MRR
$84k
↑ 18% vs last monthPipeline Value
$210k
12 open dealsActive Clients
47
↑ 5 new this monthMonthly Expenses
$31k
↑ $2k vs last month👥
Team Activity Today| Member | Role | Activity | Status |
|---|---|---|---|
| Maria G. | Setter | 42 dials · 5 appts | Active |
| Jake T. | Setter | 31 dials · 3 appts | Active |
| Carlos M. | Closer | 4 calls · 2 closed | On Call |
| Tia W. | Closer | 3 calls · 1 closed | On Call |
| Ray B. | SDR | 12 follow-ups sent | Break |
| Diana L. | VA | CRM update · 14 tasks | Active |
🎯
Department HealthSetter Output — Appts/Day4.1 / 4.0 goal
Closer Rate43% / 45% goal
Revenue Goal$84k / $90k
Client Retention97.9%
💰
Cash Flow — This Month📥
$84.2k
Revenue In
📤
$31.0k
Expenses Out
💵
$53.2k
Net Profit This Month
Payroll$18k
Tools & Software$4.2k
✅
Your Focus Today✓
Review weekly P&L report
Done · 9:12 AM
1:1 with Sales Manager — pipeline review
Meeting · 2:00 PM
2 PM
Approve new Closer hire offer letter
HR · Action required
Urgent
Review Q3 scaling deck
Strategy · EOD
🔀
Sales PipelineNew Leads8
ABC Roofing Co.
$4,500/mo
Cold
Sunrise HVAC
$3,200/mo
Cold
Contacted5
ProCare Plumbing
$5,800/mo
Called
EasyClean Pools
$2,900/mo
Emailed
Appt Set4
Metro Electric
$6,400/mo
Thu 10 AM
GreenCut Land.
$3,800/mo
Fri 2 PM
Closed Won3
First Aid Restoration
$7,200/mo
Won ✓
Bright Pest Control
$2,400/mo
Won ✓
Total Dials
143
↑ 23 ahead of paceAppts Set
11
↑ 26% set rateShow Rate
73%
8 of 11 showedNo Shows
3
↑ 1 above avg👥
Team Status — Live| Rep | Role | Dials | Appts | Revenue | Status |
|---|---|---|---|---|---|
| Maria G. | Setter | 42 | 5 | — | Dialing |
| Jake T. | Setter | 31 | 3 | — | Dialing |
| Ray B. | SDR | — | — | — | Follow-ups |
| Carlos M. | Closer | — | — | $24k | On Call |
| Tia W. | Closer | — | — | $18k | On Call |
| Diana L. | VA | — | — | — | On Tasks |
🚨
Action Items✓
Run morning standup
Done · 9:00 AM
Listen to 2 setter call recordings
Coaching · By noon
Due soon
Follow up on 3 no-show leads
Re-schedule contacts
Send EOD report to Founder
Due 5:30 PM
Calls Today
7
3 remainingDeals Closed
3
↑ 43% close rateRevenue Today
$18k
↑ Best day this weekNo-Shows
1
Re-set for Friday🏆
Closer Board — This Week🥇
CM
Carlos M. ← You
Closer
$24k↑
🥈
TW
Tia W.
Closer
$18k
🥉
RB
Ray B.
SDR
$12k↓
📞
Call Queue Today10:00
✅
Metro Electric
David R. · $6,400/mo
11:30
✅
ProCare Plumbing
Mike T. · $5,800/mo
1:00
📞
Sunrise HVAC
Leo F. · $3,200/mo
2:30
⏰
GreenCut Landscaping
Rob M. · $3,800/mo
⚡
Quick Actions🔍
Discovery Script
🛡️
Objections
✅
Close Techniques
💼
Our 4 Plans
Dials Today
67
↑ 12 ahead of paceConnects
19
28% connect rateAppts Booked
5
↑ Goal ✓Set Rate
26%
↑ Avg 22%🏆
Setter Board — This Week🥇
MG
Maria G. ← You
Setter
22↑
🥈
JT
Jake T.
Setter
18
🥉
SR
Sam R.
