Clients
Client board
One tile per client. Click any card to open the full profile.
KP
K Pro Roofing
Roofing
MRR
$4,000
Planned
Sold
—
One-time
Paid in
—
Collected
Open · 3
- · Get official manufacturer cert logos from Kyle (GAF, Owens Corning, CertainTeed, Mule-Hide, Pella)
- · Close $4K/mo retainer
- + 1 more
AC
AJ Commercial Group
Commercial real estate brokerage
MRR
$50
Active
Sold
$2,000
One-time
Paid in
$2,000
Collected
Open · 3
- · Fix full-valuation form SMS template (timeline/target market/1031 fields)
- · Make name, phone, property address + city required on forms
- + 1 more
GV
Glimpse Vision
Optical / eyewear boutique
MRR
$100
Proposed
Sold
$5,000
One-time
Paid in
—
Collected
Open · 3
- · Get signoff on proposal
- · Lock final pricing
- + 1 more
IO
Island Optique
Optical / eyewear boutique
MRR
$100
Planned
Sold
$5,000
One-time
Paid in
—
Collected
Open · 2
- · Confirm details once Glimpse signoff lands
- · Lock final scope + pricing
CC
Captain's Choice
Marine / docks / renovations
MRR
$50
Planned
Sold
$1,500
One-time
Paid in
—
Collected
Open · 3
- · Nick to review Growth Plan + reply
- · Confirm filming day cadence
- + 1 more
LH
Library Historic Hotel
Boutique hotel
MRR
Free
Family · free
Sold
—
One-time
Paid in
—
Collected
Marketing site (Framer)
DeployDNSSSL
Site
Open · 6
- · Map guest journey: website → Mews → GHL → in-stay → review
- · Build Mews ↔ GHL one-way webhook
- + 4 more
DC
Dwan Concrete Coatings
Concrete coatings / contracting
MRR
$500
Active
Sold
—
One-time
Paid in
$1,000
Collected
Open · 3
- · Receive May payment from Brian
- · Get DNS access to dwancoatings.com
- + 1 more
RH
Ryan Heagney LLC
Insurance agency
MRR
—
Planned
Sold
—
One-time
Paid in
—
Collected
Open · 8
- · Confirm Dillon can sign in on live domain
- · Send sign-up link to Ryan
- + 6 more