Command & Control

Full business overview — revenue, clients, team, pipeline

P&L, MRR, expenses, cash flow, financial intelligence

Operations, departments, pipeline, SOPs, capacity planning

Client health scores, DEFCON system, personality framework

Client knowledge base — treatments, booking, deposits, FAQs

Growth engine — Profit First splits, war chest, outbound tracker

Client verdicts — SCALE / HEALTHY / WATCH / KILL

Per-client leads, bookings, shows, close rate, ROAS

AI-generated client growth reports — paste data, copy sections, send PDF

SDR, Closer & AE performance ranking

Call stats, leaderboard, daily activity log

Earnings, payouts, commission breakdown

Agent KPIs, dial rates, talk time, profitability

Kanban pipeline — drag & drop delivery management

Recruitment, team health, time off, roles, performance

SDR / Closer / AE — calls, emails, DMs, closes, revenue

Client touchpoints, QC reviews, tasks, upsells

Campaign activity, spend, leads, testing, optimisation

Content pieces, revisions, research, deliverables

Assets created, videos edited, revisions, asset types

Pipeline reviews, approvals, deadlines, escalations

New client intake → triggers SH 1.0 delivery pipeline

Approve, reject, or request revisions with structured scoring

Campaign performance, funnel, timeline — share with clients

2-min team check-in — mood, ratings, wins, eNPS, shoutouts

Internal requests, tech issues, escalations — auto-routed via Slack