CRO HQ

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QTAC

LIVE

🏠 Today

A live snapshot. Updated with every publish.

🛠️ Dev Team — To-Do List

Shared task board · add, assign, and mark done · saved live to Supabase

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💵 Business Funding Queue

Round-6+ clients who are funding-ready & recently engaged. Call them, set a disposition, and route to Business Funding or Home — saved live for the whole team.

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🚦 Rep Onboarding — First-time setup

Send this page to any new rep · 3-min setup · share the link devoted-inlet-fpza.here.now/?tab=onboarding

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⏯️ Clock In / Out — Daily reference

For reps who already have Hubstaff installed · share devoted-inlet-fpza.here.now/?tab=clockinout

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🤖 Sales Rep Call Blast

Live AI dialer · campaigns: Decline Blast (Kevon/Thalia/Nelson/John) + AJ Sales Blast (warm new leads, testing) · source: bland_call_outcomes

Calls Dialed

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of 2,000 target

Picked Up

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— of dialed

Voicemail

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AI left msg · SMS auto-sent

No Answer / Failed

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retry tomorrow

SMS Sent

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from +1-214-225-8836

Live Transfers

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— connected to rep

Booked / Closed

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— close rate

Not Interested

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no SMS sent

💰 Lifetime Spend — Cost of AI Outreach

Bland reports per-call · GHL SMS = $0.0996/each rebill

Bland Calls (AI dialer)

$—

— min · — calls

GHL Native SMS

$—

— sent × $0.0996

Total Spend

$—

— per booked appointment

📊 SMS Branch Effectiveness — Which SMS triggers actually convert?

Attribution via `cr-nudge-*` tag on booked contacts

Branch	SMS Sent Today	Bookings From	Conversion %	Cost	Cost / Booking

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Per-Rep Performance Today

Rep	Dialed	Picked Up	Voicemail	No-ans / Fail	SMS Sent	Live Xfer	Booked	Closed	Close %	Remaining

Funnel — today

📨 Skool Outreach

Rob The Credit Guy community · DM outreach pipeline · refreshes every 60s

◆DM Copy — what's being sent

The 4 variants build_fresh_queue.py rotates through. Keep {first} and {pain} placeholders intact. Saved edits flow to the next morning's batch.

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◆Daily Breakdown (last 14d)

Attempted · sent · skipped per day

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◆Conversions by Week

Free → Paid closes bucketed by ISO week

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◆Conversions

Free → Paid (Premium) since outreach started

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◆Daily Sends (last 14d)

Skool DMs sent per day

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🤖AI Call Blast — Scraped TX CRO Skool Invite

Bland AI dials scraped TX credit/tax pros · pitches free Skool community · texts link on "yes" · attribution via daily Skool snapshot

🚀 Skool Ad Funnel

Paid IG ads → DM to @robthecreditguy → ManyChat → watch Rob's podcasts → join the FREE Skool community. Tracks outreach + joins + podcast views since launch.

📉 Funnel — from paid ad to Skool join

💵 Spend & leads — per ad, per day

🎙️ Podcast episodes sent in the DM (YouTube)

🏫 Free Skool community

🛡️ ClosersLab IQ

Paid Meta "Website Traffic" ad → closerslabiq.com → sign up for the IQ platform → start trial → paid. Cross-references Meta ad spend/clicks against ACTUAL platform signups (live from the closerslabiq.com database).

📉 Funnel — from paid ad to paid subscriber

💵 Ad spend & clicks — per day

🎯 Platform conversions (live from closerslabiq.com)

📍 Attribution by source (ad → signup → paid)

📌 Today's Plan

Live status board · what's done, what's next, what's blocking · auto-refreshes every 10 min

📞Top 10 Customer Actions Today

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💳Customer Base — DisputeFox Status

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🔥Hot Leads — Reps Are Sleeping On These

QTAC ad leads who replied INBOUND but rep hasn't followed up · sorted by stalest first

◎Every QTAC Ad Lead — Per-Rep Status Tracker

All 50 leads from QTAC ads · which rep · current stage · days in stage · last contact · diagnostic verdict

◆Credit Repair Spend by Period

QTAC Credit Repair + QTC Credit Test campaigns · today, yesterday, last 7/30 days, MTD, lifetime

◆Lead Flow — Where Are They Falling Off?

Every credit-repair ad-attributed contact, traced from impression to close

◆Today's Funnel

Ad → Conversation → Lead → Opt-in → Purchase

◆Spend vs Revenue by Ad

Active ads only

◆Daily Trend

Leads, conversations & purchases per day

◆Campaign & Ad Performance

Live from Meta

◆Closed Deals — Credit Repair

Real dollar values pulled from rep notes (AA = agreement, DOWN = collected, MONTHLY = ongoing)

◆Chargebacks & Refunds

Closed deals that reversed — revenue at risk / lost

◆Leads Still in AI Chat (Not Transferred Yet)

Ad leads in Ai Conversation pipeline — is the AI still engaging them?

