Friday, November 6 · Last 30 days, Oct 8 to Nov 6

Clients.

6 course creators. Ben Carter is the one to save this month.

Clients
6

3 with Dani, 3 with Sam

Ad spend managed
$501,300

Meta 68% · YouTube 32%

Cash collected for clients
$1.52M3.0x

Up $184k on the prior 30 days

Ridgeline fees
$155,958

Retainers $42.5k · share $113.5k

At risk
1

Ben Carter · Dec 1

Do this today

Call Ben Carter today at 2 PM.

Warehouse tour is worn out: frequency 4.1, CTR down 38% in 14 days. Cost per booked call went from $236 to $309. His 8 refresh scripts have waited 9 days for filming.

Roster 6

Each row opens the client page

Nina Park

Trade With NinaOptions trading education
$2,497 course + $97/mo · webinar
$142,000$4,733 a day
$511,20034% of all clients
3.6xtarget 3.2x
$742per webinar sale · target $800
52live15 in pipeline
$40,672$10,000 + 6% of cash
GreatDani RuizRenewsApr 1Check-inWed, Nov 4
On Nina

Approve 2 Two monitors cuts2 days open

On Ridgeline

Priya: pick the webinar replay cut

On Adspend

Scaling Two monitors +20% a day, cap $6,000

Marcus Hale

Wholesale FreedomReal estate wholesaling
$5,997 coaching · VSL to calls
$96,400$3,213 a day
$318,60021% of all clients
3.3xtarget 3.0x
$198per booked call · target $220
14live24 in pipeline
$32,988$7,500 + 8% of cash
GreatDani RuizRenewsFeb 1Check-inTue, Nov 3
On Marcus

Approve 2 Car talk variants1 day open

On Ridgeline

Nothing open

On Adspend

Running 3 Car talk variants at $150 a day

Ben Carter

Amazon Launch LabAmazon FBA
$4,997 coaching · YouTube VSL to calls
$121,500$4,050 a day
$279,50018% of all clients
2.3xtarget 2.8x
$309per booked call · target $250
33live12 in pipeline
$30,360$8,000 + 8% of cash
At riskSam OkaforRenewsDec 1 · 25 daysCheck-inOct 27 · 10 days ago
On Ben

Film 8 refresh scripts9 days open

On Ridgeline

Alex and Sam: call Ben at 2 PM

On Adspend

Moved $1,100 a day off Warehouse tour

Theo Delgado

Closer AcademyRemote high-ticket closing
$3,000 program · VSL to calls
$44,200$1,473 a day
$163,50011% of all clients
3.7xtarget 3.0x
$141per booked call · target $180
30live13 in pipeline
$19,080$6,000 + 8% of cash
GreatDani RuizRenewsMar 1Check-inMon, Nov 2
On Theo

Nothing open

On Ridgeline

Tre: raise daily cap to $2,000?

On Adspend

Writing 5 variants of Headset

Dre Williams

Fit Pro AcademyOnline fitness coach certification
$3,500 certification · VSL to calls
$58,300$1,943 a day
$151,60010% of all clients
2.6xtarget 3.0x
$412per booked call · target $250
31live18 in pipeline
$18,128$6,000 + 8% of cash
StrugglingSam OkaforRenewsJan 15Check-inThu, Nov 5
On Dre

Upload gym floor clips8 days open

On Ridgeline

Mike: 4 new angles in editing, due Tue

On Adspend

Killed Bench talk v2 at 3:10 AM

Leah Morgan

Calm MoneyPersonal finance for women
$47 challenge → $297 course → $1,500 group
$38,900$1,297 a day
$97,3006% of all clients
2.5xtarget 2.4x
$43per challenge sale · target $45
26live11 in pipeline
$14,730$5,000 + 10% of cash
FineSam OkaforRenewsNov 15 · 9 daysCheck-inWed, Nov 4
On Leah

Approve 3 Kitchen budget variants1 day open

On Ridgeline

Sam: send renewal terms by Nov 13

On Adspend

Testing challenge page B against A
No clients match these filters.
6 clientsOct 8 to Nov 6
$501,300$16,710 a day
$1,521,700all clients
3.0xblended
4 of 6at or under target
186 live93 in pipeline
$155,95831% margin

Waiting on creators 5

2 late

Ben Carter

Film 8 refresh scripts

Sent Wed, Oct 28 with teleprompter link and shot list. Reminded Oct 30 and Nov 1. Escalated to Sam Nov 4.

9days open

Dre Williams

Upload gym floor clips

3 of 5 clips in from his phone. Sent Thu, Oct 29. Escalated to Sam Nov 5.

8days open

Leah Morgan

Approve 3 Kitchen budget variants

Sent Thu 6:00 PM. Auto-approves Sat 6:00 PM under her 48-hour rule.

1day open

Nina Park

Approve 2 Two monitors cuts

Sent Wed 4:00 PM. Auto-approve is off for Nina. Late at 4:00 PM today.

2days open

Marcus Hale

Film 6 new hooks, approve 2 Car talk variants

Scripts sent Thu. Footage due Mon, Nov 9. Variants auto-approve Sat.

1day open
Approvals are late after 48 hours, footage after 5 days. Adspend reminds on day 2 and 4 and hands it to the account manager on day 7.Edit the rule

Renewals

Next 5 months
Nov 15in 9 days

Leah Morgan

$14,730 a month

Renewal terms drafted. Sam sends by Nov 13.

Review terms
Dec 1in 25 days

Ben Carter

$30,360 a month

At risk. Cost per booked call $309 against $250.

Open call agenda
Then 45 quiet days
Jan 15in 70 days

Dre Williams

$18,128 a month

Needs cost per booked call under $300 by Dec 15.

Feb 1in 87 days

Marcus Hale

$32,988 a month

Wants more YouTube spend. Upsell in the Feb terms.

Mar 1in 115 days

Theo Delgado

$19,080 a month

On track.

Apr 1in 146 days

Nina Park

$40,672 a month

On track.

Adspend each week, per client

Running

This week, Nov 2 to Nov 6. Reports go to the creator portal and email. Sam reviews his three before they send.

Kill above 2x target after 2x target spendScale +20% a day after 3 days under targetFatigue frequency over 3.5 or CTR down 30% in 7 days
ClientMonday reportKillsScalesRemindersCheck-in prep
Marcus HaleDani approved, sent 8:00 AM462Ready for Tue 11 AM
Nina ParkAuto-sent Mon 8:00 AM371Ready for Wed 2 PM
Ben CarterSam approved, sent 10:40 AM604Call agenda drafted
Theo DelgadoAuto-sent Mon 8:00 AM250Ready for Mon 10 AM
Dre WilliamsSam approved, sent 9:15 AM712Ready for Thu 3 PM
Leah MorganSam approved, sent 9:02 AM322Renewal recap drafted
6reports written
46kill and scale actions
11filming and approval reminders
14 haccount manager time back

Done on its own · 3:10 AM todayKilled Bench talk v2 for Dre Williams. $520 per booked call after $1,040 spent, above 2x his $250 target.