Dashboard
Spryson Personal Injury — qualified-lead pipeline
Total accounts
0
across states
Tier 1 (Hot)
0
Rep works directly
Approved for CRM
0
Ready to export
In CRM
0
Exported / pushed
Coverage
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How to use this tool

1. Accounts — review the loaded clinics. Each one is pre-scored on three axes: multi-location footprint × PI attorney integration × VNG/vestibular sophistication.

2. Score & verify — adjust scores per axis, add notes, mark accounts as verified. Most loaded accounts have at least one "unverified" axis (web search was rate-limited during discovery). A quick site visit confirms or corrects.

3. Rep review — assign rep, choose the pipeline action (rep outbound / email nurture / newsletter / exclude), approve.

4. Export to Zoho — download Zoho-import-compatible CSV files. Direct-API push is scaffolded in Settings for v2.

Need more accounts? Run another discovery batch in Cowork and import the JSON here.

Accounts
All clinics in the pipeline
Score & verify
Adjust axis scores and confirm signals
Three-axis rubric, each 0–3 (total 0–9):
Multi-location: 0 = single site · 2 = 2–4 sites · 3 = 5+ sites or regional brand.
PI attorney integration: 0 = none · 2 = PI on services list · 3 = named partners / LOP / lien billing.
VNG sophistication: 0 = none · 2 = generic vestibular rehab · 3 = specialist credentials / competitor hardware / named program.
Tiers: 7–9 = Tier 1 (Hot) · 4–6 = Tier 2 (Warm) · 1–3 = Tier 3 (Nurture) · 0 = Tier 0 (Exclude)
Rep review
Assign, choose pipeline action, approve
Export to Zoho
CSV downloads in Zoho-import format
How Zoho import works: Download the two CSVs below and import them into Zoho CRM in this order: 1) Accounts.csv into Accounts module, 2) Contacts.csv into Contacts module (Zoho matches contacts to accounts on the Account_Name column). Direct-API push will be added in v2 — Settings has a stub for the OAuth refresh token.
Approved & ready
Approved accounts preview
In CRM
Accounts already pushed / exported to Zoho
Settings
Reps, Zoho config, data management
Connection (shared mode)
Solo mode: leave Worker URL empty. Data lives in this browser only.
Shared mode: point at your Cloudflare Worker. You and the rep see the same pipeline; changes sync between you. See the deployment guide for setup.
Reps
Zoho CRM (v2 — direct API push)
v1 uses CSV export (see Export tab). To enable direct push later, generate a self-client refresh token from Zoho Developer Console and paste it here. The push code is scaffolded but not yet active.
Data management