Leads This Week
Below Target
1
Pipeline is thin — needs action now
→ Take action now
Post to Imperial Valley Facebook groups · Door knock outlet mall route · Ask last 3 clients for referrals · Drop yard signs near recent jobs
Conversion Rate
Watch This
33%
Trending low — follow-ups needed
→ Recommended action
Follow up all open quotes today · Use transparency pitch · Lead with "most people regret cheap — never quality"
Revenue Pace
19% Behind
81%
$1,189 gap — close with 5 jobs
→ Recommended action
Book 2 solar or PW jobs this week · Quote open leads today · Prioritize on-route stops
Google Reviews
No Reviews
0
No new reviews this month
→ Take action now
Text review link to last 3 clients via Quo · Ask at next job in person · Technician earns $10 per 5-star review
Overdue Tasks
4 Overdue
4
4 tasks past their due date
→ Priority items
Perla agreement · Calvin Klein scheduling · Lowes reprice at renewal · Log pane counts for 6 accounts
Tax Account
Critical
$300
Q2 taxes due June 16, 2026
→ Urgent — act today
Move 25% of every incoming payment to Mercury tax account immediately — no exceptions
Priority Action Queue
1
Move 25% of every payment to Mercury tax account
Q2 due June 16 · Only $300 set aside · Urgent
2
Draft and send Perla service agreement
$3,366/mo · No written agreement · Highest exposure
3
Quote open leads with new 2026 pricebook
Leads waiting · Conversion rate low · Act today
4
Get Calvin Klein on Jobber recurring schedule
$119/mo · Not yet scheduled · Revenue at risk
5
Log pane counts for 6 unverified accounts
Waterfly · MK · Tommy H · Optom Mall/Imp · CK
6
Text review request to last 3 completed clients
0 reviews this month · Send via Quo now
7
Build downtown route around Sweet Nothings
Target 3+ stops · Door knock area on next field day
System Status
Jobber CRM
● Connected
Notion OS
● Live
Mercury Banking
● Connected
Quo Messaging
● Active
Canva / Brand
● Active
Zapier Automations
● Pending Setup
Claude Cowork
● Pending Setup
Framer Website
● In Progress
Perla Agreement
● Not Signed
Tax Account Q2
● Underfunded