Stephanie, Here Is Your Dashboard.

Revenue, marketing, content strategy, and what needs your decision. One page. Scan it in 2 minutes.

Financial Snapshot (QuickBooks P&L, Feb 2026)

$2.44M
Annualized Revenue
63.3%
Gross Margin
16.8%
Operating Margin
$6M
Revenue Target
$611K
Last 3 Months Revenue
$58.9K
Suspense (Unclassified)
$11K
Monthly Marketing Spend
Jan Loss
-$19,781 Net Income

QuickBooks Is the Source of Truth

Once you authorize the connection (one click, 30 seconds), this dashboard updates with live numbers automatically. No more manual reports.

Link from Robert in Slack. Click it. Log in. Click "Allow." Done.

Money Found: $495,669

237 completed jobs have $0 invoiced. The techs did the work. The customers were served. The money was not collected or recorded. Zeus found this automatically. Kassidy meeting Monday 1 PM is about exactly this: closing these invoices.

How Branding Makes Money (Your 80/20 Answer)

Brand posts keep Bright Side top-of-mind. When someone's water heater dies at 11pm, they call the company they have been seeing on Instagram for 6 months. The brand posts plant that seed.

The one service post per week gives them a reason to act NOW. Brand builds the audience. Service converts it. We track the service posts with UTMs so we can show you the actual dollars.

48% of revenue comes from existing customers. That did not happen by accident. That is the brand at work. People who trust Bright Side come back.

The Scorecard (Every Action Measured)

Every marketing action gets measured. No exceptions. No opinions. Just results.

Step 1
What We Tried
Sewer blog + $20 boost
Step 2
What We Expected
200 visits, 3 calls
Step 3
What Happened
Actual numbers
Verdict
Do More / Stop
Data decides

Content Strategy (From Our Meeting)

80% Brand (Audrey)
20%

3 posts/week. 4 blogs/month. Sewer first per Kalen.
Instagram stays professional and brand-heavy.
Reels, Stories, and TikTok for experiments.
LinkedIn = blog post only.
Audrey has her creative brief. She knows what to do.
Metricool for scheduling. 30-40 min for the whole month.

What Needs You This Week

Daniel AI Status

Live on Vapi. 7 tools connected. NOW auto-books via web scheduler automation (built March 31 2026). Playwright fills ST form automatically..
Answers overflow and after-hours calls on (913) 963-9817.
3CX forwards from the main line when the team is unavailable.
Kalen tested tonight. Voice being tuned. Monitor running every 2 hours.
Your GPT terminal is also fixed -- instructions were restored after they got wiped.

KSHB Partnership Update

Robert met with Sarah Levota from KSHB Mar 27. Initial meeting went well.
Streaming: $3K/mo for sewer hotspot zip codes. TV: $4-5K/mo for brand awareness.
Commercial production: FREE. White glove service including landing page help for Audrey.
Follow-up in 2 weeks with Matt Plumber (digital expert).
No commitment yet. Building revenue first. This is an option when ready.

The System Is Running.

Zeus has 105 automated timers watching the business 24/7. Daniel AI answers calls and books jobs. The Money Finder found $495K in missing revenue. The content strategy is locked. The team knows their roles. Your one action: connect QuickBooks so we can show you live numbers, not monthly reports.