Three columns: what is true today, what happens next, and what we do about it. Each column opens its own page. Every number on every page came from the live account, read in full.
Sources feed the situation. The situation drives the foresight. The foresight sets the orders.
Tap any box to go there. The board tracks the orders. Every Monday the sources are read again and the loop runs.
What the words mean
Nothing on this page is a plan or a guess. It is the account as it stood at 2:00 PM Central on September 13, drawn so it can be read at a glance. Each picture says where its numbers came from.
637 records. Four lists.
One bar, sized by how many records are in each list. Only the blue part is people deciding whether to buy. Tap a block for the names.
Where each one stands
188 have a quote and have not answered. Half of those have waited more than 33 days. Tap a segment.
Warmest first
Read first means a person calls this week. Active means a message goes out this week. Related is context we act on later. Data fix means the record is wrong, not the lead. Tap a group for the names.
Three things nobody had noticed
How long the 188 have waited
Quotes, by days waiting and by model
Website price, then the quote
Each model: the price on the website and the typical quote
Leads and customers, by state
Open leads
Customers who own one
"Will it fit" beats "why so much"
What the 81 comments are about
Companies already selling Goplin
Nine AV installers and music dealers, and the churches they quoted for
Owed, won, or asking again
We can identify 96 of every 100 leads
What is on file for the 210
Dated. Each card says what is coming, what changes it, and what we will know by when. The numbers come from the situation page; the dates come from the orders page.
The pipeline keeps going quiet on its own
Ask all 217. Read the 188 threads. Compare with the 324 who bought.
From guesses to a Why Report
One question. Seven answers. Every one moves the record.
Tap an answer to see where the record goes.
What happens after it goes out
Every Monday, more is true
Five connection questions and four lookups
Eleven fields that make it filterable
Most of the check-in exists. It was never switched on.
Nothing on this page is a finding. Every line is a job with a person, a day, and a way to tell it is done. The board on the next page tracks them.
Six orders
The plan, in order
Seven steps in GoHighLevel
In the order to switch them on
Four repairs, before and after
Three levels of spending
What one lookup adds to each lead
The Response System and the full CRM, by October 17
How the Response System works
The hundred days to January 1 on one chart, then the orders as cards. Add anything you need done. It saves as you go and both of you see the same list.
Every workstream on one chart
Done is solid green. Active is amber. Waiting is outlined red and names what it waits on. Planned is grey. Today is the amber line. Tap a bar.
What needs doing, who, when
Six sources read in full. Four not read at this tier, which means they exist and are next, not that anything went wrong. Tap a row.
| Source | Status | What came back |
|---|
Fact, and good guess
What the CRM gets wrong about itself
| Problem | Found | Why it matters | Fix |
|---|