Questions
Common questions about MyRevenueLeader, answered.
What does MyRevenueLeader do?
It does three things: it organizes your clients for you, it turns signals in your deals, renewals and client emails into what to do next, and it gives you a sales leader's judgment through Trends, Deal Review and Ask a Sales Leader.
Who is it for?
Small businesses in any industry where the owner is starting to sell on purpose. You already have some clients, you send proposals or quotes, and you run the business mostly through email. You don't need a CRM, and if you have HubSpot that nobody keeps up to date, it works with that too. It isn't built for companies with a full sales operations team, or for businesses that sell only to consumers.
What does it do each day?
It watches your clients, deals and renewals, shows you on your Dashboard the three things that need you, who's waiting on you and today's meetings, and drafts the follow-ups you choose to send. Each Monday, everyone also gets a short brief of their week.
Does it track my sales targets?
No. MyRevenueLeader tracks trends, not performance against a set target. Your CRM or accounting system stays the place for exact figures.
Does it replace my sales manager?
No. It gives them a second set of eyes. Your manager still coaches, decides and builds relationships. MyRevenueLeader keeps watch on your clients and deals, so you can see what needs attention.
Could we build this ourselves?
You could build a dashboard. What you can't easily build is the judgment behind it: knowing which quiet client is a risk, which deal is worth chasing, and what to say next. MyRevenueLeader is built on the experience of sales leaders, so it doesn't just show you information. It tells you what to do about it.
Why not just use an AI chat tool?
An AI chat tool answers the questions you think to ask. MyRevenueLeader watches your clients, deals and renewals each day and tells you what needs attention before you ask, using your own email and the system where you keep your clients and deals. Once it has a few weeks of history, it knows which clients have gone quiet. It also knows which renewals are coming up and who is waiting on a reply, and it coaches your team like a sales leader would.
Does the AI send emails or change anything on its own?
No. MyRevenueLeader suggests and drafts. A person decides. It never sends email to your clients, never changes anything in your mailbox, and never contacts anyone on your behalf.
What's a CRM, and do I need one?
A CRM is a system for tracking clients and deals. You don't need one to use MyRevenueLeader. It works from your email, a spreadsheet, or HubSpot. If you don't have a CRM, MyRevenueLeader starts from your email and your client list: connect your email and it suggests your clients, and you choose which to keep. Add your deals in a few minutes, or upload a spreadsheet you already keep, saved as a simple spreadsheet file (Excel offers this under Save As). If you have HubSpot, connect it read-only and we read it alongside your email, so you get the picture without keeping it up to date yourself.
Does it work with HubSpot's free version?
Yes. It works alongside HubSpot, free or paid, and reads companies and deals only. You keep using HubSpot as you do now.
What does it work with?
Microsoft 365 (Outlook email and calendar) in the first round of the pilot, Gmail in the second, and HubSpot alongside both. If you use something else, or nothing at all, you can upload a spreadsheet of your clients and deals to start.
Can I add clients myself?
Yes, three ways. Add them one at a time, upload a spreadsheet of your clients (we give you a template), or let MyRevenueLeader suggest clients from your email and choose which to keep.
Can I add deals and quotes myself?
Yes. Add them one by one, or upload a spreadsheet you already keep. When a deal's close date passes, it asks you whether it closed, so your list stays current without extra work.
I use Salesforce, Pipedrive or another CRM. Does it work?
HubSpot is the only CRM it connects to directly. From any other CRM, export your clients and deals to a spreadsheet and upload them. It takes a few minutes, and we can do it with you on your setup call.
Who on my team sees what?
Owners see everything. Managers see their own clients and deals and their team's. Salespeople see only their own. Each person gets their own Monday brief, showing what they're allowed to see.
Can I cancel anytime?
Yes. There's no setup fee and no minimum term. Nothing is charged before Day 15 of your free trial, so if you cancel before then, you pay nothing.
How do I get help?
Every founder gets a setup call with us, and the app has short help articles for each feature. Anything else, email hello@myrevenueleader.com.
Does it read my calendar?
Only if you turn on Meeting prep, and then only to read your meetings so it can prepare you for them. It can't add, change or delete anything in your calendar.
Is there a limit on AI use?
Yes. Each business has a monthly AI allowance and a daily limit, so costs stay predictable. If the allowance runs out, the AI suggestions pause until it resets; your clients, deals and dashboard keep working. Owners can also switch the AI off at any time.
Can it read a shared inbox like sales@ or info@?
Yes, read-only. An owner or manager connects it, and the owner chooses who on the team can see it.
Does it work on my phone?
Yes, in your phone's web browser. There's no app to install.
How long does it take to set up?
About an hour, on one call with us: connect your email, bring in your client list, and invite your team.
When can I start?
We're accepting founder applications now. Our first founders start in January 2027, in small groups.
How is it built?
With modern AI-assisted development tools, and checked the way serious software is checked: thousands of automated tests run on each change before it reaches you.
Is my data safe?
We take care to protect it. Your data is stored in Canada. Some providers, such as the AI provider, process data outside Canada. See our Security page for the details.
What does it cost?
14-day free trial. Card required. Cancel before Day 15 and pay nothing. The regular price for one person is US$199 (CA$219) a month. Founders pay half the regular price for as long as you stay a customer and keep up the check-ins in your first 6 months: US$99 (CA$109) a month for one person. See the Pilot page.
How do I keep track of clients when they're in my inbox, a spreadsheet or a HubSpot nobody updates?
Connect your work email and MyRevenueLeader finds your clients, or bring your list in from a spreadsheet or HubSpot, with no daily data entry.
How do I know when a deal has stalled?
MyRevenueLeader picks up deals that have stalled and renewals coming up with no recent contact.
How do I remember which follow-ups to send?
MyRevenueLeader shows what needs you most, with a suggested next step, and drafts the follow-up for at-risk deals, which you review and send yourself.
How do I decide where to spend my selling time?
MyRevenueLeader puts what needs you in order, most urgent first, so you know where to spend your selling time.
How do I know if my sales are getting better or worse?
Trends show what's changing in your business compared with its own normal.
Who can I ask about a deal if I have no sales manager?
Deal Review gives a second opinion on any deal, and Ask a Sales Leader gives the advice an experienced sales leader would, applied to your own clients and deals.
Who's behind MyRevenueLeader?
MyRevenueLeader is made by Lettie Group Inc., a Canadian company based in British Columbia. Questions go to hello@myrevenueleader.com, and a person answers.
How we protect your data: see Security. New to this? Read what an AI sales assistant is.