Setter
14↓
📅
Booked Appointments| Business | Date/Time | Closer | Status |
|---|---|---|---|
| Mesa Roofing | Today 3 PM | Carlos M. | Confirmed |
| FastAir HVAC | Thu 10 AM | Tia W. | Pending |
| Quick Fence Co. | Fri 1 PM | Carlos M. | Pending |
| Desert Pool Care | Fri 4 PM | Tia W. | Pending |
⚡
Outreach Tools📞
Cold Call Script
💬
SMS Templates
🛡️
Objections
💼
Our 4 Plans
Follow-Ups Sent
34
↑ 12% reply rateReplies Today
4
↑ 2 bookedWarm Leads
22
In active sequencesPassed to Closer
6
↑ This week📋
Priority Follow-Up Queue| Lead | Last Touch | Stage | Action |
|---|---|---|---|
| Mesa Cleaning | 2 days ago | Sequence 2 | Send SMS |
| BlueSky HVAC | Yesterday | Sequence 3 | Call Now |
| Valley Pest | 4 days ago | Sequence 1 | Send Email |
| TopCut Landscaping | 1 day ago | Replied ✓ | Book Appt |
⚡
SDR Tools💬
SMS Templates
📧
Email Sequences
🛡️
Objections
📝
Log Activity
Tasks Done
14
↑ 94% ratePending
4
2 due todayLeads Sourced
38
↑ Added to CRM📋
Task Queue✓
Pull call reports from CRM
Assigned by Manager · Done
✓
Update lead list — 38 new contacts
Assigned by Founder · Done
Schedule social posts — next 7 days
Assigned by Founder · Due EOD
Overdue
Compile weekly leaderboard
Assigned by Manager · Due 4 PM
📊
Daily DeliverablesCRM Data Entry100%
Lead Research38 / 40
Report Compilation75%
Social Content0% ⚠
Sales OS
Video Training 🎬
Role-specific training — Loom & Google Drive. Click any video to open.
Founder / CEO Training
Leadership, scaling, and company operations
Manager Training
Running the floor, coaching reps, and managing VAs
Closer Training
Discovery, pitch, objections, and closing
Setter Training
Cold calling, outreach, objections, and booking
SDR Training
Follow-up sequences, nurture, and pipeline management
VA Training
Lead research, CRM entry, reporting, and daily operations
Sales OS
Scripts & SOPs 📚
Role-specific playbooks. Switch role in the sidebar to filter.
🌐
For Everyone🟣
Founder / CEO Playbooks🔵
Manager Playbooks🔴
Closer Scripts & SOPs🟢
Setter Scripts & SOPs🔁
SDR Scripts & SOPs🟡
VA SOPs & GuidesSales OS
Leaderboard 🏆
Week of June 9–13, 2026
📞
Setters — Appts SetThis Week
🥇
MG
Maria G.
Setter
22↑
🥈
JT
Jake T.
Setter
18
🥉
SR
Sam R.
Setter
14↓
💼
Closers — RevenueThis Week
🥇
CM
Carlos M.
Closer
$24k↑
🥈
TW
Tia W.
Closer
$18k
🥉
RB
Ray B.
SDR
$12k↓
⭐
Overall ScoreThis Week
🥇
CM
Carlos M.
Closer
98↑
🥈
MG
Maria G.
Setter
95
🥉
TW
Tia W.
Closer
91
4
JT
Jake T.
Setter
87
5
SR
Sam R.
Setter
79↓
Sales OS
CRM Pipeline 🔀
Live board for VA, Setter, SDR, and Closer. Edit, move, and score every lead.
🗑️
Delete this lead permanently?
This action cannot be undone. Type DELETE below to confirm.
Add Resource
Visible to the role section you select.
Add Training Video
Will appear in the Video Training section for the selected role.
New Lead
Fill in what you know — update as you learn more
Business Info
Business Name *
Owner Name
Industry
City / State
Source
Country
Phone
Email
Website
Social Media
📘 Facebook
📸 Instagram
▶️ YouTube
🎵 TikTok
💼 LinkedIn
🐦 X / Twitter
Google Rating
Est. Monthly Jobs
Stage & Assignment
Current Stage
Assigned To
Notes & Activity Log
Latest Note
Last Touch
Next Action
Attempt Count
Date Added
Opportunity Score — Gap Analysis
Check every gap you can confirm for this lead. Score = how many problems ONSITE solves for them right now.
