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Client watch, where everyone is right now
Full pipeline
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Team Notes
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Recent activity
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Team Tasks
Syncs live across all devices
Group Projects week-long shared goals
No active projects — click "+ Project" to start one
Today
This Week
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Calendar
Mirrors the Flow Vantage GHL calendar. Everything added here is written to GHL first.
Client booking link
New lead
Book for a lead
The link you text or email so someone can book themselves. Search a lead to prefill it, or leave it blank for anyone not in the CRM yet.
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MON
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Clients
Everyone who has started onboarding. Prospects stay in the GHL Outreach pipeline.
Pipeline board
All clients
| Name | Stage | MRR | Next Action | Notes |
|---|
Finance
Cole owns this section
Revenue
Total MRR
$0 / mo
Update MRR
Monthly expenses
Total Monthly
$0 / mo
Profit / Loss
Refresh live data
Ledger — money in / money out
Sync Stripe
Add entry
Entries
| Date | Type | Category | Label | Amount | Source |
|---|
SOPs — Standard Operating Procedures
GHL Critical Rules
!
Mark "Showed" after EVERY completed call
Immediately after a call ends, go to the contact in GHL and mark their appointment as Showed. If you skip this, the "Missed You" automated email fires — even if the meeting went perfectly.
!
Never manually enroll into appointment workflows
Manually adding someone via the Actions tab doesn't pass appointment context. Variables like {{appointment.start_time}} and {{appointment.meeting_location}} will be blank. The trigger must be "Appointment Created" to auto-fire with correct data.
!
Phone numbers must use +1 format
GHL parses numbers starting with 530 as Cuba (+53). Always enter phone numbers as +1 530-XXX-XXXX in the All Fields tab to prevent international misrouting.
!
Complete A2P registration before sending SMS
All text messages will be filtered without 10DLC registration. GHL > Settings > Phone Numbers > A2P, register brand and campaign before sending any SMS.
Calendar SOPs
1
Connect Google Calendar to FE Consultation calendar
Required for auto-generated Google Meet links to appear in confirmation emails. Without this, the {{appointment.meeting_location}} variable is blank.
2
Appointment timezone: use client's local time
When manually booking for an EST client, select GMT-5 (EST). The calendar display will show in your local time but the confirmation email will reflect the client's timezone.
Sales SOPs
1
Surface pain before asking for a call
Ask 1-2 qualifying questions first. Let them reveal the frustration. Once they say their problem, THEN ask for 15 minutes. Asking for a call cold drops conversion significantly.
2
Exclusive vs. shared leads — always use this
The #1 differentiator. Vendor leads go to 3-5 agents simultaneously. FV ads are exclusive — the lead only knows your name. Use this framing in every sales convo.
3
Have the proposal ready before the call starts
The moment a prospect says yes, the proposal and payment link go out immediately. Never make them wait. Waiting = cooling off = lost deal.
4
Codi = templates only, no subscription
This specific client is being sold 5 ad templates as a one-time purchase. No monthly management, no ongoing subscription. Don't let the conversation drift toward a retainer.
Client Onboarding SOP
1
Send GHL setup guide + Loom on day 1
After payment clears, client gets the CRM setup guide and a walkthrough Loom video same day.
2
Onboarding call within 48 hours
Book the first onboarding call before the client even logs in. Sets expectations and reduces confusion.
3
Meta ads setup requires client's own ad account
Confirm client owns their ad account (not the old agency). Get them to add FV as a partner in Meta Business Manager before running any ads.
Quick Links
Core Tools
Settings
Connections
Nothing to configure here. Every API token lives server-side in Vercel, so no key is ever readable in this page.
Location ImmQkcBzsKOnl4q4y11A · calendar Free Strategy Call
Team Members
Q
Quaid Barnett
CRM & Client Strategy
J
Jeremy
Content & Ad Creative
C
Cole
Finance & Operations
Sync
Backend: Supabase
Table: dashboard_state
Status: Checking...
Reads on load and whenever you switch back to this tab. Writes save automatically. If two of you save at once, the later save is asked to reload rather than overwrite.
Ad Performance
Live from Meta · Flow Vantage's own prospecting account
Campaigns
Refresh
| Campaign | Status | Spend | Impressions | Clicks | CTR | CPC | Results | Cost / result |
|---|
Client numbers
Typed in by hand. Clients own their ad accounts, so their spend is not readable until they share the account with the Flow Vantage business portfolio.
Filter by client:
Weekly Ad Log
| Week of | Client | Spend | Leads | CPL | ROAS | Notes |
|---|
Client Onboarding
Live from the same database the onboarding app writes to
Clients
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In onboarding
Steps complete
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Across all clients
Blocking open
—
Must clear before go-live
Fully onboarded
—
100% checklist
Clients in onboarding
| Client | Progress | Next step | Blocking | Status |
|---|