Bright Side Plumbing | Customer Intelligence Dashboard

📊 Overview 💰 Revenue Tiers 👑 Top Customers 📍 Geography 🔧 Services 📣 Campaigns 🎭 Personas 🎯 Strategy 📡 Live Pulse 💰 Recovery 🏛️ Empire 🎯 Weaponize

💼

1,310

Completed Jobs

📝

2,235

Open Estimates

🔄

962

Active Customers

💤

4,968

Dormant (Zero Rev)

🏦 Revenue Distribution

🐋 Whale (14) 37.1%

⭐ High Value (21) 21.4%

💠 Medium (30) 16.0%

✅ Standard (114) 18.9%

🚰 Low (269) 6.3%

🔧 Top Services by Revenue

🛠️ General$298,596

🚨 Emergency$240,473

🏚️ Sewer$224,506

🪠 Drain/Clog$220,117

⚙️ Install$137,474

📍 Top Revenue Zip Codes

66204 - Overland Park$91,536

66214 - Overland Park$85,647

64701 - Harrisonville$66,489

64114 - Kansas City$66,286

66216 - Shawnee$60,313

📣 Top Campaign Sources

🔄 Existing Customer$540,442

🔍 Google Ads$241,980

🌐 Google LSA$234,765

📢 Service Direct$168,471

🏢 Service Local Pro$52,335

💵

$6,438,644

Open Estimate Pipeline (2,235 estimates)

🔴 3% Close

$193,159

🟡 5% Close

$321,932

🟢 10% Close

$643,864

🔵 15% Close

$965,797

💰 Revenue Tier Pyramid

🏗️ Revenue Concentration Funnel

🐋 Whale ($20K+) — 14 customers 37.1%

⭐ High Value ($10K-$20K) — 21 customers 21.4%

💠 Medium ($5K-$10K) — 30 customers 16.0%

✅ Standard ($1K-$5K) — 114 customers 18.9%

🚰 Low (<$1K) — 269 customers 6.3%

💤 Zero Revenue — 4,968 customers 0.0%

🐋 Whale Tier

$526,156

14 customers • Avg $37,583/customer

37%

⭐ High Value Tier

$303,607

21 customers • Avg $14,457/customer

21%

💠 Medium Tier

$226,770

30 customers • Avg $7,559/customer

16%

✅ Standard Tier

$267,209

114 customers • Avg $2,344/customer

19%

🚰 Low Tier

$88,944

269 customers • Avg $331/customer

💡

The 80/20 Reality

35 customers (Whale + High Value) generate 58.5% of all revenue ($829,763). Meanwhile, 4,968 customers have $0 revenue and represent a massive reactivation opportunity. Converting just 1% of dormant customers at a $500 avg ticket = $24,840 incremental revenue.

👑 Top 10 Customers by Revenue

#	Customer	Revenue	Jobs	Location	Tier
1	🏢 HD Supply	$72,353	7	Shawnee	🐋 Whale
2	👩 Angelina Randolph	$61,939	7	Harrisonville	🐋 Whale
3	👨 Seth Rush	$52,333	7	Kansas City	🐋 Whale
4	👩 Holly Solas	$44,560	6	Kansas City	🐋 Whale
5	👨 Robert Kahn	$42,109	2	Overland Park	🐋 Whale
6	🏠 Hill Side Village	$37,476	6	—	🐋 Whale
7	👨 Jonathan Gilliland	$36,892	3	—	🐋 Whale
8	👩 Donna Hansen	$33,750	2	—	🐋 Whale
9	👩 Jessica Sifuentes	$27,500	3	—	🐋 Whale
10	👨 Ryan Guspafson	$25,074	5	—	🐋 Whale

🐋

$433,986

Top 10 Combined Revenue

30.6% of Total

💼

4.8

Avg Jobs per Top Customer

High Repeat Rate

💵

$43,399

Avg Revenue per Top Customer

29x Overall Avg

💡

High-Efficiency Whale Alert

Robert Kahn generated $42,109 from just 2 jobs ($21,055/job avg). That's 12x the company average ticket. Donna Hansen also hit $33,750 from 2 jobs. These are premium service buyers -- perfect for sewer/install upsells.

📍 Geographic Revenue Intelligence

🌎 Top 10 Revenue Zip Codes

🥇 66204 — Overland Park TOP ZIP $91,536 (24 customers)

🥈 66214 — Overland Park $85,647 (12 customers)

🥉 64701 — Harrisonville $66,489 (3 customers)

🎯 64114 — Kansas City $66,286 (20 customers)

66216 — Shawnee $60,313 (17 customers)

66061 — Olathe $58,857 (40 customers)

64052 — Independence $52,962 (9 customers)

66212 — Overland Park $48,665 (38 customers)

64117 — Kansas City $45,166 (7 customers)

66213 — Overland Park (BSP HQ) $39,782 (34 customers)

🏘️

Overland Park zips in Top 10

$265,630 combined

💵

$22,163

Highest Rev/Customer (64701)

Harrisonville = 3 whales

👥

Most customers (66061 Olathe)

$1,471 avg/customer

💡

Geographic Strategy

Overland Park dominates with 4 zips generating $265,630 (18.8% of total revenue). Concentrate LSA budget and Google Ads geo-targeting here. Harrisonville (64701) has only 3 customers but $66,489 revenue -- these are high-value sewer/install buyers. Worth targeted mailers. Olathe (66061) has the most customers (40) but only $1,471/avg -- upgrade opportunity with maintenance plans.

