Higgins Support Dashboard

👋 Welcome – What Is This Dashboard?

This is the Higgins Support Dashboard — a simple, easy-to-use control center for the Higgins team. Think of it as your team's "mission control." It shows you who does what, when, and how — all in one place. No tech experience needed!

Team Members

Work Areas

Daily

Update Frequency

24/7

Support Available

🧑‍💼 What Does the Team Do?

The Higgins team handles reports, meetings, sales outreach, automations, and digital experiences for clients — especially BNI members. Every day, team members check in, update records, send emails, and make sure clients get the right information at the right time.

📌 Quick Actions

📋 Open Weekly Tasks Sheet 📋 Submit EOD Report 📞 Call: 1.888.868.6021

👥 Meet the Team

Hiro

Daily platform updates
New account setup
Appointment scheduling
Email reminders

Kristel

Vendor review for reports
Client meeting scheduling
Email outreach
Training coordination

Hajji

Generate regional reports
Generate chapter reports
Dashboard creation
Backup for Hiro

Isiah

Update control rooms
Regenerate dashboards
SEO & media files
Backup for Hajji

JV

S.A.L.E.s outreach
Client demos
Sales calls & emails
Training sessions

🔄 How the S.A.L.E.s System Works (Plain English)

🔍

S – Sourcing

Finding the right people to reach out to. We score each contact to see if they're a good fit.

📋

A – Assessing

Understanding how each person likes to buy and what they care about most.

👂

L – Listening

Collecting feedback before, during, and after a sale to keep improving.

🚀

E – Empowering

Turning happy clients into referrals and advocates who spread the word.

📋 Weekly Tasks Sheet 📞 1.888.868.6021 📋 EOD Report

📅 Weekly Deliverables by Team Member

Frequency: Daily / 6 days a week | 📁 Procedures Folder

Hiro's Tasks

Deliverable	Description	Backup	Files
AMP Daily Updates	AMP Updates for 9 regions, 6 days/week	Hajji	📁 Open
AMP Dashboards	Weekly end-of-week dashboard with overview link	Hajji	📁 Open
New Higgins Accounts	Daily review & setup of new users	Isiah	🔗 Control Room
New AskBNI Accounts	Daily review & add to groups	Isiah	🔗 AskBNI
Obtain Chapter Data	Daily review of chapter requests	Hajji	📁 Open
Daily Appointment Setting	Send out appointments to meetings	Kristel	🔗 Zoom
Email Reminders	Send out reminders for upcoming meetings	Kristel	🔗 Zoom

Kristel's Tasks

Deliverable	Description	Backup	Files
Review AskBNI Vendors	Review vendors to add to reports	Hajji, Isiah	📁 Open
Review Higgins Vendors	Review vendors to add to reports	Hajji, Isiah	📁 Open
Regenerate Higgins Reports	Regenerate dashboards with updated vendor contacts	Kristel	📁 Open

Hajji's Tasks

Deliverable	Description	Backup	Files
Regional AskBNI Reports	Generate regional reports	Isiah	📁 Open
Chapter AskBNI Reports	Generate chapter reports	Isiah	📁 Open
Regenerate Higgins Reports	Regenerate dashboards with updated vendor contacts	Isiah, Kristel	📁 Open
Regenerate AskBNI Reports	Regenerate dashboards with updated vendor contacts	Isiah, Kristel	📁 Open

Isiah's Tasks

Deliverable	Description	Backup	Files
Regenerate Higgins Reports	Regenerate dashboards with updated vendor contacts	Hajji	📁 Open
Regenerate AskBNI Reports	Regenerate dashboards with updated vendor contacts	Hajji	📁 Open
Update Higgins Reports	Update reports in Higgins Control Room	Hajji	🔗 Control Room
Update AskBNI Reports	Update reports in AskBNI Control Room	Hajji	🔗 AskBNI
New Higgins Accounts	Daily review of new users	Hiro	🔗 Control Room
New AskBNI Accounts	Daily review & add to groups	Hiro	🔗 AskBNI

📋 Weekly Tasks 📞 1.888.868.6021 📋 EOD Report

⚙️ Accelerated Membership Program (AMP) – Automation Steps

Frequency: Daily | 📁 Procedures

Receive Inputs – Client inputs arrive via Zendesk. Main: Hiro | Backup: Hajji | 📁 Files
Update Main Status – Main status files are updated in automation folder. Main: Hiro | Backup: Hajji | 📁 Files
Generate GEN4 Dashboard – Dashboard updated and uploaded to control panel. Main: Hajji | Backup: Hiro, Isiah | 📁 Log 📁 Dashboards
Update Regions – Daily and weekly emails sent to all regions. Main: Hiro | Backup: Hajji | 📁 Files

📊 AMP Progress Tracker

Inputs Received

Status Updated

Dashboards Generated

Regions Updated

🔗 Key Resources

📁 Automation Files Per Region 📁 AMP Dashboard Log 📁 Main Procedures 📋 Weekly Tasks Sheet

