Monday, May 25, 2026
Operations Cockpit
Everything you sell, build, host, and bill — one elegant surface.
Active clients
8
2 live · 2 in build · 2 proposal
Active MRR
$550/mo
+ $4,250/mo in pipeline
Collected
$3,000
One-time + retainers paid in
Open items
31
Across all clients
Pipeline at a glance
Where every client sits right now.
1
Lead
2
Proposal
1
Signed
2
In build
2
Live
0
At risk
0
Paused
0
Churned
What needs attention
K Pro Roofing3 open
- Get official manufacturer cert logos from Kyle (GAF, Owens Corning, CertainTeed, Mule-Hide, Pella)
- Close $4K/mo retainer
- Decide kpro-backend production domain
AJ Commercial Group3 open
- Fix full-valuation form SMS template (timeline/target market/1031 fields)
- Make name, phone, property address + city required on forms
- Remove target market/budget/1031 from valuation request form
Glimpse Vision3 open
- Get signoff on proposal
- Lock final pricing
- Build Gold Coast page once approved
Island Optique2 open
- Confirm details once Glimpse signoff lands
- Lock final scope + pricing
Captain's Choice3 open
- Nick to review Growth Plan + reply
- Confirm filming day cadence
- Set up GBP (Google Business Profile)
Library Historic Hotel6 open
- Map guest journey: website → Mews → GHL → in-stay → review
- Build Mews ↔ GHL one-way webhook
- Pre-arrival SMS sequence
Dwan Concrete Coatings3 open
- Receive May payment from Brian
- Get DNS access to dwancoatings.com
- Begin website takeover once DNS lands
Ryan Heagney LLC8 open
- Confirm Dillon can sign in on live domain
- Send sign-up link to Ryan
- Verify GHL health check endpoint
Money sanity
Logged transactions only — log more on the Money page.
Income logged
$3,000
Expenses logged
$150
Net
$2,850