🔧 Service Mix Analysis

💰 Revenue by Service Category

🛠️ General Plumbing$298,596 (223 jobs)

🚨 Emergency$240,473 (189 jobs)

🏚️ Sewer$224,506 (128 jobs)

🪠 Drain/Clog$220,117 (281 jobs)

⚙️ Install/Replace$137,474 (188 jobs)

🌡️ Water Heater$120,387 (116 jobs)

🚧 Repair$69,681 (50 jobs)

🚿 Fixture$53,041 (72 jobs)

🧹 Maintenance$20,845 (15 jobs)

🔍 Inspection$20,224 (10 jobs)

🎯 Average Ticket by Service (Ranked)

🔍 Inspection$6,741 HIGHEST

🏚️ Sewer$5,476

🛠️ General$3,686

🚨 Emergency$3,164

🚧 Repair$3,030

🧹 Maintenance$2,978

🌡️ Water Heater$2,936

⚙️ Install/Replace$1,883

🪠 Drain/Clog$1,693

🚿 Fixture$1,294

🚀 Growth Opportunity: Inspections

Inspection has the highest avg ticket ($6,741) but only 10 jobs. Doubling inspections to 20 jobs = +$67,410 revenue. Inspections also feed sewer/install upsells, making each inspection a potential $12K+ lifetime event.

📊 Volume vs. Value Matrix

🔥 High Volume + High Value

Sewer, Emergency

Protect these. Every lost lead here = $3K-$5K gone.

💠 High Volume + Lower Value

Drain/Clog, General

Volume drivers. Upsell to maintenance plans.

🚀 Low Volume + High Value

Inspection, Repair

GROW these. Best ROI per marketing dollar.

🔄 Steady State

Water Heater, Install

Consistent performers. Maintain current marketing.

📣 Campaign Attribution Intelligence

💰 Revenue by Source

🔄 Existing Customer #1 SOURCE $540,442

211 customers • $2,562/avg • 38.1% of revenue

🔍 Google Ads $241,980

268 customers • $903/avg • 17.1% of revenue

🌐 Google LSA $234,765

204 customers • $1,151/avg • 16.6% of revenue

📢 Service Direct $168,471

159 customers • $1,060/avg • 11.9% of revenue

🏢 Service Local Pro $52,335

56 customers • $935/avg • 3.7% of revenue

🕵️ Inspector Nick $42,201

8 customers • $5,275/avg • 3.0% of revenue

🏠 House Call Pro $37,401

19 customers • $1,968/avg • 2.6% of revenue

💻 PPC $30,710

38 customers • $808/avg • 2.2% of revenue

👑

Retention is King

Existing customers generate $540,442 (38.1%) -- more than Google Ads + LSA combined ($476,745).

Cost to retain: ~$0.
Cost to acquire: $50-200/lead.

🕵️

Inspector Nick = Hidden Gem

Only 8 customers but $5,275 avg revenue -- the highest per-customer value of any source.

These are home inspection referrals leading to big sewer/install jobs. Expand this channel.

📊

Google Ecosystem

Google Ads + LSA + PPC = $507,455 (35.8%) from 510 customers.

This is the acquisition engine. Ads drive first contact, then existing customer retention takes over.

🎭 Customer Persona Intelligence

🚨

Emergency Eric / Erica

of total revenue

Speed-driven. Pipe burst at 2AM, need someone NOW. Ticket range: $3K - $15K. Price is secondary to speed. Will pay premium for same-day.

🎯 TARGETING STRATEGY

• Google Ads: Emergency keywords, call extensions
• LSA: "Emergency plumber near me"
• 24/7 availability messaging
• 30-minute response time guarantee

⚡ Speed Buyer

🏠

Renovation Rachel / Ryan

of total revenue

Research-driven. Gets 3 quotes. Sewer replacement, bathroom remodel, repipe. Ticket range: $5K - $50K+. Needs trust and expertise proof.

🎯 TARGETING STRATEGY

• SEO: Long-form blog content (sewer cost, trenchless)
• Reviews & case studies on landing pages
• Financing options prominently displayed
• Before/after photo galleries

🔍 Research Buyer

🔄

Maintenance Mike / Maria

3+ jobs per customer

Relationship-driven. Books annually. Trusts "their plumber." Prime membership candidates. Avg lifetime value: $8K - $25K+.

