| Sales Momentum
8 agents connected
Dashboard
Inbox 6
Org Chart
Tasks
Agents
Pipeline
Knowledge Base
Settings
March Cash
$96K
vs $190K expenses
April Target
$100K
front-end cash
Active Clients
13
Blueprint programs
Expiring <30d
4
P&G, REI, NVS, Lean
LTV Trend
$19K
down from $81K (2023)
Agents Active
8/8
all directors + CoS
⚡ Token Usage
1 hr
12.4K
12 hr
284K
24 hr
512K
48 hr
1.02M
Budget
$47.20
of $100 / month
Today's Cost
$3.84
Co-work $2.10 · OpenClaw $1.74
Department Health
View All Intelligence >
Sales
🟡
Setter ramp exists, but qualification gap and closer depth remain weak
High Risk13:10
Sales DirectorLast run: 13:10
Marketing
🟡
Facebook Ads still carries acquisition; attribution gaps remain
High Risk13:15
Marketing DirectorLast run: 13:15
Client Success
🟡
Renewal concentration and ghost-client pockets are material
High Risk13:04
CS DirectorLast run: 13:04
Product
🟡
Core vs Elite taxonomy drift; Migration Audit scope undefined
High Risk13:12
Product DirectorLast run: 13:12
Finance
🔴
$96K cash vs $190K expenses; near-term cash depends on renewals
High Risk13:12
Finance DirectorLast run: 13:12
Operations
🟡
Active cadence, but execution reliability and context alignment uneven
Medium Risk15:15
Ops DirectorLast run: 15:15
Software Dev
🟡
Baseline launch Apr 13; readiness evidence thinner than rollout pressure
Medium Risk13:12
SoftDev DirectorLast run: 13:12
Chief of Staff
🧠
7 decisions pending from Dean; system coherence is the bottleneck
7 Decisions13:35
Chief of StaffLast run: 13:35
🏆 Recent Wins
CSTread Athletics — price increase $6.5K to $7.5K PIF accepted
MKTNazem Jarrah — clearest positive signal in marketing
CSSunrise Capital — re-engaging after months dormant
SALESSetter ramp — Giacomo active on phones
⚠️ At Risk
FINProfit & Growth — expires April 12. Renewal not closed.
CSCustom Care Pharmacy — 5 consecutive missing closeouts
FINWarrior Babe — renewal overdue; $30K + $28K unresolved
CSAlturna Tech — ghost client, double-exited Slack
DEVBaseline launch — Apr 13 target, readiness incomplete
🚨 Blockers & Decisions 12
🔴 Waiting on Dean (7)
1
Warrior Babe / WAP — deploy V2 without custom property?
Fri Apr 10
2
Migration Audit scope — lock offer boundary
This week
3
Core vs Elite taxonomy — migration states or errors?
This week
4
Baseline go-live — what counts as launch-ready?
Sun Apr 12
5
HubSpot audit prompt — send to Aaron
This week
6
Revenue-risk accounts — P&G, Ovation, First Nick, WB
This week
7
Strategic posture after Apr 15
Apr 15
🟠 Stuck with Human Team Members (3)
!
Aaron Platt — HubSpot ticket property audit; csm___slack_connect_channel empty across 31 tickets
Aaron
!
Trevor Godfrey — 5 client closeouts missing (CCP, NVS, Warrior Babe); blocking CS health signals
Trevor
!
Giacomo — setter ramp qualification criteria undefined; Sales Director can't set benchmarks
Giacomo
🟣 Stuck in OpenClaw (2)
⚙
Marketing Director — Facebook Ads attribution data gap; can't calculate true CAC without Hyros integration
Needs MCP
⚙
Finance Director — Sunrise Capital data contradiction unresolved; QBO vs vault mismatch blocking revenue forecast
Needs Data
➕ Assign Task to Agent
📡 Live Activity Feed
15:15
Ops Director updated _INDEX — Austin start, Juan termination, Baseline launch
13:35
Chief of Staff synthesized 7 departments. 7 decisions queued.
