Backend ops · field-sales agencies

Your board moves at rep speed.

Your reps generate the data your board needs to decide. But it is trapped in a dozen tools and arrives days late. Mint brings it home in real time. Every call, every lead, every close in one record your agency owns.

PipelineLive
Rep · field
MINT DATA CORE
Board · decision

01 · The problem

The data problem at midsize agencies

Reps hold the ground truth. Leadership works from standup notes and a weekly roll-up, a version of the floor that is already stale when it lands.

Lead data is scattered across CRM, email, phone notes and spreadsheets. Nobody owns the record, so nobody can audit it.

Deal velocity and rep performance reach the board as a summary, after the fact. Coaching happens after the miss, not before it.

Territory performance surfaces at quarter close, the one moment when it is too late to course-correct the quarter.

02 · Platform

How Mint works: three layers, one backend

1Voice Board

Setter and closer transfer data in real time. Call recordings, notes and consent are captured on the line. Reps see the full handoff instead of guessing at it.

2Hex Pin

Field workflows for in-field reps. Territory mapped by hex cell: lead density, rep location, market intelligence. One tap to close, one tap to record.

3Data Core

Real-time visibility for leadership. Rep performance by territory, lead source, close rate. Revenue predictability in one dashboard your agency owns and controls access to.

03 · Field data layer

The map is the database

Hex Pin plots every territory on a hex grid. What a rep taps in the field is the same row your analysts query: one schema, no reconciliation, no export step in between.

Hex Pin · territory plotRes 8 · live
Lead density
GET /v1/cells/NE04-7B29-C1200
{
  "cell_id": "NE04-7B29-C1",
  "resolution": 8,
  "territory": "NE-04 / Bergen",
  "leads": { "open": 41, "worked": 118 },
  "density_pct": 0.74,
  "assigned_rep": "rep_7712",
  "last_ping": "2026-08-18T14:02:11Z",
  "pii_scope": "record_only",
  "export": { "allowed": false, "requires": "approval" }
}
Ingest lag
STREAMING
PII in payload
NONE
Installs · NE-04 BergenTrailing 90 days
InstallFocus zone
Where to spend the next dollar

Installs cluster. Mint reads the pattern off the same records the reps write, so an owner can point spend at the blocks that convert instead of the whole territory.

Mailers

Drop lists cut to the focus zones and their adjacent cells, not the ZIP.

Knockers

Routes built from install density, so a rep walks blocks that already convert.

Targeted ads

Geo audiences exported as cell boundaries. No customer detail leaves Mint.

Installs plotted
41
Focus zones
2

04 · Data control

Your customer list cannot walk out the door

In most stacks a manager can pull the full customer table with names, addresses and phone numbers, then take it with them when they leave. Mint inverts that. Reps and managers see one record at a time, only when there is a reason to. Anything wider is a request, and the request is on the record.

One record at a time

A rep opens the customer they are working: the account in front of them, on the issue at hand. No list view, no table, no bulk select.

Exports are requests

Any report carrying addresses or contact detail is submitted for approval, scoped to a purpose, and released by an owner. It is not downloaded on a whim.

Every look is logged

Who opened which customer, when, and why. Offboarding is a switch, and the trail behind it is already written.

Access requestPending
Customer report · 412 rows
Fields: name, address, phone
Awaiting approval

05 · Mechanics

Step 01
Rep does the work

Call placed, lead captured, close logged. From the phone or the doorstep.

Step 02
Mint backend

Encrypted, timestamped, logged. One schema, one owner: your agency.

Step 03
Board decides

Territory, velocity and retention on one dashboard, current to the minute.

06 · Referral campaigns

The map writes the referral campaign

A cell with six installs and four holdouts is a campaign, not a report. Mint fires it off the install data, the same records your reps already wrote, and credits the referral back to the rep and the cell when it lands.

Mailer · cell NE04-7B29Queued

SIX HOMES ON YOUR BLOCK WENT GREEN.

Four of your neighbors have not made the switch yet. Send them our way and we will put three months of energy on us.

Refer a neighbor
Code NE04-7712Offer · 3 months energy
01 · Trigger: density threshold

A cell crosses six installs with holdouts remaining, and the campaign queues itself. No analyst pulling a list.

02 · Audience: installed homes only

The ask goes to customers who already converted, not to cold addresses. Mailer, SMS or door drop on the same audience definition.

03 · Offer: one economic lever

Three months of energy, or whatever the board signs off on. Cost per referred install is set before a single piece ships.

04 · Attribution: code back to cell and rep

Every referral code carries the cell and the rep who owns it, so the payout and the credit resolve without a spreadsheet, and no customer list leaves Mint to run the send.

Sends queued
CELL-SCOPED
List exported
NEVER

07 · What Mint does

Two jobs: plot the backlog, route what comes next

Everything above reduces to these two. We take the data your agency already paid for and put it on the map, then we build the rails so every new call, lead and install lands in the same place, under your control.

01Backwards · what you already have

Existing data backlog, plotted

Years of installs, closed deals and dead leads sitting in exports, spreadsheets and old CRMs. We normalize the history, geocode it to hex cells, and hand you the pattern it was always holding.

Legacy exports, spreadsheets and CRM dumps ingested once
Addresses resolved to cells: install density by block, not by ZIP
Focus zones and dead territory named on day one
02Forwards · what comes next

Incoming data, routed

From then on the rails are ours. Calls, handoffs, field taps and installs are captured at the source and routed to the record, the dashboard and the audit log in the same motion.

Capture at the point of work, with no end-of-day re-entry
One schema for setter, closer, field and finance
Access scoped on the way in: record-only for reps, approvals for exports
Both land in
ONE RECORD YOUR AGENCY OWNS

Ready to move at rep speed?

Faster board decisions, reps whose work is on the record, and an agency that scales on numbers instead of anecdotes.