◆All Active Leads by Stage

Every ad-attributed credit-repair lead + suggested automation per stage

◆Recent Event Ticket Sales

Eventbrite-confirmed ticket purchases

🎤

Credit Mastery Live — Dallas, May 16-17 EVENT CONCLUDED · 5/16-17

Final post-event totals (read-only). No paid Meta ads ran for this event. Tickets came from MFSN outreach (call · SMS · email) and Eventbrite organic.

◆Ticket Attribution — MFSN Outreach vs Eventbrite Organic

Cross-references every Eventbrite buyer against the MFSN outreach tags (call · SMS · email). The remainder = Eventbrite organic.

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◆Ticket Sales (Eventbrite)

Day 1 / Day 2 / VIP — auto-tagged from Eventbrite purchase webhook

◆📣 MFSN Outreach — Campaign Totals

Final post-event totals (read-only) · Total calls · SMS · email pushed to the MFSN universe for the May 16-17 event. Outreach window is closed.

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◆MFSN Outreach Coverage

Final post-event totals (read-only) · Email + SMS + AI call + John callback — per-contact coverage across the MFSN CRO universe

🟣

Hershal-managed Meta Ads — act_664721207757413

Robert's other Meta ad account, run by Hershal Networking. All metrics scoped to this account only.

◆Hershal Spend by Period

Today / Yesterday / Last 7 / Last 30 / MTD / Lifetime

◆Hershal Daily Spend Trend (last 30 days)

Spend & conversations per day

◆Hershal Lead Flow

Every contact attributed to his Meta ads · monthly + daily breakdown

◆Hershal Top Ads by Spend

Top 30 ads · toggle period below

◆Hershal Campaigns

Active + paused, ranked by lifetime spend

🎯

QTAC-Generated Leads — Our Meta Ads QTAC Claw · Credit Repair

Leads from our own QTAC Claw Meta ad account (credit-repair campaigns only, not event ads). Spend, ad performance, and the live lead pipeline — all scoped to our ads.

◆QTAC Spend by Period

Today / Yesterday / Last 7 / Last 30 / MTD / Lifetime

◆QTAC Daily Spend Trend (last 30 days)

Spend & conversations per day

◆QTAC Lead Flow

Every contact our Meta ads generated · funnel + daily volume

◆QTAC Lead Pipeline

◆QTAC Top Ads by Spend

Top 30 ads · toggle period below

◆QTAC Campaigns

Ranked by lifetime spend

QTAC today

—

Convs—

$/conv—

Impressions—

Clicks—

Hershal today

—

Convs—

$/conv—

Impressions—

Clicks—

Sales today (AuthNet)

—

Sales today—

7d revenue—

30d revenue—

Avg ticket—

QTAC vs Hershal — Head-to-head

Window	QTAC spend	QTAC convs	QTAC $/c	QTAC deals	Hershal spend	Hershal convs	Hershal $/c	Hershal deals	Hershal mult.

Apples-to-apples: all Hershal totals are floored at 2026-03-09 (QTAC Claw Meta account creation date) so we never compare against Hershal's pre-existing 5-year head start. Today / 7d / 30d windows are rolling — already aligned.

Daily attributed contacts — last 14 days · QTAC vs Hershal

🏁 Lead generation race — unique attributed contacts

⚡ Budget-match projection — at Hershal's spend

◆Rep Call Audit — Last 14 Days

Combined GoTo dialer + GHL native call log. Click a rep to see their call detail.

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📒Rep Book — Customer 360 Rollup

Per rep · paying ($ MRR), delinquent ($ owed), disputing, active collections · source: qtac_customer_360

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◆Daily Activity Heatmap

Calls per rep per day — empty cells mean zero activity that day

◆Call Detail (selected rep)

Per-call breakdown — only available where calls flow through GHL native dialer.

Click a rep above to load their per-call detail.

📊 CSR Performance

Cross-referenced from GoTo · GHL · Hubstaff · Payments · Slack #daily-customer-service-comms.

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Source: team-audit/csr_audit.json · regenerated by ~/qtac-analytics/pollers/csr_audit_digest.py

Call recording

📋 Collections — Updates · CMI · Declines

CSR Team campaign (Thalia A–K · Kevon L–V · John W–Z) · calling customers owed their 30-day dispute-results update + recovering declined payments. Every customer is owed an update every 30–32 days.

📊 The Queue — Live from Client Declines (qtac_declines)

💳 Declines Recovery — Filter by Window

👥 Per-Rep Performance — last 30 days

🔍 Payment Verification — claimed vs Authnet

🎯 Pre-Blast Audit — who will actually be called

🤖 AI Call Blast — Bland Collections Campaign

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🎤 Closer Lab Roleplay — Daily Activity

Active CR sales reps must complete at least 1 roleplay session per weekday on closerslab.io. Tracked: Abby + AJ.

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💰 Payroll Audit LIVE

Open full page ↗

Per-rep hours (Hubstaff), calls (GoTo + Tax Nitro), idle audit, deals & commission (GHL × Auth.net × ProofHub), and CS collections. Regenerated hourly · full audit Sundays.

