08:12
Proposal sent to Northside HVAC · via DocuSign
Today
Meetings: 2
Open Opps: 7
Tasks Due: 5
Focus: Roofers
Pipeline Snapshot
| Stage | Leads | Value | Win% |
|---|---|---|---|
| New | 12 | $28,400 | 12% |
| Qualified | 8 | $44,200 | 26% |
| Proposal | 5 | $63,000 | 38% |
| Verbal | 2 | $30,000 | 62% |
KPIs (This Month)
Revenue
$84,500
Meetings Booked
18
Proposals Sent
9
Meetings Today
| Time | Company | Type | Status | |
|---|---|---|---|---|
| 9:00 | Sunset Roofing | Discovery | Confirmed | |
| 12:30 | Apex Dental | Demo | Resched? | |
| 3:00 | Northside HVAC | Proposal | On track |
My Tasks & Notes
—
Leaderboard
| Rep | Deals | Revenue |
|---|---|---|
| DM Daniel | 6 | $84,500 |
| AL Alex | 5 | $76,200 |
| JS Jess | 4 | $63,900 |
| RK Riko | 3 | $48,750 |
Activity Feed
10:40
Call logged with Apex Dental · asked for pilot terms
13:05
Lead from Google Ads · Sunset Roofing
14:32
Creative v2 approved · Proof-led angle
Business Intelligence
Paste a domain or company to scan.
Scan Results
Growth Potential
82%
Attribution Readiness
63%
Offer / Creative Gap
48%
Automation Fit
90%
Opportunity Cards
Offer
Add Risk Reversal & social proof pack
Creative
Swap hooks → Pain → Dream → Mechanism
Tracking
Enforce UTMs, fix 302, CAPI QA
CRO
Above‑the‑fold value + speed < 2.5s
Automations
Receptionist HQ + Lead Router HQ
Angles
“Missed‑call Saver”, “No‑show Shield”
90‑Day Plan
First 30 days — Quick Wins
- Fix pixels/UTMs; enable CAPI
- Ship 3 new hooks; 6 creatives
- Spin up waitlist reactivation with Operator
- Launch 2 landing variants (speed budget)
Days 31–60 — Scalable Wins
- Add Receptionist HQ + SMS reminder flows
- Angle test: Proof-led before/after
- Introduce LTV email branch in Klaviyo
- Implement lead scoring + SLA alerts
Days 61–90 — Compounding
- Book more ops automations (Billing, Reviews)
- Scale best‑performing ad sets; creative v3
- Operator dashboard → owner KPI ritual
- Prep referral engine + guarantee 2.0
What to Sell
Recommended: Synergy (Ads + Operator). Start Growth Retainer + Receptionist HQ + Lead Router HQ. Est. payback 45–75 days @ AOV ≥ $120, close ≥ 15%.
Objections & Scripts
- Too expensive — phase with 30‑day pilot to prove ROI
- We tried agencies — outcomes‑based comp + ops install
- — post‑demo next steps with ROI summary
Competitors & Market
TopLocal Roof Pros
Aggressive LSAs, weak retargeting
SkyShield Roofing
Fast site, no UTMs, heavy discounts
PeakLine Exteriors
Great social proof, slow mobile speed
Readiness & Risk
ROI Model
Break-even and payback window will appear here.
ICP Persona & Angles
Owner Persona
- Local service owner; 8–25 techs
- AOV $120–$500; seasonality risk
- Missed calls & no-shows hurt growth
Winning Angles
- “Missed‑call Saver” — receptionist AI
- “No‑show Shield” — SMS reminders
- Proof‑led before/after creatives
Close Leads
Status: Active
Owner ID:
| Company | Contact | Stage | Value | Next |
|---|---|---|---|---|
| No leads found | ||||
Page 1
Sales Coach Chat
Profile
Rep
Daniel M.
Quota (Monthly)
$120,000
Commission YTD
$48,200
Targets
- 4 Synergy deals / month
- 2 Operator custom installs ($35k+)
- 5 ads retainers @ $4k–$12k
Notes
Operator installs: local LLM on Mac Studio (M‑series), private data, dashboards for owner rituals. AdSpend: performance-first, outcomes-based comp optional.