Today
Regenerated every morning. Every metric is tappable — sparkline is the last 8 weeks, full history on tap.
Needs you 3
Stale data 2 sources
Agent queue 4
Worth knowing
Sites
All 43 properties. Sort by any metric, tap ↗ to open the live site, tap the row for its full record. Tap a sort again to flip direction.
Signals
Leads determine viability. Everything else here is secondary context to show whether a site is moving in the right direction. Current live feed: Twilio calls/SMS plus non-spam website form submissions joined to per-site GSC trend data.
Top lead performers
This is the viability list: ranked by real non-spam inquiries in the last 30 days. Use this first when deciding what is actually sellable.
By site
Lead count comes first. Use the other sorts only as supporting context after you know which sites are actually producing real inquiries.
Lead events auto-tagged · saved override on review
The agent classifies every event automatically from the current feed (transcript and message content when present, plus durations and known spam patterns; test numbers already excluded upstream). Auto tags show auto. Saved Real/Spam reviews now persist as durable operator overrides. Unmapped events stay visible until the number or form source is tied back to a site.
Authority
Citations, backlinks, GBP. Packets pull live from the Tracker; the run grid tracks execution per directory.
Citation run grid
✓ live (stores URL + vault ref) · ⋯ pending · blank not started.
| Site | GBP | Bing | Apple | Yelp | BBB | Nextdoor | Angi | YP | Foursq |
|---|---|---|---|---|---|---|---|---|---|
| Palm Coast Gutter | ⋯ | ✓ | ✓ | ✓ | ✓ | ⋯ | |||
| Villages Paver Sealing | |||||||||
| … all 43 sites · rent-ready candidates run first | |||||||||
Citation packet
GBP lanes
Growth
Funnel view from proof to rent: a site is rent-ready only after 10 real non-spam inquiries in the current month; clicks alone do not qualify.
Already live now
Use the rent-ready board as the real portfolio intake lane only when the site has at least 10 real non-spam inquiries in the current month. Search clicks can support the pitch, but cannot trigger readiness.
Becomes live with first client
Prospect columns, client names, trial value, and follow-up cadence flip from demo to live only when a CRM/contact source is attached.
Expected downstream sync
Signed clients should automatically appear in Clients, active rent should land in Ledger, and due follow-ups should surface on Today.
Rent-ready board
Live threshold: only sites with at least 10 real non-spam inquiries in the current month appear here. Clicks, impressions, page-1 rankings, and revenue-opportunity rows do not make a site rent-ready by themselves.
Prospect pipeline
Placeholder CRM lane: names, stages, dates, and dollar values are examples only. When real client data exists, due follow-ups should surface on Today.
Future live fields per prospect: owner, stage, last touch, next follow-up date, pricing model, payment method label/last-4, and site attachment.
To contact 2
Contacted 1
In talks 1
Trial 1
Signed 0
Pitch proof live-backed
Loads live ranking, lead, GBP, and recommended-next-move fields for the selected site. Pipeline/contact stages elsewhere on this page are still placeholder CRM shells until real client data is connected.
Clients
Every vendor, prospect, and partner — searchable, tied to a site, each with a full profile. Tap anyone to open it.
Ledger
Both sides of the books: rent in, recurring charges out, net at the top. This is the accounting view.
Rent roll
Recurring charges
Per-site charges roll into each site's renew-or-drop decision. Upcoming charges surface on Today.
Payments log
Lead Gen Tracker
Canonical record per site — all columns, durable saves, exports, rebuild preserving manual fields.
System
Credentials, integrations, account capacity. Keys live server-side, always masked here.
GSC accounts capacity
Call providers
Domains & hosting
API keys
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