Operations dashboard

Good afternoon, Marisol — here's what came in this month.

Demo · sample data

Live sample. Click around — the tabs on the left switch views. On Leads, open any prospect to see the research dossier, the vetting, the outreach draft, and the call script the engine wrote from it.

New leads
23+6
last 30 days
Walkthroughs booked
6+2
this month
Pipeline value
$353k
annual contract value
Avg. reply time
4 min
auto-first-touch
Contracts signed
3+1
this quarter

Pipeline

8 active · click any row to open the lead
ClientServiceValueStage
Linwood Realty AdvisorsNightly janitorial · Class B office (annual)$84,000/yrContract signed
Fenwick & Oduya CPAsAfter-hours office cleaning · 2 floors (annual)$21,600/yrWalkthrough booked
Bramblewood Pediatric DentistryClinical nightly cleaning · new site (annual)$26,400/yrProposal sent
Oakmere Day SchoolCampus janitorial · 3 buildings (annual, RFP)$96,000/yrProposal sent
Commonwright Coworking7-day cleaning + day porter (annual)$31,200/yrNew lead
Pohick Valley MotorsPost-construction clean ($9,800) + nightly showroom$48,200 first yearNew lead
Grace Harbor FellowshipWeekly facility cleaning + event turnovers (annual)$18,000/yrService started
Kiln House FitnessOvernight deep clean + midday locker-room pass (annual)$27,600/yrContract signed

Upcoming walkthroughs

Automations running

  • Missed-call text-backActive
  • Walkthrough reminder textActive
  • Monthly quality check-in surveyActive
  • Contract renewal reminder · 90 daysActive