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The pipeline.
Marketing → Selling → Closing → Executing. Every deal moves through here.
Weighted Pipeline
$8.7M
Total Fee Potential
$13.5M
Active Deals
33
Leads
10
Contacts
1
Active deals
full pipeline →Revenue tools
Deals
Every active engagement, stage, and weighted fee.
Caller
Call queue, contact assignments, outcome logging.
Leads
Connected calls + Fireflies meetings — actionable conversations only.
Email
Template editor — author, version, test on 5 real contacts.
Letters
Generate, approve, batch-send physical mail via Lob.
Lists
Source list registry — where contacts come from.
Company Lists
Buyer intelligence — tag, filter, assign to deals.
Review
Quality gate for enrichment data and contact validation.
Client Portal
Per-deal rooms with proposals and buyer activity.
Desks & system
Ewing's desk
Deals, partners, the $1M path. Revenue blockers.
Mark's desk
Build queue, decisions, projects sorted by activity.
Charlie's desk
Call library, study notes, training progress.
Bear's desk
Call library, study notes, training progress.
Tasks
Unified board across all initiatives and owners.
Swarm
11-agent strategic team. Cross-read, audit, ship.
Onboarding
Charlie & Bear intern hub. Curriculum, setup, mastery.
Orphans (7)
Pages outside the canonical layout. Triage and relocate.
Client deal rooms
House rules
- ✓No hidden files. No hidden folders.
- ✓No local drives as sources of truth.
- ✓Every project, every artifact, every status — lives on Vercel.
- ✓If it's not linked from this site, it doesn't exist.
Built on Vercel. Data in Supabase. Code in GitHub. Nothing important lives on a laptop.