Needs Attention
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Morning Briefing
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- •3 unread emails in the inbox — one may need a reply today.
- •Next meeting in 40 min: Priya Anand — SSO Follow-up.
- •New hiring signal: Northlight Co is hiring a Head of RevOps.
- +1 more · click to expand
Inbox
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- ▸Priya Anand25mRe: SSO for our teamYes — Thursday at 2 works. I have three people who need access…
- ▸Stripe2hPayment failed: BellwaterCo — $1,240We were unable to charge the card on file…
- ▸Marcus Bell3hOnboarding timelineFollowing up on the timing you mentioned…
- ▸Calendly4hNew meeting booked: Ana RuizAna Ruiz booked "Discovery" for tomorrow 10:30…
- ▸Sam Lee7hPricing for 6 shopsCan we get a proposal for our multi-location plan?…
Today's Meetings
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Revenue
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Today
$0
▲ 100.0% vs previous
Payments today
0
Avg $0
Today — 2h buckets
- No payments in this period.
Payment Recovery
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- Nothing here yet.
SMS
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- Priya Anand+13035550142 · Jul 21, 7:38 AMRunning 10 min late, sorry — on my way.
- Marcus Bell+13035550188 · Jul 20, 9:38 AMBooking confirmation for tomorrow 10:30. Reply Y to confirm.
- Ana Ruiz+13035550110 · Jul 19, 9:38 AMFollowing up on the BAA — did legal send it back yet?
- Devon King+13035550171 · Jul 18, 9:38 AMSent you the reactivation link. Ping me if it doesn't open.
- Sam Lee+13035550154 · Jul 17, 9:38 AMMulti-shop pricing PDF just went out. Let me know your thoughts.
- Jamie O.+13035550199 · Jul 16, 9:38 AMStudio case study is up on our site — /case-studies/olarraga
Calendly Bookings
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- Ana RuizDiscovery · 7/22/2026, 10:38:24 AM
- Jamie O.Design Studio Q&A · 7/23/2026, 10:08:24 AM
- Devon KingReactivation · 7/22/2026, 3:38:24 PM
Zoom
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Weekly review
7/21/2026, 12:38:24 PM
Website Chat
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- Priya Anand11 msgs7/21/2026Got it, thanks. See you Thursday.
- Marcus Bell11 msgs7/21/2026Yes please. My email is marcus.bell@ferrouslogistics.com.
- Ana Ruiz12 msgs7/21/2026Absolutely — I'll send the calendar link now.
- Jamie O.12 msgs7/20/2026Yes — 14 days, no card required. Want the signup link?
- Devon King11 msgs7/20/2026Great. Thanks.
- Sam Lee11 msgs7/19/2026Great — book a demo for me and my ops manager?
- Rita Okonkwo12 msgs7/21/2026Sending the Tuesday afternoon slots now — grab whichever works.
- Ethan Park12 msgs7/20/2026Great — reply with a few windows and I'll get Curtis on the call.
- Nina Volkov11 msgs7/19/2026Sold. Who do I loop in for the POC?
- Chris Delacruz13 msgs7/18/2026Book me a call with someone technical.
- Ola Adeyemi13 msgs7/17/2026Let's do a partner intro call.
Hiring Signals
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- Northlight CoHead of RevOps · Remote, US
- Ferrous LogisticsVP of Operations · Chicago, IL
- Saguaro ClinicsDirector of Compliance · Phoenix, AZ
Web Analytics
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Visits
5,102
▲ 4.6%
Bounce rate
50.6%
▼ 14.3%
Pages / session
2.89
▲ 3.1%
Last 7 days
Jul 15
Jul 16
Jul 17
Jul 18
Jul 19
Jul 20
Jul 21
Traffic sources
- Organic search45%
- Direct20%
- Social12%
- Paid search10%
- Referral8%
- Email5%
Pipeline
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Discovery2 · $26,000
Ferrous Logistics — Pilot $18,000
Olarraga Studio — Studio stalling$8,000
Proposal2 · $39,000
Northlight — Team plan $24,000
LeeLee Coffee — Multi-shop $15,000
Negotiation1 · $46,000
Saguaro Clinics — Clinical $46,000
Won1 · $62,000
Harborline — Renewal stalling$62,000
QuickBooks
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Cash
$148,320
AR current
$42,000
30d overdue
$12,400
60d+
$6,900
- INV-1042 · Prairie Bank$890 · 12d
- INV-1039 · Vector Analytics$4,200 · 41d
- INV-1031 · BellwaterCo$1,240 · 6d
Slack
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- #deals8:53:24 AMPriya (Northlight)Sent the SOW draft — LMK by Fri
- #ops7:38:24 AMMarcus (Ferrous)Latency spike on the ingest job
- #general4:38:24 AMAna R.BAA came back signed 🎉
Spreadsheet
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sample.xlsx · Q3 Pipeline
| Deal | Stage | Amount | Owner |
|---|---|---|---|
| Northlight — Team | Proposal | 24000 | Curtis |
| Ferrous — Pilot | Discovery | 18000 | Curtis |
| Saguaro — Clinical | Negotiation | 46000 | Curtis |