ask Community Open Ask
Updated September 4, 2026

What’s new

The changes that matter, newest first. Ask updates itself: open the app and you’re on the latest version.

0.127LatestSeptember 4, 2026
  • “They’ll think on it” gets a follow-up. The after-meeting ask question now has a fourth answer: Asked, they’re thinking on it. It counts the ask, and instead of filing the person under stay-warm-for-a-month, the deck deals their card back in a few days to circle back for the names—because “let me think about it” is where asks go to die, and Ask exists to not let them.
  • An honest answer for the relationship meeting. “Just catching up” became Good meeting, stay in touch—the meeting with your CPA where you did the work deserved better than sounding like nothing happened.
0.126September 3, 2026
  • The + logs as well as adds. Tap +, type a name, and if they’re already in your file the sheet says so and offers the five outcomes right there—Talked / sent it, No answer, They replied, Booked a meeting, We met. One door for “I just met Bill” and “I just called Dana.” Booked still asks for its day, We met still asks its two questions, and a name Ask doesn’t know simply gets added, same as ever.
0.125August 26, 2026
  • Ask looks like a planner now, not a screen. The frosted panels, the glow behind the page, and the lozenge-shaped everything are gone. In their place: a dated page, your three floors set as a ledger with dot leaders and real figures, a gold margin rule down the left, and your person’s name hanging into that margin the way a heading hangs on ruled paper.
  • Call, Text, Email, In person became a ruled row instead of four capsules, with the one you’d reach for underscored in gold—a pen stroke, not a highlight.
  • And it has a hand of its own. Two typefaces now ship with the app instead of borrowing whatever your phone had lying around: Fraunces for names and figures, IBM Plex for the interface. They live inside Ask, so the lettering is there the first time you open it on a plane.
0.124August 23, 2026
  • New names get their day at the door. The add card used to tell you when someone would surface—“in your deck tomorrow”—at the one moment the choice was still free. Now it asks: today, tomorrow, 3 days, 1 week, or a day you pick, with Ask’s own suggestion already marked. Someone you need to call this afternoon lands in this afternoon’s deck, without a trip back through their card to fix it.
0.123August 22, 2026
  • Say when, right when you log it. After a reach-out, the bar that names your next step now carries the days themselves—tomorrow, 3 days, 1 week, 1 month, or pick a day. Ask still proposes one, and it wears the mark, so tapping nothing keeps it. Tap a day and the next reach-out moves on the spot, with no trip back through the contact card to fix it later.
0.122August 20, 2026
  • The day’s assignment is resting. Today is now just the deck and the three floors—clear your cards, make your reach-outs, add your name, done. The assignment card and the Sunday assignments tally are gone for now; the numbers that matter never depended on them.
0.121August 18, 2026
  • A full audit, then the fixes. Four independent reviews of every function and flow against the week’s big simplification; fifteen findings; the ones that matter fixed. Highlights below.
  • Erase means erase, everywhere. “Start over” now clears the copy saved during a sync decision too, an encrypted device never stores an unencrypted snapshot beside its ciphertext, and restoring an old sync copy warns you if the cloud has moved on since.
  • The lock screen grew up. All four ways to unlock—typing, Enter, the button, Face ID—now go through one gate, so overlapping attempts can never race, and a code typed with a pause still unlocks the moment it’s complete.
  • Meetings hold their ground. “Something else” and an off-deck “They replied” no longer move a booked meeting; logging “Booked” from a person’s page now sets up the real meeting card; and a new client’s ask card can finally log the ask itself—without being demoted into the prospect pipeline.
  • Honest numbers, honest assignments. Weekly stats no longer drop “Something else” reach-outs on rebuild, off-deck meetings don’t inflate the deck bar, archived people can’t sneak back into the deck, and the assignments that could never be completed are gone.
0.120August 12, 2026
  • Five answers. The what-happened list is down to what changes anything: Talked / sent it, No answer, They replied, Booked a meeting, We met—plus Something else and became-a-client. A thank-you is a reach-out with a note; the ask lives where the system already insists on it, after every meeting. Old entries all still count.
  • The right passcode just opens. On the lock screen, typing your code unlocks the moment it’s correct—no reaching past the phone keyboard for the button. A wrong guess stays quiet while you keep typing.
  • The day’s assignment earns its button. Assignments now show the actual people they mean (“Show them · 4”), and when there’s no list the button deals a real card instead of pointing at the screen you’re already on. The card’s subline now reads simply: your line about them, and the last touch.
0.119August 12, 2026
  • The loop lost a whole screen. Logging an outcome used to stop you with an “Up next” card and an OK button. Now the next card is simply there, and a passing bar names what was decided—“Dana → follow up · Thu”—with Change and Note one tap away. The screen only takes over when a real decision exists: a booked meeting asks for its date, a meeting asks its two questions, a new name opens the add bar.
