A colleague tapping you on the shoulder, not a system alert. Push, text or email, and push is replacing the other two.
You should hear from Beverly when something needs you and not otherwise. A notification says who it is about, what happened, and gives you one thing to do about it.
| Event | How it reaches you |
|---|---|
| Something needs your approval | A notification on your phone, and an email if that did not land. Deliberately never a text: an approval you cannot act on from the notification is just noise. |
| A lead is waiting on a human | Notification, then text, then email. |
| A lead has gone quiet for longer than you set | Notification, then text, then email. |
| A date on a file is about to slip | The same ladder, while there is still time to do something. |
| A review that takes a while has finished | A notification on your phone, so you can start an inspection report reading and put the phone down. Nothing else, because the answer is already saved and waiting on the tool when you come back. |
| A reminder you asked Beverly to set | A nudge on your phone and a note in the app. Deliberately no text and no email, because a reminder that arrives three ways is a reminder you start ignoring. |
| Your coaching check-in, as often as you asked for one | The app or the website. Weekly, daily, monthly or never, and it stopped being a text or an email in September 2026. |
Checked against the product on 11 September 2026. What the labels mean
Tell us a bit about yourself and we'll be in touch within one business day.
Be first in line for early access and launch pricing.