Outreach (7d)
0
sent · replies · rate
Pipeline Open
£0
weighted /m
Today's Calls
0
sales + client
Avg Client Happiness
—
across active
Task Manager
Today
Overdue
Today's Calls
Pipeline Snapshot
AI Agent Activity
Active Client Happiness
Click the dot to cycle 1→5Open Items
Activity Log
Sent (week)
0
Instantly
Replies
0
all
Interested
0
positive
Reply Rate
0%
7d rolling
Niche Tracker
📁
Lead Portal — Google Sheets
Leads live in Google Sheets until they become positive replies — at that point they move into Pipeline & CRM. Click below to open the portal.
Lead Flow
| 1. Scrape & Enrich | Apollo → AI enrichment → Google Sheets |
| 2. Campaign Push | Sheets → Instantly (cold email) |
| 3. Positive Reply | Reply Poller picks it up → alert to Seb |
| 4. Into CRM | Add as deal in Pipeline & CRM → |
Open Deals
0
excl. Won/Lost
Weighted Value
£0
probability × monthly
Avg Days to Close
—
won deals
Win Rate
—
won / (won+lost)
Deal Pipeline
All Deals
Upcoming Calls
Call History
Objection Tracker
Leads in List
0
all statuses
Calls Made
0
all time
Booked
0
total
Pipeline (€)
€0
sites quoted
Lead List
Spanish businesses 100k+/mo · find owner name + email · lead with website offer
Call Log
Pipeline
Track every deal from first call to closed
🔄
Keeping Agents Up to Date
Click any agent card to edit its task, status, or skill file. As you build out new automations — new skills, scripts, or scheduled tasks — update the corresponding agent card so this board always reflects reality. The Current Task field is the most important one to keep current. When a new agent or skill is shipped, add it here with the "In Development" → "Live" lifecycle.
Live
In Development
Onboarding Pipeline
P&L Per Client
20% gross margin = floorActive Clients
Revenue (this month)
—
connect Stripe to populate
OPEX (this month)
—
connect Tide to populate
Net Profit
—
revenue − OPEX
Cash Balance
—
latest from Tide
💳 Stripe — Revenue & Receipts
Not connectedPulls in subscriptions, invoices, one-off payments, refunds. Auto-categorises by client.
| Status | Not connected |
| Last synced | never |
| Lifetime revenue | — |
| Active subscriptions | — |
See FINANCIALS_INTEGRATION.md for setup steps.
🏦 Tide — Bank & OPEX
Not connectedCSV import of Tide statements (Tide Open Banking API not publicly available — CSV is the practical path). Auto-categorises into OPEX buckets.
| Status | CSV import only |
| Last import | never |
| Current balance | — |
| Transactions stored | 0 |
See FINANCIALS_INTEGRATION.md for setup steps.
Agency P&L (this month)
computed from Stripe + Tide once connectedReceipts (this month)
0OPEX (this month)
0Per-Client Revenue
full per-client P&L lives in Clients & Fulfilment →Team
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