Ops dashboard
Pipelines · Leads · Automations
Local CRM board powered by the growth engine. Protect this route with ADMIN_API_KEY on the API and auth on deploy.
Brand Partnerships 0
Inbound/outbound brand deals from inquiry to report · KPI: Deals won + delivered reports
Auto: notify_team, send_partner_ack
Auto: tag_p_score
Auto: enroll_partner_followup
Auto: pause_sequences, task_owner
Auto: send_call_reminders
Auto: enroll_proposal_bump
Auto: kickoff_checklist, notify_team
Auto: task_content
Auto: request_testimonial
Auto: enroll_quarterly_nurture
Speaking 0
Schools, churches, conferences, virtual sessions · KPI: Booked events + invoices paid
Auto: notify_team, send_speaking_ack
Auto: send_speaker_packet
Auto: enroll_speaking_followup
Auto: send_call_reminders
Auto: task_owner
Auto: notify_team
Auto: task_travel
Auto: send_invoice_task
Auto: enroll_payment_followup
Auto: request_testimonial
Auto: enroll_quarterly_nurture
Media / Podcast 0
Press and podcast bookings · KPI: Completed interviews + clips
Auto: notify_team, send_media_kit
Auto: enroll_media_followup
Auto: send_call_reminders
Auto: task_clip_rights
Auto: enroll_quarterly_nurture
Confidence Notes 0
Owned audience list growth and nurture · KPI: Active subscribers + engagement
Auto: send_welcome_sequence
Auto: tag_engaged
Auto: enroll_product_offer
Auto: tag_customer
Auto: request_testimonial
Product Sales 0
Digital products, courses, merch waitlists · KPI: Orders + waitlist conversions
Auto: notify_team
Auto: enroll_cart_bump
Auto: deliver_digital, tag_customer
Auto: send_waitlist_ack
Auto: request_review
General Inquiries 0
Catch-all contact routing · KPI: Resolved or converted
Auto: notify_team, send_general_ack
Auto: task_owner
Auto: notify_team
Recent leads
| Name | Pipeline | Stage | Source | Updated | |
|---|---|---|---|---|---|
| No leads yet — submit a form to seed the board. | |||||