  • On desktop, the outcome list sits open. One click logs. On the phone the card keeps its fold, but returning from Messages or Mail still opens the list by itself.
  • The desk went invisible. No more slips on Today. A reply still schedules its own 3-day nudge and a booked meeting still clears the wait—the returning card explains itself, and the only written trace is one quiet line on the person’s page. Nothing to scan, nothing to tend.
0.118August 12, 2026
  • Your phone’s contacts, straight in. On Android, a “From your phone” button opens your contact list and brings picked people into the import preview. On iPhone, Apple doesn’t let web apps read contacts—so share any contact from the Contacts app, save it to Files, and import it here; single cards and whole exports both work.
  • The contact card fills the line for you. A vCard’s job title and company become the person’s one-liner on arrival—“Estate Planning Attorney, Santos Law”—along with phone, email, and city. Imports ask one question now (where they came from); the role question is gone here too.
0.117August 12, 2026
  • One line says who someone is. Every card and every row now leads with your own words—“estate planning attorney in Naples,” “prospect, ~$5M rollover, referred by Rob”—written when you add them, edited anytime. The role and source pickers are gone; the sentence does their job better.
  • Categories became events. No more filing people as prospect or COI. Someone is a client because they became one; someone sends referrals because they did. People is All, Quiet 30+, and Clients.
  • One box logs everything. Type a name in the People bar: a match offers the full what-happened list right under the row—an inbound reply is logged in three taps, and “booked a meeting” opens the day picker on the spot. No match, and the line you typed becomes a new person.
  • In person joins Call, Text, and Email—the four ways to reach anyone, on every card.
  • Every meeting ends the same way. Whoever you met—prospect, referral partner, golf buddy—the same two questions follow: how did it go (including an honest “just catching up”) and did you ask who they know. Relationship touches count without pretending to be pipeline.
0.116August 12, 2026
  • “We met” counts from everywhere. The what-happened list now carries We met on every door—the day’s card, a person’s page, even correcting an old entry—and logging it always leads to the question the whole system is built on: did you ask? Meetings you log from anywhere now land in your weekly numbers.
  • On your desk. A card still in motion—a message out, a reply you owe an answer—sits as a small slip on Today until it resolves. A reply puts someone there automatically; a sent message offers the choice with a proper button. Each slip names the day Ask nudges if they stay quiet.
  • Sync decisions are reversible now. The cloud-or-device question keeps whichever copy you don’t choose, restorable anytime from Settings › Your file, and asks once more before an older file replaces a clearly newer one.
0.115August 11, 2026
  • Your words, all of them. The script system is gone — no canned messages, no composer, no suggested phrasing anywhere. Call dials, Text and Email open a blank draft in your own Messages and Mail. What you say to your people was never ours to write.
  • Settings, emptied out. Down to what a member actually needs: account, security, appearance, your goal, your file, contacts in and out. The profession question remains only so we know who we’re building Ask for — it changes nothing in the app, for anyone.
0.114August 11, 2026
  • Setup asks nothing. Opening a file is now an account, a passcode, and you’re in — under a minute, zero questionnaires. Ask runs the same for everyone out of the box; if you want it tuned to your trade (your referral partners, your goal presets, your channels), that lives in Settings whenever you feel like it. Your first five names go in from the checklist on Today, straight into the add bar.
  • Quieter by conviction. The streak counter, the fire, the levels — gone from every screen. What remains is the ledger: three daily floors, the day’s assignment, the Sunday tally, and a coach that reads your funnel back. The what-happened menu, the contact card, and the People filters were each cut to the few options the work actually needs; anything specific belongs in a note.
0.113August 11, 2026
  • Three tabs. One loop. Ask is now Today, People, and Stats. The Calendar tab is gone — every card can still be moved with “pick a day,” which was the only job the tab really had. Missions stopped being a destination and became what they always were underneath: the day’s assignment, one quiet card that appears on Today once your deck is clear, dealt from your own numbers.
0.111August 10, 2026
  • The setup checklist. Your first Today screen now carries a five-step checklist with a progress bar: add your first names, make your first reach-out, lock your file, teach Ask your voice, join the community. Every item checks itself off from what you actually do — nothing to mark done — and the card retires once you’re rolling. New members also stay signed in from the moment they create their account; no confirmation detour.
0.110August 10, 2026
  • A front door worth walking through. Setup was rebuilt end to end: it opens instantly (no more screen flash), each sheet turns like a page with a progress trail of gold dots, and the whole thing takes under a minute — profession, goal, channels, account. The big add-your-names session moved out of setup entirely: it now waits as a five-minute “finish setup” prompt on your Today screen, so you get into the app first and fill your deck when you’re ready.