🎯 TARGETING STRATEGY

• Membership plans with priority scheduling
• Annual maintenance reminder emails
• Loyalty discounts on repeat visits
• "Bright Side Family" VIP treatment

💎 Loyalty Buyer

🏢

Business Owner Bob / Barbara

Zero disruption tolerance

Results-driven. Restaurant, retail, property management. Needs fast, clean, invisible service. Will sign maintenance contracts. Avg ticket: $5K - $70K+.

🎯 TARGETING STRATEGY

• HD Supply = $72K proof of concept
• Property management outreach
• Monthly retainer contracts
• After-hours availability for commercial

💼 Contract Buyer

🎯 Strategic Insights & Action Items

14 whale customers = 37% of revenue. Protect them at all costs. A dedicated account manager touchpoint or VIP service line for these 14 accounts could prevent churn worth $526K. → ACTION: Create whale customer retention protocol. Quarterly check-in calls. Priority scheduling.

$6.4M in open estimates = MASSIVE pipeline. 2,235 estimates sitting unconverted. A 5% close rate on follow-ups = $322K in new revenue. Even 3% = $193K. → ACTION: Automated estimate follow-up sequence. Day 2, Day 7, Day 14, Day 30 touchpoints.

Sewer has the highest avg ticket ($5,476). Every sewer lead that goes to a competitor costs $5,476 in lost revenue. Sewer-specific landing pages and ad groups are critical. → ACTION: Dedicated sewer ad budget. Sewer-specific landing pages. Camera inspection upsell.

Inspection = highest avg ticket ($6,741) but only 10 jobs. This is the biggest growth opportunity by percentage. Each inspection also feeds sewer/install upsells. → ACTION: Partner with home inspectors (Inspector Nick model already proves $5,275/customer). Scale 10 to 50 jobs = +$337K.

66204 (Overland Park) is the #1 revenue zip. $91,536 from 24 customers. This zip code alone generates more than the bottom 5 zips combined. Concentrate marketing here. → ACTION: Geo-fence ads around 66204. Direct mail campaign. Door hangers after every job.

Existing customers are the #1 revenue source ($540K). Retention is cheaper than acquisition. Every dollar spent on customer experience compounds. → ACTION: Post-job follow-up system. Review requests. Referral program. Annual maintenance reminders.

4,968 customers have zero revenue but are in the database. These are past inquiries, estimates that never closed, or dormant accounts. A reactivation campaign targeting even 2% = 99 new jobs. → ACTION: "We miss you" email/text campaign. $50 off first return visit. Target estimate-only customers first.

20 repeat customers (3+ jobs) are prime membership candidates. These customers already trust the brand. A $199/year maintenance membership locks in recurring revenue and creates upsell opportunities. → ACTION: Launch membership program. Target 20 repeat customers first. Goal: 50 members by Q3.

💵 Upsell Pipeline Calculator

$6,438,644

Open Estimates (2,235 total)

🔴 Conservative (3%)

$193,159

67 closed estimates

🟡 Moderate (5%)

$321,932

112 closed estimates

🟢 Aggressive (10%)

$643,864

224 closed estimates

🔵 Stretch (15%)

$965,797

335 closed estimates

💎 Membership Program Candidates (3+ Jobs)

These 20 repeat customers have demonstrated loyalty through multiple bookings. They are the ideal launch cohort for a Bright Side Plumbing maintenance membership.

🐋

HD Supply

Commercial • Shawnee

7 jobs

🐋

Angelina Randolph

Residential • Harrisonville

7 jobs

🐋

Seth Rush

Residential • Kansas City

7 jobs

🐋

Holly Solas

Residential • Kansas City

6 jobs

🐋

Hill Side Village

Commercial/Property

6 jobs

🐋

Ryan Guspafson

Residential

5 jobs

⭐

Jonathan Gilliland

Residential

3 jobs

⭐

Jessica Sifuentes

Residential

3 jobs

💰 Membership Revenue Projection

20 members x $199/year = $3,980/year in recurring membership revenue.
But the real value: each member averages 2.5 additional service calls/year at $2,500 avg ticket = $125,000 in upsell revenue from the membership cohort alone.

📡 Live Pulse

Real-time API data · 100Y HCP E336 live wire · Big Sale weekly · Daniel AI stats

💡

Big Sale tracker = BSP + 100 Year combined (Kalen reveal, Apr 15)

Nick Chernioglo (BSP ST) had 0 jobs last 14 days. "Nick" in Big Sale ($17,295 · 21.6% of feed) is Nick Welty running 100 Year in Housecall Pro. BSP-only weekly pace = $55,033 ($2.86M annualized). Live 100Y HCP API (E336 shipped Apr 15) shows $210,587 all-time invoiced across 120 jobs / 275 customers — much lower than Big Sale projection because Big Sale captures booked (not yet invoiced) and 100Y HCP adoption is partial.

