Success Team
Command Center
Leads, pipeline, and coach load at a glance. Assign new members and keep delivery on track.
Active Clients
12
in delivery
New Leads
4
▲ this week
In Pipeline
8
lead → qualified
Unassigned
8
▼ needs a coach
MRR
$9.8k
At Risk
1
watch closely
Coaches
6
3 pods
Avg Coach Load
73%
of capacity
Recent Leads
Newest applicants and how they came in
KB
Kyle Brennan · Brennan Garage Doors
Bought the $21 book, upgraded through the back-end offer.
Book Funnel
New Lead2026-06-06
AF
Aaliyah Foster · Foster Hair Collective
DM'd after a Reel on pricing, then booked through the link in bio.
Instagram
New Lead2026-06-06
GP
Gregory Pace · Pace Pest Control
Watched the “Stop Being the Bottleneck” video, clicked the pinned link, booked a call.
YouTube
New Lead2026-06-05
MD
Maria Delgado · Delgado Catering
Attended the live ops-systems webinar and applied at the end.
Webinar
New Lead2026-06-05
HL
Hannah Liu · Liu Interior Design
DM'd after a Reel on pricing, then booked through the link in bio.
Instagram
Contacted2026-06-04
TB
Travis Boone · Boone Concrete
Clicked a Meta ad for the free audit, filled the application.
Paid Ads
Contacted2026-06-03
Lead Sources
How members find us
YouTube4
Instagram4
Referral4
Paid Ads3
Webinar2
Book Funnel2
Podcast2
Cold Email2
Organic Search2
Coach Load
Capacity used across the roster
DM
Diego Marquez
Sales systems & closing
11/12 clients92%
RB
Renata Bell
SOPs & team operating cadence
9/10 clients90%
SO
Samuel Okafor
Paid acquisition & lead flow
8/14 clients57%
HN
Hannah Novak
Financial systems & pricing
9/9 clients100%
TR
Tomas Reyes
Hiring & founder-to-CEO transition
4/8 clients50%
MT
Mia Tran
Offer clarity & first 90 days
6/12 clients50%