Command Center
Breakout AI internal ops
B2B: AI Consulting
HVAC + home services — lead gen, outreach, deal docs.
SEO + AEO
Keywords, city pages, FAQ blocks, and answer engine content.
Coming soon
Phone Agent
AI phone workflows, call summaries, and transfer logic.
Coming soon
Follow Up SMS
Sequences and light touch follow up by deal stage.
Coming soon
Social Media
Draft, approve, and schedule social content.
Coming soon
Ad Campaigns
Offer strategy, targeting, creative, and launch planning.
Coming soon
Email Newsletter
Topic to draft to scheduled send flow.
Coming soon
B2C: Personal AI Coaching
Coachella Valley adults 60+ — classes, 1-on-1, payments.
B2C Newsletter
Plain-English weekly tips for senior subscribers.
Coming soon
Social Media
Facebook + Instagram for the senior audience.
Paused
Recent bookings
No recent bookings yet.
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B2C: Personal AI Coaching
Separate from your B2B pipeline. All client, class, and payment data lives in its own tables.
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Document Templates
These are your master defaults. When you open the Send dialog on any deal, every field below is pre-filled with these values. Editing here updates every future deal — past sent documents are unaffected.
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Find Leads
Search, review, edit, and import enriched leads.
Connecting0%
Preparing lead search
0Visible
0Website
0Company Email
0Contacts
0Green Check Ready
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Smart CRM
Imported leads, statuses, notes, contact notes, and follow up tasks.
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Marketing
Build and manage social media, ad campaigns, newsletters, offers, and landing page content.
3Social
2Ads
4Newsletters
5Offers
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Site Copy
Edit the headlines and text shown on the public landing pages. Changes go live the next time the page loads.