Morning, Alex.
Needs you today
Spruce did overnight
Work nobody had to do this morning
| Job | Done | Time saved |
|---|---|---|
| Found buying signals across 5 campaigns | 6 | 2.5 h |
| Researched and briefed today's calls | 42 | 3.5 h |
| Logged yesterday's calls into the CRM | 118 | 4.0 h |
| Drafted follow-up emails | 5 | 0.8 h |
| Wrote the weekly client reports | 5 | 2.5 h |
Client campaigns
Every client's numbers against their target, live from the dialler and the CRM. October closes today.
| Client | Meetings · Oct | Held | Show rate | Connect rate | Pipeline created | Status |
|---|
What Spruce sees
Why the two behind campaigns are behind
Buying signals
Every morning at 6 Spruce scans news, job ads, planning approvals, funding rounds and tenders for companies that fit each client, scores them, and writes the opener.
Found this morning
6 new · made-up companies
Today's calls
Each call comes with a brief: who they are, why now, what to say, and the objection you'll probably hear. Click one.
| Time | Company & contact | Campaign | Why now | Caller |
|---|
Pipeline
Every opportunity Brightwater has opened for its clients, updated from calls and emails without anyone typing it in.
| Company | Campaign | Stage | Est. value | Next step | Owner |
|---|
Meetings booked
Each meeting goes to the client's salesperson with a handover pack: who, why, what was said, and what to bring.
| When | Company | Campaign | Client attendee | Handover pack |
|---|
Follow-ups
Drafted from yesterday's calls in the caller's own voice. Nothing goes out until a person sends it.
Client reports
Spruce writes every client's weekly report from the real numbers and call notes. You check it and send it Friday.
| Client | Week 44 report | Headline |
|---|
Marketing
Brightwater's own pipeline. Spruce turns your results and call notes into posts, case studies and emails, plans the month, and tracks which ones bring in new clients. Nothing goes out until you approve it.
- $9,500 a month in new retainers
- Best: Alex's posts with real numbers
- 5 scheduled · 3 for you to approve
- Last one: 3,480 views on LinkedIn
- 186 new this month
- Posts with numbers get 2.6 times the comments
- $14k a month while they were with you
- Restart emails drafted
Waiting for you
Drafted from this month's calls and results · clients only named with their OK
Campaigns
What's running and what's next
| Campaign | Channels | Status |
|---|---|---|
| Q1 calendar · book before ChristmasFill January starts · 54 warm prospects from this year's discovery calls | Email · LinkedIn | |
| Case study · Ledgerline hit target a week early11 meetings booked against 10 · SaaS buyers | LinkedIn · website | Running · 1 of 3 out |
| Webinar · Cold calling isn't deadThu 27 Nov · invite plus three reminders | LinkedIn · email | 63 registered |
| Newsletter · The Monday DialOne lesson from the week's calls | Email · 420 readers | Every Monday |
Spruce found these
Ideas from your calls, clients and inbox
Where new clients came from
Spruce tags every discovery call's source · last 12 months
| Source | Discovery calls | Signed |
|---|---|---|
| Referrals | 9 | 5 |
| LinkedIn · Alex | 14 | 4 |
| Your own cold outreach | 22 | 3 |
| Webinars | 6 | 2 |
| Website | 4 | 1 |
Alex's LinkedIn brought in 4 clients this year. With Spruce drafting from real results, it takes about ten minutes a week.
The next four weeks
Times picked from when your posts get the most views
| When | Where | Post | Status |
|---|
Posts go out from Brightwater's own LinkedIn pages and email once a person approves them. Spruce never posts on its own, and never names a client without their OK.
The team
This week so far, with one coaching note per person, written by Spruce from their calls.
| Caller | Dials | Connects | Conversations | Meetings | Coaching note |
|---|
Billing
Retainers plus a fee for every meeting that's held, counted straight from the calendar. October invoices are drafted.
| Client | Retainer | Meetings held | Meeting fees | October total | Invoice |
|---|
Your campaign with Brightwater
Live numbers, your upcoming meetings and what the market is telling us. Updated every 15 minutes.
Your meetings next week
Handover packs in your inbox
What we're hearing
From 212 conversations this month
Command centre
Spruce's floor: every job it does for Brightwater, when it runs, what it did today, what's waiting for a person, and what it costs.
Spruce's jobs
Today · Fri 31 Oct
Scans news, job ads, approvals, funding and tenders for every client's ideal customers.
Researches and briefs every call on today's lists.
Turns what callers tell it into CRM updates, bookings and follow-ups.
Drafts follow-ups in each caller's own voice.
Writes each client's weekly report from the numbers and call notes.
Reads the week's calls and writes one note per caller.
Counts held meetings from the calendar and drafts invoices.
Writes the founder's and the team's 7am brief.
Waiting for a person
Spruce drafted these. Nothing goes out until someone approves.
