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Welcome back · Tuesday

Operations Dashboard

Everything Sean and Mike are running for Legacy IT right now — live.

MRR (live)
$22,450
+$1,100 MoM
12 accounts · 8 managed
Active Leads
7
3 need response
Across pipeline
At-Risk Clients
2
Renewals in 30d
Central FL PT · Orlando Medical
Agent Actions Today
29
603 this month
38 hrs saved this wk

Today's Agent Activity

🤖 AI
View all →
LIVEAuto-responded to Tom Zabala — referral from Luis Herrera routed & bookedIntake Agent · 1m ago
  1. 📩
    Intake Agent1m ago
    Auto-responded to Tom Zabala — referral from Luis Herrera routed & booked
  2. ⚡
    Intake Agent4m ago
    Lisa Patel form submission — reply sent in 14 seconds
  3. 🤝
    Referral Agent9m ago
    Thank-you sent to David Rivera — 3rd referral this quarter flagged for gift
  4. 🔁
    Follow-up Agent22m ago
    Day 3 follow-up dispatched to Marcus Brennan (Brennan Law Group)
  5. 🚨
    Intake Agent28m ago
    Escalated Nancy Perez to Travis — VIP referrer (Dr. Martinez)
  6. ❤️
    Client Success Agent48m ago
    April health report generated for Winter Park Accounting
  7. 📈
    Revenue Agent1h ago
    Weekly ops report assembled — Fri 4/24 delivery queued for Travis
  8. 📅
    Renewal Agent1h ago
    Renewal proposal drafted for Central Florida Physical Therapy (May 8 renewal)

Priority Actions

Human needed
  • Nancy Perez lead — personal intro requested
    Dr. Martinez walked her in. Flagged for Travis-level response. AI drafted intro; pending send.
  • Central Florida PT renewal (May 8) still unsigned
    Proposal delivered 4/14. Brett hasn't opened the DocuSign in 3 days. Renewal agent is holding the next nudge for human OK.
  • Greer Andrews (Mount Dora RE) — touch overdue
    55 days since last thank-you. Referral agent has outreach queued for Wed — confirm tone.
  • Q3 pricing review with Travis
    Revenue agent flagged Winter Park Accounting priced 18% under peer median. Opportunity for uplift at renewal.

This Week

Leads touched
18 (+4)
Referrer thank-yous sent
5
Renewal proposals drafted
2
Client health reports
3 delivered
Weekly ops report
Queued for Fri 4/24
Fractional COO-as-a-Service

Six systems. Two operators. Zero logins for Travis.

We don't hand Travis another dashboard to check. We run Legacy IT from this console and deliver a one-page report every Friday.

6
Systems online
603
Actions / mo
22s
Avg response