Next best action — your queue
One ranked list across the entire pipeline — the OS's recommended move for every open prospect, highest-leverage first. Click a row for the full profile; click a tile to filter. Drafts are prepared in Gmail for your one-click approval — nothing sends automatically.
Live alerts — high-value events
Fires the instant a quoted prospect replies, a call books, a payment/close lands, a no-show is detected, or a new /apply arrives — caught by the apply-webhook (instant) and the alert engine (3×/day business hours). Last 48h expanded; older collapse below. New events are drafted into one digest email for your review; nothing sends automatically. Click a row for the profile.
Follow-up queue — the watchdog
The Follow-up Watchdog scans this every morning and drafts the chase emails for your one-click approval. Click a tile for the records behind it — nothing sends automatically.
Calls — upcoming & no-shows
Synced from GoHighLevel 3×/day; "showed" is verified against Fireflies. No-shows feed the watchdog's re-book drafts. Click a row for the full profile.
Forecast to goal — weighted pipeline
| Open stage | Deals | Weighted $ | |
|---|
At-risk radar — deals going cold
Money-stage deals with no real contact beyond the safe window (quoted >7d, showed >14d, booked >10d) — same real-touch rule as the watchdog. Ranked by weighted $ at risk: the deals to save this week. Click a row to open the profile.
Predictive pipeline — win probability
Win probability blends stage (using your Fireflies-verified show→quote and quote→close), recency of real contact, engagement, and source — referrals close, YouTube fills. Value uses the quote when set, else the open-quote average (italic). Click a row for the full profile.
Show → Quote — the Q3 number
—
held calls → quotes (measured)
held (grey) vs quoted (green)
The conversion the whole autopilot exists to lift. Weekly bars come from the nightly metrics rollup; Q3 is the planning-season push the rescue + showed-pool waves are built to move.
Signatures — closed-won feed
Live from TaxDome via Zapier once wired (see outputs/taxdome-zapier-setup.md) — each signature/payment writes a deal and moves the gap counter. Green = counts toward the goal.
Referrals & reviews — the compounding engine
| Referred | Status | Revenue | Referrer |
|---|
Referral is the #1 true source. The Referral & Review engine (weekdays 10am) drafts the referral ask at 60 days post-signature (one per client, ever), Google-review asks post-close, and referrer thank-yous — every draft waits for your approval in Gmail. ✓ = referrer thanked. Renewals bill automatically and need nothing.
Funnel — current pipeline snapshot
Snapshot of where opportunities sit right now. Stage transitions record from now on.
Pipeline detail — GHL stages
Reverse funnel — what the gap demands
Avg fee, show→quote and quote→close prefill from your real data; the grey-zone rates are editable estimates until new-funnel data accrues.
Prospect intelligence — the outbound bench
Trigger hotlist — tax pain is acute now
Triggers are mined from real employment data (new roles = fresh equity grants / comp jumps / ownership changes). These are the personalization hooks for outreach — nothing sends without your approval.
Marketing — campaign performance
Click any campaign to open its audience — non-won rows are your retarget list. Outbound campaigns are fully measured now (activity→funnel); per-video ROAS/spend light up once Google Ads access + the /apply UTM fix land. The Marketing Analyst agent posts weekly scale / cut / retarget calls in the strip above.
Attribution — true source (how they heard)
| Source | Prospects | Won | Revenue |
|---|
From the /apply survey "how did you hear about us" — the real channel, not the form name. Referrals close; YouTube fills. Click a source to see who. The outbound bench shows as "not captured" (never filled a survey).
Attribution — first-touch source
UTM-level attribution unlocks when the /apply redirect fix lands (Mark / site agency).
Channel & ad intelligence
Spend → applications → closed $ per channel lights up once ad spend is loaded (Google Ads access pending). The 5 YouTube CTAs are UTM'd (outputs/youtube-cta-copy.md) so each video maps to its applications here after the /apply redirect fix.
Outbound — status Sending blocked
| Warm-up week | Sends / mailbox / day | |
|---|
Send queue — next cold touch
One person per company (highest ICP), verified email, not suppressed, no company touched in 30 days — the exact order the send agent will work once domains go live. Click a segment tile to filter, a row for the profile. Nothing sends automatically.
Sequences — per-segment templates
First touch + 3 follow-ups per segment, all driving to /apply. Merge fields {{first_name}} {{company}} {{sender_name}} fill at send time; the sending platform appends the physical address + one-click unsubscribe (CAN-SPAM). Edit copy in Supabase sequence_steps.
Activity health — outreach engine
Nothing sends yet. This panel lights up in Phase 4: sends, reply rate, positive-reply rate, and deliverability warnings per inbox/domain — fed by the cold-email platform into the activities table. Prerequisite in motion: sending domains + 3-week warmup.
Autopilot — routines
Every automation that keeps the OS current, in one pane. Each writes a heartbeat when it runs (last run + status). Manage or "Run now" from the Scheduled sidebar — this shows what actually fired and whether it succeeded.
Data trust — self-healing
The Data Steward runs nightly: it auto-quarantines unambiguous test/spam/internal records (reversible — suppress + not-qualified) and flags the rest for you. Nothing real is ever auto-deleted. Click a row to open the record. "Unverified" = un-triaged, not necessarily bad — many resolve once the /apply survey syncs.