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Engagements

Cascade Climbing Gym

Active
Intro sessions that turn into membershipsMemberships (CRM sub-account)Direct modeStarted Jul 13, 2026$35 per kept appointment · $600/mo retainer · cap $1,400/mo
Work in the dashboard
ScorecardWorkApprovalsStatementsPeople

Live at Cascade Climbing Gym

What you built under the engagement that is published, and where it lives in the dashboard.

  • Same-evening follow-up for missed sessionsAutomation

    Texts anyone who missed an intro session the same evening with two new times.

    • Cascade Climbing Gym · Intro sessions calendar
    Made by Kai Moreno, live since Jul 21, 2026Open in the dashboard
  • Intro session confirmation by textAutomation

    Confirms each intro session by text an hour after booking, with directions and what to bring.

    • Cascade Climbing Gym · Intro sessions calendar
    Made by Kai Moreno, live since Jul 14, 2026Open in the dashboard

Audit trail

Every action taken under the engagement, on both sides. Operators settle disputes from it.

Thursday, October 1

  1. SalesEngine (SalesEngine) paid out the August statement to Juniper Growth Agency
    $1,372.75 after the 30-day holdback
  2. SalesEngine (SalesEngine) closed the September statement

Tuesday, September 1

  1. SalesEngine (SalesEngine) closed the August statement

Monday, August 31

  1. SalesEngine (SalesEngine) paid out the July statement to Juniper Growth Agency
    $729.08 after the 30-day holdback

Saturday, August 1

  1. SalesEngine (SalesEngine) closed the July statement

Tuesday, July 21

  1. Kai Moreno (Worker) turned on an automation
    Same-evening follow-up for missed sessions

Monday, July 20

  1. Kai Moreno (Worker) assigned Priscilla Dunn

Tuesday, July 14

  1. Kai Moreno (Worker) turned on an automation
    Intro session confirmation by text

Monday, July 13

  1. SalesEngine (SalesEngine) charged Cascade Climbing Gym the $2,000 deposit
    Held until the final statement
  2. Cascade Climbing Gym (Business) accepted the proposal
    Direct mode