A gratitude-first recognition system. Each category is a ladder of tiers over something that drives revenue in a builder's business. Every value is derived from the source tables — nothing is hand-awarded. Reached tiers light up with the date they were earned, the next tier shows a progress bar, and crossing one triggers a single celebratory email. The builder sees it on their dashboard; the agency sees the same ladder in Client Success.
Also called: achievements · milestones · badges · records · gamification · 500 estimates sent · streaks · progress badges
- 1Categories: leads in the pipeline, estimates sent, estimates approved, customers who opened an estimate, emails sent, texts sent, messages your automations sent, most estimates in one day, longest working session, hours in the platform, days you showed up.
- 2Tier thresholds escalate — estimates sent runs 1, 10, 50, 100, 500, 1000, 5000.
- 3An hourly job recomputes each account's values, inserts any newly reached tiers, and emails the highest new tier per category.
- 4Tier names run Bronze, Silver, Gold, Platinum, Diamond, Legend, Titan, Immortal.
- 5The ladder view groups categories into Pipeline, Estimates, Communication, Records and Time in the platform.
. The module header sets the intent: 'Every category is a ladder of tiers over something that drives revenue in a builder's business (or shows they've made the platform theirs). Values are derived from the source tables — nothing is hand-awarded.' It also names the second audience: 'the agency sees the same ladder in Client Success, so "what does a healthy account look like" can be read off the data.'
- Steady progress in a business goes unmarked.
- Product usage was invisible to the people doing it.
- There was no shared definition of what a thriving account looks like.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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