Opportunity Score
0 / 5
Sales OS
Commission Calculator 💰
Your personalized pay calculator
📊
Full Pay Structure by Role| Role | Base | Per Close / Unit | MRR % |
|---|---|---|---|
| Closer | $2k/mo | $50–$400 setup + perf bonus | 5% of closed deal MRR |
| Setter | $1.5k/mo | $25 per showed appt | — |
| SDR | $1.5k/mo | $20 per qualified pass | — |
| VA (Sales) | $800/mo | $1 per qualified lead | — |
| Manager | $3.5k/mo | $50 per team close | 1% of team MRR |
| Acct Manager | $2.5k/mo | $100 per upsell | 2% of portfolio MRR |
| Onboarding | $1.8k/mo | $50 per <5-day go-live | — |
| Fulfillment | $1.8k/mo | $25 per zero-rework build | — |
| Media Buyer | $2.2k/mo | $200 bonus/mo all CPLs on target | — |
| VA (Delivery) | $800/mo | $25 bonus at 98%+ completion | — |
🗓️
Commission ScheduleSetup bonuses — paid on signingSame day
MRR commission — paid monthly1st of month
Tier + performance bonusesLast Friday
Clawback policy: If a client churns within 60 days, setup commission is returned. MRR commission stops when client cancels.
Sales OS
Incentive Program 🎯
Hit your targets. Earn your rewards. Tailored to your role.
Closer Incentive Tiers
Close more. Earn more. Win more.
Current: 7 closes this monthGold at 10 →
🥉
Bronze
3 closes
per month
$200 bonus
Extra PTO day
Team shoutout
Extra PTO day
Team shoutout
✓ Reached
🥈
Silver
6 closes
per month
$500 bonus
2 extra PTO days
Public recognition
2 extra PTO days
Public recognition
✓ Reached
🥇
Gold
10 closes
per month
$1,000 bonus
3 PTO days
Luxury trip eligible
3 PTO days
Luxury trip eligible
3 closes away →
✈️
Trip Rewards — Quarterly| Tier | Qualification | Reward | This Quarter |
|---|---|---|---|
| 🏖️ Weekend Getaway | Gold tier 2 months in a row | All-expenses weekend trip (domestic) | 2 slots open |
| 🌎 International Trip | Elite tier in a quarter | International trip for 2 (up to $3,000) | 1 slot open |
| 🏆 President's Club | #1 closer, #1 setter (annual) | 5-day luxury trip anywhere in the world | Annual · Dec |
📋
Program Rules📅
Monthly Reset
Tiers reset on the 1st of each month. Bonuses are paid on the last Friday of each month. You keep all MRR commissions regardless of tier.
✅
What Counts
Only fully signed deals count. Showed appointments count for setters. Qualified leads passed to closer count for SDRs. Client cannot churn within 30 days.
✈️
Trip Eligibility
Trips are earned quarterly. You must still be active with ONSITE at the time of the trip. Trips must be booked within 6 months of earning.
🌍
All 4 Countries
Incentive tiers apply across all markets — US, Brazil, Germany, Spain. Country-specific targets are adjusted for market size. The trip rewards apply globally.
Sales OS
Call Disposition Log 📋
Log every call outcome. Powers coaching, reporting, and the CEO dashboard.
Log a Call
Business / Lead
Plan Pitched
Outcome
✅
Closed Won
🤔
Interested — Follow Up
🛡️
Objection — Not Yet
❌
No Show
Notes
📜
Recent DispositionsMetro Electric — Full OS $997
Strong call. David had been burning money on HomeAdvisor. Showed the AI follow-up and he was sold.
1:32 PM
Sunrise HVAC — Growth $597
Leo liked it but wants to talk to his wife. Callback Friday 10am.
11:15 AM
Valley Pest Control — Starter $297
No answer, no text. Set follow-up for Mon.
10:00 AM
The Mission
Road to $1,000,000 / Month
We are at $84,200. Here is exactly what it takes to get there.
$0$84k · 8.4%$1M
👥
916
More clients needed
at avg $997/mo
🔥
46
Closers needed at scale
at 20 closes/month each
📞
138
Setters needed
3 setters per closer
🌍
4
Countries running
US · Brazil · Germany · Spain
✅
$10k
First 10 clients. Systems working. Time to hire your first setter.
