The Simon Show — CRM
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APPROVE
Deals
➜
Focus
Contacts
Emails
Performers
Reports
Kanban
New
✉ Eblast
👤
👍 Testimonials
✎ Edit templates
Move snoozes to On Hold
Theme
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Gold
Boa (fonts only)
🔒 checking mail mode…
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Filters
Event type
Original lead source
Deposit status
Show date from
Show date to
Minimum amount
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Kanban
Table
+ New deal
+ Add performer
★ High quality only
+ New contact
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Agreement
✕
⚠ FIELDS MISSING — the items in red below are empty and will be blank for the client. Click any red or yellow field to fill or edit it.
← Agreement
Edit the agreement, then hit Ready →
Save
READY →
Deposit Invoice
✕
⚠ FIELDS MISSING — the items in red below are empty. Click any red or yellow field to fill or edit it.
Edit the invoice, then Save.
Save
Send →
Deal
⏰
📞
📝
⬇️
⧉
🗑
✕
PRICING
VIDEOS
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End Call
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Emergency
🎯 Take Control
💰 Price Too Early
😬 Sticker Shock
× Got it
Vibe
--
🔥 Hot
😊 Warm
😐 Lukewarm
❄️ Cold
Key concern
Budget signal
--
High
Medium
Low
Unknown
Decision timeline
💬
Objections & Scripts
✕
✉
Eblasts
preview build · sending not wired yet
✕
All statuses
Draft
Scheduled
Sent
＋ New campaign
Campaign
Status
Recipients
Opens
Clicks
Unsub
Updated
No campaigns yet — click
New campaign
to build your first eblast.
← Back
click detail
1 · Compose
2 · Audience
3 · Review & send
← All campaigns
Campaign name
(internal only)
From name
From email
Reply-To
(where replies land)
Subject
+ field
A/B test the subject
Preheader
(inbox preview text)
+ field
Body
B
I
U
S
H
•
1.
🔗
⛓
🖼
―
+ field
⌫
A plain-text version is auto-generated at send.
Save draft
Preview
Send test to me
Next: Audience →
Who gets this?
Just me — safe-mode test (1 email to you)
Simon group — 5 test sends to me
Everyone — except unsubscribed & bounced
Filtered segment…
Event type
Any
Original lead source
Any
Repeat clients only
Engaged in last 6 months
(stub)
Always excluded: unsubscribed, hard-bounced, and complained contacts.
—
recipients
← Back
Next: Review →
Pre-flight checks
Schedule
Send as soon as approved
Schedule for a time…
Throttle
500 / hour (recommended)
200 / hour (gentle)
1000 / hour
All at once
← Back
Save draft
Schedule / Send →
Insert link
Link text
URL
Track clicks on this link
Cancel
Insert
Preview
Desktop
Mobile
✕
Draft email
✕
⚠ FIELDS MISSING — the highlighted red items are empty. Click any one to fill it in before sending.
To
Subject
Body
yellow = auto-filled from this deal · edit freely
Send now
Approve & send
Save to schedule
Sends via the cloud mailer (~30-60s). Safe Mode routes it to you until you turn it off.
Magic Castle Pass Sent
✕
To
Cc
Subject
Send email
Don't send
Stage
✕
Start ladder
Skip
Open deal
↩ Cancel move
Refer Won
✕
Which performer did you refer this to? Their
first name
is used in the client emails.
Performer
Full name
First name
Email
Cell
Website
Save performer
Cancel
+ Add performer
Done
Replace contact
✕
Swap who this gig is linked to. Current:
—
Replace contact
Cancel
Closed Won - photos
✕
Pick each of these to continue to the ladder - you can change them anytime on the deal.
Guest-of-honor photos to request (0 = none)
Other-guest photos to request (0 = none)
Require trivia? (ask the client the guest-of-honor questions)
Pick one…
Yes - ask for trivia
No - skip trivia
Send emcee stage-intro email? (held for approval, ~4 days before the show)
Pick one…
Yes - SEND stage intro
No - NO stage intro
Save & continue
Restart the email sequence?
This deal already has closed-won emails on record. Restart fresh, or keep going where you left off?
No - keep existing
Yes - restart fresh
✉ Emails awaiting approval
✕
Two-factor authentication
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✎ Templates
✕
← Select a template to edit
Subject
Body
B
I
U
• List
1. List
🔗 Link
Unlink
Clear fmt
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Client & event
ClientFirstName
ClientFullName
ClientEmail
ClientPhone
Company
GuestOfHonor
Show details
ShowDate
ShowDateShort
ShowDay
ShowTime
Venue
Occasion
EventDetails
EventType
FormatDetails
Financials
AppearanceFee
DepositAmount
BalanceAmount
Links & misc
ProposalLink
CustomizeLink
PhotoLink
PhotoGohLimit
PhotoGuestLimit
PerformerName
ProposalSubject
ThreadSubject
Month
Year
LastShowYear
Conditional blocks
trivia
deposit_unpaid
deposit_paid
balance_due_now
balance_due_arrival
photos_goh_only
photos_both
photos_guests_only
Save
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