👥

5,712

Empire Customers

💰

$226,703

Big Sale wk Apr 11-17

📋

$4,887,216

Open Estimates (1,749)

⭐

396 ★4.9

Google Reviews

📞

Daniel Calls 7d

💎

247

Pure HCP $401K LTV

🔌 100 Year HCP Live API · E336 shipped Apr 15

$213,890

Invoiced All-time

283

Customers

120

Jobs

Source: /api/100y/stats. Live pull from 100 Year Plumbing HCP via titan_100y.nick_welty extension.

📞 Daniel AI · Last 7 Days

Calls Handled

Forwarded

Bookings

60.6s

Avg Duration

$15,000

Top Win · Apr 17 drain/clog

💰 Recovery + Remarketing

Dormant value sitting idle + remarketing audiences built and ready to fire

🚀

Dormant Value Catalog

APR 15 WEAPONIZE PASS · LIVE

Verified live from Nexus port 8765 at 2026-04-16 00:15 UTC. $1.18M one-time + $413K/yr recurring sitting idle. Full breakdown → Master History entry.

Zero-Invoice Recovery

$771,751

252 completed jobs · $3,062 avg ticket · one-time

Ashton callback list: 36 hottest jobs saved to zero_invoice_ashton_callback_list.json. Source: /api/money/find.

Outreach Engine Activation

$305,400/yr

$288K projected + $17.4K HubSpot savings · recurring

6,015 contacts queued · 0 emails sent · Twilio=awaiting_key. Engine built, unfired. Source: /api/outreach/stats.

Membership Pilot ARR

$108,000/yr

277 customers × $29.99 Premium · Segment B · recurring

Tiers: Essential $19.99 · Premium $29.99 · VIP $49.99. Source: /api/memberships/stats.

🛠️ Engine State · Campaign Queue + Sequence/Workflow Counts

Component	Count	State
Campaigns queued	5	0 emails sent · dormant
Contacts queued across campaigns	6,015	Twilio key missing
Scored contacts (v2 dashboard)	4,033	215 high-value · 3,908 dormant
Sequences active	5	0 enrolled
Workflows	7	2 live · 5 ready
Zero-invoice jobs (full list)	252	$771,751 recoverable · Ashton
Callback hot-list (saved file)	36	`zero_invoice_ashton_callback_list.json`

logged 3:45pm CT

🎯 Remarketing Campaign Intelligence

Segments ready for Google Customer Match + Facebook Custom Audiences + email/SMS outreach. Cross-referenced with Pure-HCP 247/$401K + Big Sale + Dormant Value Catalog.

CAMPAIGN READY

📋 Segment Grid — 6 priority audiences

Segment	Size	Est LTV	Channel	Creative angle
🐋 Whales $20K+ (top tier)	14	$350K+	Email + direct call + premium mail	White-glove membership / VIP renewal / commercial preferred partner
⭐ High Value $10-20K	21	$300K	Email + FB Custom Audience + Google Match	"As a previous BSP customer…" reactivation + seasonal maintenance offer
💎 Pure HCP Reactivation	247	$401,791	Email (we have it) + SMS once 10DLC wires	Legacy customer ghost reactivation — “Bright Side is back, here’s 20% off”
🎖️ Membership Pilot Cohort (3+ jobs)	277	$413K/yr recurring est	Email + phone call / Ashton personalization	Flat $49/mo sewer inspection membership — uses their loyalty as signal
🧲 Dormant 12-24 mo	~3,591	$1.18M one-time potential	Google Customer Match + FB Custom Audience + email	Seasonal hook — “Spring water-heater check” / “Back-to-school sewer”
⚠️ Zero-Invoice Recovery	252 jobs	$771,751 (Apr pipe)	Ashton callback list / NOT mass marketing	Internal: billing-completion + collect — 36 hottest jobs queued

🎯 Customer Match Audience Readiness

Google Customer Match

5,712

Empire customers with email or phone eligible for upload

~75% typical match rate → ~4,285 reachable

Facebook Custom Audience

5,712

Upload via hashed email/phone CSV

~85% typical match → ~4,855 reachable

Email Outreach

5,869

HubSpot-replacement CRM contacts (HCP + ST union)

Send blocked on Telnyx 10DLC + Twilio wire

SMS (10DLC)

~4,900

Phone-number-having records (est)

EIN verified, campaign registration pending

🐋 Whale Reactivation Queue (top tier for 1:1 outreach)

14 customers at $20K+ LTV concentrated in Apr 1 pull. These are the 37.1% of BSP empire revenue; they are also the lowest-cost reactivation because we already earned their trust at scale. Remarketing priority = Kalen picks up the phone, not a mass email.

Full list: see Top 10 Customers by Revenue in the Deep Views section below. Expand the tier pyramid funnel for all 14 whales.

