Total Clients
—
Essential
—
$50/mo
Supported
—
$99/mo
Empowered
—
$150/mo
Est. Monthly Rev
—
Active clients
🧑💼 Specialist Overview
| Specialist | Clients | Capacity | Status |
|---|---|---|---|
| Loading specialists… | |||
⚡ Quick Actions
🚨 Alerts
Tanya Brooks — 9 days no contact
Anika Davis · Essential
3 clients unassigned
Action needed
14 renewals due this week
Send reminders
| Name | Phone | Tier | Status | Specialist | Since | ||
|---|---|---|---|---|---|---|---|
| Loading… | |||||||
Live data from Supabase · updates on assignment save
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📬 Recent Pushes
Bloom Spa Dallas — 20% Off
All Supported + Empowered · April 14
Postpartum Self-Care Guide
All Clients · April 10
Dallas Moms Meetup — April 26
Essential + Supported · April 8
💬 Message Your Team
Specialists
J
Jewel Butler
Thanks for the update!
M
Maya Johnson
Got it, will follow up today
A
Anika Davis
I'll check in with Tanya today
T
Tara Williams
All caught up! 🌟
J
Jewel Butler
Select a specialist to load messages.
📋 Build a Survey
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Q1
Q2
📊 Past Survey Results
April Week 2 Check-In
67 responses · Avg: 4.3/5
Specialist Feedback Survey
52 responses · 91% positive
🔴 At-Risk Clients
Tanya Brooks — 9 days no contact
Anika Davis · Essential · Last seen April 11
Maria Chen — call rate dropping
Maya Johnson · Supported
3 clients have no specialist assigned
Action required
💛 Upcoming
14 renewals due this week
Friday deadline · Send reminders today
Monthly survey not yet sent
April check-in due
Monthly Revenue
—
Active clients
Annual Run Rate
—
↑ Projected
Renewal Rate
91%
Strong
Upgrades This Month
4
+$204/mo
💳 Revenue by Tier
Essential · — clients × $50
—
Supported · — clients × $99
—
Empowered · — clients × $150
—
Total Monthly—
⚙️ Platform Settings
Business Name
Admin Email
Support Phone (Quo)
Voice Bot Number (Paige)
Max Clients per Specialist
🔒 Integrations
Supabase Database
qaucqjjnhtygaujlahfr.supabase.co
Zapier Webhooks
6 active Zaps
Airtable — Mums Byte Clients
Client database base
Bland.ai — Paige
Voice onboarding bot