🎯
ASHTON'S COMMAND CENTER
One screen. Every lead. Every estimate. Every follow-up. Sorted by priority. Updated in real-time. Open it at 8 AM. Know exactly what to do.
❌ BEFORE (Today)
- Daniel AI books 7 appointments -- nobody knows
- 5 warm leads sitting unfollowed for 48+ hours
- $566K in open estimates with no follow-up system
- Ashton hunts through ST tabs to find what to do
- No touch point tracking -- "did I call this person?"
- No analytics on follow-up conversion rates
- Schedule is bare. Revenue leaks silently.
➡️
✅ AFTER (Command Center)
- Every Daniel AI call lands in Ashton's morning board
- Warm leads surfaced with phone, issue, and context
- Estimates sorted: sewer first, then value, then age
- One screen: Call NOW, Book NOW, Schedule FILL
- Touch points tracked: calls, emails, texts logged
- Analytics: conversion rate by touch point range
- Closed-loop: data feeds back, system gets smarter
🔄 THE WORKFLOW (8 AM Every Morning)
📱
Daniel AI
Calls come in overnight. Transcripts to email. Urgent items to Slack.
🧠
Zeus Captures
Every lead classified: Emergency, Estimate, Callback, New Inquiry.
🔥
Prioritized
Sewer first. Then by value. Then by age. Hottest leads on top.
📋
Ashton Acts
Call, book, schedule. Check mark when done. Log touch point.
🔄
3 Touch Points
After 3rd follow-up, item moves to ST workflow. Off the board.
📊
Analytics
Conversion rates by touch point range. System learns. Gets smarter.
⚡ WHAT'S ON THE SCREEN
📞 CALL NOW
Daniel AI leads that haven't been followed up. Phone number, call summary, time since call. Every overnight inquiry lands here automatically.
LIVE from Vapi API
🔥 BOOK NOW
Open estimates from the last 30 days sorted by job type priority (sewer first), then value, then age. Customer name, tech who quoted, original issue, estimate amount.
LIVE from ServiceTitan
📅 SCHEDULE FILL
Dormant estimates (30-90 days) that could fill empty schedule days. Recovery calls with "$199 off" spring special. 10-15 touch points = 83% conversion.
$566K+ pipeline
📊 TOUCH POINT TRACKER
Every call, email, and text is a touch point. Log them with one click. See how many attempts per customer. Analytics show conversion rates by range: 1-5, 5-10, 10-15.
CLOSED LOOP
🤖 ZEUS AI CHAT
Persistent chat bar at the top of every page. Ask Zeus anything: "Show me open sewer estimates over $5K." Get live data, not playbook text. Works on every tab.
LIVE DATABASE QUERIES
🔔 DANIEL AI NOTIFICATIONS
Full transcript emailed after every Daniel AI call. Punchy Slack alert for urgent items. Booked appointments populate in ST Calls > Bookings tab.
EMAIL + SLACK
📋 WHAT ASHTON SEES PER ESTIMATE
🔥 BOOK NOW (sorted by priority)
CustomerValueJob TypeAgeTouch Pts
Zahra Burks$25,000🔥 Sewer19d0 / 3
Andrus Burnside$14,500🔥 Sewer18d0 / 3
Katie Funk$11,990🔥 Sewer19d0 / 3
Rodger Harding$11,073Water Heater18d0 / 3
Scott Strough$9,500General10d0 / 3
📊 TOUCH POINT CONVERSION ANALYTICS
Realistic conversion requires 10-15 touch points. Each call, email, text, resent estimate = 1 touch point. The data proves it.
1-5
Touch Points
~8% conversion
Initial contact phase
5-10
Touch Points
~25% conversion
Building relationship
10-12
Touch Points
~55% conversion
Decision zone
12-15
Touch Points
~83% conversion
Golden range
💡 This is why persistence matters. The system tracks every touch point so Ashton never has to guess "did I already call this person?" and so leadership can see the data behind the conversions.
🤖 DANIEL AI INTEGRATION
Every call Daniel takes feeds directly into the Command Center. No more invisible leads.
📧
Email Transcript
Full call transcript to Ashton's inbox after every call
💬
Slack Alert
Punchy notification for urgent follow-ups and emergencies
📅
ST Booking
Booked appointments populate in ST Calls > Bookings tab
DO NOT SERVICE LIST: Septic pumping, whirlpool tub repairs, cold plunges, irrigation, window drains, backflow testing, rainwater catch systems. Daniel will inform callers these are not offered.