📋 Weekly Tasks 📞 1.888.868.6021 📋 EOD Report

📊 BNI Regional Reports

Step	Description	Main	Backup	Files
Receive Inputs	Client inputs via Zendesk	Kristel, Hiro	Hajji	📁
Monthly Updates	PALMS / Power of One data updates	Hiro	Hajji	BNI Connect BNI Insights
Generate GEN4 Dashboards	Dashboard updates uploaded to control panel	Hajji	Hiro, Isiah	📁 Log 📁 Regional
Generate Project Dashboards	Project dashboard updates	Hajji	Hiro, Isiah	📁
Update Regions	Daily/weekly emails to regions	Kristel, Hiro	Isiah	📁

📊 BNI Chapter Reports

Step	Description	Main	Backup	Files
Receive Inputs	Client inputs via Zendesk	Kristel, Hiro	Hajji	📁
Monthly Updates	BNI Connect & Insights data	Hiro	Hajji	BNI Connect BNI Insights
Generate GEN4 Dashboards	Dashboard updates uploaded	Hajji	Hiro, Isiah	📁 Log
Update Regions	Daily/weekly emails to chapters	Kristel, Hiro	Isiah	📁

💼 Higgins S.A.L.E.s Reports

Step	Description	Main	Backup	Files
Receive Inputs	Client inputs via Zendesk/agents	Kristel, Hiro	Hajji	📁
Monthly Updates	Client document rooms & data extraction	Hiro	Hajji	📁 Docs
Generate GEN4 Dashboards	Dashboard updates uploaded to control panel	Hajji	Hiro, Isiah	📁 Log 📁 Client
Update Clients	Daily/weekly emails to clients	Kristel, Hiro	Isiah	📁

📋 Weekly Tasks 📞 1.888.868.6021 📋 EOD Report

🤝 BNI Meetings

Receive Inputs – Via Zendesk | Main: Hiro | Backup: Kristel | 📅 Schedule
Region/Chapter Meetings – Monthly & weekly | Main: Kristel | Backup: Hiro | 🔗 Zoom
Trainings – Monthly & weekly | Main: Kristel | Backup: Hiro | 📅 Training
Meeting Templates – Templates for all meetings | Main: Hiro | 📁 Emails 📁 Templates

🏢 Higgins Meetings

Receive Inputs – Via Zendesk | Main: Hiro | Backup: Kristel | 📅 Schedule
Client Meetings – Monthly & weekly | Main: Kristel | Backup: Hiro | 🔗 Zoom
Trainings – Monthly & weekly | Main: Kristel | Backup: Hiro | 📅 Training
Meeting Templates – All templates | Main: Hiro | 📁 Templates

🎯 Client Demos

Receive Inputs – Via Zendesk | Main: JV | Backup: Kristel | 📅 Schedule
Client Demo Meetings – Scheduled as needed | Main: JV | Backup: Hiro | 🔗 Zoom
Trainings – Monthly & weekly | Main: JV | Backup: Hiro | 📅 Training Scheduler
Meeting Templates – All templates | Main: JV | 📁 Templates

📅 Book Executive Call 📅 Book Training 📆 Training Calendar

📋 Weekly Tasks 📞 1.888.868.6021 📋 EOD Report

💼 S.A.L.E.s Process

🔍

Sourcing

Identify & score high-value clients using P.U.R.E.S. criteria

📋

Assessing

Analyze buying patterns & decision-making styles

👂

Listening

Pre/during/post-sale feedback collection & resolution

🚀

Empowering

Referral management, advocacy & co-marketing

Step	Description	Main	Backup	Resources
Generate S.A.L.E.s Dashboard	Build outreach dashboard from user database	JV	Kristel	📁 Files
S.A.L.E.s Emails	Send targeted emails from sales lists	JV	Kristel	📁 Templates
S.A.L.E.s Calls	Monthly & weekly outreach calls	JV	Kristel	📅 Schedule
Meeting Templates	Templates for all sales meetings	Hiro	Kristel	📁 Emails

🎓 Higgins Trainings

Step	Description	Main	Backup	Resources
Receive Inputs	Client inputs via Zendesk	JV	Kristel	📅 Schedule
Training Meetings	Monthly & weekly training sessions	JV	Kristel	🔗 Zoom
Trainings	Conduct training sessions	JV	Kristel	📅 Book 📆 Calendar

📋 Weekly Tasks 📞 1.888.868.6021 📋 EOD Report

🔍 SEO Reports

Step	Description	Main	Backup	Files
Receive Inputs	Client inputs via Zendesk	Isiah	Hajji	📁 SEO
Monthly Updates	Monthly SEO report updates	Isiah	Hajji	📁 Experiences
Generate GEN4 Dashboards	Dashboard updates to control panel	Isiah	Hajji	📁 Log
Update Clients	Daily/weekly emails to clients	Isiah	Hajji	📁 Templates

