Insights
Know which account needs you before they call.
Client health
Scored on margin, approval speed, payment behaviour and portal activity.
Bluebird Coffee Co.
StrongApprovals fast, margin 31%, September report ready
Harbor & Main Realty
GoodSteady retainer, 27% margin, no open risks
Peak Fitness Group
Elevated riskScope creep on the social retainer has margin at 14% and approvals slowing.
Do this next: send the two drafted change orders and book a scope reset call.
Verde Landscaping
WatchInvoice 12 days past due, reminder sequence active
Scheduled reports
Monthly client reports
All 4 client portals · 1st of the month
Friday owner digest
Dana Rivers · Fridays, 4:00pm
Monday pipeline summary
Dana Rivers, MK · Mondays, 8:00am
Ask Core OS
Ask about clients, capacity, cash or pipeline. Try a suggestion below.
Answered from your connected data. HubSpot, ClickUp, QuickBooks and more, or their native Core OS replacements.