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Thursday, March 26 · All programs · 247 active locations
Active locations
247
↑ 4 this month
Organic sessions
184k
↑ 8.2%
Total leads
2,841
↑ 4.7%
Overdue accounts
6
↑ 2 since last week
Onboardings active
12
3 awaiting customer
Open Tasks8 open2 urgent
View all in Asana
Provision Liberty Safe Portland — import satellite spreadsheet
Liberty SafeOnboarding complete · today · Asana #4821
Urgent
Call Aaron Chiropractic — 15 days overdue, late fee applied
BillingCTC21 · Day 15 escalation
Urgent
Approve March report — Model 1 Sacramento before sending
AI ReportModel 1 · Review by Mar 28
Review →
Approve March report — Liberty Safe Denver before sending
AI ReportLiberty Safe · Review by Mar 28
Review →
Fix broken link — Carey Moving Nashville /rates page (404)
Critical issueMoveBox/Carey · detected today
Fix →
Resolve [[phone]] variable conflict — Liberty Safe Denver
Sync conflictLiberty Safe · verify correct value
View →
Connect GBP for Model 1 Sacramento — onboarding step 5
OnboardingModel 1 · awaiting customer action
Follow up
Publish Carey Moving Asheville March report
Done today
Done
Critical Issues5 open
Full report →
Broken link — /rates page 404
Carey Moving Nashville · AI site audit · today
Missing variable — [[email]] empty Required
Liberty Safe Las Vegas · forms not routing
Listing mismatch — phone differs Warning
HSL El Dorado · Birdeye vs portal · NAP inconsistency
Schema error — LocalBusiness missing SEO
Model 1 Boston · 3 pages · AI SEO audit
Low review score — 2.8★ Reviews
CTC21 Fort Wayne · 2 unanswered 1-star reviews · 6 days
Quick Actions
Add client
Create invoice
AI audit
Support
Monthly report
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Recent Activity
View all
Onboarding complete — Carey Moving Nashville
18 min ago · Satellite task created
Payment received — Sunburst Shutters Atlanta · $1,240
1 hr ago · ACH · Stripe → QBO synced
New onboarding — Liberty Safe Portland started
2 hr ago · Auto-lookup complete
Report published — Model 1 Albuquerque · March 2026
3 hr ago · Sent to client
Late fee applied — Aaron Chiropractic · Day 15
4 hr ago · CTC21
Onboardings In Progress
View all
LS
Liberty Safe Portland
Step 3 of 8 · awaiting customer
37%
M1
Model 1 Sacramento
Step 6 of 8 · schedule call
75%
CTC
Fort Wayne Spine Center
Step 2 of 8 · auto-lookup done
25%
Program Status
All programs
Liberty Safe
25 locations · 2 onboarding
Model 1
29 locations · 1 onboarding
CTC21 Chiro
48 locations · 1 overdue
MoveBox / Carey
21 locations · 0 onboarding
HSL Senior Living
17 locations · 0 onboarding
Onboarding
12 active · 3 awaiting customer · all programs
Active onboardings
12
across 4 programs
Awaiting customer
3
avg 2.4 days waiting
Completed this month
7
↑ 3 vs last month
Avg completion time
8.3 days
↑ 1.2 days vs target
Active Onboarding Pipeline
Export
| Client / location | Program | Assigned | Step | Progress | Status | Days active |
|---|---|---|---|---|---|---|
| Liberty Safe Portland | Liberty Safe | Jane D. | 3 of 8 | 37% | Awaiting customer | 4 |
| Model 1 Sacramento | Model 1 | Tom R. | 6 of 8 | 75% | Schedule call | 9 |
| Fort Wayne Spine Center | CTC21 | Jane D. | 2 of 8 | 25% | Awaiting customer | 2 |
| Liberty Safe Seattle | Liberty Safe | Sara K. | 5 of 8 | 62% | Account connections | 6 |
| Alexis Estates — Plano | HSL | Tom R. | 7 of 8 | 87% | Final review | 11 |
Finance
March 2026 · All programs · Finance access required
MRR (March)
$48.2k
↑ 6.3%
Revenue YTD
$142k
↑ 11.4% vs LY
Overdue AR
$6,840
6 accounts · ↑ $1,200
Stripe balance
$12,441
Pending payout Mar 28
Avg MRR / location
$195
↑ $8 vs last month
Mrr — 6-month Trend
Oct–MarFull report
Oct $39.2kNov $40.8kDec $42.1kJan $43.9kFeb $45.3kMar $48.2k
MoM growth
+6.3%
Avg monthly (6mo)
$43.3k
Revenue By Program Type
March 2026
Direct clients$21,400 · 44%
Agency partners$14,200 · 29%
Vertical market$9,600 · 20%
Performance-based$3,000 · 6%
Revenue By Program
March 2026Full report
| Program | Locations | MRR | MoM ↑ | Avg / loc |
|---|---|---|---|---|
| CTC21 Chiro | 48 | $14,400 | +4.2% | $300 |
