August OS — Agency Operating System

⚡

Pulse Intelligence

Loading today's brief…

Fetching AI brief from Pulse…

Emails Sent (total)

—

all campaigns

Reply Rate

—

target ≥2%

Pipeline (weighted)

£0

open deals

Active Campaigns

—

of 5 niches

Cold Email — Campaigns

Campaign	Sent	Reply %	Bounce %	Status
Loading campaigns…

Pipeline Snapshot

Weighted: £0

Open deals: 0

Win rate: —

Task Manager

Today

Overdue

Today's Calls

Client Happiness

click dot to cycle

A

August OS — Agent Network

8 autonomous agents · 4 output channels · live daily

All agents active

—

8

Active agents

5

Campaigns live

—

Leads queued

0

Emails sent

0

Replies handled

Full acquisition pipeline · automated end-to-end

📤 Lead Source

AI Lead Pipeline

AGENT

Apollo → Apify Meta Ads + website fetch + Foreplay → Claude Haiku score ≥7 → Claude Sonnet specificFact → Instantly inject. 25 leads/niche/day across 5 niches.

07:06 · Mon–Fri

→ Instantly

→ Drive

Last run: checking...

Pulse Agent

AGENT

Pulls live Instantly analytics across all 5 campaigns. Monitors open rate, reply rate, bounce rate, inbox warmup scores. Generates AI daily brief. Auto-flags when metrics cross thresholds.

07:08 + 09:02 · Daily

→ Discord

Last run: checking...

⚡ Reply Engine

AI Reply Agent

LIVE

Instantly reply webhook → Claude Sonnet classifies into 6 buckets → drafts niche-specific response in August voice → Discord approve/stop links. Positive replies auto-send in 5 min. Objections need 1-click approval. SLA: <90 sec to Discord.

Event-driven · <90s

→ Discord

→ Instantly

6 REPLY BUCKETS

Positive · Curiosity · Objection/Price · Objection/Timing · Objection/Competitor · Not Interested · Unsubscribe · OOO · Edge case

Webhook: august-pulse-api.seb-52a.workers.dev/reply-webhook

Cal.com Booking Agent

AGENT

Positive reply → qualifying question → Cal.com link sent. When prospect books: Cal.com webhook fires to /booking on Worker → stored in KV → OS CRM Pipeline populated automatically → Discord booking alert.

Event-driven · instant

→ OS CRM

→ Discord

Pending: run setup_calcom_webhook.py

🏛️ Gov Contracts

Gov Contracts Monitor

AGENT

Contracts Finder REST API → filter by 13 marketing/digital keywords, £10k–£130k → Claude Haiku score → Claude Sonnet bid draft → Discord digest + OS import. Also surfaces expiring awarded contracts (18mo–3yr old) for proactive outreach.

07:38 · Daily

→ Discord

Scheduled — runs daily 07:38

OpenOpps Integration

PENDING

Currently: Contracts Finder only (below-threshold). Gap: FTS (Find a Tender, above £25k) is where the real marketing contracts are. Fix: OpenOpps (~£79/mo) covers both. Message Anastasia — half-price first month.

→ Unblock: contact Anastasia

📞 Cold Calling

Call Sheets Sync

AGENT

Reads UK (Michael) and Spain (Juan Diego + Juanda) Google Sheets every hour. Pushes estado_llamada, call outcomes, callback dates, and hot/booked status to OS dashboard in real-time.

07:00 · Daily

Runs daily 07:00

Drive Lead DB Sync

AGENT

Qualified lead CSVs → Google Drive. Each niche gets a dated sheet. Permanent growing archive of every lead ever researched, scored, and injected. Deduplication ledger prevents double-injection.

08:00 · Mon–Fri

→ Google Drive

Scheduled — Mon–Fri 08:00

Output channels

💬

Discord — #pulse-agent

All briefings, reply drafts, booking alerts, gov contracts

07:00 Pulse brief 07:06 Pipeline run 07:38 Gov digest Reply drafts (live) 📅 Booking alerts (live)

webhook active ✓

📋

OS Pipeline & CRM

Cal.com bookings → KV → Pipeline section auto-populated

Cal.com /booking webhook august-pulse-api.seb-52a.workers.dev/bookings

pending setup

Campaign performance — live

Open blockers

⚠ MANUAL — REPLY WEBHOOK

Set reply webhook URL in each Instantly campaign → Settings → Notifications. URL: august-pulse-api.seb-52a.workers.dev/reply-webhook

⚠ MANUAL — CAL.COM WEBHOOK

Run setup_calcom_webhook.py with your Cal.com API key (app.cal.com/settings/developer/api-keys) to register the booking webhook.

BLOCKER — SCALEDMAIL INBOXES

elizabeth.davis@growthmarketingengine.com still on hold (92% health). Add after 27 May. Run ops_update.py to attach the 3 ready inboxes now.