🎬 Media Generation

Step	Description	Main	Backup	Files
Receive Inputs	Media requests via WhatsApp	Isiah	Hajji	📁 Media
Media Updates	Update media files and logs	Isiah	Hajji	📁 Logs
Generate Media Files	Generate and store media files	Isiah	Hajji	📁 Media
Update Requestors	Daily/weekly emails to requestors	Isiah	Hajji, Hiro	📁 Logs

🌐 Higgins Experiences

Step	Description	Main	Backup	Files
Receive Inputs	Client inputs via Zendesk	Isiah	Hajji	📁
Monthly Updates	Monthly experience updates	Isiah	Hajji	📁
Generate GEN4 Dashboards	Dashboard updates uploaded	Isiah	Hajji	📁 Log
Update Clients	Daily/weekly emails to clients	Isiah	Hajji	📁 Templates

📋 Weekly Tasks 📞 1.888.868.6021 📋 EOD Report

📖 Glossary of Terms

Term	What It Means (Plain English)
S.A.L.E.s	A 4-step system: Sourcing (finding clients), Assessing (understanding them), Listening (getting feedback), Empowering (turning them into referrals)
P.U.R.E.S.	A scoring system to rate potential clients: Profitability, Urgency, Reachability, Engagement, Sustainability — each scored 1–5
AMP	Accelerated Membership Program — an automated system to help BNI members grow faster
GEN4 Dashboard	A 4th-generation interactive report dashboard created by Higgins for clients
BNI	Business Network International — a global business referral organization
AskBNI	Higgins AI assistant specifically built for BNI members — found at askbni.higgins.ai
Zendesk	A customer support tool used to receive and track client requests
Control Room	The backend admin area of Higgins where accounts and reports are managed
EOD Report	End of Day Report — a daily summary submitted by team members at the end of each work day
Higgins Reports	Interactive, AI-generated dashboards delivered to clients showing their business performance
SEO	Search Engine Optimization — making websites more visible on Google and other search engines
Tier 1A / 1B / 1C	Client quality levels: 1A = Premium (highest scores), 1B = High-Value, 1C = Qualified
PALMS	BNI's performance tracking system for members
Power of One	BNI's key performance metric report sent monthly
JV	Team member responsible for S.A.L.E.s outreach, client demos, and training sessions
Higgins.ai	The main AI platform — a team of 101+ AI models working together for your business
Multi-AI Brain	Higgins uses many specialized AI models at once, not just one — like having a whole team of experts
ARR	Annual Recurring Revenue — how much money comes in every year from subscriptions
Higgins Automations	Automated workflows that run without manual input — saving time on repetitive tasks
Higgins Experiences	The digital experience team handling SEO, media, and client-facing content
Weekly Tasks Sheet	A live Google Sheets tracker showing all team deliverables, assignments, and statuses for the current week

Higgins Support Dashboard

📋 Weekly Tasks Tracker

👋 Welcome – What Is This Dashboard?

🧑‍💼 What Does the Team Do?

📌 Quick Actions

👥 Meet the Team

Hiro

Kristel

Hajji

Isiah

JV

🔄 How the S.A.L.E.s System Works (Plain English)

S – Sourcing

A – Assessing

L – Listening

E – Empowering

📋 Live Weekly Tasks Tracker

📅 Weekly Deliverables by Team Member

⚙️ Accelerated Membership Program (AMP) – Automation Steps

📊 AMP Progress Tracker

🔗 Key Resources

📊 BNI Regional Reports

📊 BNI Chapter Reports

💼 Higgins S.A.L.E.s Reports

🤝 BNI Meetings

🏢 Higgins Meetings

🎯 Client Demos

💼 S.A.L.E.s Process

Sourcing

Assessing

Listening

Empowering

🎓 Higgins Trainings

🔍 SEO Reports

🎬 Media Generation

🌐 Higgins Experiences

📖 Glossary of Terms

📧 Opt-In for Higgins Updates

🛠 Contact Higgins Support

📋 Weekly Tasks Tracker

👋 Welcome – What Is This Dashboard?

🧑‍💼 What Does the Team Do?

📌 Quick Actions

👥 Meet the Team

Hiro

Kristel

Hajji

Isiah

JV

🔄 How the S.A.L.E.s System Works (Plain English)

S – Sourcing

A – Assessing

L – Listening

E – Empowering

📋 Live Weekly Tasks Tracker

📅 Weekly Deliverables by Team Member

⚙️ Accelerated Membership Program (AMP) – Automation Steps

📊 AMP Progress Tracker

🔗 Key Resources

📊 BNI Regional Reports

📊 BNI Chapter Reports

💼 Higgins S.A.L.E.s Reports

🤝 BNI Meetings

🏢 Higgins Meetings

🎯 Client Demos

💼 S.A.L.E.s Process

Sourcing

Assessing

Listening

Empowering

🎓 Higgins Trainings

🔍 SEO Reports

🎬 Media Generation

🌐 Higgins Experiences

📖 Glossary of Terms