| Model 1 | 29 | $11,600 | +8.1% | $400 |
| Liberty Safe | 25 | $7,500 | +6.3% | $300 |
| MoveBox / Carey | 21 | $6,300 | -1.2% | $300 |
| HSL Senior Living | 17 | $5,100 | +9.4% | $300 |
| ADT | 12 | $3,300 | +2.1% | $275 |
| Total | 247 | $48,200 | +6.3% | $195 |
Ar Aging
View all
Current (0–30d)
$41,360
241 accts
31–60 days
$3,200
3 accts
61–90 days
$2,140
2 accts
90+ days
$1,500
1 acct
Total outstanding: $48,200 · QBO last synced 14 min ago
Vertical Market Pipeline
Mar 2026Full pipeline →
| Vertical / program | Leads MTD | Cost / lead | Pipeline value | Est. close % | 3-mo forecast | Rev / lead |
|---|---|---|---|---|---|---|
| CTC21 Chiropractic | 312 | $18 | $94,000 | 28% | $26,300 | $85 |
| Model 1 Commercial | 187 | $42 | $218,000 | 34% | $74,100 | $391 |
| MoveBox / Carey | 94 | $31 | $112,000 | 22% | $24,600 | $262 |
| HSL Senior Living | 68 | $64 | $340,000 | 41% | $139,400 | $2,059 |
| Liberty Safe | 203 | $22 | $48,000 | 38% | $18,200 | $90 |
| Total | 864 | $30 avg | $812,000 | 33% avg | $282,600 | — |
Cost per lead shown where tracking available. Forecast = pipeline × close %. Sources: GHL, portal billing.
Finance Action Items4 need attention
View billing →
Shutdown candidate — Aaron Chiropractic 91+ days
CTC21 · $1,500 outstanding · Day 15 call task created · Staff confirm before action
ACH failed — Bear Hollow Estates Payment failed
HSL · $300 · Retry pending · Notify client
Account review needed — MoveBox Chattanooga 61–90 days
MoveBox/Carey · $1,140 · Escalate or negotiate payment plan
QBO sync warning — 2 invoices not matched QBO
Model 1 · Stripe charges not matched in QuickBooks · Last sync 14 min ago
Program Performance
March 2026 · All programs · Top marketing KPIs
Total leads (MTD)
2,841
↑ 4.7%
Avg cost / lead
$30
↓ $4 vs last month
Avg closing rate
33%
↑ 2pts vs LM
Avg ROAS
3.8x
↑ 0.4x vs LM
Avg review score
4.3★
across all programs
Program Performance By Location
Top 10 by leadsFull report →
| Location | Program | Leads | CPL | Organic | Conv % | ROAS | Reviews | Flag |
|---|---|---|---|---|---|---|---|---|
| Liberty Safe Denver | Liberty Safe | 48 | $18 | 3,240 | 4.2% | 4.1x | 4.8★ | — |
| Model 1 Atlanta | Model 1 | 41 | $38 | 2,810 | 3.8% | 4.4x | 4.6★ | — |
| Carey Moving Charlotte | MoveBox | 38 | $24 | 2,190 | 3.4% | 3.9x | 4.7★ | — |
| CTC21 Fort Wayne | CTC21 | 22 | $21 | 1,840 | 1.9% | 2.8x | 2.8★ | Review alert |
| Liberty Safe Las Vegas | Liberty Safe | 14 | $51 | 820 | 1.1% | 1.4x | 4.1★ | Low ROAS |
AI Issues & Alerts
AI-detected problems across all programs — updated hourly
Critical issues
5
↑ 2 since yesterday
Warnings
12
3 new today
Locations affected
14
of 247 total
Last audit run
1hr ago
Next: in 59 min
Critical Issues5 open
Full audit report →
Broken link — /rates page 404Liberty Safe
Carey Moving Nashville · site crawler · detected today
Recommended: Update or redirect /rates in MarketSnare website admin
Missing variable — [[email]] empty Forms broken
Liberty Safe Las Vegas · form submissions not routing
Recommended: Add email address in Account → Custom variables
SSL certificate expiring in 3 days Security
Belmont Gardens (HSL) · expires March 29
Recommended: Renew via Nginx Proxy Manager immediately
GHL subaccount disconnected Integration
Model 1 Buffalo · webhook failures since 6am · leads not routing
Recommended: Reconnect GHL subaccount in Services → CRM → Settings
Google Analytics not firing Tracking
Carey Moving Columbia · GA4 tag missing from 2 pages
Recommended: Verify GTM container published with latest changes
Warnings12 open
View all →
Listing mismatch — phone differs NAP
HSL El Dorado Estates · Birdeye vs portal · may affect local ranking
Schema error — LocalBusiness missing SEO
Model 1 Boston · 3 pages affected · structured data incomplete
Low review score — 2.8★ unanswered Reviews
CTC21 Fort Wayne · 2 unanswered 1-star reviews · 6 days old
Core Web Vitals failing — LCP 4.2s Performance
Liberty Safe Colorado · above 4s threshold · may affect Google ranking
Missing business hours — Sunday null Data
Aaron Chiropractic · [[sunhours]] variable empty · GBP hours incomplete