⚡ Agent Manager
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Spend — last 30 days
by provider, stackedActivity — last 24 hours
calls per hour, by skillSpend by skill (MTD)
Spend by model (MTD)
Live activity
0| Time | Provider | Model | Skill | In | Out | $ | ms |
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Executive assistant layer
Morning Brief & Command Center
Clean day/week view: priorities, notes, actions, brain maintenance, and source availability.
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Morning Brief
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Notes & Actions
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Needs Ricky
Today
This Week
Action Radar
Brain / Source Health
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Plan $ used — last 30 days
your share of the $200/mo plan, by modelTokens flowing — last 30 days
input + cache + outputTop projects — plan $ (30d)
share of the $200 planModel mix — plan $ (30d)
which models are eating your planHeaviest sessions (MTD)
| Session | Project | Turns | Plan $ | API $ (would-be) | Started | Last turn |
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Skills
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Aggregate by source
| Source | Scraped | Valid | Invalid | Catch-all | Role | Unverified | Pushed | Sent | Replied | Bounced | Valid % |
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Leads scraped — last 14 days
stacked by sourceToday's scrape budget
—| Source | Used | Cap | % of cap | Benched until |
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Lead status funnel
whole pipelineLeads by source
all-timeRecent pipeline runs
| Pipeline | Started | Finished / Heartbeat | Scraped | Verified | Pushed | Errors | Notes |
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Recent state transitions
most recent 20 lead state changes| Time | Lead | From | To | Reason |
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7-day run timeline
Task Scheduler
Running now
Already fired
All scheduled items
| Task | State | Status | Last Run | Last Result | Next Run | Schedule | Command |
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Turnkey Coach — Plan Dashboard
Pre-Launch Runway · Day 1 of 22
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Apr 23 · Runway begins
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May 15 · Launch
Today's N-Star
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Phase—
Day of plan—
Days to next checkpoint—
Next checkpoint target—
Today's Activity Targets
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Top 3 Today
Prioritized by due-date proximity. Full week list in the Weekly tab.
Decision Rules Quick-Ref
M3 SDR gate (Aug 14)If pace on track → hire by M4
Runway failure (May 13)Any gate red → coach proposes 1-wk delay
Track A — leading2 wk warn → tactical action only
Track B — lagging3 wk <85% → curve recalibration
Tripwire<Conservative floor 3 wks → forced
Compliance≥85% daily log · 2 misses → #assistantbot
Today's To-Dos
Check-offs persist locally. All state changes — recalibrations, approvals, EOD log — happen in Slack
#turnkey-coach. This view is read-only visual.Launch Gate Status
Click a gate to cycle status: gray → green → amber → red. All must be green on May 13 to launch May 15.
This Week
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Focus—
Gate check at week end—
Days remaining—
Weekly Targets (once live)
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This Week's Milestones
Runway Plan — All 3 Weeks
| Week | Dates | Primary focus | Gate check |
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| W1 | Apr 23 – Apr 29 | Infra: domains, inboxes, DNS, CloudTalk sync, lead_source col | Warm-up running · CloudTalk dial-test · lead_source live |
| W2 | Apr 30 – May 6 | List QA, script A/B, case studies, CloudTalk end-to-end test | Reputation >70 avg · CloudTalk logging live |
| W3 | May 7 – May 14 | Final vet, soft-send (May 11), tool implementation, MOUs | Reputation >85 · bounce <5% · all 7 launch gates green |
Sacred Partner MOU Tracker
0active MOUs
0/2 toward M4 target (Sep 14, 2026)
0/4 toward M12 target (May 14, 2027)
Expected impact: 2–3 CFO closes/yr at ~60% close rate (warm referrals). Coach flags if <2 by M4.
12-Month Target
$39,950/mo by May 14, 2027
~$12.5k CFO MRR + ~$27.5k Web + maintenance
Net Profit Target
$20,000/mo
Supports $5k/mo housing < 25% of take-home
Today's Baseline
$4,000/mo MRR
8 CFO clients · ~$500 avg · no active maint book yet
Revenue Trajectory · Start → M12
Plan curve (v3)
"You are here"
Milestones
v3 curve: flattened M6–M9 ($18k → $23.5k) to keep the M9→M12 push realistic. Gap M9→M12 = +$16,750 across 3 months, sourced via the 4-lever stress test below.
Phase Timeline
5 phases over 12 months · current phase highlighted based on today's date.
Milestone Curve (v3)
M9 → M12 Monthly Sub-Plan (stress-tested)
| Month | Target | CFO MRR | Web builds | Maint | Requires |
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| M9 · Feb 14 | $23,200 | $10,000 | 8 × $1,500 | 10 × $120 | Baseline |
| M10 · Mar 14 | $27,500 | $10,800 | 9 × $1,650 | 14 × $130 | SDR productive |
| M11 · Apr 14 | $32,220 | $11,700 | 10 × $1,800 | 18 × $140 | Maint attach ≥25% |
| M12 · May 14 | $39,950 | $12,500 | 12 × $2,000 | 23 × $150 | All 4 levers firing |
Inbound-Assist Sub-Plan (§8.b)
| Source | By M6 | By M12 | Expected closes/yr |
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| Sacred Partner MOUs | 2 active partners | 4 active partners | 2–3 CFO |
| TKCFO content engine | 12 pieces | 36 pieces | ~2 CFO |
| Client referral ask (M2 + M6) | ~8 asks | ~18 asks | 1–2 CFO |
| Web portfolio inbound | Portfolio live M1 | 8+ case studies | 1–3 web |
Conversion Scenario Explorer
CFO gross closes / yr
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Web gross closes / yr
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Projected M12 MRR
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| Funnel stage | CFO | Web | Call |
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Plan base = Moderate. Tripwire fires if any stage sustains < Conservative for 3 weeks (§7).
M12 Stress Test — Toggle the 4 Levers
$39,950/mo projected at M12
All 4 levers firing — plan on target.
Each lever reflects a failure mode §8.c explicitly flags. Coach proposes Track B recalibration the moment any lever is missing for 14 days.
Funnel Requirement — What has to be true
| Metric | Target (Moderate) | Tripwire floor (Conservative) |
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| CFO reply rate | 0.4% | 0.3% |
| Web reply rate | 0.9% | 0.5% |
| CFO proposal close rate | 25% | 20% |
| Web proposal close rate | 30% | 20% |
| Call connect rate | 12% | 8% |
| Median CFO sales cycle | <45 days | <60 days |
If any row sits in the right column for 3 consecutive weeks → unit-economics tripwire forces Track B regardless of pace_pct.
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New journal entry
freeform — stored as source=dashboardLatest weekly review
No review yet. Friday 4pm CST writes the first one.
Journal history
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Client Dashboards
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Campaign breakdown — last 30 days
| Campaign | Status | Leads | Sent | Opened | Replied | Bounced | Open % | Reply % | Bounce % |
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Warmup accounts
| Warmup enabled | Score | Status | Daily limit | |
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Active Clients
| Client | MRR | Tier | Health | Last Close | Next Action | |
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Pipeline & Forecast
| Opportunity | MRR potential | Source | Next Action | |
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Deal pipeline
| Stage | Deals | Total value |
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Contacts by lifecycle stage
Recent contacts
| Name | Stage | Next call | Created | |
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