13:15
Marketing Director flagged Facebook dependency + Hyros gap
13:12
Finance Director flagged sunrise-capital data contradiction
13:10
Sales Director identified qualification gap
06:00
Co-work Pipeline daily run — 8 transcripts, 5 Slack, 13 HubSpot
⚙️ Pipeline Status
LAST RUN
✅ Apr 9 — 06:00 AM
COLLECTED TODAY
Fathom: 8
Slack: 5
HubSpot: 13
Summaries: 8
NEXT SCHEDULED
⏰ Co-work: Thu Apr 10 06:00
🤖 Wave 1: Thu Apr 10 06:50
🧠 Chief of Staff: Thu Apr 10 07:30
🌐 Cross-Department Signals
CROSSLTV / CAC tension — dominant company-level signal
CROSSBaseline launch spans Product, Ops, SoftDev, CS
CROSSHubSpot quality — shared dependency across 5 depts
CROSSWarrior Babe — multi-dept: Sales, CS, Finance
CROSSREI Accelerator — cross-functional execution test
Communications Inbox — Needs Response
Mark All Read
💬 Slack Messages
💬
Nelson Davignon #smos-elite-club-crypto
Hey team — is the 3pm meeting booked for tomorrow? I want to make sure we have the GHL migration checklist ready
2h ago
💬
Kurt (NVS) #smos-north-valley-solar
@dean can we push our call to 3:30 instead of 2:45? Got a client meeting that's running over
45m ago
💬
Nikhil (M1) #smos-elite-m1-brand-media
The none-met branch contacts are still reappearing. I shared 4 HubSpot contact examples — can someone look at the Zap timing issue?
3h ago
📧 Email
Omari Kamal omari@profitandgrowth.com
Dean — wanted to follow up on our renewal conversation. Can we lock in the same terms for another 6 months?
1h ago
Peter Tran peter@whop.com
Following up on today's integration demo — here are the next steps for the HubSpot webhook setup
4h ago
📊 HubSpot Notifications
📊
REI Accelerator Ticket #33798467485
Program ends May 2 (24 days). No renewal conversation logged. Owner: Evan Mertens.
Expiring
🚨 Blockers & Decisions — Action Required
Loading blockers...
AI Org Chart — Live Status
Dean DeVries
CEO / Principal
Chief of Staff
Executive Intelligence
7 decisions pending
Sales
Director
🟡 High Risk
Pipeline
Setter Ops
Closer Engine
Marketing
Director
🟡 High Risk
Paid Ads
Attribution
Content
Client Success
Director
🟡 High Risk
Renewals
Health Monitoring
Onboarding
Product
Director
🟡 High Risk
Core/Elite
Baseline
Skool
Operations
Director
🟡 Medium
EOS/L10
Scorecards
SOPs
Finance
Director
🔴 High Risk
AR/Collections
Forecasting
P&L
Software Dev
Director
🟡 Medium
HubSpot
Deployments
OpenClaw
Task Board
+ New Task
Backlog 3
Reconcile sunrise-capital data contradiction
Finance DirectorApr 9
Create AI Readiness Audit lead magnet
Sales DirectorApr 9
Fix Custom Care Pharmacy closeout gap
CS DirectorApr 9
In Progress 2
Baseline launch readiness checklist
SoftDev DirectorApr 9
Warrior Babe V2 deployment analysis
Product DirectorApr 9
Review 1
Profit & Growth renewal proposal
Finance DirectorApr 9
Done 2
Daily vault intelligence run
Co-work Pipeline06:00
Ops Director daily update
Ops Director15:15
Agent Fleet
🧠
Chief of Staff
Executive Intelligence — Synthesizes all 7 departments
Last output: Company Health Dashboard, 7 decisions for Dean, 5 cross-department signals, 6 conflicts identified
