📊 Pipeline Funnel
🏢 By Industry
🔥 Hot Leads
⏰ Follow-Ups Due Today
Service Lines
Managed IT Services
Fully managed IT department — proactive monitoring, helpdesk, patch management, and vendor coordination. Three tiers: Essential, Professional, and Elite.
Pricing modelPer user / month
TiersEssential · Pro · Elite
Contract12-month MSA
Microsoft 365 Business Premium
Licensing, deployment, migration, and ongoing management of M365 for teams of 1–100 users. Email, Teams, SharePoint, Intune, and Defender all covered.
CSP licensingIncluded in MRR
IncludesIntune + Defender
ComplianceHIPAA ready
Cybersecurity & Compliance
Endpoint protection, MFA enforcement, email security, and security awareness training. HIPAA compliance for healthcare clients — dental, therapy, medical.
Target verticalsHIPAA regulated
ToolsDefender + Intune
TrainingElite tier
Network Cabling
Structured cabling installation for new offices, expansions, and upgrades. Cat6/Cat6A runs, patch panels, rack installation, and cable management.
Pricing modelProject / hourly
Project rateQuote on scope
Hourly$[rate]/hr
Security Cameras
IP camera system design, installation, and configuration. Indoor/outdoor coverage, NVR setup, remote viewing, and cloud storage options.
Pricing modelProject + monthly
SystemsIP / NVR / Cloud
Remote viewingIncluded
Access Control
Door access control system installation and management. Key card, fob, and mobile credential systems. Audit logs, time-based access, and remote management.
Pricing modelProject + monthly
SystemsCard · Fob · Mobile
ManagementRemote + audit logs
Managed Services Tiers
| Feature | Essential | Professional | Elite |
|---|
| Company | Industry | Town | Contact | Status | Flags | E1 Sent | E2 Due | E3 Due |
|---|
🔴 HIPAA-Regulated Prospects
⚠️ HIPAA compliance is a legal requirement — dental, therapy, and medical offices risk fines starting at $100/violation for unencrypted email and unsecured patient data. Lead with compliance, not features.
| Company | Industry | Town | Contact | Signal | Status |
|---|
⚡ Consumer Email Signals (Easy Wins)
💡 Prospects using Gmail, Yahoo, or ISP email for business are your easiest conversation — they already have the pain, they just don't know the solution yet.
📞 Call Recommended (High Priority, Not Yet Replied)
📭 Needs Contact Info
These prospects are in your list but no email address has been found yet. Research their contact info before sending.
| # | Company | Industry | Town | Contact | Phone | Website |
|---|
| # | Company | Industry | Town | Contact | Status | Flags |
|---|
💰 Current MRR
$0
Monthly Recurring Revenue
📈 Projected ARR
$0
Annual Recurring Revenue
🎯 Open Pipeline Value
$0
Proposals × avg deal size
👥 Active Clients
No active clients yet
Run the onboarding prompt when your first client signs
💼 Revenue by Service Line
Managed IT Services$0/mo
Network Cabling (projects)$0
Security Cameras$0/mo
Access Control$0/mo
Total MRR$0/mo
🎯 6-Month MRR Goal Tracker
Target: $$5,000/mo by September 2026
0% of goal
Update your goal by editing
YOUR_GOAL in the dashboard script.