Pure metric tracking

Business dashboard

Cash collected $0 0% of goal
Monthly recurring revenue $0 Stripe or manual revenue
Net cash after expenses $0 0% budget used No subscription costs entered
Appointments set 0 0% show rate
Close rate 0% 0 active reps
Lead bank 0 0% of 10k target
Rep pay due $0 Commission + show bonuses
Total dials 0 Across all reps
Human pick up rate 0% 0 human pickups from 0 dials
Human pickup to set rate 0% Booked appts from pickups

Calendly bookings

Booked calls by host

Call Booked with Invitee Time Status

Manual fallback metrics

Business health entry

Reply rate 0% Positive reply rate 0% Appointment rate 0% 0 leads in queue

Agency operator

Personal assistant

Talk to the business

Ask, dictate, or give context

Groq response

Operator readout

Ready. Use this like a command center note box. Good business context gets written into Obsidian and becomes part of the agent memory.

Obsidian memory

Recent assistant notes

Owner CRM view

Rep books and lead pipeline

CRM leads 0 0 active reps
Dials 0 0 human pickups
Booked 0 No pipeline yet
Cash collected $0 Matched from revenue layer

Rep roster

CRM access map

Lead records

Assigned construction pipeline

Company POC Rep Status Phone Website Dials Human pickups Last outcome

Lead supply

Automatic lead bank

Lead operations

Automatic queue

ICP Residential construction companies doing $2M+ annual revenue
Daily route 8:30 America/New_York
Rep sync Dialer is source of truth
Cold email target 10,000 decision-maker emails target
Direct phones Checking LMDC and HVAC direct-phone pools
0 leads next drop No daily drop yet East coast to west coast order

Lead lists

Clean imported lists

Route history

Assigned lead exports

Route Source Leads Rep distribution Destination CSV

Sales team

Reps and GHL call tracking

Rep management

Active GHL reps

GHL call metrics

Rep performance and pay

Rep Today leads Dials Human pickups Conversations Booked Showed Closed Cash Pay due

Settings

Company, integrations, and payout rules

Business setup

Core settings

Integration sync status loading...

API readiness

Connections

GHL CRM setup

Pipeline routing

New call leads route into Construction or HVAC. Verified cold-email leads route into LMDC or Hiring. Positive replies move into the matching positive-response stage. Closing stays separate for booked appointments you handle manually.

Lead source setup

Automatic sourcing and routing

Active. The next scheduled drop can run at the saved time.

Recovery

Failed upload fallback

Expenses

API-led expenses

Manual fallback

CSV intake

Manual fallback

Route a list

Automation map

System flow

ApifyBuilds the 10k ICP lead bank.
GHL callingOwns phone-ready contacts, opportunities, rep assignment, dials, human pickups, and conversations.
CalendlyRound-robin booked calls, host assignment, and booked-call dashboard metrics.
ExpensesAPI-connected expenses drive net cash; Slack is tracked as a standalone $4/mo tool until billing is connected.
StripeClosed revenue is matched by prospect email to calculate commission.

Groq operator

Assistant answer

Ready. Ask from anywhere. Useful context can write into Obsidian memory.

Recent memory

Obsidian notes