💰 Revenue Recapture Forecast (90-day window)

Segment	Audience	Conservative (5%)	Moderate (10%)	Aggressive (15%)
Whales $20K+ · 1:1 VIP	14	$17,500	$35,000	$52,500
High Value $10-20K · email + match	21	$15,000	$30,000	$45,000
Pure HCP reactivation	247	$20,090	$40,179	$60,269
Membership pilot (3+ jobs)	277	$20,650	$41,300	$61,950
Dormant 12-24mo	3,591	$59,000	$118,000	$177,000
TOTAL 90-DAY RECAPTURE	4,150	$132,240	$264,479	$396,719

⚡ Activation Sequence (week 1 ship)

Mon Apr 21 — Kalen calls top 14 whales personally (1 hour block). Offer: commercial preferred-partner renewal or VIP membership.
Tue Apr 22 — Robert exports customer_match_audiences.csv (hashed email + phone) → Google Ads + FB Ads Manager. Creates “Past BSP Customers” audience.
Wed Apr 23 — Ashton calls 21 High Value customers ($10-20K). Offer: spring maintenance bundle $199.
Thu Apr 24 — Email blast to 247 Pure-HCP legacy cohort once site ships. Subject: “Bright Side is back — 20% off your first service.”
Fri Apr 25 — Start Dormant 12-24mo Google Customer Match + FB Custom Audience retargeting. Budget: $50/day test.

⚠️ Known data quality notes for the campaign:

GBP has "HVAC contractor" / "Heating contractor" categories polluting — flagged Apr 19 NAP audit. Clear these before running search retargeting so no heating-query bleed.
Nextdoor address drift (8110 Carter St / 66204) must be fixed before any Nextdoor neighborhood ads or referral campaign.
FB campaigns PAUSED but 30d GA4 still shows 506 facebook/paid sessions — attribution residue from live run (5 real leads at $71 CPL verified via Graph API). When reactivating, don’t double-count.
HCP × ST cross-match is 94.2% migration-complete. 247 Pure-HCP + 1,441 Pure-ST + 4,024 Overlap = 5,712 union. De-dupe before upload.

🏛️ Empire Strategy · BSP + 100 Year

Combined umbrella view · BSP/100Y split where data exists · Kalen-scoped strategic layer

💧

Bright Side Plumbing

$55,033
Weekly booked

$2.86M
Annualized booked

$1.86M
QB collected (annualized)

5,480
Customers

Booked → Collected gap: $1.00M (35% · normal lag from open estimates + invoice-closure)

🏠

100 Year Plumbing

$15,147
Weekly booked (Big Sale)

$788K
Annualized (inferred)

$213,890
HCP invoiced all-time

283
Customers · 120 jobs

Live HCP API: E336 shipped Apr 15 · gap vs Big Sale projection = partial HCP adoption + booked-not-yet-invoiced

👥

Empire (Combined)

$70,180
Weekly umbrella pace

$3.65M
Annualized umbrella

5,712
Unique customers (de-duped)

$4.88M
Open estimates pipe

Bonus milestone: $77K/wk BSP = $4M = first $5K Robert milestone bonus (gap: $22K/wk)

🏛️ Consolidated P&L Rail

Entity	Weekly Booked	Annualized Booked	Annualized Collected (QB/HCP)	Booked → Collected Gap	Gap %
BSP Live · ST + QB	$55,033	$2.86M	$1.86M	$1.00M	35% (normal lag)
100 Year Live · 100Y HCP API	$15,147	$788K (inferred)	$213,890 all-time	n/a (HCP adoption partial)	—
UMBRELLA Combined	$70,180	$3.65M	$1.86M+	$1.79M nominal	49% nom · 35% true

Why two gap %s: "Nominal" compares combined Big Sale ($70K/wk) vs BSP-only QB collected ($1.86M). "True" = BSP booked vs BSP collected. Closing the true 35% gap requires: (1) invoice-closure discipline (fix Pipe #1 zero-invoice), (2) TBC lag analysis, (3) financing-not-funded audit, (4) cancel-after-sale review.

📍 BSP Lead Source Breakdown · 28 sources

Refreshed Apr 15 after retag: cross-matched HCP legacy CSV against ST customers by phone, reattributed 4,844 jobs from "Imported Default Campaign" placeholder to real sources. 28 distinct values now populated 100% on titan.jobs.lead_source. BSP overall close rate: 40.46%.

Top close-rate winners

🎯 Google LSA 63.64% (214 cust)
🚚 Our Trucks 60.00%
📻 Radio 58.82%
👤 Existing Customer 57.03% (401)
🔍 Google (org+ppc) 52.87% (584)

Volume leaders (re-tag opportunity)

🟡 Imported Default 38.26% (3,438 · 62% of all)
🔍 Google 52.87% (584)
👤 Existing Customer 57.03% (401)
🎯 Google LSA 63.64% (214)
Retag Imported Default → unlock $ attribution for 3,438 jobs

Attribution risk / cleanup

"Nick the Inspector" → consolidated to "Inspector Nick" (single tag)
62% of customers still on placeholder → needs Ashton intake retag
Some zero-close sources may be tag-level bugs, not real losers

⚠️ Cross-Company Leakage & Attribution

Phone-shared call leakage

(913) 963-1029 rings both brands. GCLID attributed to BSP paid ad could route to 100Y job — BSP ad $ earns 100Y revenue invisibly. Need GCLID call-routing audit.

