Per-job rep ownership is live, the WhatsApp send failures are resolved, and the RO number pipeline fix is written and awaiting deploy, so the invoiced-jobs board is close to fully populated.
The marketing board remains reconciled and Meta delivery has held. This week closed out two things clean: per-opportunity rep assignment is switched on so a customer's two jobs can each carry their own rep, and the WhatsApp template send failures are fixed, tested, and confirmed delivering. The RO number pagination bug is root caused and the fix is written, pending review and deploy before we force the backfill and verify the board. The bigger builds from our last call are still queued, most waiting on a quick input from you, all listed at the end, and the assistant at the foot answers questions on any of it.
01The Picture Today
The foundation is solid, and this week closed out two open items clean.
Reporting reconciles
The marketing board ties out end to end and matches the database, trustworthy for budget calls.
Delivery is steady
Meta prospecting continues to deliver, confirmed against live data.
WhatsApp is fixed
Template send failures are resolved and a live test send confirmed clean delivery.
02Cleared This WeekDelivered
Two items closed clean, one fix written and staged for deploy.
Two reps on one customer
Niall flagged that two jobs for one customer could not hold two reps
Traced to how ownership was set across a customer's jobs
Automatic assignment is off, a separate owner toggle is on
Live now: each opportunity keeps its own rep
WhatsApp send failures
Header image re-exported at higher quality, 800x600
Profilm replaced with RMAPPF in the two template bodies
Test send confirmed successful, image, body, and button rendering clean
All pending items on this ticket resolved
Missing RO numbers
Root cause confirmed: pagination cursor read from the wrong field
Fix written, in review, pending deploy
Once deployed, a full backfill runs and the board is verified
The board stays reconciled
The marketing board ties out from spend to revenue
The daily dashboard check is coming back clear
Deal Details stays current with the time filters
Nothing drifting under the surface
03The Bigger Builds We Lined UpReady to move
Scoped and ready. Most need a single input from you to begin.
01
Revenue & Booking Reconciliation
Automate the daily reconciliation so the dashboards show actual paid invoices tied to Titan DMS, and retire the manual spreadsheet.
Needs: the detail from Amsil, or an intro so we can ask him directly
02
Clean Invoice Deliverability
A dedicated sender wired into GHL on a clean subdomain, so quotes and invoices land in the inbox, not spam.
Needs: the Mailgun account opened on your side
03
Commission & Reward Console
A console showing each rep's commission and rewards against their jobs, built on your actual pay rules.
Needs: the commission and reward structure
04
Speed to Lead
Tighten response time: clear the spam so the metric is true, and close the weekend gap so callbacks stop slipping.
Needs: spam leads marked, and weekend coverage confirmed
04The Numbers, Trustworthy
The reconciliation that makes the board a dependable base for the budget call.
Reconciled to Meta and your deals
Validated
Leads and spend were checked against Meta directly, and the closed revenue ties to the board, so the marketing view holds together.
Meta Leads
Exact match
Database ties to Meta Ads Manager.
Meta Spend
PPF only
Isolated, no longer overstated.
Marketing Board
Ties out
Spend to leads to revenue.
ReadThe board reconciles to Meta and to your closed deals. The Titan DMS reconciliation will extend that same trust to the sales and booking numbers.
05What We Need From YouTo Start
A short list, each one starts a build that is otherwise ready to go.
Calum · Open Open the Mailgun account. Any company email works, it is just to create it. Once it is live we wire it into GHL and the spam problem ends.
Calum · Send The commission and reward structure. How reps are paid on each job, so we build the console around your actual rules.
Calum · Introduce An intro to Amsil, or his answers to three questions. Where revenue comes from and any manual entry, how it reconciles to Titan DMS and how often, and how bookings are recorded.
Calum · Action Clear the spam leads and confirm weekend coverage. So the speed-to-lead figure is true and callbacks stop slipping at weekends.
06Ask Anything
Ask about any number, status, or build on this page.