  • Your account, properly asked for. Creating an account is now part of setup — it backs up your file and syncs your devices — with a clear “check your email” step and a sign-in path for returning members. And those emails now arrive from Ask itself: branded, from our own domain, instead of a generic server.
0.109August 6, 2026
  • Goals that fit your trade. The yearly goal question now speaks your language: a loan officer sees 24 / 48 / 96, a realtor 8 / 16 / 30, an advisor 6 / 12 / 24 — and anyone can type their own number, from three whale deals to a hundred closings. Whatever the number, Ask derives a workable weekly rhythm from it: big years cap at a sane ceiling instead of demanding forty calls a day, and small-count years keep a steady minimum, because the relationships are the pipeline either way. Change it anytime in Settings.
0.108August 6, 2026
  • Scripts that remember. Drafts now read like you actually know the person: a stay-warm call says how long it’s really been (“a few months,” not “a while”), a third follow-up admits it’s the third, a first hello mentions where you met when you logged it, and once a follow-up has gone quiet the script switches from recapping the meeting to simply asking where they landed.
  • Casual or professional, per person. Flip the register on any draft and Ask remembers it for that contact — the attorney stays professional, the gym buddy stays casual — while your default in Settings covers everyone else.
0.107August 6, 2026
  • Tidy contact details, automatically. Phone numbers settle into (555) 010-1234 however you type them, “austin tx” becomes Austin, TX, and names typed in a hurry get their capitals back. It works the same everywhere a detail enters Ask: the contact card, the quick prompts, and CSV import. Anything the rules don’t recognize — international numbers, extensions — is left exactly as you wrote it.
0.106August 6, 2026
  • Plainer scripts, in your register. The whole script bank was rewritten to sound like a person, not copywriting — shorter, plainer, nothing slick. And every script now comes in two registers: Casual reads like texting a friend, Professional stays polished. Pick your default in Settings → Your voice, or flip any single draft right inside the composer — sending a casual text to a golf buddy and a professional email to an attorney in the same sitting.
0.105August 6, 2026
  • Desktop polish. The card pager now lives with the card it controls, and the sidebar’s daily targets became a proper little panel — deck, reach-outs, new name, and your streak, at a glance.
0.104August 6, 2026
  • The scripts now speak in your voice. Three questions in Settings — what you help people with, who you do your best work for, what a first meeting gives them — are stitched into every script, and a sign-off setting matches how you close. Write several lines per answer and Ask rotates them, so no two contacts hear the same phrasing. For full control, edit any draft and tap “Save as my version”: that goal speaks entirely in your words from then on.
0.103August 6, 2026
  • Text and Email now open Ask’s own composer. Pick what you’re trying to do — introduce yourself, book the meeting, ask for an introduction, stay in touch — and the right script appears, written for your trade. Edit it into your own words, tap send, and the finished draft lands in Messages or Mail with the recipient, subject, and body already filled. The words you send are always yours; Ask just makes sure you never start from a blank box.
0.102August 6, 2026
  • “What to say,” one tap from the card. Every deck card now carries real scripts for its exact moment — the first call, the follow-up, the ask. No “touching base,” ever: each one gives a reason for the note, paints who you do your best work for in your trade’s own words, and ends with a question worth answering.
  • Tap “Text it” or “Email it” and the script is already in the draft — subject line and all. Make it yours, hit send.
0.101August 6, 2026
  • Privacy, locked down further than it needed to be. The browser now refuses to send your data anywhere except Ask and your own database, even in the face of injected code. Every third-party script is integrity-pinned. Encryption is offered during setup, and unencrypted sync now warns you in plain terms instead of whispering.
  • Erase means erase. “Start over” now destroys local backups, caches, and account markers too — no plaintext snapshot survives. And there’s a public privacy page that says all of this out loud.
0.100August 5, 2026
  • Ask now asks what you do. Financial advisor, insurance agent, realtor, loan officer, recruiter, sales — one question at setup tunes your referral sources and what a referral partner means in your world, off the rack. Change it anytime in Settings; everything stays editable.
  • Built for every trade that runs on relationships. The scripts, prompts, and missions now speak to anyone who prospects — and the update button no longer crashes when you tap it.
0.99August 5, 2026
  • A full audit, then the fixes. Four independent reviews of every screen, flow, and function; forty-seven findings; the ones that matter fixed. Highlights below.
  • Your numbers got more honest. A referrer's ask card now offers the ask outcomes, referred-style custom sources count in the referral loop, removing someone updates all-time stats immediately, and a call while a meeting is on the calendar can no longer nudge a weekend meeting to Monday.
  • Updates are polite now. A new build waits until you tap "Tap to update" instead of reloading the app mid-task, and imports spread evenly across working days instead of piling up on Mondays.
  • Sharper to look at, easier to hit. Letter markers hand off cleanly while you scroll People, the A–Z rail shows only your letters with bigger touch targets, dim buttons got readable, light mode's gold text got darker, and pinch-zoom is no longer blocked.