Nick Welty Inspector referrals

Nick sends leads to BOTH 100Y and BSP. Currently tagged to Inspector Nick source. Need cohort split: which jobs land in which company.

Shared Ashton + office

Ashton handles both brands. Office rent + CSR payroll are shared. Cost allocation currently 100% BSP → need clean split (suggested 70/30).

🎯 Scenario Modeling · Umbrella Projections

Conservative (hold)

$3.65M

umbrella annual (current $70K/wk)

Bonus trigger ($77K BSP wk)

$4.00M

BSP annual = $5K bonus + 100Y = $4.8M umbrella

Aggressive ($100K BSP wk)

$5.20M

BSP annual = $10K+ bonus + 100Y = $6M umbrella

Vision (add 100Y LSA)

$6M+

Kalen-approved 35% budget · not started

🏆 Robert's Bonus Milestone Tracker

$5K per $1M BSP collected-revenue milestone starting at $4M. Weekly installments. No cap, no time limit. $3M→$6M path = $15K total.

💰

$5,000

$4M milestone

NEEDS $77K/wk

Currently $55K/wk → +40%

💰💰

$10,000

$5M milestone

NEEDS $96K/wk

+75% from current

💰💰💰

$15,000

$6M milestone

NEEDS $115K/wk

+109% from current

How to get to $77K: Zero-Invoice Recovery ($838K one-time) + Open Estimate Follow-Up (5% lift = +$22K/wk recurring) + Dormant Email Drip (5% = +$3.6K/wk) + Membership Pilot (538 at $30/mo = +$2K/wk). That stack = $27K/wk new revenue → $82K/wk pace → first milestone triggered in ~60 days.

🎯 Weaponization · Data → Revenue

Every number in CI is either a campaign idea, a revenue opportunity, or a persona playbook waiting to be fired.

Total Unlocked Opportunity

$7.3M+

$4.88M open est + $1.18M dormant + $838K zero-inv + $413K/yr recurring

Contacts Queued

6,014

5 campaigns queued · Twilio key pending

Customer Match Ready

4,033

Scored contacts · top score 90 · ready for Google + FB

Whales To Protect

Top-14 generate 37% of revenue

💡 10 Campaign Ideas (Firing Order)

01 · Whale VIP Protection

$829K/yr at risk

14 customers generate 37% of revenue. Protect them: dedicated account manager touchpoint, quarterly check-in call, priority scheduling, annual thank-you gift. One churned whale = $30K-$72K loss.

Data source: Top 10 Customers tab · Owner: Kalen + Ashton

02 · Zero-Invoice Recovery

$838K missing

256 completed jobs with $0 invoices (56.5% of all completions). Ashton callback list of 36 hottest saved at zero_invoice_ashton_callback_list.json. Work already DONE — just needs billing. Pure margin.

Data source: /api/money/find · Owner: Ashton · Pipe #1 Battle Plan

03 · Open Estimate Follow-Up

$244K at 5% close

1,749 open estimates worth $4.88M. Most never got a second touch. Day 2 / Day 7 / Day 14 / Day 30 automated sequence. Historical close rate 39% — even 5% lift on laggards = $244K. 37 are in hot 0-7 day window, $553K.

Data source: Recovery tab · Owner: Ashton + Kalen close-rate team

04 · Dormant Reactivation Email

$191K @ 5%

3,907 dormant customers with email. DKIM live. Value-first drip (survival guide + sewer spotlight + soft membership close). Audrey designed. NOT discount-based. $191K if 5% reactivate at $1K avg.

Data source: Outreach Engine · Owner: Robert (trigger) + Audrey (copy)

05 · Sump Pump Pre-Season

1,554 candidates

1,554 customers in sump-pump-likely zips + homes with prior basement-drain calls. Fire BEFORE spring rains. Persuade to inspect + replace aging pumps. Prevents $5K-$15K flood claims. Upsell angle.

Data source: Recovery tab · Owner: Google Ads + SMS + Email

06 · Membership Pilot Invite

$108K ARR

538 customers scored for Premium tier ($29.99/mo). Essential $19.99 / Premium $29.99 / VIP $49.99. Locked pricing + annual inspection + priority scheduling. Stephanie-approved once pages ship. Apr 15 built, zero invites sent.

Data source: /api/memberships/stats · Owner: Ashton (send invites)

07 · Customer Match + Lookalike

4,033 seeds

Upload 4,033 scored contacts to Google Customer Match + Facebook Custom Audience. Build Lookalike 1% USA from the 215 high-value cohort. Smart Bidding will find twin profiles.

