// BUSINESS
CORE OPS
FINANCIALS · MTD MOCK
Revenue
$142.8K
▲ +18% vs JUL
Costs
$98.3K
▲ +12% vs JUL
Profit
$44.5K
▲ +31% vs JUL
Margin
31.2%
▲ +3.2 pts
ESTIMATE PIPELINE MOCK
SIGN
Martinez — Custom pool + spa, ScottsdaleEst. 24 JUL
$118,400
SIGN
Nguyen — Remodel, Paradise ValleyEst. 28 JUL
$62,900
DRAFT
Ramirez — New build, ChandlerStarted 01 AUG
$—
SENT
Chen — Full remodel, GilbertSent 30 JUL
$41,200
WARRANTY QUEUE MOCK
D+3
Herrera — Salt cell alarm, follow-up scheduled
D+11
Patel — Plaster mottling assessment
// INBOX
EMAIL · SMS · LEADS
EMAIL · INBOX MOCK
Credit Union West
Client financing approval — Ramirez
Approved for $58k at 7.2% APR. Docs attached, signed disclosures required by...
M&H Excavating
Reschedule for Ramirez dig
Weather forecast pushed Tuesday. Can we shift to Wednesday AM? Same crew, same...
Kayla Whitfield
Follow-up on my remodel inquiry
Hi — just checking on the discovery call. Wednesday 3pm still works. Attached...
Pentair · Distributor
Pump availability update — Q3
IntelliFlo3 back in stock as of last week. Lead time back to 5-7 days. If you...
Google Search Console
Coverage report: 18 URLs "Crawled - Not Indexed"
Your monthly coverage summary is available. See attached report for full URL list...
SMS · INBOX COMING SOON
[ AWAITING GHL SMS INTEGRATION ]
Rendered the same layout as the email panel above.
Rendered the same layout as the email panel above.
GHL LEADS · TODAY MOCK
Kayla Whitfield
2H AGO
"Interested in a full remodel of our 15-yr-old pebble finish pool. Timeline flexible, budget ~$50k."
Marcus Reid
5H AGO
"Hitting an error on step 3 of the calculator. Is there a way to submit anyway?"
AVA · 24H SUMMARY MOCK
Answered
Escalated
KB Gap
// SCHEDULE
TODAY & AHEAD
TODAY · SUN 02 AUG MOCK
14:00
Site walk — Whitfield, Paradise Valley (60m)
17:30
Call — Martinez re: contract signature (15m)
19:00
Dinner — family, no work please
PHX METRO · CONDITIONS MOCK
108°F
CLEAR · WIND E 6 MPH
"Yes, still. This is normal."
TMRW · 109° HI · 82° LO · 20% PoP
TOMORROW · MON 03 AUG MOCK
10:00
M&H Excavating — Ramirez dig prep
15:30
Nguyen — Phase 2 pricing review
// MARKETING
SEO · CONTENT · ADS
◆ CITY PAGES REWRITE · OVERDUE
18 URLs · "Crawled — Not Indexed" in GSC
Deadline was 2026-07-26 — plan drafted + approved 07-23
Awaiting start signal · 0 of 18 rewritten
Deadline was 2026-07-26 — plan drafted + approved 07-23
Awaiting start signal · 0 of 18 rewritten
D+7
Overdue
BLOG · 13-WEEK PLAN
01
Phoenix Inground Pool Cost 2026 Guide
02
Arizona Pool Build Timeline: Permits to Plaster
03
Pebble Tec vs Plaster — Arizona Pools
04
How to Choose a Pool Builder in Arizona
GA4 · SESSIONS (14D) MOCK
2,847
14D TOTAL
Organic
1,912
Direct
648
Referral
287
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