AKHIL ACTIONS
PEDRO ACTIONS
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CALLS IN BRAIN
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PIPELINE VALUE
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BRAIN RECORDS
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Akhil — urgent actionsAll actions →
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Recent recordingsAll recordings →
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AmplifyPlus AI ·
Akhil — Action List
AI-generated from every call · Prioritised by urgency · Updated automatically
Today's priorities
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About this list
Actions are generated automatically from every recording processed by the brain. When Build 2 is live, every call that ends on Fathom will immediately add relevant actions here within minutes. Mark items done as you go — completed items are archived automatically after 7 days.
Akhil — Meeting Recordings
All call types · Summaries · Draft emails · Recordings
All recordings
| TYPE | CALL / PROSPECT | DATE | OUTCOME | RECORDING | |
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Showing calls ingested to date. When Build 2 is live, every new Fathom recording will appear here automatically within minutes.
Akhil — Pipeline
Active prospects · Deal values · Days since last contact
CLOSED
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FOLLOW-UPS
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RESCHEDULED
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OVERDUE
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Active follow-ups
| PROSPECT | LOCATION | CALL DATE | MONTHLY REV | LAST CONTACT | DEAL |
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Akhil — Setters
Josh and Alessi · Booking performance · Daily targets · Coaching flags
JOSH — ACCOUNTS
3
ALESSI — ACCOUNTS
3
DAILY TARGET
5
BONUS THRESHOLD
20
Josh MilnerActive
Current accounts
Crown Insulation · Tucker Brown, Adrian Quintela
Templar (newly onboarding)
Independent leads
Performance tracking
Setter call reviews and booking data will appear here automatically when Plaud/GHL call data flows in (Build 4).
Alessi TrincheroActive
Current accounts
Restorees
Elite Coatings
Spray from Lubs
Recent coaching
Call scored 8/10 — strong objection handling. Coaching point: request project plans for new construction.
Bonus: $25 for 20+ bookings/week + $25 for 8+ avg call score.
Pedro — Action List
AI-generated from client meetings, standups, and strategy calls
Today's priorities
Review Sep termination financials — recover $3,750
Sep terminated 29 May. Was paid full month upfront. Sep consulting accountant re: repayment. Confirm timeline and follow up.
Find replacement for Sep — senior media buyer role
Using same agency as before. Role requires immediate contribution — must understand insulation industry from day 1. Do not hire junior again.
Review Akhil's sales performance this week
Akhil had 3+ new sales calls (Edgar, Joe, JGL). Edgar and JGL both interested. Check follow-up status and pipeline value.
Eclipse Insulation — schedule overdue catch-up
Last catch-up was 20 May (9 days ago). At their growth stage, weekly check-ins are important. Risk of churn if left too long.
Review Google Sheet call log automation — Josh suggestion from standup
Team identified auto-populating the call log as a strong automation candidate. Align with Dan/Odyssey on Build 3 scope.
Pedro's action list will be auto-populated from standup summaries, client catch-ups, and strategy calls once Build 2 is live.
Pedro — Meeting Recordings
Standups · Client catch-ups · Strategy sessions · Partnership calls
Pedro's recordings — activating with Build 2
Pedro's Fathom recordings (standups, client catch-ups, strategy calls) will appear here automatically once the Fathom → Airtable pipeline is live. Summaries and action items will be generated within minutes of each call ending.
Pedro — Client Portfolio
Active insulation business clients · Health scores · Outstanding actions
ACTIVE
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ONBOARDING
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COACHING
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OFFBOARDED
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All clients
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Health scores and last catch-up dates will auto-update once Fathom data is flowing in (Build 2).
Pedro — Ads Tracker
Meta Ads performance · Spend vs leads per client · Daily digest
Ads Tracker — coming in Build 3
Daily Meta Ads digest across all client accounts will appear here. Meta ad account ID: 875102554087557. Spend, impressions, leads, schedules, and CPL vs target per client. Replaces the current Cortana workflow.
Client Hub
All AmplifyPlus clients from the brain
All clientsFull portfolio →
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Health Tracker
Traffic light status per client · Auto-updated from catch-up recordings
Health Tracker — activating with Build 3
Automated health scores based on catch-up frequency, client sentiment, outstanding actions, and revenue performance. Red flags will push to Pedro's Action List automatically.
Brain Chat
Ask anything about calls, prospects, clients, or business data
Ask anything about Akhil's calls, prospects, clients, the insulation market, or business performance data.