Last Run
13:35
Schedule
7:30 AM
Token Budget
<8K
💰
Sales Director
Pipeline, Setter Operations, Closer Engine
Last output: Setter ramp status, qualification gap flagged, stale-lead SLA unresolved, closer depth concern
Last Run
13:10
Schedule
6:50 AM
Token Budget
<5K
📣
Marketing Director
Paid Ads, Attribution, Content Strategy
Last output: Facebook single-channel dependency, Hyros-HubSpot attribution gap, Nazem positive signal
Last Run
13:15
Schedule
7:20 AM
Token Budget
<5K
🤝
Client Success Director
Renewals, Health Monitoring, Onboarding
Last output: Renewal concentration risk across 4 accounts, ghost-client pockets, strong Elite onboarding
Last Run
13:04
Schedule
6:50 AM
Token Budget
<5K
📦
Product Director
Core/Elite, Baseline, Migration Audit
Last output: Core/Elite taxonomy drift on 3 accounts, Migration Audit scope undefined, Skool tiering gap
Last Run
13:12
Schedule
7:20 AM
Token Budget
<5K
⚙️
Operations Director
EOS/L10, Scorecards, SOPs, Team Mgmt
Last output: Austin starts Apr 13, Juan terminated, Baseline SOP update needed, renewal bot misfires
Last Run
15:15
Schedule
6:50 AM
Token Budget
<5K
💸
Finance Director
AR/Collections, Forecasting, P&L
Last output: $96K/$190K burn ratio, LTV compression $81K to $19K, sunrise-capital contradiction, 4 expiring accounts
Last Run
13:12
Schedule
7:20 AM
Token Budget
<5K
💻
Software Dev Director
HubSpot, Deployments, OpenClaw, Baseline
Last output: Baseline Apr 13 launch, onboarding V1 active, AM access bypass shipped, sprint docs too thin
Last Run
13:12
Schedule
7:20 AM
Token Budget
<5K
Daily Pipeline — Phase Status
Last run: Apr 9 06:00 AM ✅
Phase 0
Environment
✅ Complete
→
Phase 0.5
Intake
✅ 0 files
→
Phase 1
Collect Data
✅ 26 items
→
Phase 2
Deposit Raw
✅ 26 files
→
Phase 3
Client Context
✅ 13 updated
→
Phase 3F
Source Summaries
✅ 8 created
→
Phase 4
Dept Context
✅ 6 updated
→
Phase 5
Company Context
✅ Synthesized
→
Phase 6
Daily Digest
✅ Published
→
Phase 7
Index + Log
✅ Updated
📊 Collection Metrics
FATHOM
8
calls processed
SLACK
5
channels collected
HUBSPOT
13
ticket snapshots
SOURCE SUMMARIES
8
wiki pages created
⏰ Schedule
06:00 — Co-work Daily Pipeline
06:45 — VPS vault-pull (Git sync)
06:50 — Wave 1: Ops, CS, Sales
07:20 — Wave 2: Marketing, Product, Finance, SoftDev
07:30 — Chief of Staff synthesis
08:30 — VPS vault-push (Git sync)
Errors & Needs Attention
4 unresolved
❌ Pipeline Errors (Last 48h)
CRIT
Slack channel mapping failed — csm___slack_connect_channel null for all 31 HubSpot tickets
Phase 2B · Apr 9 06:12 · Recurring since Apr 7
Impact: No Slack digests collected for any client. Pipeline falls back to channel-name guessing.
WARN
6 broken wikilinks in custom-care-pharmacy.md
Phase 3.5 Link Weaver · Apr 9 06:34
Links to [[adam-ccp]], [[miguel-ccp]], [[frank-ccp]], etc. — people pages don't exist yet.
WARN
20 Fathom transcripts unprocessed — backlog from team sharing enable
Phase 1 · Apr 9 · New recordings from Ryan Roa, Aaron Platt, Evan Mertens
Meetings from Mar 27 – Apr 8 not yet ingested. Discovery calls, pipeline reviews, fulfillment standups.
