OSTEOSTRONG
CoachDashboard
OSTEOSTRONG
ActiveMembers
Data check — Hub vs iGo
📋 Meta Refund Filing Sheet
Out-of-area leads — last 24h
Turn OFF Sandbox — go LIVE?
This enables real SMS / email sends to actual contacts. Every approved draft can now leave the building. Approve carefully.
To confirm, type GO LIVE below. (Capitals don’t matter.)
Turn the AI Brain back ON?
This lets the AI Brain start writing new follow-up drafts again (leads, members, post-intro). Drafts still need review, and Sandbox Mode still controls sending.
To confirm, type GO LIVE below. (Capitals don’t matter.)
TrialMembers
Active 3-month trial members who still need a decision — sorted by days left, most urgent first.
OSTEOSTRONG
StaffSchedule
CoachSettings
CoachCalendars
📅 Calendars
Pick a date, toggle calendars, click an appointment to manage it. All data live from GHL + Acuity.
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Appointment
Reschedule appointment
Book New Appointment
REMS Tech Post-Survey
Quick debrief — submit after every REMS appointment.
Employee’s Corner
Announcements from the manager. Pinned items always show on top.
New Lead Pipeline — How It Works (3-min read) Why a lead now carries two separate flags — Stage and Status. Read more
Why this changed
The old setup made one label, "Sale," do two jobs at once — it marked the leads we were actively working and the ones who had already joined. That overlap is the reason members kept turning up in the lead list.
The new setup splits a lead into two flags: Stage (where they are in the funnel) and Status (how it ended up). Same lead, two flags. No more double-duty.
Stages — where they are
- New Lead — form submitted, not contacted yet
- Phone Intro Booked — phone call scheduled
- Phone Intro Showed — the call happened
- Onsite Booked — in-person visit scheduled
- Onsite Showed — they came in
- Considering — saw the studio, still deciding
- Re-engagement — no-show recovery, trying to reconnect
Status — how it ended up
- Open — still working it
- Won — became a member
- Lost — said no
- Abandoned — ghosted
Won, Lost, and Abandoned drop off the active kanban on their own. They are not deleted — they stay queryable for reporting. They just stop cluttering the board you work every day.
What happens when… (the 4 scenarios) What the system does automatically, and what's left for you. Read more
| Scenario | What the system does | Your job |
|---|---|---|
| Lead becomes a member | Auto-flips Status to Won | Nothing — the system catches it |
| No-show on the phone intro | Auto-moves to Re-engagement and the AI sends a recovery sequence | Watch for replies in AI Conversations |
| No-show on the onsite | Same as above, higher priority | Manager may follow up personally |
| Showed onsite but didn't buy | Moves to Considering and AI nurture starts | Drop into the drawer and add a personal note |
How to use the lead drawer Click any lead to open it — here's what each part holds. Read more
- Click any lead — the drawer opens.
- Top: current Stage and Status, plus the transition history.
- Middle: the AI conversation history and draft inbox.
- Bottom (sales/owner only): Mark as Won / Lost / Abandoned, and Edit stage.
The Hub saves first, then syncs to GHL. Your edit is the canonical record — what you set here wins.
Lead Pipeline
Billing & Holds
Doctor Outreach
Outreach letter
📺 TV Wins Wall
Lobby display controls, shoutout moderation, and the tip library. Open the wall ↗
Control
One channel plays per day, rotating through every filled slot (blank slots are skipped). ▶ Now force-plays one slot until 3 AM (then auto-rotation resumes); use Resume auto-rotation to switch back sooner. Paste any YouTube playlist URL (contains list=) or a video URL. Clear a box and Save to remove it from rotation. The lobby picks up changes within ~10 seconds.
Raffle preview — Recruit Your Rebels
Live status shown on the wall. Cards generate automatically from the raffle ledger — aggregate counts only, never a member name.
Shoutout moderation 0
Members text SHOUT <message> to the studio. Approve (optionally edit the wording) before it shows on the wall for 7 days.
Tip library
Team Scorecards — Employee Performance
Unattributed sales — assign the closer
Spectrum data quality
Reports — Team Scorecards
System Status
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Last 7 days
OS Wexford Competitive Analysis Center
Competitor intelligence for OsteoStrong Village at Pine — direct & adjacent.
Inbox — everything waiting for you
One place for the items the AI has prepared for your approval. A channel only drafts here when its mode is Suggestion or Draft for approval (not Off).
When a competitor moves (price, offer, ad, expansion, staff), the AI drafts a recommended response for John. Every draft is fact-checked against real OS data — green numbers are sourced, red are not. Sandbox only — nothing is ever sent.
Weekly — and when a competitor moves on ads — the AI drafts a creative brief in David's brand voice, one persona per brief. Every brief is fact-checked against real OS data: green numbers are sourced, red are not. Approve one and a B variant (one change) is scaffolded for an A/B test. Sandbox only — nothing is ever published.
Loading the send kill-switch…
Loading the generation kill-switch…
This is the master ON/OFF for the AI that writes the follow-up drafts (leads, members, post-intro). Turn it OFF and nothing new appears in AI Conversations. (Sandbox Mode above is separate — it only controls whether approved messages actually send.)
Master switch per channel. Default OFF — flip to Suggestion first, then Draft-for-approval, before ever enabling Auto-send. Wires to features as they ship (CI-3+).
Owner-only. Re-scans run in gentle batches; the daily 4 AM monitor finishes any remainder.
The AI that drafts follow-up texts to leads. Every draft is held for a human to review — nothing sends on its own. Turn the whole system on or off, and choose who handles brand-new leads.
Each Monday the AI reviews its own week of drafts, scores voice / sourcing / persona drift, and proposes rule tunings. Auto-publish per draft type unlocks only when the 4-criterion ladder is fully met — and even then stays OFF until the master switch is on and you sign off.
Owner-only. Public data only — never paste private contact lists. Scraped emails are never used for outreach.