👥 Customer Overview

All truly-active customers (being worked in ProofHub and/or on an active ARB), cross-referenced across DisputeFox + ProofHub + Authnet + GHL. Shows lifetime paid, amount owed, and ARB billing (amount + next run date). ⚠ NO ARB = being serviced but not billed — don't let them slip. Search by name; sort by name, ARB run date, or owed.

⬇ DOWNLOAD CSV

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💬

QTAC Instagram DM AI — Quality Control

Live ManyChat "Instagram Default Reply" AI agent. Conversion funnel + message-quality watch. Auto-checked every 2 hours.

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◆Quality Flags

Compliance slips, no-phone conversations, customer frustration, off-script behavior. Anything here needs a human look.

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◆Check History

Each 2-hour snapshot of the conversion funnel.

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Source: dm-qc.json · written by ~/Desktop/qtac-dm-qc/monitor.py every 2h. Conversion data from ManyChat flow analytics; quality flags from sampled Meta Business Suite Inbox transcripts.

◆Goals & KPIs

Targets, priorities, and review rituals

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📒Rep Book — Totals + Per-Rep Rollup

Per rep · paying ($ MRR), delinquent ($ owed), disputing, active collections · source: qtac_customer_360

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◆SOPs & Playbooks

How we work — credit repair flow, ad creative, dispute playbook, rescue routine

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◆Team & Roles

Who does what, rep pipelines, escalation paths

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◆Automations — What's Running 24/7

Every workflow, poller, and integration working for you

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◆Campaign Proposal

Full-funnel paid-social plan — TOFU / MOFU / BOFU

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◆Brand Bible & Ad Script Guide

Voice, visual system, ad copy patterns, creative assets

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💼AI Outreach Engine — Service Offering & SWOT

What we built, what it costs, how to sell it, and the SWOT for Liza.

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🛠AI Outreach Engine — Plug & Play Playbook

The productized framework. What we sell to every other client.

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💰 Payments — Live

Full breakdown: new enrollments · ARB recurring · decline recovery · declines · per-rep collected · Authorize.net source of truth

🪣Today's Collection Breakdown

Where today's money came from — new sales vs auto-recurring vs past-due recoveries vs unassigned

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💵New Deals Closed Today — by Rep

Net-new downpayments captured today, grouped by rep. Excludes recurring ARB charges and decline recoveries.

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👥Today's Captures by Rep (all sources)

Every successful capture today — includes new sales, ARB recurring, and recoveries.

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❌Declines Today — Lost Revenue Attempts

Cards that failed today. Recoverable by re-attempting on a working card or calling the customer.

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🔄John — Decline Recoveries Today

Customers John saved after a prior decline. Counted as "past-due collected" not "new enrollment".

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📞John — Late-Payment Call Queue

Customers whose recurring ARB charge failed in the last 30 days · not yet recovered · sorted by biggest dollar first.

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📆Active Plans — Progress

Every recurring plan currently set up via QTAC Charge · how many monthly payments have been collected vs. how many are still owed.

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📜Recent Transactions

Last 50 events · all sources · captures, refunds, voids, chargebacks

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⚠️Chargebacks — Last 30 Days

Source: Authorize.net · GHL doesn't surface these reliably

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🪝Webhook Monitor — Inbound events (live)

All vendor → OpenClaw webhook traffic · 24h stats · daily quota saved · last 30 events · regenerated every 5 min from ~/openclaw-webhook-server/data/webhooks.db

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📈Closer Lab — Unit Economics

Per-tier P&L using live cost data from Closer Lab Supabase + active Stripe subscriptions. Edit scripts/unit-economics-config.json to adjust assumptions; publish.sh regenerates the snapshot.

💰QTAC — Real Numbers (live)

MRR / ARR / AR / churn signal pulled live from qtac_customer_360_cohorts. LTV + concentration from qtac_top_customers.

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Top 20 customers by lifetime spend — concentration check

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💳Vendor Balances — Closer Lab voice stack

Per-platform credit + days-until-empty. Burn pulled live from real session cost data (last 30d). Updated at every dashboard publish · refresh page after a vendor top-up to recompute runway.

🎙Live Human Contact Feed

Real-time stream of every call where AI spoke to a human or left a voicemail. Refreshes every 5 min.

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📞Rep Call Script — Multi-Ticket Verification

Script + buyer list for the 2 reps verifying 19 multi-ticket Eventbrite buyers (44 unverified guests).

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⏱️Team Time Tracking — Live

(stale)

Active Now

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Hours Today

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Last Update

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◎Members

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🚀Performance — Live KPIs

Appointments

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Deals Closed

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Revenue

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Calls Dialed

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Deals USD by Rep (Today)

Pipeline Snapshot

◆Rep Leaderboard

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· Auto-refresh every 5 min · Meta attribution via GHL adId + IG DM referrals · IG referral attribution unlocks when Meta app is promoted out of dev mode