Do The Daily (1)

In this Workshop Roxanne shares:

00:00 Penny Workshop Intro

00:40 Live House Keeping

02:06 Rox Intro

02:58 Penny Intro

05:20 Rox's 5 Cs

07:17 Section 1: Managing workload with The Daily

11:11 Section 2: Completing a task (Rox's relationship building masterclass!)

28:17 What's up next session!

Doing the Daily! Penny Workshop

This Workshop went live on Monday 6 February. 


  • Introducing Penny Workshops
  • Using the Daily to manage your workload 
  • Top tips on how to figure out what different tasks mean in Penny
  • A masterclass on how to complete a reach out to keep building relationships
  • How to reschedule tasks so they make more sense for you
  • How to use tags in the flow of completing a reach out 

Introducing Penny Workshops

Have you heard about Penny Workshops? Hosted by Roxanne Wilson, these free, live sessions are designed to help you unlock the power of Penny. 

  • Free
  • 30 minutes long
  • Live
  • Every week 
  • Ask your questions and get instant answers from Customer Support

Using the Daily 

When you open the app, you always land on the Daily

This is intentional so you can get right into doing the work. 

  • Customize
  • Context
  • Content
  • Contact
  • Complete

One of the super powers of Penny is that it makes sure that whenever you reachout to people, Penny will then remind you to follow up. Because as we all know, the fortune is in the follow up!

  • Navigate to the top where it says: Easy Does It
  • Click on the arrow
  • Choose
    • Easy
    • Medium
    • Maximum
  • Penny will adjust your activity depending on how much time and energy you have to work today

So if you only have 15 minutes, choose Easy Does It, and Penny will make sure your 15 minutes is productive. 

But, if you have all the time in the world, click on Freight Train, and Penny will give you lots more tasks. 

And the best thing is, you can change it every time you go into Penny. 

Top tips on how to figure out what different tasks mean in Penny

Ever wondered what’s the difference between a reachout and follow up?

Click on the black ? [question mark] next to any task to find out what this task is. 

You’ll find these ? icons dotted all over Penny. Click into them whenever you want to find out more. 

A masterclass on how to complete a reach out to keep building relationships

Whenever you meet someone who’s interested in your business, or you promise to send them a sample — Add them to Penny. 

Prospecting tasks in Penny are so powerful because they remind you to reachout and keep building a relationship. 

  • You can add notes about them
  • You can track your conversations 
  • And it’s super simple!

Does your company know about Penny?

Get a $100 referral bonus when you refer your company

Get your bonus

ReferralProgram MiniAd Illustration

Penny Encouragement
You are smashing it! Remember, no one said you can't move the goal post for success! Celebrate each small win 🎉
- Penny

Social Sharing

< Back to Penny Expertise