IR
BDM Portal
🌙
Dashboard
Showing:
Today — follow-ups & next moves 🔔⌄
Company outreach — weekly activity resets Monday⌄
Self-sourced — monthly targets secondary track⌄
Nurture — revive later resurfaces after 60d
Company Pipeline
Timeline: Open deals always shown · Won/Lost follow the timeline
Self-Sourced Leads
Deals you source yourself — delivered with IRM assets, under IRM standards.
Sample Queue
Auto-prioritized. Creatives work top-down. Tap a row for the breakdown.
Published priority formula: deal value (USD÷100, max 40) + source (company +30) + ease (short-form +20 / ads +12 / long-form +5) + retainer +15 + weekly-target-hit boost +10. Self-sourced always ranks after company outreach.
Scoreboard
Auto-scored. The formula is the referee.
Company funnel — where we convert & where we leak
Best lead sources auto-detected from pasted links
How scoring works tap for the formula⌄
Monthly score (out of 100):
· Activity compliance ×0.4 — derived from pipeline moves + logged hours
· Revenue vs target ×0.4 — company and self-sourced both count
· Client retention ×0.2 — months retained

Stars: ≥90 ★★★★★ · ≥75 ★★★★ · ≥60 ★★★ · ≥40 ★★ · else ★
Best BDM of the Month = highest score.
Why we lose deals last 90 days
Approvals
Only requests passing all 4 standards reach "Ready".
The standard: ① parent lead with valid URL · ② value ≥ $3K company / $1.5K self-sourced (below = CEO review, not auto-rejected) · ③ outreach + reply proof attached · ④ scope note with lane. Rejection always carries a reason tag.
Attendance & Hours
Clock your working time — hours feed your activity score.
Required clocking
0h 00m
Today · not clocked in
This week
Work snapshots visible proof of focused time — you stay in control
When you clock in, your browser asks once to share your screen. While clocked in, the portal captures a work snapshot at random intervals (every 2–5 min). Capturing stops automatically when you clock out. These are visible to you and the CEO.
Growth
Habit scores and points — awarded automatically from real pipeline behavior. Nothing manual.
Points ledger how each point was earned or lost⌄
Points rules published — same for everyone⌄
Focus areas per person, refreshed live
FIX FIRST = actively costing points right now  ·  IMPROVE = dragging the habit score down over time
Team & Access
Proof Feed
Every proof upload, newest first, timestamped. Spot-check, don't babysit.

New Lead

No URL, no lead. First to log a URL owns it.
📘 Where to find leads — the playbook⌄
1. Pick a source board and search for businesses/roles that need video editing (agencies, coaches, e-com brands, SaaS, real-estate, gyms).
LinkedIn Jobs Indeed Glassdoor Reed.co.uk Upwork Google Maps / My Business
2. Copy the exact link of the job post or business profile. The portal reads the platform from the link automatically.
3. Qualify before logging: do they publish video? is there budget signal ($3K+)? is it a real decision-maker? If yes → log it here.
4. You own it the moment you log the URL — no one else can claim the same link.
Paste the link — we auto-detect the platform so you can track your best sources.

Advance stage

Tap to attach screenshot
When should this deal reappear in your Today list?
✓ Screenshot attached — it will be logged to the Proof Feed with a timestamp.

Mark as Lost

Every loss needs a reason — this builds our intelligence report.

Request a Sample

Must attach to a lead that has a reply proof. Auto-checked against the 4-point standard.

Reject sample request

Pick a reason tag — the BDM sees it. "Lead doesn't qualify" also closes the lead.

First-time setup

Create the Developer password. It controls user management, approvals, and resets.

Sign in

Forgot it? The Developer can reset it from Team & Access.

Add team member

Creates their portal identity with a unique password.

Reset password

IR Media — BDM Portal

Enter the team access code.

Who's using the portal?

Sets whose pipeline, targets and score you see. Change anytime from the sidebar.

🎉 Deal Won — onboard under IRM

This is where IRM takes ownership of the relationship — client details go to the company record, not a personal phone.

Sample pitch outcome

Did the client move forward after seeing the sample? This feeds the loss-intelligence report.

Skip a stage

For when reality jumps ahead. A screenshot is still required — every contact point has evidence, no exceptions.
Tap to attach screenshot