Sig Advisory Business Hub

Pure metric tracking

Business dashboard

From To

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

Cash collected MRR Emails sent Replies Positive replies Appointments set Appointments showed Closed deals Verified leads

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

Save useful memory to Obsidian

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

Rep view

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

Company name Revenue goal Expense budget External dialer provider CRM provider Push routed leads to GHL pipelines Require GHL rep owner before push Legacy dialer campaign mode Legacy shared campaign ID Legacy dialer country Legacy campaign type Booking source Sync booked calls from Calendly Calendly API base Calendly user URI Calendly organization URI Calendly past days Calendly future days Sync revenue from Stripe Stripe API base Stripe sync past days AI provider Groq model Commission rate Show bonus amount Show bonus every Auto-sync legacy dialer reps before daily drop Auto-sync GHL users Run background integration sync Background sync minutes Auto-sync GHL call metrics Use GHL as dialing source Call metric sync minutes GHL sync past days GHL conversation scan limit Human pickup min seconds Conversation min seconds Owner email Owner GHL user ID

Integration sync status loading...

API readiness

Connections

GHL CRM setup

Pipeline routing

GHL API base Location ID Company ID Pipeline mode Fallback pipeline ID Fallback stage ID Construction pipeline Construction new lead stage LMDC pipeline LMDC new lead stage HVAC pipeline HVAC new lead stage Construction positive pipeline Construction positive stage LMDC positive pipeline LMDC positive stage HVAC positive pipeline HVAC positive stage Closing pipeline Closing stage Source pipeline Source stage Opportunity status

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.

Manual fallback

CSV intake

Manual fallback

Route a list

Lead list Routing mode Destination

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.