Good afternoon, Demo
Friday, April 24, 2026
8 agents online · 10 jobs queued
Quarterly Goals · 2026-Q2
4/5 on track — working backward from these targets
Hold $50K MRR
On track100%
Target: $50,000/mo·Owner: Demo Admin
Close Farouk Wellness retainer
On track60%
Target: Farouk at $10K/mo·Owner: Demo Admin
Ship K2A OS v1 to 3 pilots
On track70%
Target: 3 forked deployments·Owner: Demo Admin
Publish 30 LinkedIn posts
On track55%
Target: 30 posts·Owner: Demo Admin
Lift client health avg to 0.85
At risk80%
Target: Portfolio avg 0.85·Owner: Demo Admin
Recent decisions
Chief Advisor log
MRR
$50K
11 active clients
Pipeline
$108K
23 open deals
Revenue (30d)
$96K
$4.0K outstanding
Monthly Burn
$4.9K
1.0 mo runway
Tasks
4
11 overdue · due today
Q2 Goals
4/5
1 at risk
Sales
Open deals
23
Pipeline
$108K
Contacts
23
Reps
5
Marketing
Drafts
14
Scheduled
4
Published (30d)
4
Channels
11
All active
Finance
MRR
$50K
Outstanding AR
$4.0K
Monthly Burn
$4.9K
Runway
1.0 mo
Clients
Active
11
Avg health
82%
Agents
Online
8
Running
3
Scheduled
7
Bots
8
Full fleet
Tasks
Due today
4
Overdue
11
Upcoming Content
Open calendar →The retainer model that works for agencies
2 platforms
Mon, Apr 27
What we stopped building (and why)
1 platform
Thu, Apr 30
The first hour of the day, automated
3 platforms
Mon, May 4
Why "one more integration" is usually wrong
2 platforms
Thu, May 7
Moretti Dental case study
4 platforms
Mon, May 11
Agent Fleet — Today
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Evening Check-In
Fires daily 7 PM ET
Scheduled
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Daily Rep Scorecard
Fires 4 PM ET weekdays
Scheduled
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Monthly Revenue Report
Fires 1st of month 9 AM ET
Scheduled
○
Monthly Recap Reminder
Fires 1st business day of each month
Scheduled
○
Weekly Secret Scan
Fires Mon 9:05 AM ET
Scheduled
○
Weekly Strategic Pulse
Fires Sunday 6 PM ET
Scheduled
○
Weekly Review
Fires Friday 4 PM ET
Scheduled
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Blog Draft — Moretti Dental case study
Drafting 1400-word case study
Running
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QBO Daily Sync
Pulling transactions from QuickBooks
Running
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Decision-watch — Farouk retainer
Outcome check firing at T+14
Running