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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)
Pipeline ValueLoading...
Revenue ReceivedR0
Invoices OutstandingR0
Net P&L (this month)—
Pipeline
Open Pipeline
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Open Deals
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Won (30d)
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Pipeline
LEADS — Monday.com
Total Leads
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Hot
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Active Deals
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Won
Deal Value
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Lead Stages
Hot Leads
NameCompanyScoreStageSourceAction
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
Open Monday.com →
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
🎯
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
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Active Campaigns
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Stack Cost
$47
/month
Sending Accounts
5
elitecexcellake.com
Calls Booked
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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 work · click any card to edit
Total Workflows
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Active
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Erroring
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Paused
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n8n Workflows VPS 72.62.37.150
NameClientStatusLast RunErrors 7d
No workflows tracked yet. Click "+ Add Workflow" to track one.
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
0 entries · R0 total
Total/month—
Goals Progress
Revenue Log
DateClientDescriptionAmount
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Expense Log This month: R0 · Last month: R0
DateDescriptionCategoryProjectAmount
No expenses logged yet
Invoices & Contracts Create, send, get paid, get signed
Total Paid
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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
ClientTitleAmountStatusCreated
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Time Hours tracked = profitability known
This Week
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This Month
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Total Logged
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Effective Rate
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Revenue ÷ hours
Log Time
Hours by Project
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Log
DateProjectDescriptionHoursBillable
No time logged yet
Inbox
Events
Reminders Radar · 0 items needing attention
Overdue invoices · retainers renewing in 30d · contracts unsigned for 7d+. Email sends require RESEND_API_KEY on Cloudflare Pages.
All Reminders
Team —
Workspace
Name
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Tier
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Your role
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Members
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Systems Services inventory and operating gaps
Full Tool Inventory
From Business OS Map · 16 Apr 2026
CategoryToolPurposeStatus
Missing Pieces
What's broken or doesn't exist yet
Clients Every client, rolled up
Active Clients
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Total Revenue
R0
Hours Logged
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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
DateSendsRepliesPositiveBookedReply %
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
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💡 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
ClientAmount/moStartedRenewalStatusDays to Renewal
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 roadmap of providers we're wiring up
Heads-up: none of these have a live sync codepath yet. The page is a roadmap of what we're building, not a working integrations platform. Monday and Instantly are configured server-side and don't appear here.
Settings
Configuration
Instantly & Monday tokens are now configured server-side via Cloudflare Pages env vars (INSTANTLY_KEY, MONDAY_TOKEN). Browser storage of API keys was removed for security.
Lead Capture Forms
Each token is a public key that lets a form on your site post leads into Storm. Issue one per form so you can track which page each lead came from. Deactivate (instead of deleting) if you ever need to cut a token off without losing history.
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