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Monthly Recurring Revenue
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0 active retainers
Open Pipeline
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weighted by stage
Outstanding Invoices
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0 unpaid
This Month
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revenue · expenses · net
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Today's Focus
Live Services
Monday.com
Connecting...
Instantly.ai
Connecting...
Cloudflare Pages
Active
Cloudflare KV (chat)
Active
Modal · /tally
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Modal · /calendly
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Modal · /deal-won
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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)
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Revenue ReceivedR0
Invoices OutstandingR0
Net P&L (this month)—
Pipeline
LEADS — Monday.com
Total Leads
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Hot
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Active Deals
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Lead Stages
Hot Leads
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All Leads
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PIPELINE — Monday.com Deals
Pipeline Value
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Active Deals
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In Build
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Tasks Open
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Active Deals
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Actions
The SWOT Club Active
IndustryEducation / EdTech
Websitetheswotclub.co.za
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
Growth
INSTANTLY.AI — Live Campaigns
Sending Accounts
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| Name | Warmup Score | Status | Domain | |
|---|---|---|---|---|
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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
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Active Campaigns
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Stack Cost
$47
/month
Sending Accounts
5
elitecexcellake.com
Calls Booked
0
OUTREACH KPIs — This Week
Outreach Tracker
LinkedIn Sent
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This week
Accepted
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Replied
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Emails Sent
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Via Instantly
Calls Booked
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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
Total Workflows
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Erroring
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n8n Workflows VPS 72.62.37.150
| Name | Client | Status | Last Run | Errors 7d | |
|---|---|---|---|---|---|
| No workflows tracked yet. Click "+ Add Workflow" to track one. | |||||
Client & Project Milestones
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Next Billing Triggers
Milestones by Client
Revenue
Revenue Received (Cash In)
R0
Actual money in the bank from clients
Monthly Burn Rate
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Goals Progress
Revenue Log
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Expense Log This month: R0 · Last month: R0
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Invoices & Contracts Create, send, get paid, get signed
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Outstanding
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Overdue
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Drafts
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All Invoices
No invoices yet. Create your first invoice.
Total
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Signed
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Sent (unsigned)
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Drafts
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All Contracts
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Time Hours tracked = profitability known
This Week
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Effective Rate
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Revenue ÷ hours
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Hours by Project
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Log
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Inbox
Events
All Reminders
Team —
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Members
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Systems Acend Business OS — services inventory and operating gaps
Full Tool Inventory
From Business OS Map · 16 Apr 2026| Category | Tool | Purpose | Status |
|---|
Missing Pieces
What's broken or doesn't exist yetClients Every client, rolled up
Active Clients
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Total Revenue
R0
Hours Logged
0
Outstanding
R0
AI SDR Instantly.ai + Apollo · 10 sends/day target
Sends Today
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Goal: 10/day
Sends 7d
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Replies 7d
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Positive Replies
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Booked Calls
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Reply Rate
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Log Today's AI SDR Performance
Daily Log
| Date | Sends | Replies | Positive | Booked | Reply % | |
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| No AI SDR data yet | ||||||
Active Campaigns (Instantly.ai)
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Content YouTube + LinkedIn pipeline · attribution + UTM
Ideas
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In Production
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Published
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This Month
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Attributed Leads
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UTM Link Generator
Build tagged links for every post—
💡 Ideas
🎥 Recorded
✂️ Edited
✅ Published
Retainers Monthly recurring revenue
MRR
R0
ARR (projected)
R0
Active Retainers
0
Renewals 30d
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Churn Risk
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All Retainers
| Client | Amount/mo | Started | Renewal | Status | Days to Renewal | |
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| No retainers yet | ||||||
Calendar Upcoming milestones, reminders, renewals, content
Today
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This Week
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Overdue
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Next 30d
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Agenda
Open Calendly →Integrations connect your stack — the Ops OS only works when it speaks to your tools
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