Offboarding Urgency
6
Overdue
8
≤ 14 Days
13
15–30 Days
4
30+ Days
Priority Clients · Action Required
June GPS Show Rate
GPS Show Rate
67%
June · 12 of 18 GPS calls completed
Target
72%
Gap
−5 pts
Trend
↑ vs 48% annual
Driver
Rebecca 43%
📌 If a client commits on the GPS call, no Pitfall needed — that's the ideal outcome. GPS-call converts are excluded from the Pitfall no-show rate.
June Retention Funnel
Pre-GPS Sent
19 · 100%
GPS Booked
18/19 · 95%
GPS Completed
12/18 · 67%
Pitfall Showed
4/10 · 40%
Won (Retained)
10 confirmed ✓
ℹ️
Data source: Program revenue Jan–Apr: Google Sheets · May+ : Stripe live. Insurance, Fullscript, Brand Deals: Google Sheets.
Annual Revenue Progress
% to $1.10M Target
31.7%
Stripe + Insurance + Fullscript + Brands + WIX
Target
$1.10M
Gap
$791K
Run Rate
$20K/mo
Need
$99K/mo
Monthly Revenue · Jan–Dec 2026
── $99K monthly target
Revenue Segments · YTD Progress
GPS Target
80%
Show Rate
Pitfall Target
90%
Show Rate
Ret Won Target
80%
Conversion
EMILEE · 40 clients · Magic #30
MARETTA · 47 clients · Magic #30
REBECCA · 39 clients · Magic #26
▏ = target · green ≥ target · gold within 15 pts · red >15 pts below
● Active Projects
URGENT
Insurance Client Transition
Jun 30
All insurance clients move to Stripe by Jun 30
URGENT
July Offboarding Intervention
Jul 1
29 clients ending July · only 4 pre-GPS sent · act now
HIGH
KPI Baseline Implementation
Jul 4
Baselines set Jun 4 · first 30-day eval Jul 4
HIGH
Pitfall No-Show Fix
Jul 15
Build same-day reminder + confirmation sequence
ONGOING
Madi Panel Ramp
Dec 31
Target: 25 clients by EOY · currently at 9
◎ KPI Evaluation Timeline
30-Day · Jul 4
First Eval
GPS → 72%
Pitfall → 60%
Ret → 20%
Clients → 148
60-Day · Aug 4
Mid Check
GPS → 76%
Pitfall → 72%
Ret → 30%
Clients → 158
90-Day · Sep 4
Full Eval
GPS → 80%
Pitfall → 75%
Ret → 40%
Clients → 168
⏸ On Hold
PLAN
Alumni Reengagement
Re-engage churned clients with reactivation campaign
PLAN
Roadmap Optimization
Streamline client journey from intake to renewal
DECIDE
WIX Store Strategy
Revenue of $508 — needs reset or shutdown
MONITOR
App Sunset Wind-Down
Winding down app revenue stream