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AUTOMATE • ELEVATE • DOMINATE
ALWAYS KNOW WHOSE COURT THE BALL IS ON.
The only platform that → Automates the handoff. Elevates the team. Dominate the deal.
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JARVIS
COMMAND CENTER
$5,400
MONTHLY MRR
3 active clients
54%
Q3 GOAL
$5,600 gap to $10K
3
OPEN LEADS
CLR, Jago, DeBusk
2
UPSELL READY
CLR + Jago
CLIENT HEALTH
Winston
CLR CONSTRUCTION
$2,000 / mo
✦ ACTIVE LEAD
Terry
DEBUSK SERVICES
$1,800 / mo
⚠ AT RISK
Joel
JAGO PRO SOLUTIONS
$1,600 / mo
✦ ACTIVE LEAD
REVENUE TRACKING — MRR VS Q3 TARGET
CURRENT MRR $5,400 / $10,000
$0$5K$10K GOAL
FEB
MAR
APR
MAY
JUN
JUL
% OF $10K Q3 TARGET
CRM PIPELINE
PROSPECTS
No active leads — referral outreach needed
0
CALL BOOKED
Awaiting next booking form submission
0
ACTIVE CLIENTS
CLR Construction · DeBusk Services · Jago Pro
3
UPSELL READY
DeBusk video package · Jago reporting add-on
2
RECENT ACTIVITY
Booking confirmation email delivered — Make.com → Brevo
MAY 19 · EMAIL AUTOMATION
SMS to 6895009602 not delivered — T-Mobile gateway issue pending fix
MAY 19 · SMS ALERT ⚠
CLR Construction — no portal activity in 30+ days. Re-engagement needed.
ONGOING · HIGH PRIORITY
Jago Pro — engagement declining. Last interaction 2+ weeks ago.
ONGOING · RETENTION RISK
DeBusk Services — video package upsell opportunity identified. Best target.
MAY 20 · GROWTH OPPORTUNITY
Jarvis Command Center launched — executive intelligence active
MAY 20 · SYSTEM
SYSTEM STATUS
Booking Emails (Make → Brevo) ✓ LIVE
SMS Alerts (T-Mobile Gateway) ✗ BROKEN
Calendar .ics Attachment ⚠ PENDING
Netlify Production Deploy ⚠ PENDING
Supabase Auth ✗ NOT CONFIGURED
Attio CRM ✗ DISCONNECTED
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