Agency MRR
$37.3K
9 active clients
↑ $4,200 this month
Audit Leads (MTD)
14
3 calls booked
↑ 40% vs last mo
Proposals Open
3
$15,900 at stake
1 sent this week
Blitz Activations
11
MTD across all clients
↑ 4 from last month
IGNIXN Waitlist
18
Target: 100 founding
↑ 5 this week
Client Health — All Active
View All →
Client
Health
Sprint %
CPL
Grade
Baber Enterprises
GROWTH · M4
85%
$38
A
Sylvan Scapes
FOUNDATIONS · M2
55%
$52
B
Stoneburner
GROWTH · M3
72%
$61
B
Callison Electric
FOUNDATIONS · M1
30%
—
A
Village at Mint Springs
DOMINATE · M5
93%
$29
C
Activity Feed
Clear All
Blitz fired — Baber · 234 Oak St, Waynesboro. 5 channels active.
2 hours ago
Audit lead — Ridge Top Roofing, Charlotte NC. Score: 0%. High priority.
4 hours ago
Proposal sent — Callison Electric · Growth tier · $4,200/mo
Yesterday 3:22pm
Sprint 2 Gate PASSED — Stoneburner. All 12 items confirmed.
Yesterday 11:40am
3 new reviews — Baber Enterprises. Now at 67 total. 4.9 stars.
Monday 9:15am
IGNIXN waitlist — 3 new signups from LinkedIn Revelation post.
Monday 8:30am
🗓️ Monday Meeting — Next: June 2, 9:00am
30 min · Chris + Employee A
0–5 minClient Health — 🔴 Village at Mint Springs (C grade — call scheduled), 🟡 Stoneburner (CPL high), 🟢 All others
5–15 minEmployee A Delivery — What delivered last week? Blocked items: Stoneburner GBP photos pending 2 weeks
15–22 minPipeline — 14 audit leads MTD, 3 calls booked, Callison proposal open, 2 pre-warmed prospects ready to DM
22–28 minDecisions — Village compliance conversation: schedule direct call. Stoneburner: add CTV awareness layer?
28–30 minIGNIXN — 18 waitlist, 5 this week, Daley schema v1.2 complete, demo video needed
Audit Leads
14
MTD
Calls Booked
3
This week
Proposals Open
3
$15,900 value
Avg Pre-Qual Score
74
This month
Lead Pipeline — All Prospects
| Prospect | Market | Score | Stage | Tier Rec. | Source | Action |
|---|---|---|---|---|---|---|
Ridge Top Roofing Mike Johnson |
Charlotte, NC | 0 | Audit Lead | TBD — call first | Audit Tool | |
Carolina Roofworks Dave Mills |
Raleigh, NC | 82 | Pre-Qualified | GROWTH | LinkedIn Pre-Warm | |
Callison Electric Andrew Callison |
Waynesboro, VA | 78 | Proposal Sent | GROWTH · $4,200 | Referral | |
Summit Roofing Co. Terry Walsh |
Baltimore, MD | 88 | Proposal Sent | DOMINATE · $6,500 | Audit Tool | |
Blue Ridge Exteriors Frank Holt |
Harrisonburg, VA | 65 | Nurture | FOUNDATIONS only | ||
Greenville Shield Roofing Pat Denton |
Greenville, SC | 91 | Proposal Sent | DOMINATE · $6,500 | RoofCon Pre-Warm | |
Hampton Roofing Group Steve Oakes |
Hampton Roads, VA | 55 | Redirect | Not a fit now | Audit Tool |
Active Clients
9
$37,300 MRR
Avg CPL
$41
Target: <$45
Yellow Flags
2
Stoneburner, Village
Avg AI Citation
11%
Up from 4% baseline
All Active Clients
Export Report Cards
| Client | Tier | Month | Leads MTD | CPL | Reviews | AI Score | Grade | Health |
|---|---|---|---|---|---|---|---|---|
Baber Enterprises Staunton, VA | GROWTH | M4 | 24 | $38 | 67 ⭐4.9 | 18% | A | |
Sylvan Scapes Waynesboro, VA | FOUNDATIONS | M2 | 11 | $52 | 34 ⭐4.7 | 6% | B | |
Stoneburner Shenandoah, VA | GROWTH | M3 | 17 | $61 | 28 ⭐4.6 | 9% | B | |
Village at Mint Springs Waynesboro, VA | DOMINATE | M5 | 38 | $29 | 112 ⭐4.8 | 22% | C | |
Callison Electric Waynesboro, VA | FOUNDATIONS | M1 | — | — | 19 ⭐4.5 | — | A |
Gates Passed (MTD)
3
Stoneburner S2, Baber S3, Sylvan S1
In Progress
2
Callison S1 · Village S3
Blocked Items
4
Require client action
Callison Electric — Sprint 1 Gate
14 / 20 PASSED
✓
GBP primary category set correctlyDONE✓
LocalBusiness schema installed + validatedDONE✓
CallRail tracking numbers installedDONE✓
GA4 conversions firing in DebugViewDONE✓
Missed call text-back live + testedDONE!