Sent (total)

—

all campaigns

Replies

—

all campaigns

Reply Rate

—

target ≥2%

Bounce Rate

—

max 2%

Active Campaigns

—

of 5 niches

Daily Capacity

—

target 500/day

⚡ Pulse — Live

—

Run `python3 lead_pipeline/scripts/pulse_refresh.py` to generate Pulse data

Niche Tracker

AI Lead Pipeline

Apollo search → Claude scoring → Instantly injection · All niches

Last run: —

Leads Found

—

this cycle (all niches)

Qualified (≥7/10)

—

AI score threshold

Deployed Today

—

injected into Instantly

Active Niches

7

configured

Niche Status

Updated each pipeline run

Niche	Last Run	Found	Emails	Qualified	Deployed	Status
No pipeline data yet. Run: `python3 lead_pipeline/scripts/ai_pipeline.py --niche care_homes`

⚙️ Setup Required

1. Add your API keys to lead_pipeline/.env (copy from .env.template)
2. APOLLO_API_KEY — apollo.io → Settings → Integrations → API Keys
3. ANTHROPIC_API_KEY — console.anthropic.com → API Keys
4. Run python3 lead_pipeline/scripts/ai_pipeline.py --niche care_homes --dry-run to test
5. Once verified, remove --dry-run to deploy live to Instantly

Opportunities

0

tracked

In Drafting

0

being written

Ready to Send

0

awaiting manual submit

Submitted

0

all time

Bid Pipeline

Bid Library: 📁 Open Google Drive Bid Library ↗

Certifications Checklist

Certification	Status	Cost	Notes
Cyber Essentials	Pending	~£400	Required for most gov contracts
ICO Registration	Pending	£40/yr	Required for data handling
Public Liability Insurance	Pending	~£300/yr	Standard buyer requirement
Professional Indemnity	Pending	~£500/yr	Standard buyer requirement

Key Portals

Portal	Type	Link
Find a Tender (FTS)	Above £25k	Open ↗
Contracts Finder	Under £25k	Open ↗
G-Cloud (Digital Marketplace)	Framework	Open ↗
Bluelight Procurement	Emergency services	Open ↗

📁

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.

📊 Open Lead 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 →

Niche Sheets

Niche	Sheet
Luxury Care Homes	Open ↗
Luxury Hotels	Open ↗
Med Spas	Open ↗
Film & Entertainment	Open ↗
Music Labels	Open ↗
High-Ticket Ecom (Non Top-10)	Open ↗

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 = floor

Active 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 connected

Pulls 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 connected

CSV 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 connected

Receipts (this month)

0

OPEX (this month)

0

Per-Client Revenue

full per-client P&L lives in Clients & Fulfilment →

MRR Signed (week)

—

target: 10% of base

Pipeline Value

—

target: 3× MRR

MQL Leads (week)

—

target: 25–40

Qual. Calls (week)

—

target: 12–18

Log This Week

Leading indicators · update Friday each week

Week of (Monday)

MRR Base (£)

New MRR Signed (£)

Pipeline Value (£)

MQL Leads

Qualified Calls

Client Performance % (green)

Client Sentiment % (green)

Revenue MTD (£)

Revenue Target MTD (£)

Cash Collected MTD (£)

Notes

Weekly History

0 weeks logged

📐

Pricing Formula

Profit per client = (Price × Months Retained) − (Delivery Cost × Months) − CAC
Aim: CAC payback <2 months · Delivery cost <40% of revenue (60%+ gross margin) · Churn <5%/month

1 · CAC

Total sales + marketing spend ÷ new clients won. Aim: payback in under 2 months.

Sales + Marketing Spend (£)

New Clients Won

Avg Monthly Retainer (£) → payback calc

CAC

—

Target: payback <2 months

2 · Delivery Cost

People + sub-contractors ÷ revenue. Keep below 40% to hit 60%+ gross margin.

People + Sub-contractor Cost (£)

Revenue (£)

Delivery %

—

Gross margin target: 60%+

3 · Churn

Lost clients ÷ starting clients. Aim: <5%/month. LTV = avg retainer ÷ churn rate.

Clients Lost (this month)

Starting Clients (month start)

Churn Rate · LTV

—

LTV: —

Targets Reference — AgenCFO

Metric	Target	Cadence
Client Performance	75%+ green	Weekly
Client Sentiment	75%+ green	Weekly
New MRR Signed	10% of base / month	Weekly
Pipeline Value	3× MRR target	Weekly
MQL Leads	25–40 / week	Weekly
Qualified Calls	12–18 / week	Weekly
Churn Rate	<5% / month	Monthly
Top 3 Client Concentration	<30%	Monthly
Team Capacity	75–85% billable	Monthly
People Cost % of Rev	50–60%	Monthly
Overdue Receivables	<10% of Rev	Monthly
Cash on Hand	3× monthly burn	Monthly
CAC Payback	<2 months	Monthly
LTV / CAC Ratio	5:1 or better	Monthly
Net Margin	20–40%	Monthly
Gross Margin per Service	60%+	Monthly

Command Centre

Pulse Intelligence

Cold Email — Campaigns

Pipeline Snapshot

Task Manager

Today

Overdue

Today's Calls

Client Happiness

🔥 Interested Replies

⚡ Pulse — Live

Niche Tracker

AI Lead Pipeline

Niche Status

⚙️ Setup Required

Run AI Lead Pipeline

Bid Pipeline

Certifications Checklist

Key Portals

Lead Portal — Google Sheets

Lead Flow

Niche Sheets

Deal Pipeline

All Deals

Upcoming Calls

Call History

Objection Tracker

Lead List

Call Log

Pipeline

Lead List

Call Log

Pipeline

Onboarding Pipeline

P&L Per Client

Active Clients

Creative Deliverables

Creative Intelligence

💳 Stripe — Revenue & Receipts

🏦 Tide — Bank & OPEX

Agency P&L (this month)

Receipts (this month)

OPEX (this month)

Per-Client Revenue

Log This Week

Weekly History

Log This Month

Monthly History

1 · CAC

2 · Delivery Cost

3 · Churn

Targets Reference — AgenCFO

Team

Task Manager

EOD Submissions

Hiring Pipeline

Results

August Internal SOPs

Genflow Library — All Folders