Hit ✓
✅
$30k
First full sales team. VA + 2 Setters + 1 Closer. Manager hired.
Hit ✓
✅
$50k
First Delivery team hired. AM + Fulfillment + VA. Delivery automated.
Hit ✓
🎯
$100k
100 clients. Second country launched. Media Buyer added. Full playbook written.
Next →
🔒
$250k
3 countries active. 5+ closers. Director of Sales hired. SOPs fully systematized.
Locked
🔒
$500k
All 4 countries live. 15+ closers. Head of Delivery. Elite clients from multi-location.
Locked
🔒
$1M
1,000+ clients. 46 closers. 138 setters. Fully systematized across 4 countries. President's Club trip for the team.
The Goal
Sales OS
Hiring Tracker 🧑💼
Open roles, active candidates, and interview pipeline across all markets.
Open Roles
6
Across all marketsIn Pipeline
14
↑ Active candidatesOffers Out
2
Pending acceptanceHired This Month
3
↑ On track🔥
Closer
🇺🇸 United States · 2 open
3 screening→2 interview→1 offer
JR
Jake R.
LinkedIn · 3 yrs B2B · Phoenix AZ
SM
Sarah M.
Referral from Carlos · Dallas TX
📞
Setter
🇺🇸 United States · 2 open · 🇧🇷 Brazil · 1 open
6 screening→3 interview→1 offer
AL
Ana L.
🇧🇷 Facebook group · São Paulo
KP
Kyle P.
Indeed · Houston TX
🤝
Account Manager
🇩🇪 Germany · 1 open · 🇪🇸 Spain · 1 open
2 screening→0 interview
FM
Felix M.
🇩🇪 LinkedIn · Berlin · Account mgmt background
Active Clients
8
Managed by youNPS Score
72
↑ Strong promotersRenewals Due
2
This monthAt-Risk Clients
1
Needs call today📋
Client Roster| Client | MRR | Month | Health |
|---|---|---|---|
| Metro Electric | $6,400 | Month 1 | Healthy |
| First Aid Restoration | $7,200 | Month 3 | Healthy |
| Bright Pest Control | $2,400 | Month 2 | ⚠ At Risk |
| ProCare Plumbing | $5,800 | Month 4 | Healthy |
| GreenCut Land. | $3,800 | Month 1 | Onboarding |
📅
This WeekCall Bright Pest Control — at-risk check
Churn prevention · Urgent
Today
Month 3 review with First Aid Restoration
Upsell opportunity
Send results report — Metro Electric
Month 1 wrap-up
✓
Onboarding call — GreenCut Landscaping
Done · Tuesday
In Onboarding
3
Active setupsCompleted This Month
5
↑ On trackAvg Days to Live
6.2
↓ vs 8.1 last month🔄
Active Onboardings| Client | Day | Next Step | Status |
|---|---|---|---|
| Metro Electric | Day 3 | Website review call | In Progress |
| GreenCut Land. | Day 1 | Intake form | Waiting |
| Bright Pest | Day 7 | Go-live approval | Almost Done |
✅
Onboarding Checklist✓
Welcome email sent — Metro Electric
Day 1 action
✓
Intake form completed
Assets received
Website review call scheduled
Day 4 milestone
Google Business profile claimed
Day 5 milestone
Active Builds
4
Websites + profilesCompleted This Month
7
↑ On paceAvg Build Time
4.8d
↓ vs 6.1d last month🏗️
Active Build Queue| Client | Build Type | Progress | Go-Live | Status |
|---|---|---|---|---|
| Metro Electric | Website + Google | Friday | In Build | |
| Bright Pest Control | Google Profile | Tomorrow | Almost Done | |
| GreenCut Land. | Full Package | Next week | Just Started | |
| ProCare Plumbing | Review System | Thu | In Build |
Live Campaigns
6
Across 4 clientsTotal Ad Spend
$4.2k
TodayLeads Generated
38
↑ TodayCost Per Lead
$14.20
↓ Below target📢
Campaign Performance| Client | Platform | Spend | Leads | CPL | Status |
|---|---|---|---|---|---|
| Metro Electric | Google Ads | $1,200 | 14 | $85 | Running |
| ProCare Plumbing | $800 | 11 | $72 | Running | |
| First Aid Rest. | Google Ads | $1,400 | 8 | $175 | Optimize |
| Bright Pest | $800 | 5 | $160 | Pause? |
Tasks Done
11
Of 17 todayPending
6
3 due todayAssets Processed
12
↑ Logos, photos📋
Delivery Task Queue✓
Upload Metro Electric photos to build folder
Assigned by Fulfillment
✓
Send intake form — GreenCut Landscaping
Assigned by Onboarding
Pull Google Analytics report — ProCare
Assigned by Account Mgr · Due 2 PM
Due soon
Schedule review request emails — Bright Pest
Assigned by Fulfillment · Due EOD
📊
Delivery DeliverablesClient Asset Collection100%
Status Tracker Updated80%
Reports Pulled60%
Review Requests Scheduled0% ⚠
Delivery OS
Video Training 🎬
Delivery team training — Loom & Google Drive. Click any video to open.
