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Goals

AI goal tracking for businessGive Duke a number. He tells you honestly how it's going.

Set a target and a date, like 40 free trials by 19 October. Duke drafts a short plan, you keep the steps you like, and he does the work. Progress is measured every day, with a forecast.

Included in the Growth and Pro plans. See pricing

Part of Meet Duke: your goals

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Read the guide

Chapter 03 of Meet Duke · Your goals

A number, a plan, an honest forecast.

Goals point Duke's work at a result you care about. He plans from your own numbers, runs the steps as agents, and measures the pace every morning.

Who decides

  • Your templates, up to a limitIf you opt in, an agent sends messages that are entirely your approved templates, up to a limit per run.
  • Waits for your approvalHe prepares it and shows a one-line preview. Nothing changes until you approve.
  • Checked every morningGoals are measured every morning, with a forecast.
Meet Duke
Waits for your approval

A plan you choose.

Duke drafts two to five steps from your numbers. You keep the ones you like and approve.

I want 15 initial assessments booked by the end of the month.
DukeYou're at 6. I'd offer a time to every enquiry that hasn't booked, invite people who cancelled to rebook, and remind people the day before.
Waiting for your approvalSet goal 15 initial assessments by 31 Oct, then approve its plan on GoalsApproveNot now
Checked every morning

Measured every morning.

Where you are, the pace you need and where you'll land, with no numbers typed in.

Goal · 40 free trials

So far29 of 40
Forecast52 by 19 OctAhead
Your templates, up to a limit

Ask every time, or routine on its own.

Choose per goal. On “Routine on its own”, only your approved templates go out without asking. Everything else waits.

How much Duke may do

Ask me every timeEvery message and change waits
Routine on its ownYour templates, up to each step's limitDefault
Checked every morning

Behind? He says so.

When a goal slips, Duke writes one short suggestion, at most every three days.

7:00 · 30 renewals
DukeWe're at 19 of 30 with 12 days left, on pace for 27. I'd add a step: message members whose plan ended last month.
Goals: 30 renewals at 19 of 30 with a plan waiting, and 40 free trials at 29 of 40, ahead and on pace for 52

Live demoPulse Fitness Studio's goals: one ahead of pace, one with a plan waiting

A number and a date

Pick what to count.

Goals count things that already happen in SmartDuke, so there's nothing to type in. Each business type suggests goals that suit it.

New contactsNew leadsLeads wonAppointments bookedMemberships soldCheck-insPayments collectedRecords added to a page

New goal

CountAppointments bookedWhat to measure
Target120Number
By31 OctDate
Duke mayRoutine on its ownAutonomy

A plan you choose

Two to five steps. Keep the ones you like.

Duke drafts a plan and you tick the steps to keep. Each step becomes an AI agent. Choose “Ask me every time”, or “Routine on its own”, where only your approved templates go out without asking.

  • Everything else still waits for your approval
  • Agents pause when the end date passes
The 30 renewals goal: a chart with a pace line, Duke's plan steps with checkboxes, and the autonomy setting

Pulse Fitness Studio: the renewals goal and Duke's plan

Honest progress

Ahead, on pace or behind. Said plainly.

Every day Duke measures where you are, the pace you need and where you'll land. If you fall behind, he writes a suggestion, at most every three days. At the end, the goal is marked achieved or missed.

  • A goal card on Home
  • A forecast, not just a progress bar

Goals · Pulse Fitness Studio

40 free trials29 of 40 · on pace for 52Ahead
30 renewals19 of 30Plan waiting

Ask Duke

Try these in a live demo, signed in as the owner.

Set your first goal with Duke.

Each demo has two goals running. Open one to see the plan and the pace, or tell us the numbers you care about.

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