Minimum 10 photos uploaded with geo-tagged filenamesCLIENT!
Client team briefed: answer every call under 15 minCLIENT○
LSA verified — Google Guaranteed badge activePENDING○
First review requests sent to last 10 jobsCLIENT○
GHL review request sequence testedEMP A
Baber Enterprises — Sprint 3 Gate
9 / 10 PASSED
✓
Lead volume at 3x pre-ODM baselineDONE✓
CPL at or below $45 targetDONE✓
Call answer rate above 85% sustainedDONE✓
12+ new reviews earned across sprintsDONE✓
Map Pack improvement verified — 2+ keywordsDONE✓
AI Citation score improving from baselineDONE✓
Month 2 + Month 3 Reports delivered with LoomsDONE✓
90-day performance summary deliveredDONE✓
Client grade B or above on Responsibilities MatrixDONE!
Retention conversation completed — renewal confirmedTHIS WEEKActivations MTD
11
Across all clients
Neighbor Inquiries
7
Attributed to Blitz
Vibe Impressions
186K
MTD across campaigns
Remaining This Mo.
5
Before tier limits reset
🏘️ Neighborhood Blitz — All Activations This Month
Client + Address
Channels
Status
Fired
Baber Enterprises
234 Oak St, Waynesboro VA — Roof Replacement
📺
📱
✉️
🔧
💬
LIVE
Today 2:14pm
Baber Enterprises
118 Maple Ave, Staunton VA — Storm Repair
📺
📱
✉️
🔧
💬
COMPLETE
May 22
Stoneburner
502 River Rd, Woodstock VA — Roof Replacement
📺
📱
✉️
🔧
💬
BUILDING
Today 10:30am
Village at Mint Springs
Awareness Layer — Waynesboro County
📺
📱
✉️
🔧
💬
LIVE
Ongoing CTV
Open Proposals
3
$15,900 MRR at stake
Signed YTD
6
$21,400 MRR added
Close Rate
67%
Pre-qual score 75+
Proposal Tracker
Prospect
Tier
MRR Value
Sent
Status
Greenville Shield Roofing
Pat Denton · Greenville SC · Score 91
DOMINATE
$6,500
May 20
WARM
Summit Roofing Co.
Terry Walsh · Baltimore MD · Score 88
DOMINATE
$6,500
May 18
FOLLOW UP
Callison Electric
Andrew Callison · Waynesboro VA · Score 78
GROWTH
$4,200
May 24
SENT
Reports Delivered
9/9
All by Day 5 ✓
Avg Client Grade
B+
Across all clients
Avg AI Citation
11%
Up from 4% baseline
Next Reports Due
Jun 5
Data pull: Jun 1
Monthly Report Card Status
Generate All Reports →
| Client | Report Sent | Loom Recorded | Client Grade | AI Citation | Reviews This Mo. | Call Answer Rate |
|---|---|---|---|---|---|---|
| Baber Enterprises | ✓ May 5 | ✓ May 5 | A | 18% | 6 | 91% |
| Sylvan Scapes | ✓ May 4 | ✓ May 4 | B | 6% | 3 | 83% |
| Stoneburner | ✓ May 5 | ✓ May 5 | B | 9% | 2 | 77% |
| Village at Mint Springs | ✓ May 3 | ✓ May 3 | C | 22% | 9 | 88% |
Waitlist
18
Target: 100 founding
Founding MRR
$5.4K
18 × $300
Regular Price MRR Potential
$10.8K
At 18 users × $600
ODM Clients on IGNIXN
2
Baber, Village
Pending Items
!
90-second demo video — GBP update → nightly rebuild → site changesDALEY!
Trifecta Audit v2.1 — add anti-bias instruction + contractor-friendly PDF languageCHRIS!
Baber audit re-run — scores revised downward after bias correctionCHRIS○
GHL waitlist sequence — founding member number assigned in emailEMP A○
RoofCon speaker application submittedCHRIS✓
Universal Homepage Schema v1.2 completeDONE✓
Service Page Schema v1.0 completeDONE✓
Partnership Agreement v4 — Schedule E signedDONEPosts Published (Mo)
11
Target: 12/mo
LinkedIn Followers
847
+120 this month
Audit Leads from Content
9
64% of total MTD
AI Rankings Report
June
Due in 5 days
Content Calendar — Week of May 26
| Day | Pillar | Topic | Platform | Status |
|---|---|---|---|---|
| Monday | Data Drop | Charlotte NC roofing AI audit — 0 of 8 contractors cited | ✓ Live | |
| Wednesday | Receipt | Baber Month 4 — CPL $38, AI citation up to 18% | Drafting | |
| Friday | Playbook | How to run a monthly AI citation audit (20 min, step by step) | LinkedIn + YouTube Short | Scheduled |
| Monthly | AI Report | June AI Search Rankings — 20 East Coast roofing markets | LinkedIn + Blog + PDF | ⚡ Due Jun 1 |