Account Manager Training
Client relationships, retention, and upsells
Onboarding Specialist Training
Getting clients live fast and feeling taken care of
Fulfillment Specialist Training
Building websites, Google profiles, and review systems
Media Buyer Training
Paid ads for local service businesses
VA — Delivery Training
Supporting fulfillment, account management, and client operations
Delivery OS
SOPs & Assets 📚
Role-specific delivery playbooks. Switch role in the sidebar to filter.
🌐
For All Delivery Roles🟦
Account Manager SOPs🟣
Onboarding Specialist SOPs🟠
Fulfillment Specialist SOPs🟢
Media Buyer SOPs🟡
VA (Delivery) SOPsDelivery OS
Client Tracker 🤝
All active clients and their delivery status.
| Client | Plan | MRR | Month | AM | Build Status | Health | |
|---|---|---|---|---|---|---|---|
| Metro Electric | Full OS | $997/mo | Month 1 | Sofia L. | In Build | Healthy | → |
| First Aid Restoration | Full OS | $997/mo | Month 3 | Sofia L. | Live ✓ | Healthy | → |
| Bright Pest Control | Growth | $597/mo | Month 2 | Sofia L. | Live ✓ | ⚠ At Risk | → |
| ProCare Plumbing | Full OS | $997/mo | Month 4 | Sofia L. | Live ✓ | Healthy | → |
| GreenCut Landscaping | Growth | $597/mo | Month 1 | Sofia L. | Onboarding | New | → |
Delivery OS
Upsell Tracker 📈
Clients ready for their next plan. This is found money — don't leave it on the table.
Upsell Ready
12
↑ Month 2–3 clientsUpsell Revenue Available
$4.8k
If all convertConverted This Month
3
↑ 25% rate🔥
Hot — Month 3+ · Upsell NowMo.4
ProCare Plumbing
Currently: Full OS $997/mo
→
Elite $5k+/mo
+$4,003/mo uplift
Mo.3
First Aid Restoration
Currently: Full OS $997/mo
→
Elite $5k+/mo
+$4,003/mo uplift
⚡
Warm — Month 2 · Plant the SeedMo.2
Bright Pest Control
Currently: Growth $597/mo
→
Full OS $997/mo
+$400/mo uplift
Mo.2
Mesa Electric
Currently: Starter $297/mo
→
Growth $597/mo
+$300/mo uplift
Mo.2
GreenCut Landscaping
Currently: Growth $597/mo
→
Full OS $997/mo
+$400/mo uplift
Delivery OS
Go-Live Calendar 📅
See exactly who goes live when. No surprises, no bottlenecks.
