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Today's Focus
Live Services
Monday.com
Connecting...
Instantly.ai
Connecting...
Vercel
Active
Team Chat
Vercel KV
Pipeline Snapshot
Sales Funnel
Total: 0 Won: 0 Proposals: 0
Open Reminders
Active Projects
Monthly Numbers
Active Projects0
Paying Clients1
Monthly Expenses
Instantly Sends/Day10 (AI SDR)
Pipeline ValueLoading...
Revenue ReceivedR0
Invoices OutstandingR0
Net P&L (this month)
Pipeline
LEADS — Monday.com
Total Leads
This Week
Hot
Active Deals
Won
Deal Value
Lead Stages
Hot Leads
NameCompanyScoreStageSource
All Leads
NameCompanyScoreStageAdded
PIPELINE — Monday.com Deals
Pipeline Value
Active Deals
In Build
Tasks Open
Active Deals
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Actions
Open Monday.com →
The SWOT Club Active
IndustryEducation / EdTech
PlatformTutoring booking + video lessons + recordings
FrontendLovable + React + Supabase Cloud
BackendAcend VPS 72.62.37.150 — 13 n8n workflows
EmailResend — theswotclub.co.za (verified)
SSL Expires8 June 2026 (auto-renew)
ChatRocket.Chat · auto-channel per booking
StatusLive & Active
🎯
Next client slot open
AI SDR + Instantly campaigns running. No replies yet.
Growth
INSTANTLY.AI — Live Campaigns
Sending Accounts
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EmailNameWarmup ScoreStatusDomain
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Campaigns
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EMAIL STACK
Instantly.ai
Sending engine + follow-ups + account rotation
$37/mo
AI SDR campaign active
Apollo.io
275M+ prospect database · search by title/industry
FREE
Hunter.io
Email verification · bounce prevention
FREE
Emails Sent
Active Campaigns
Stack Cost
$47
/month
Sending Accounts
5
elitecexcellake.com
Calls Booked
0
OUTREACH KPIs — This Week
Outreach Tracker
LinkedIn Sent
0
This week
Accepted
0
Replied
0
Emails Sent
0
Via Instantly
Calls Booked
0
Pipeline Added
R0
Weekly Outreach Log
Channel Strategy
LinkedIn
Connect → value message → pitch. Target: ops leads at staffing firms, SaaS founders.
Goal: 20 connections/week → 2 calls
Instantly (Cold Email)
AI SDR running 10/day. Apollo for prospects. Multiple domain rotation.
Goal: first reply → booked call
WhatsApp
Follow up active pipeline deals. All overdue contacts need outreach.
Goal: follow up ALL overdue deals
Referrals
Ask SWOT Club for referrals once delivery is strong. Warm intro = 5× conversion.
Goal: 1 referral ask per active client
Projects All Acend work · click any card to edit
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Client & Project Milestones
Overall Progress
Next Billing Triggers
Milestones by Client
Revenue
Revenue Received (Cash In)
R0
Actual money in the bank from clients
Monthly Burn Rate
Total/month
Goals Progress
Revenue Log
DateClientDescriptionAmount
No revenue logged yet
Invoices Create, send, get paid
Total Paid
R0
Outstanding
R0
Overdue
R0
Drafts
0
All Invoices
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Expenses & Finance
This Month
R0
Last Month
R0
Total Logged
R0
Entries
0
Log Expense
Expense Log
DateDescriptionCategoryProjectAmount
No expenses logged yet
Time Hours tracked = profitability known
This Week
0h
This Month
0h
Total Logged
0h
Effective Rate
Revenue ÷ hours
Log Time
Hours by Project
No time logged yet.
Log
DateProjectDescriptionHoursBillable
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Inbox
Events
All Reminders
15 min every Friday → compound growth
📋 The weekly review is the #1 habit that separates growing agencies from stagnating ones. What worked? What didn't? What's the one move next week?
No reviews yet. Click "+ This Week" to start your first one.
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