10
Total Clients
1
Active Campaign
0
Onboarding
1
Proposal
3
Discovery
4
Prospect · Researched
1
Lost
Pipeline Stage
Active Campaign · campaign running
Onboarding · signed, in setup
Proposal · quote out
Discovery · building their price
Prospect · Researched · researched, pre-discovery
Lost · did not sign
Client Dashboards
Active Campaign · Wk 2
3DAi VoiceLink
AI Phone Agents for Trade Businesses
StageCampaign active
NextWeekly loop · Eli Sat analytics
Open dashboard→
Home Inspection Experts
homeinspectionexperts.com
StageProposal delivered
NextAiming to sign Mon (Jun 15)
Open dashboard→
PaddleLink
Pickleball app · 8 platforms
StageDiscovery — marketing plan in progress
NextPricing pending (moving early, client engaged)
Open dashboard→
Hollywood Construction Corp
Construction
StageDiscovery — met with them
NextCLIENT-TRUTH + pricing (Dakota → Jim)
Open dashboard→
Roof Replacement Inc
Roofing
StageDiscovery — met with them
NextCLIENT-TRUTH + pricing (Dakota → Jim)
Open dashboard→
Roof Repairs CA
Roofing · division of Roof Replacement Inc
StageResearched — prepping for meeting
NextFirst meeting → then discovery
Open dashboard→
iComfort Heating & Air
HVAC · Heating & Air
StageResearched — prepping for meeting
NextFirst meeting → then discovery
Open dashboard→
Wild Oak Construction
Construction
StageResearched — prepping for meeting
NextFirst meeting → then discovery
Open dashboard→
LA
Prospect · ResearchedLA Home Concierge
Home services · concierge
StageResearched — prepping for meeting
NextFirst meeting → then discovery
Dashboard pending — not built yet🔒
CL
LostCL Remodeling
Remodeling
StageLost — did not sign
Next—
Cancelled — not pursuing🔒