Going Live This Week
3
Builds in final QAGoing Live This Month
11
↑ On paceJune 2026
Sun
Mon
Tue
Wed
Thu
Fri
Sat
📋
Upcoming Go-Lives| Client | Go-Live Date | Plan | Fulfillment Owner | Status |
|---|---|---|---|---|
| Bright Pest Control | Tomorrow | Growth | Kyle R. | Final QA ✓ |
| Metro Electric | This Friday | Full OS | Kyle R. | In Build |
| GreenCut Landscaping | Jun 23 | Growth | Kyle R. | Just Started |
| Apex Roofing | Jun 25 | Starter | Kyle R. | Not Started |
| Desert Air HVAC | Jun 28 | Full OS | Kyle R. | Not Started |
MRR
$84k
↑ 18%Active Clients
47
↑ 5 newPipeline
$210k
12 deals openNet Profit
$53k
↑ This month📞
Sales PerformanceRevenue Goal$84k / $90k
Close Rate43% / 45%
Set Rate26% / 22% avg
Show Rate73% / 70% target
🤝
Delivery HealthClient Health Score94%
Churn Rate2.1% / 3% target
Avg Days to Go-Live6.2d / 7d target
At-Risk Clients1
💰
FinancialsRevenue$84.2k
Expenses$31k
Net Profit$53.2k
Payroll % of Revenue21% / 40% max
🚨
CEO Alerts⚠ Bright Pest Control — at-risk, needs call today
Delivery · Churn risk
Urgent
Approve Closer hire offer letter
HR · Pending signature
Today
First Aid Restoration — Month 3 upsell opportunity
Delivery · Revenue growth
✓
Review P&L report
Done this morning
👥
Headcount| Role | Count | Open | Status |
|---|---|---|---|
| Setters | 4 | 2 | Hiring |
| Closers | 3 | 1 | Hiring |
| SDRs | 1 | 1 | Hiring |
| Managers | 1 | 0 | Staffed |
| Delivery | 3 | 0 | Staffed |
| VAs | 2 | 0 | Staffed |
Intelligence OS
Revenue Forecast 📈
Where we land in 30, 60, and 90 days if current trends hold.
Current MRR
$84,200 /month
Growing at 18%/month · 47 active clients · Avg $1,791/client
30 Days
$99,356
↑ +$15,156 (+18%)
~55 clients · 8 new needed
60 Days
$117,240
↑ +$33,040 (+39%)
~65 clients · 18 new needed
90 Days
$138,343
↑ +$54,143 (+64%)
~77 clients · 30 new needed
🔍
Forecast Assumptions| Assumption | Current | Conservative | Aggressive |
|---|---|---|---|
| New clients/month | 8 | 6 | 12 |
| Churn rate | 2.1% | 3.5% | 1.5% |
| Avg plan value | $1,791 | $597 | $997 |
| Upsell conversions/mo | 3 | 1 | 6 |
| 90-day MRR | $138k | $105k | $186k |
Intelligence OS
Market Expansion 🌍
4 countries. One OS. Track growth, targets, and team status by market.
🇺🇸Primary Market
United States
Primary market · HQ · English
47
Active Clients
$84k
MRR
14
Team Members
4
Markets Active
Phoenix AZDallas TXHouston TXSan Antonio TXAustin TX ↑ NewLas Vegas NVDenver COMiami FL
🇧🇷Scaling
Brazil
2nd market · São Paulo base · English ops
8
Active Clients
$7.2k
MRR
3
Team Members
2
Markets Active
São PauloRio de JaneiroCuritiba ↑ NewBrasíliaBelo Horizonte
🇩🇪Early Stage
Germany
3rd market · Berlin base · English ops
4
Active Clients
$3.6k
MRR
2
Team Members
1
Markets Active
BerlinMunichHamburgFrankfurt
🇪🇸Early Stage
Spain
4th market · Madrid base · English ops
3
Active Clients
$2.1k
MRR
2
Team Members
1
Markets Active
MadridBarcelonaSevilleValencia
ONSITE
Announcements 📣
Company updates from leadership.
🔥
Closer Training — Thursday 11 AM
All closers attend the live call review + objection training. Carlos leading. Recording shared after. Mandatory.
🏆
We Hit $80k MRR — Bonuses Friday!
We crossed $80k in monthly recurring revenue. Bonuses processed and paid by Friday. Massive win — keep the momentum.
🧑💼
Welcome Maria G. — New Setter
Maria joins from Phoenix with 3 years B2B sales experience. Help her get oriented this week.
📄
Updated Scripts Now Live in Resources
Cold call script and objection guide updated based on June reviews. All setters and closers review before Monday.
ONSITE
Team Directory 👥
All active team members. Managers can add or deactivate members.
Loading team…