Monday, September 14 · demo, invented data
Good morning, Austin.
September 2026 · gap to goal
$0to level
What closes it
- 1 × Site Rebuild ($3,500–$6,500)
- or 3 × Lead System ($1,250/mo, first month billed at signing)
- or 1 × Site Rebuild + Care Plan · Lead at launch ($1,500/mo)
In the bank $7,285Scheduled, not yet received $4,770Still to book $3,445Break-even $12,850, not yet
Pipeline WEIGHTED
$9,525 · 28 deals
Partner track2 deals · $3,000 weighted
18 in nurture, not counted
This week INPUTS
since Sep 14
Calls on the calendar, next 14 days3
Care Plan offer due · Northgate PlumbingSep 17
Needs you
10 waiting
Delivery
All projects →Scorecard
to December 31
MRR · to $8,000
$4,400
55% of the ladder
Retained accounts · to 5
3
paying monthly
Care attach · next 4
1 of 4
launches on a Care Plan
Snapshot → call
7%
3 calls from 42 snapshots
Latest
MonSnapshot ran · a Kelowna plumber · score 41MonInbound · Dana Whitfield · Whitfield MechanicalMonReceived · Summit Roofing · $2,100MonHarbour Electric · Call booked → ScopedMonSnapshot ran · a Kelowna plumber · score 41MonInbound · Dana Whitfield · Whitfield MechanicalMonReceived · Summit Roofing · $2,100MonHarbour Electric · Call booked → Scoped
The Super · Today
2/5 DONEThree things decide this week. The Harbour Electric scope is four days quiet and it is the one that clears the month. Northgate's site goes live Thursday and their Care Plan conversation is not booked yet. Two Lead System installs are scheduled for Friday.
- Cash due now: $4,200 from Summit Roofing, invoiced 31 days ago. Call, don't email.
- Quotes going quiet: 3, worth $21,900. The follow-up sequence fires at 10 am; check the replies at noon.
- Northgate launch Thursday: send the Care · Ops offer today so it is signed at launch.