0.98August 5, 2026
  • Settings is a table of contents now. The screen shows what matters at a glance (account, security, appearance); everything else (goal, lanes, sources, scripts, your file, contacts) opens with a tap. Same controls, half the words.
  • People got quieter. Each row is just a name, how you know them, and the date. The A–Z rail and letter headers wait until your file is big enough to need them.
0.96August 4, 2026
  • One contact list. People is a single alphabetical list (clients and COIs live inline with prospects instead of buried at the bottom), and the filter chips are the one way to slice it. Chip counts recount live with your search, so a chip’s number always equals its list.
  • Add from anywhere. A + button on Today opens the add sheet directly. A name you just got no longer needs a tab switch to capture.
  • Search is just search. Pressing Enter while finding someone no longer creates a contact.
  • Sources are yours now. Settings has a new Sources section: hide the built-ins you never use, and add your own (seminar, radio show, your church). Ask asks one question, how these people usually come to you, and treats every name filed there accordingly: who lands in today's deck, what the first step is, and how the follow-up rhythm runs.
  • The defaults stay the defaults, and nothing breaks backward: a person filed under a source you later hide or remove keeps it on their card.
0.95July 29, 2026
  • Completing a mission now looks completed. The finished mission stays on screen with its ✓ done card. It no longer silently swapped itself for a fresh mission, which read as “my mission didn’t count.” More missions are opt-in.
  • Log life as it happens. Every contact card now has “Log a reach-out” (thanked them, ran into them, they called you) with full credit, whether or not they were in today’s deck. “Thanked them” is a first-class outcome everywhere.
  • Referrals leave a trail. Add a name with “Referred by” and the referrer’s card records who they sent you. The thank-a-referrer missions now show you exactly who to thank, and thanking them counts.
0.94July 29, 2026
  • One bar finds and adds. Typing a name on People filters your file live; Add is right there for whoever the search didn’t find, so you see an existing card before you can create its duplicate.
  • Capture is truly ten seconds. One sheet (name, role, source, phone, email, referred by) with an honest caption about when they’ll appear in your deck. Every exit from a contact card now saves everything, phone and email moved up where they’re actually edited, and “Knows” became tap-to-link chips with typeahead.
0.93July 29, 2026
  • Ask no longer pauses your music. The soft ticks mix with whatever you’re listening to, and respect your phone’s mute switch.
  • A full hardening pass before beta. Two independent audits of every sync path and screen, then fixes for everything found: stricter sync conflicts, safer account switching, honest privacy terms.
0.88–0.92July 27–29, 2026
  • Missions is one card now. The coach’s read on your last 60 days, then the day’s work that fixes it. Reporting moved to Stats.
  • The deck card got quieter. Who, what to do, Call · Text · Email, then one “What happened?” menu with every outcome, likeliest first.
  • Stats went live. The year as a visual funnel, names → meetings → clients with the referral loop closing the circle, and every stage tappable and a twelve-week trend.
0.80–0.87July 27, 2026
  • The coach and the levels. Ask reads your own funnel, finds the weakest link, and deals the day’s mission to fix it. Points from real outcomes; eight levels from First card to The standard. Client check-ins count as their own kind of work, never mistaken for failed prospecting.
  • Dossier contact cards. A clean four-stage ladder and people described the way you’d describe them, not CRM labels.
0.68–0.79July 24–26, 2026
  • The look Ask still wears. Warm black, cream, satin gold, serif voice. A leather-bound planner, not a screen. New app icon to match.
  • askforclients.com. The website went up, with the app behind it. The advisor community opened alongside.
0.56–0.67July 22–24, 2026
  • One card at a time. The deck became a single card you swipe or page through. No stack, no list.
  • The first soft ticks, drag-to-reschedule on the calendar, and starting plays that match how you actually know someone: an ex-client gets a follow-up, not a “first hello.”
0.11–0.55July 21–22, 2026
  • Two pipelines, one rule. Prospects are pursued to become clients and are never asked for referrals; clients and COIs are the only people asked. Meetings end with the right question for who’s across the table.
  • Missions were born. One a day, checked against your real file, leaning toward whatever you’ve been dodging.
  • The calendar became its own tab, contacts became fully editable, including the activity ledger so a mis-tap is never permanent, plus import and export, light mode, and in-person as a first-class channel.
0.1July 20, 2026
  • The first complete release. The one-card deck with an eight-play follow-up engine, the post-meeting “Did you ask?”, natural-language capture (typed or spoken), the day-made contract (deck cleared, three reach-outs, one new name), streaks, and the countdown to your next client.
  • Private by design from day one: your file encrypted on-device, unlocked with Face ID, with optional sync that stores only ciphertext the server can’t read. Installable, offline-capable, phone to desktop.