What this runs on, and what’s missing
Everything above is built from four feeds: the CRM, the calendar, call recordings and messaging, and Stripe. That shapes what the numbers can say. Wins are identified from what was said on the call and from how the opportunity was managed in the CRM, and Stripe then says what each win actually banked. The platform treats all of it as evidence and cites its sources, but the picture can only be as complete as the data underneath it.
Up-funnel · not yet connected
Ad accounts, page analytics
Which creative started this conversation, what the click cost, which page set the expectation. Unknown today.
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Connected today
CRM, calendar, calls & messages
The middle of the funnel, in full: every conversation, meeting and deal.
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Down-funnel · connected
Revenue (Stripe)
What every won deal actually banked, and when — full charge history matched back to clients and deals.
Down-funnel is wired. Stripe is connected with charge history back to 2020, and the numbers are dollars now: cash per win, per rep and per meeting on the sales stats, a Revenue view of cash by month, program family and client, and collected cash in every coaching digest. One honest caveat: many clients pay on a plan, so a recent win’s cash figure is a floor that keeps growing, and it’s labelled that way.
Connect up-funnel and the stories get specific: cost and quality per campaign, per creative, per landing page. This ad starts conversations that close; that one books meetings that never show. With Stripe already on the other end, that becomes full ROI: a specific ad creative traced through to banked revenue.
Deduced, not briefed
There has been zero consultation behind any of this. No sit-down on how the pipelines are meant to work, what the marketing promises, or how a call is supposed to be structured. Everything here was deduced from the raw data alone. That is useful proof that the platform can find the structure by itself, but it cuts both ways. The playbook will need correcting by the people who actually run the floor, and a layer of general business intelligence (the things only you know) still needs to be overlaid on top.
What you see here is what the data alone, with no briefing, can already do. It’s the starting point. Wire in the top of the funnel, fold in your knowledge of the business, and this becomes the sharpest view of it available: how it’s actually going, and where to push to scale it.