Editing — End of day — closers

Markdown. Headings, lists, tables, and > for a callout.

Details

Title

Group

Summary

Who can see it

Sales managers, offer owners and growth operators see every SOP regardless of what is ticked here — the ticks decide which reps see it.

Body

One form, once a day, summarising your day on the phones.

> **Current expectation:** closers are **not** being chased for end-of-day reports — and no
> automatic chase exists for anyone right now, having been switched off on 2026-08-31. Jordan's
> call — *"it's mainly for Felix; when we've got consistent calls every day, then we want
> everyone keeping up with their daily reports"*. So when the chase is switched back on it
> will not name closers. **The post-call form is not optional and never was** — see
> [The post-call form](/ledgerline/sops/post-call-form-for-closers). This page is here so
> that when EOD does switch on for closers, nobody has to ask how it works.

## Where and when

**Portal → Forms → End of day.** At the end of your working day.

## Filling it in

1. **Rep** — you.
2. **Role today** — `Closer`.
3. **Day** — today.
4. **The numbers** — below.
5. **Talk time (min)** — total minutes on calls.
6. **Blockers** — anything in your way.

## The numbers

| Field | Count |
|---|---|
| **Calls taken** | Sales calls that were on your calendar today, including the ones that no-showed. |
| **Shows** | Of those, how many actually turned up. |
| **Offers made** | Calls where you got to the offer. A call that DQ'd before the pitch is not an offer made. |
| **Cash collected ($)** | Money that actually landed today. |

> **Counts only.** Show rate, offer rate and close rate are calculated from these — you are
> never asked for a percentage, so the same number can never exist in two disagreeing versions.

## How this differs from the post-call form

They look like they overlap. They do not, and it matters:

| | Post-call form | End of day |
|---|---|---|
| **How often** | Once per call | Once per day |
| **About** | One specific call, in detail | Your whole day, in totals |
| **Feeds** | Close, the pipeline, revenue, close rate, commission | The daily activity picture |
| **Optional?** | **Never** | Not currently required of closers |

**Cash collected on the EOD is not a substitute for the money on a post-call form.** The revenue
numbers are built from post-call forms. If you file an EOD saying $5,500 came in and never filed
the form for the call it came from, the cash exists in the daily report and nowhere that matters.

## Getting the numbers right

- **Read them off your calendar and your filed forms**, not memory.
- **Calls taken includes no-shows.** Shows is the subset that turned up — that is exactly how show rate gets calculated.
- **One filing per day per role.** A duplicate is rejected. If you filed wrong, tell Nate.

## Blockers

Where you say what got in the way — bad leads, calendar chaos, a broken link, prospects arriving
cold because dial notes were thin. Specific beats polite.

## What to watch in Slack

| Channel | What it is |
|---|---|
| **#2-a-closer-eod** | The channel exists, but **nothing routes to it** — the chase is hardcoded to the setter channel, and is switched off anyway. Wiring it is an open item. |
| **Direct messages from the bot** | **Owed post-call forms.** This one is live now and is aimed at you. |
| **#1-c-closer-chat** | Your team channel. |
| **#1-f-team-wins** | Post the wins. |
| **#1-a-team-announcements** | Anything that changes how the day runs. |

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