Data source: Remarketing tab · Owner: Robert

08 · Big Repeat Call Alert

Real-time

When existing whale/high-value customer calls, flag to tech mobile with full history BEFORE tech arrives. Knows their last job, equipment type, previous gripe. Converts bigger, faster.

Data source: ST custom field + Daniel AI context · Owner: Robert wire

09 · Whale Referral Engine

Multiplier

Top 14 generate 37% of revenue. They know other commercial/property-management peers. Structured referral incentive (tied credit or service) = HD-Supply-like multipliers. 1 referral from HD Supply = another $72K whale.

Data source: Top Customers tab · Owner: Kalen + Ashton 1:1

10 · Emergency Upsell Bundle

15 targeted

15 customers who had 1+ emergency this year. Reach back at quiet season with preventive bundle (sewer camera + maintenance inspection + sump pump check). Prevents next emergency + adds revenue.

Data source: Services + Emergency history · Owner: Ashton call-back

🎭 4 Persona Playbooks

🚨 Emergency Eric/Erica

4,001 contacts · 50-60% of revenue · 25-30% of leads

Angle: panic-mode, same-day, mobile-first, $5K-$15K ticket. Hook: "Your water is off RIGHT NOW. Can someone be there in 60 minutes?" Channels: LSA + Google Ads + Daniel AI answer. Copy tone: calm, specific, fast.

🔨 Renovation Rachel/Ryan

32 contacts · 25-30% of revenue · researches 3-14 days

Angle: $5K-$15K projects, trust + transparency. Hook: real photos, 5-gen story, Xactimate-insurance transparency. Channels: organic SEO + retargeting + blog. Copy tone: honest, educational, process-driven.

🏢 Business Owner Bob/Barbara

~470 commercial cohort est · 8-12% of revenue

Angle: commercial plumbing, zero disruption, flat-rate, $2K-$8K. Hook: HD Supply case study ($72K whale). Channels: LinkedIn + referral + BBB. Copy tone: operations-first, SLA language.

🔧 Maintenance Mike/Maria

~45-55% of leads · HIGHEST LTV $5K-$25K lifetime

Angle: routine, flat-rate, no surprises, $150-$500/visit. Hook: annual inspection membership. Channels: email drip + membership invite. Copy tone: reassuring, predictable, "never think about plumbing again."

⚡ This Week Action Queue (ranked by $/hour)

Ashton · Zero-invoice callback list (36 hot, $838K total) — 1 hour/day this week, pays back $20K+/hour
Robert · Wire Twilio + SMS templates (unblocks 6,014 queued contacts). $0 cost, $288K/yr projected.
Kalen · Whale 1:1 touchpoint (14 calls, 15 min each) — $30K-$72K churn prevention per call.
Ashton · Open estimate Day-7 sequence (37 hot estimates $553K). 15 min per estimate follow-up.
Robert · Upload 4,033 to Google Customer Match + FB Custom Audience. One-time, unlocks Lookalike targeting.
Ashton · Send 538 membership invites (premium tier, $29.99/mo). Annual = $108K ARR.
Audrey · Copy for dormant 3-email drip (survival guide + sewer + membership soft close). Robert triggers once DKIM verified.
Robert · Big-repeat alert — wire Daniel AI context pull so techs get history on every existing-customer call.

🗺️ Data → Revenue Map (what connects to what)

Top 10 Customers tab → Whale VIP Protection + Whale Referral Engine → $829K/yr retention + multiplier

Geography tab → Sump pump pre-season + zip-targeted sewer ads → $100K+ seasonal lift

Services tab (Volume vs Value) → Emergency Upsell Bundle → $15 high-margin bundle sales

Campaigns tab (28 sources) → Imported Default Campaign retag (62% of customers) → unlocks $$ attribution

Personas tab → Persona-specific ad copy + Customer Match/Lookalike → $288K/yr outreach projection

Live Pulse · 100Y HCP → 100Y LSA launch + cross-sell to BSP customers → $500K+/yr 100Y growth

Recovery tab · Zero-invoice → Ashton callback list → $838K invoice recovery

Recovery tab · Dormant → 3-email drip → $191K at 5% reactivation

Recovery tab · Open estimates → Day-2/7/14/30 automated follow-up → $244K at 5% lift

Empire tab · Bonus Milestone → Weekly pace $77K = $4M = first $5K Robert bonus triggered → compound loop

💎 Membership Program · Data → Tiered Revenue

📊

1. CI Data Mine

5,712 empire customers · frequency + monetary + recency scores

🎯

2. Tier Candidate

538 scored Premium · 277 pilot · 47 VIP profile

✉️

3. Invite Sequence

Email + SMS trigger · tier-matched offer · Audrey designed

💳

4. Stripe Enroll

Self-service signup · tier selection · payment on file

🔁

5. Recurring Revenue

Monthly MRR · auto-renew · priority scheduling unlocked

Tier 1 · Essential

$19.99/mo

Annual sewer camera inspection · 10% repair discount · member-only phone line · priority booking

