Adroit

AE Field Kit

Remember 30 days · ON · 5 attempts · 15-min lockout

Independent productivity tool
Built by Joshua Cowart · Not affiliated with or endorsed by Yelp Inc. Disclosed during onboarding.

Load your book

Drop both Salesforce exports to begin.

File 1 · Accounts

Tap to choose accounts CSV

— records · 0 columns

Choose file

File 2 · Contacts

Tap to choose contacts CSV

— records · 0 columns

Choose file

Your callback number · used in all VMs

What this loads. Accounts CSV gets routed into the four tracks (gap, unclaimed, hybrid, inherited) and any flag overrides (CTA, new biz, past advertiser). Contacts CSV joins on AccountId and pre-fills DM names where Admin_Role__c = Owner. Data lives in memory only — nothing is uploaded anywhere.

— accounts

—

Touch number

Account flags

Touch 1 · —

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— —

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Load your book

Tap to choose accounts CSV

Tap to choose contacts CSV

Panic Button 14 OBJECTIONS

NDM Panel NON-DECISION MAKER

Reference VALUE BANK