Good morning, Dylan
Here is the entire business, in one screen.
Active Clients
5
11 total records
Follow-Ups Due
4
Today + overdue
Tasks Due Today
3
Overdue Tasks
2
Open Proposals
2
$51,500
Monthly Recurring
$19,000
MRR across retainers
Smart priority
What Should I Do Next?
- 1
Harborlane Dental: Rebuild Harborlane paid media account structure
Reason: Overdue commitment — 2 day(s) past due.
Client Delivery · Urgent
- 2
Kestrel Financial Partners: Book Kestrel discovery call
Reason: Overdue commitment — 1 day(s) past due.
Sales · High
- 3
Intervene on Harborlane Dental
Reason: Client health is Red — last contact 11 days ago.
Active · Dr. Priya Raman
- 4
Follow up with Harborlane Dental
Reason: Follow-up overdue by 3 day(s) — two missed reporting calls + overdue invoice.
Dr. Priya Raman · last contact 11d ago
- 5
Follow up with Kestrel Financial Partners
Reason: Follow-up overdue by 1 day(s) — referral intro — no discovery call booked.
Ruth Adeyemi · last contact 6d ago
- 6
Move VINIA Consulting proposal forward
Reason: Proposal has been open for 5 days.
Growth Strategy + Website · 60% probability
Today
Due today
Priority Actions
Rebuild Harborlane paid media account structure
Complete Troy content review (8 landing pages)
Relationship debt
Follow-Ups Due Today
Proposal open 5 days — no decision yet
Lead with the payback-period slide; CFO is the blocker.
Two missed reporting calls + overdue invoice
Health is Red. Needs an executive reset, not a status email.
Referral intro — no discovery call booked
Follow-up #1 of the new-lead sequence.
Waiting on website login credentials
Calendar
Today's Meetings
Prep: Bring CRM field map + hiring plan for dispatch role.
Prep: 8 landing pages, review flow, photography gaps on 2 pages.
Prep: Membership economics, second-location timeline, budget confirm.
Blocked by others
Waiting On
Waiting on: Website login credentials
Requested: Dec 26, 1969 Follow up: Jan 1, 19706 days outstanding
Waiting on: Legal approval on launch copy
Requested: Dec 23, 1969 Follow up: Jan 2, 19709 days outstanding
Waiting on: Project photography for 2 landing pages
Requested: Dec 28, 1969 Follow up: Jan 3, 19704 days outstanding
Waiting on: Signed change order + overdue invoice payment
Requested: Dec 20, 1969 Follow up: Jan 1, 197012 days outstanding
Waiting on: CRM admin access for ops owner
Requested: Dec 29, 1969 Follow up: Jan 5, 19703 days outstanding
Financial pulse · January 1970
Profitability This Month
Client Revenue
$26,400
Direct Costs
$4,628
Estimated Profit
$21,772
Estimated Margin
82.5%
Contribution margin
Lowest margin accounts
Portfolio
Client Health At A Glance
VINIA Consulting
Troy Construction of NY
Anthony Smith Law
Harborlane Dental
Northbeam Logistics
Solace Wellness Studio
Kestrel Financial Partners
Atlas Home Services
Meridian Law Collective
Brightfold Studios