Target cohort: 1-2 past jobs, average ticket

Tier 2 · Premium ⭐ RECOMMENDED

$29.99/mo

All Essential + 15% discount + sump pump inspection + water heater flush + 1 emergency service call/yr at no extra

Target cohort: 538 candidates · 3+ past jobs · $3K+ LTV

Tier 3 · VIP

$49.99/mo

All Premium + 25% discount + 4 emergency calls/yr + annual whole-home plumbing audit + dedicated account manager (Kalen direct)

Target cohort: 14 whales + 21 high-value · $10K+ LTV · commercial

90-day ARR projection:
538 Premium × $29.99 × 20% activation = $38,747/yr
214 Essential × $19.99 × 10% activation = $5,138/yr
35 VIP × $49.99 × 30% activation = $6,299/yr
Year 1 projected MRR: $50K+ · Year 3 at scale: $200K+ ARR

✅ BUILT (Apr 15)

RFM scoring · 538-candidate cohort · /api/memberships/stats endpoint · tier pricing · Audrey tier copy

❌ MISSING / BLOCKED

0 invites sent · Stripe signup flow not wired · member dashboard not built · Customer Portal (Stephanie priority #3)

📨 Outreach Program · HubSpot Replacement

📖 Full build playbook: outreach_implementation_guide.html · 6 phases, replaces HubSpot Marketing Hub ($1,450/mo · $17,400/yr savings), 4,033 contacts scored, 5 campaign templates, Twilio SMS + Email drip

🔨

PHASE 1 · BUILD

Data layer · 6 segments · templates

✅ DONE

🔌

PHASE 2 · WIRE

Twilio + email + DKIM

❌ BLOCKED (Twilio key)

🚀

PHASE 3 · LAUNCH

Dormant drip · estimate f/u

⏳ PENDING

📊

PHASE 4 · MONITOR

Open/click/conv tracking

⏳ FUTURE

🧬

PHASE 5 · EVOLVE

A/B test · RFM refresh

⏳ FUTURE

🏆

PHASE 6 · EXCEED

Features HubSpot doesn\'t have

⏳ VISION

🎯 6 Campaign Segments (queued · $288K+/yr projected at 5% conversion)

Segment	Queued	Trigger	Projected $
Estimate follow-up (Day 2/7/14/30)	1,749	Estimate sent, not accepted	$244K
Membership pilot invite	538	3+ jobs, $3K+ LTV	$38K ARR
Sump pump pre-season	1,554	Basement-drain history + spring	$100K+
Emergency upsell bundle	15	1+ emergency in past year	$30K
Dormant 12-24mo reactivation	3,907	No job in 12+ months	$191K
Whale 1:1 (Kalen call)	14	$20K+ LTV · manual	$52K
TOTAL (90-day window)	7,777		$655K

Cost comparison: HubSpot Marketing Hub Pro = $1,450/mo = $17,400/yr. Our stack = Twilio ($0.0079/SMS pay-as-you-go) + Gmail API (free) + custom dashboards = ~$50-200/mo. Annual savings: $15,000+. Plus we own the data, features, roadmap.

💡 The Big Insight

The insight: CI is not a report, it's an arsenal. Every tab has a corresponding revenue play. 10 campaigns + 4 personas + 8 this-week actions = $2.5M+ accessible in 90 days without adding ad spend. The bottleneck isn't data — it's execution.

🧠 Customer Intelligence Dashboard

💰 Revenue Tier Pyramid

👑 Top 10 Customers by Revenue

📍 Geographic Revenue Intelligence

🔧 Service Mix Analysis

📣 Campaign Attribution Intelligence

🎭 Customer Persona Intelligence

🎯 Strategic Insights & Action Items

📡 Live Pulse

🔌 100 Year HCP Live API · E336 shipped Apr 15

📞 Daniel AI · Last 7 Days

💰 Recovery + Remarketing

Dormant Value Catalog

🎯 Remarketing Campaign Intelligence

📋 Segment Grid — 6 priority audiences

🎯 Customer Match Audience Readiness

🐋 Whale Reactivation Queue (top tier for 1:1 outreach)

💰 Revenue Recapture Forecast (90-day window)

⚡ Activation Sequence (week 1 ship)

🏛️ Empire Strategy · BSP + 100 Year

🏛️ Consolidated P&L Rail

📍 BSP Lead Source Breakdown · 28 sources

⚠️ Cross-Company Leakage & Attribution

🎯 Scenario Modeling · Umbrella Projections

🏆 Robert's Bonus Milestone Tracker

🎯 Weaponization · Data → Revenue

💡 10 Campaign Ideas (Firing Order)

🎭 4 Persona Playbooks

⚡ This Week Action Queue (ranked by $/hour)

🗺️ Data → Revenue Map (what connects to what)

💎 Membership Program · Data → Tiered Revenue

📨 Outreach Program · HubSpot Replacement

💡 The Big Insight