Your whole business audited every Monday before you wake up.
The AI pulls your pipeline, email and invoicing, scores each client, finds the deals slipping and the money left on the table, then hands you the three moves that grow the month. Press run.
Open pipeline
$0
Health score
0
At-risk recovered
$0
Audit time
0 min
Pipeline per client
live CRM
Maplewood Reno
Quote sent · 5d ago · $62k
$62kScanning
Delgado Build
Negotiation · 9d ago · $48k
$48kScanning
Harbour Lofts
Proposal · 2d ago · $31k
$31kScanning
Kemp Property
Discovery · 1d ago · $22k
$22kScanning
Rivera Group
Won · 3d ago · $21k
$21kScanning
Audit run
this week
--
Awaiting runPress run to score the business.
1
Pull
Pipeline, deals and last touch
2
Read
Email and calendar signals
3
Score
Opportunity and risk per client
4
Brief
Priorities written to inbox and Drive
This week's briefing
opportunities and risks
UPSELL
Rivera just signed. Pitch the $1.2k/mo maintenance retainer now, while trust is hot.
AT RISK
$110k (Maplewood + Delgado) stalling. Both go cold within 7 days without contact.
LEAK
0 new leads this week. The only structural risk, outbound has stopped.
MOVE
Run a 25 warm + 25 cold outbound blitz to refill the top of funnel.
Auto-runs every Monday 8:00 AM.
Saved to DriveSent to your inboxRuns every Monday 8am
The impact
The deals that go cold are the ones nobody was watching.
A weekly audit surfaces the stalling pipeline and the missed follow-ups before they quietly turn into lost revenue.
Typical projectionService business ops · industry benchmark
At-risk pipeline surfaced
unseen→$110k
▲ flagged before the deals go cold
Time to a full audit
half a day→10 min
▲ done before you wake up Monday
Priority moves handed over
0→3 / wk
▲ the moves that grow the month
Projection, not a guaranteed result. Typical estimated range for businesses in this sector based on typical volume. Individual results vary. Shown as system capability, not a specific client case.
