
Merge fields: {{first name}} {{job title}} {{company}} {{industry}} {{carrier}} {{broker}} {{renewal date}} {{my name}} — swapped in automatically for whichever contact/account you're emailing.
All accounts
Every account in this workspace.
Team dashboard
Accounts, cadence pipeline, and activity across your BDR workspaces.
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Partners
The referral network a Partner Brief can go out to — plus which CPA/broker COIs are aligned with which direct partner.
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Email Archive
Every email sent through the Email Builder in this workspace.
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Call reminder
Emails you at the time you pick — no need to have the app open.
Link an aligned COI
Partner Briefs
A short brief you compose, featuring accounts from this workspace, sent to a partner and their aligned COI in one click.
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New brief
Sections can be anything — market research, a legislation update, whatever you'd normally write yourself.
Send brief
Opens Outlook with the brief pre-filled — nothing sends automatically.
Bulk actions
Import a CSV, pick a batch of accounts, then apply a cadence and/or queue an email across all of them.
Import accounts
Benefit columns (carrier, broker, participants, renewal date, plan name, broker commission) are picked up automatically if present — no separate upload needed.
Up to 6 photos per parse — a printed or handwritten list, a spreadsheet screenshot, or a directory page. Sent to Gemini to read out company / address / contact rows.
Up to 10 PDFs per batch — each document becomes its own account, pre-filled with whatever Gemini reads out (company, contact, carrier, broker, participants, renewal date). Starts as soon as you pick files, no separate "Start" step.
Pick accounts
0 selected
Sorted newest-added first —
Tag classification
Only fields you set here are applied — leave a field on "Don't change" to skip it and leave each account's existing value alone.
Check events
Looks up real, upcoming, in-person public events for each selected account — company-hosted conferences/open-houses, or prominent industry trade shows for their sector. Each account's check is a grounded web search, so this can take a while for a large batch — results are saved per account as they finish.
Apply cadence
Change start date
Re-anchors due dates for the selected accounts to this date — only touches steps without a manual due-date override. Existing progress (done/pending status) is untouched, this only shifts when what's still pending is due.
Send email
Placeholders: {{contact}}, {{firstName}}, {{company}}, {{title}} — swapped in per account. Same subject/body for everyone otherwise. Nothing is auto-sent — this queues the Email Builder one account at a time, same as today's single-account flow.
Company
Contact
No contact on file yet.
Priority
Last touch
Notes
Get directions
Nearby accounts
Sorted by distance from you right now.
StreetSlay
Live GPS
<18 mi
18–22 mi
22+ mi
Nearby accounts
This week
Everything due through the next 6 days — a lookahead, not a work queue.
Week load
This month
Every pending touch and partner event, plotted on its due date.
Click a day to see what's due.
Build email
Drafted from this account's details — edit anything before sending.
"Open in Outlook" opens Outlook already addressed, subjected, and with this body filled in — ready to send, no paste needed. A formatted (bold/bullets) version is also copied to your clipboard in case you'd rather paste that in instead.
Open Outlook Web instead