Getting Started with Prospecting Blocks
CloseDaily’s Daily Prospecting Blocks: Your Path to Consistent Success Building a productive daily routine is…
Knowledge Base
How Can We Help You?
Find answers, learn how to use every feature, and get the most out of the CloseDaily platform.
Getting Started
Create your account, set up your profile, navigate the dashboard, and take your first steps on CloseDaily.
5 articles
Dashboard & Features
Learn how to use the Overview, Stats Tracker, Leaderboard, Community, and other dashboard tabs.
10 articles
AI Tools
How to use Voice AI Practice, AI Content Studio, Smart Daily Planner, and the built-in CRM.
5 articles
Curriculum & Courses
Navigate the 52-week curriculum, access video courses, track your weekly progress, and use scripts.
4 articles
Account & Billing
Manage your subscription, upgrade or downgrade plans, update payment info, and cancel your account.
2 articles
Troubleshooting
Fix common issues with login, loading errors, AI tool limits, browser compatibility, and more.
2 articles
Getting Started
Understanding Tier Plans
CloseDaily Subscription Tiers Overview CloseDaily offers three subscription tiers designed to fit different levels of…
How to Create Your CloseDaily Account
Creating Your Account Getting started with CloseDaily takes less than two minutes. Follow these steps…
Navigating the Dashboard
Your Dashboard Overview The CloseDaily dashboard is your command center. Everything you need is organized…
Setting Up Your Agent Profile
Why Your Profile Matters Your agent profile helps CloseDaily personalize your experience. The curriculum recommendations,…
Dashboard & Features
Using the Agent’s Arsenal
Understanding CloseDaily’s Agent’s Arsenal Tab The Agent’s Arsenal tab in CloseDaily is your go-to resource…
Using the Analytics Tab
Understanding the Analytics Tab in CloseDaily The Analytics tab in CloseDaily offers a comprehensive, data-driven…
Using ListingPulse AI
Introduction to ListingPulse AI CloseDaily’s ListingPulse AI tab is a powerful tool designed to streamline…
Using the Objection Handlers
Understanding CloseDaily’s Objection Handlers Tab Effectively handling objections is a crucial skill for any real…
Using the Prospecting Gamification Tab
CloseDaily Prospecting Gamification Tab: Make Cold Calling Fun and Rewarding Cold calling can be challenging,…
Using the Social Media Planner
CloseDaily Social Media Planner Overview The Social Media Planner in CloseDaily is your all-in-one tool…
Using the CRM
Overview of CloseDaily’s Built-In CRM System CloseDaily’s built-in CRM is designed to streamline your real…
Using the Stats Tracker
What Is the Stats Tracker? The Stats Tracker is where you log your daily prospecting…
How the Leaderboard Works
The CloseDaily Leaderboard The leaderboard ranks CloseDaily members based on their logged prospecting activity. It…
Using the Community Forum
Connecting with Other Agents The CloseDaily Community is a private forum where members share strategies,…
AI Tools
Using the AI Script Customizer
CloseDaily AI Script Customizer: Personalize Your Scripts for Maximum Impact CloseDaily’s AI Script Customizer helps…
Using Cleo AI Assistant
Meet Cleo: Your Personal AI Assistant at CloseDaily Cleo is your friendly AI assistant built…
Voice AI Practice Guide
What Is Voice AI Practice? Voice AI Practice is a conversational AI tool that simulates…
AI Content Studio Guide
What Is AI Content Studio? AI Content Studio generates professional marketing content for your real…
Smart Daily Planner Guide
What Is the Smart Daily Planner? The Smart Daily Planner uses AI to create a…
Curriculum & Courses
How to Track Your Progress
Tracking Your Progress in CloseDaily Tracking your growth in CloseDaily is essential to staying motivated,…
Using the Daily Activity Logger
CloseDaily’s Daily Activity Logger: Track Your Prospecting Effort Effectively Keeping a precise record of your…
How the 52-Week Curriculum Works
The CloseDaily Curriculum CloseDaily’s 52-week curriculum is a structured program designed to build your prospecting…
Accessing Scripts and Resources
Finding Your Scripts CloseDaily provides dozens of proven prospecting scripts organized by lead source. Here…
Account & Billing
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