Active Clients
+2 this month14
MRR
+11%$28.4K
Proposals Out
$42K weighted6
Admin Time Saved
via AI6 hrs/wk
MRR · Last 18 months
Stripe + invoicedNet retention 112%
NPS by Client
13 responsesPromoters (9–10)
69%Passives (7–8)
23%Detractors (0–6)
8%Active Engagements
Hours used vs budget| Client | Phase | Hours | |
|---|---|---|---|
| FinTech Co | Q3 retainer | 28/40 | On track |
| SaaS Co | Growth audit | 18/24 | On track |
| RIA Founder | Brand sprint | 22/30 | Check-in |
| VP Sales Cohort | Coaching | 12/36 | Early |
| PE Portfolio Co | M&A advisory | 40/40 | Renewal |
AI Agents
2 activeDiscoveryAI
donePre-call brief for tomorrow's 4 discovery calls
Sent to Atlas
ProposalGen
runningDrafting SOW for SaaS Co engagement
82% — review needed
ContentBot
doneRepurposing podcast ep into 6 LinkedIn posts
Scheduled this week
ClientPulse
runningWeekly NPS pulse sent to 14 clients
9 replied · 78 NPS
Atlas · AI Discovery Bot
Live · qualifying inbound + booking calls12 calls1h 22m
| Time | Caller | Intent | Outcome | Dur |
|---|---|---|---|---|
| 2:42p | Founder · SaaS Co | Growth strategy engagement | Qualified · booked Tue 10am | 8:18 |
| 1:18p | VP Sales | Team coaching package | Sent proposal $18K | 11:42 |
| 11:50a | Coach referral | Mastermind enrollment | Booked clarity call | 5:11 |
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