How health is scored: green = active work in motion + no open alerts + key metrics on pace · yellow = a flag (a metric dipped, feedback gone stale, an item's overdue) · red = stalled, no activity, or a critical alert. Driven by activity, alerts, metric trends, and response-time/SLA. Click any client for its activity log.
Margin by service line, cash-flow forecasting, budget vs. actual, break-even, and profit by offer — Elise as your fractional CFO. Included on every workspace — it lights up the moment your numbers are connected.
From new principal to 10–20 hyper-personal drafts a day, drafted to your inbox for review — nothing sends without you. Three passes: drop a URL + connect two accounts (I pre-fill ~70%) → you confirm → I calibrate voice on live samples. After that, daily output reads like you wrote it.
Each morning I hand you that day's drafts, ready to review — I run on a morning handoff, so your day starts done.
Funnel, Apollo email engine, HubSpot deal stages, daily-10 queue, reply feed, messaging A/B, cost-per-meeting.
Master node: every client workspace rolls up here — stack their reach, pipeline, revenue, or content cadence to see the whole book at a glance. This is the view we white-label and resell to agencies running their own client rosters.
Websites, workers, SEO/AEO, the Directory split, integrations, this cockpit.
Stripe, QuickBooks, CFO Mode, forecasting, the Bolt cockpit.
Long-form + voice — captions, newsletters, articles with the SEO/AEO bones.
Bold design, OG art, the vertical pages, every channel's playbook.
Morning brief, EOD, pipeline, no email unanswered, holds you accountable.
10/day hyper-personal outbound on your ICP — sourcing, drafting, handoff.
Turns every shoot into ready-to-post clips. First task per client: load the brand kit (or request one) so nothing ships off-brand.
Social
FB · IG · LinkedIn · YouTube — layered & trendedStack channels on one chart, organic & paid, top posts with preview + link, all auto-pulled.