INFO
312 source summaries use processing-date naming
Legacy · Bulk import 2026-04-07
Not breaking — fix-forward-only policy. New summaries use event-date correctly.
Accepted
🤖 OpenClaw System Issues
SYS
Marketing Director — no Hyros MCP
Blocks: true CAC calculation, Facebook attribution, ad spend ROI
Agent operating with partial data. Marketing intelligence degraded. Needs Hyros API integration or manual data feed.
SYS
Finance Director — QBO/vault revenue mismatch
Sunrise Capital data shows $96K in QBO vs different figure in vault context
Revenue forecasting unreliable until data sources reconciled.
SYS
CS Director — 5 missing closeouts block health scoring
CCP, NVS, Warrior Babe, Alturna, REI · Waiting on Trevor
Client health signals for 5 accounts are stale. CS Director can't score risk accurately.
SYS
Token budget healthy — all directors under 5K/run target
Last wave: avg 3,200 tokens/director · Chief of Staff: 6,400 tokens
No action needed. Chief of Staff slightly above target but within acceptable range.
Healthy
Knowledge Base — Context Documents & SOPs
560+ wiki pages · 310+ raw files
🏢 Company-Level Intelligence
📊
SM_Company_Context.md
Cross-department synthesis — revenue, strategic posture, LTV/CAC, org health
Updated today · Phase 5 output · Synthesized from 6 dept docs
📅
Daily_Digest_Summary_2026-04-09.md
Today's operational briefing — top signals, decisions, activity summary
Updated today · Phase 6 output
👤
Dean_Executive_Context.md
Dean's personal context — priorities, decisions pending, relationships, calendar
Updated today · Phase 4 output
Department Context Documents
All updated daily via Co-work pipeline
SALES Sales Department
• SM_Sales_Context.md
• Closer Engine SOP
• Pipeline Review Process
• Cold Email Playbook
• Setter Ramp Framework
44 accounts · 36 deals · 85 people
MKT Marketing
• SM_Marketing_Context.md
• Facebook Ads Playbook
• Attribution Framework
• Content Calendar SOP
Hyros integration pending · Attribution gaps
CS Client Success
• SM_Client_Success_Context.md
• Blueprint Delivery SOP
• Health Monitoring Process
• Onboarding Checklist
• Renewal Playbook
13 active clients · 4 expiring <30d
PROD Product
• SM_Product_Context.md
• Baseline Product Spec
• Migration Audit Spec
• Core vs Elite Framework
Baseline launch Apr 13 · Readiness TBD
OPS Operations
• SM_Operations_Context.md
• Dev Sprint SOP
• Build Lab Process
• HubSpot Administration
Austin start · Juan termination · Context alignment uneven
FIN Finance
• SM_Finance_Context.md
• QBO Reconciliation SOP
• AR/Collections Process
• Revenue Forecasting
$96K cash vs $190K expenses · Data mismatch flagged
DEV Software Dev
• SM_Software_Dev_Context.md
• HubSpot Integration Spec
• Deployment Playbook
• OpenClaw Architecture
Baseline Apr 13 · Rollout pressure medium
EXEC Chief of Staff
• Chief of Staff _INDEX.md
• Cross-Dept Synthesis
• Decision Queue
• Standing Rules
7 decisions pending · System coherence bottleneck
Client Context Documents (13 Active)
Updated daily via Phase 3
• Loading...
📚 Wiki Entity Counts
Loading...—
📂 Raw Source Archive
Loading...—
Settings
🔗 Connections
HubSpot MCP✅ Connected
Slack MCP✅ Connected
Fathom (via Rube)✅ Connected
QuickBooks MCP✅ Connected
Google Drive MCP✅ Connected
Telegram Alerting✅ Active
📁 Vault Info
Vault root: ~/iCloud/sales-momentum/Sales Momentum/
Wiki pages: 560+
Raw files: 310+
Source summaries: 315
OpenClaw _INDEX files: 58
Git sync: Mac ↔ GitHub ↔ VPS

Reply to message