Today's run sheet
What ran, and what's next
| Time | Job | Result |
|---|---|---|
| 06:00 | Signal hunter | 6 signals, top 88 |
| 06:20 | Call briefer | 42 calls briefed |
| 06:30 | Morning brief | Sent to 5 people |
| 08:30 | Call lists | Approved by Mia |
| 08:47 | Call logger | Coastline demo booked |
| 15:00 | Coach | Next |
| Mon 06:00 | Signal hunter | Next |
Connections
What Spruce can see, and how
| Source | Access | Last sync |
|---|---|---|
| CRM · HubSpot | Logs calls, updates deals | 1 min ago |
| Dialler | Reads call outcomes and notes | Live |
| Email + calendar | Drafts only · books meetings | 1 min ago |
| News, job ads, approvals, tenders | Public sources · no login | 6:00 |
| Client portal | 5 client logins, own campaign only | Live |
| Not connected, by design · callers use it themselves | – |
AI usage · October
Billed at cost + 25%, itemised on every invoice
| Job | October |
|---|---|
| Call brieferUses the most capable model | $104.60 |
| Signal hunter | $71.20 |
| Call logger | $58.30 |
| Report writer | $41.90 |
| Other jobsRoutine work runs on a cheaper model | $36.80 |
Settings
Change the everyday things yourself, or just tell Spruce. Anything bigger, like a new report or connecting another system, Spruce writes up and sends to SpruceHQ with a quote.
Campaign targets
Meetings a month for each client
Signal keywords
What Spruce hunts for each client every morning
| Client | Looks for |
|---|
People & logins
Your team and your clients
Spruce's jobs
Switch any job on or off
Your requests
Bigger changes go to SpruceHQ. You'll see the status here.
| Request | What you asked | Type | Status |
|---|
What's included
Your sales dashboard, and Spruce: Brightwater's own AI. More dials, less admin, and clients who can see the work. Here's everything it does, how it's set up, how data is kept safe, and what it costs.
The package
Three parts, one monthly bill
The dashboard
Campaigns, signals, call lists, pipeline, meetings, reports, team and billing on one screen. Founder, leads, callers and each client get their own login.
Spruce, your AI
Hunts buying signals, briefs every call, logs calls from one sentence, drafts follow-ups and writes client reports. Your team talks to it like a colleague.
Data, walled off
Brightwater's own database in Australia. Each client only ever sees their own campaign. Spruce drafts and a person sends.
What Spruce does for Brightwater
Every one of these is working in this mock-up · click "See it"
Buying signals every morning
- Scans news, job ads, planning approvals, funding rounds and tenders for each client's ideal customers
- Scores each one for fit
- Drafts the opener
Every call briefed
- Who they are and why now
- The opener and the likely objection, with an answer
- Every past touch
Log a call in one sentence
- Tell Spruce how it went, typed or spoken
- CRM updated, meeting booked, follow-up drafted
- The client's salesperson told
A CRM that stays clean
- Every call, email and meeting logged automatically
- Stale deals and duplicates flagged
- Works with the CRM Brightwater already uses
Follow-ups that don't slip
- Drafted in each caller's own voice
- Nothing goes out until a person sends it
- Nudges when a prospect goes quiet
Meetings & handover packs
- Every booked meeting goes to the client's salesperson
- Who, why, what was said, what to bring
- Show-rate reminders
Client reports, written for you
- Weekly reports from the real numbers and call notes
- What happened, what's changing, what's booked
- You check and send on Friday
Marketing
- LinkedIn posts, case studies and emails drafted from your real results
- A month's schedule, at the times your posts do best
- Restart emails for lapsed clients and referral asks after good reports
Client portal
- Each client logs in to see only their campaign
- Live numbers, meetings, what the market's saying
- Ask Spruce about their own campaign
Coaching from every call
- A note per caller each week
- Talk-over, opener length, best openers by campaign
- Which signals actually book
Campaign intelligence
- Targets, connect and show rates for every client
- Why a campaign is behind, and the fix
- The business equity curve and open interest
A new client in a day
- Spruce builds the playbook from the client's website and documents
- Ideal customers, buying triggers, messaging, objections
- Ready for the team to review
Billing on autopilot
- Retainers plus meeting fees, counted from the calendar
- Invoices drafted for every client
- No spreadsheet at month end
Command centre
- Watch Spruce work: every job, when it ran, what it did
- Everything waiting for a person, in one list
- Connections and AI spend, live
How it's set up
About three weeks, nothing to install
Data, walled off
How it's kept safe
What it's worth
An example for a team of 4 callers · real numbers come from the pain audit
| Where the time goes now | Hours back a week |
|---|---|
| Logging calls and updating the CRM | 12 |
| Researching prospects before calls | 9 |
| Writing weekly client reports | 6 |
| Writing follow-up emails | 4 |
| Total | 31 |
Packaging & price
Draft pricing · edit before showing
Connections, loading your history and playbooks, two weeks running alongside the team, and training.
Hosting, logins for the team and every client, keeping connections working, updates and support.
What Spruce actually uses, shown on every invoice. Typically $100–400 a month for a team this size.
Activity log
Every call, booking, email and Spruce action, under the name of whoever did it.
Users & access
Each person signs in with their own login. Clients only ever see their own campaign.
| Person | Role | Sees | Can do |
|---|