How we're doing
$92k
Revenue (Forecast)
▲ +8%
$78.4k
30-Day Revenue
▲ +5%
$17.2k
7-Day Revenue
▼ -3%
8
Active Clients
— 0
+31
Net New Members
▲ 47 new · 16 lost
Roster at a glance
| Client | Stage | Revenue | Spend 7d | CRM contacts 7d | CPL 7d | Days silent | Status |
|---|---|---|---|---|---|---|---|
| PeakForm Performance | BOF | $18.2k | $412 | 34 | $12 | 2 | Green |
| Iron Haven Strength | TOF+BOF | $15.6k | $388 | 28 | $14 | 4 | Green |
| Forge & Flow Studio | BOF | $12.1k | $296 | 22 | $13 | 1 | Green |
| Summit Strength Co | BOF | $9.4k | $274 | 11 | $25 | 8 | Orange |
| The Reformer Room | TOF | $7.8k | $180 | 9 | $20 | 6 | Orange |
| Northside Barbell | BOF | $6.2k | $329 | 4 | $82 | 12 | Red |
| Ember Pilates | BOF | $5.1k | $210 | 2 | $105 | 19 | Red |
| Coastal Movement Co | — | $4.7k | — | 6 | — | 9 | No ad access |
At risk
Why · who · what to do
Ember Pilates
CPL blown out to $105, over 2x a healthy rate. Only 2 CRM contacts in 7 days. Channel silent 19 days, Brando's last check-in unanswered.
Brando Call the client this weekJohn Pause losing creatives, rebuild the BOF set
Northside Barbell
CPL at $82 with only 4 CRM contacts this week. Net -5 members this month. Silent 12 days.
John Creative refresh + audience reviewBrando Decide whether to pause spend
Coastal Movement Co
No Meta ads-manager access, so we're flying blind on their ads. 5 cancellations in the last 14 days.
Juan Get FB ads-manager accessBrando Retention call
Summit Strength Co
No call in 3 weeks and an open support ticket sitting 4 days without a reply. CPL creeping to $25.
Brando Check-in callJuan Clear the support ticket
New client onboarding
Get past hurdle 1
Vault Athletic Club
Stuck · 9 days
Slack ID set · FB ads-manager ID missing
External Slack
Internal Slack
GHL account
Orientation call (FB access + assets)
Offer call with Brando
Harbour City Strength
On track · 3 days
Slack ID set · FB ads-manager ID set
External Slack
Internal Slack
GHL account
Orientation call (FB access + assets)
Offer call with Brando
Tasks
Only tasks tied to your clients
My Tasks · 4
Calls · relationship · decisions
Call Ember Pilates before they churnOverdue · 2 days
Strategy call prep — Summit Strength CoDue Thu
Decide on Northside spend with RodToday
Offer call — Vault Athletic ClubDue Fri
John's Tasks · 3
Ads · creative · execution
Rebuild Ember Pilates BOF creative setToday
Creative refresh — Northside BarbellDue Wed
New ad batch — PeakFormDue Wed
Juan's Tasks · 3
Tech · CRM · access
Get FB ads-manager access — Coastal MovementToday
Clear support ticket — Summit StrengthDue Thu
Fix GHL workflow — The Reformer RoomDue Thu
Client wins
Your roster only
★
PeakForm crossed 200 members
Up from 150 in January. Best quarter they've had.
📸 Send stats screenshot★
Iron Haven's biggest revenue month
$38k in June, past their previous best of $34k.
📸 Send stats screenshot★
Forge & Flow booked 14 intros in a week
New Meta creative doubled their lead flow.
📸 Send stats screenshot★
Athlete X cleared $40k in two weeks
Pay-upfront-for-the-year campaign. Client submitting weekly reports proactively.
📸 Send stats screenshotUpcoming calls
From your Kaizen calendar
Ember Pilates · RetentionThu · 10:30am
First call in 24 days. Health red, CPL $105. Bring the retention plan John's rebuilding.
Summit Strength Co · StrategyThu · 2:00pm
Last call 3 weeks ago. 2 open action items. Open support ticket to address.
Vault Athletic Club · Offer callFri · 11:00am
New client, stuck at hurdle 1 for 9 days. Finalise the offer so onboarding can complete.
Lighthouse Mockup · Brando's view · comments saved live