Needs you today
Monday 2 November · clients
New change requests
Waiting on clients
Calls today
Payments
Needs attention, score under 70
New messages
Clients
| Business | Plan | Status | Next due |
|---|
Pipeline
Every prospect from the website checker to a monthly plan.
Changes calendar
November 2026. Essentials, 7 working days Growth, 3 working days
Referrals and finders
6Finders active
9Leads this month
£150Finder fees due
3Client referrals live
Top finders
| Finder | Leads | Live | Earned |
|---|---|---|---|
| Sam (sample) | 5 | 2 | £100 |
| Priya (sample) | 3 | 1 | £50 |
| Tom (sample) | 1 | 0 | £0 |
Key client referrers
- Mark's Motors1 live, free Growth month in December
- Bloom Florist2 live, 2 free months used of 12
Money
Monthly recurring
Essentials at £35
Growth at £95
£2,550Glowups paid in October
Monthly recurring, last 6 months
To watch
- VAT threshold£90,000 turnover in any 12 months. Running total shown here once live.
- Failed paymentsStripe retries automatically. Client gets a polite email and a portal notice.
Exports
- Full client listEvery client with plan, status and contact details
- LeadsEvery website checker lead and where it came from
- Finder performanceLeads, live sites and fees per finder, by month
- Monthly recurring incomeFilter by plan, month or finder
Team logins
Planned for phase 2. Each person sees only what their role needs.
| Person | Role | Can see |
|---|---|---|
| Caro | Owner | Everything |
| Helper (sample) | Changes | Change requests and client websites, no money |
| Bookkeeper (sample) | Money | Payments and exports only |