OSTEOSTRONG
CoachDashboard
Where this data comes from
Most of this page is baked. The member roster, sessions, injuries, goals and notes are written into the page by a build that runs three times a day β about 6am, 2pm and 6pm. It does not update while you sit here. Reloading gets you the same build until the next one runs.
Baked data as of: β
Page built: β
Source: β
A few things ARE live. These are re-read from the database every time you open the page, so they are current as of right now no matter how old the bake is:
Anything carrying a green live marker is in that second group. Everything else is as old as the βdata as ofβ time above.
OSTEOSTRONG
ActiveMembers
Data check β Hub vs iGo
π Meta Refund Filing Sheet
Out-of-area leads β last 24h
Turn OFF Sandbox β 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.)
Show this promotion to members?
This puts the promotion back on screen: the banner in the members’ portal, the cards on the lobby TV Wall, and the ticket card on every member chart.
To confirm, type SHOW PROMOTION 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 β sorted by days left, most urgent first.
OSTEOSTRONG
StaffSchedule
CoachSettings
CoachCalendars
π Calendars
Pick a date, toggle calendars, click an appointment to manage it. All data live from GHL + Acuity.
Loadingβ¦
Appointment
Reschedule appointment
Book New Appointment
REMS Tech Post-Survey
Quick debrief β submit after every REMS appointment.
Employee’s Corner
Announcements from the manager. Pinned items always show on top.
- Scan the code or open members.osteoecho.com
- Sign in with your phone or email
- Enter the 6-digit code we text you
- Save it to your home screen for one-tap access
New Lead Pipeline β How It Works (3-min read) Why a lead now carries two separate flags β Stage and Status. Read more
Why this changed
The old setup made one label, "Sale," do two jobs at once β 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 β where they are
- New Lead β form submitted, not contacted yet
- Phone Intro Booked β phone call scheduled
- Phone Intro Showed β the call happened
- Onsite Booked β in-person visit scheduled
- Onsite Showed β they came in
- Considering β saw the studio, still deciding
- Re-engagement β no-show recovery, trying to reconnect
Status β how it ended up
- Open β still working it
- Won β became a member
- Lost β said no
- Abandoned β ghosted
Won, Lost, and Abandoned drop off the active kanban on their own. They are not deleted β 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 β 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 β here's what each part holds. Read more
- Click any lead β 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 β what you set here wins.
Lead Pipeline
Lead Scripts & Clearance Kit
REFERENCE
Click to expand Β· phone Β· SMS Β· clearance Β· doctor one-pager
[name], [reason from lead form], [David/coach], [doctor page link].
[doctor page link] in the clearance drip.
Hi, is this [name]? This is [David/coach] over at OsteoStrong Village at Pine. You reached out about [reason from lead form] β is now an okay time for a couple minutes? Before I tell you anything β what made you reach out? Was it a scan, something your doctor said, or just wanting to stay strong and independent? (Let them talk. Their answer is the whole call.)
That makes sense. Here's the short version: bone responds to load. We put your skeleton under brief, safe, supervised pressure β a few seconds β and that's the signal bone needs to start rebuilding. One session a week, about 15 minutes, a coach runs the whole thing with you.
The right next step isn't to decide anything today β it's to come in and feel it. Your first session is free. Do mornings or afternoons work better this week?
Price β "The first session is free β nothing to decide on cost yet. Come feel it first." "Let me think about it" β "Fair. Can I hold a spot [day] so it's there if you want it? Easy to move." "Does it actually work?" β "That's the right question. Come in, we'll show you exactly what's happening and where you'd start." "I need to check with my doctor" β "Smart move β and we can make that easy. Move them to the Doctor Clearance Hold sequence."
You're booked for [day/time]. I'll text a confirmation and the address. Wear comfortable clothes β that's it.
Hi [name], [David/coach] at OsteoStrong Village at Pine. You reached out about [reason from lead form] β that's what we do every day. Your first session is free, about 15 min, and a coach runs it one-on-one with you. What works better this week, mornings or afternoons? Reply here or call 724-900-8217
Hi [name], this is [David/coach] at OsteoStrong Village at Pine. You reached out about [reason from lead form] β that's exactly what we work on. I'd like to get your first session booked. It's free, about fifteen minutes, and a coach runs it one-on-one. We've had members measure real change on their own doctors' scans. Call or text me at 724-900-8217 and we'll find a time this week. Talk soon.
Hi [name], following up from OsteoStrong Village at Pine. No rush β just want to hold a time for your free first session before the week fills up. Morning or afternoon? 724-900-8217
[name], last note from me for now. Your free first session is still open whenever you're ready β reply here or call 724-900-8217. Either way, glad you looked into your bone health.
These leads WANT in β they're waiting on a doctor. Keep them warm, make clearance easy, hold the door. Do not chase like no-shows.
Hi [name], [David/coach] at OsteoStrong Village at Pine. Totally fine to check with your doctor first β smart move. Want me to send a short summary you can hand them? Makes the conversation easy. Reply YES and I'll text it over. 724-900-8217
[name], here's the one-pager for your doctor: [doctor page link]. It explains what OsteoStrong does in plain clinical terms. Once you've got the go-ahead, reply CLEARED and I'll book your free first session same week.
Hi [name], checking in β any word from your doctor? No rush on your end. Just keeping your spot in mind so we can get you in quickly once you're cleared. 724-900-8217
[name], I'll stop nudging so I'm not a pest. Whenever your doctor gives the green light, one text β CLEARED β and I'll set up your free first session. The door stays open.
The one-pager for your doctor
Hi [name], Checking with your doctor first is the right call β and I want to make it easy for both of you. Attached (or linked here: [doctor page link]) is a one-page clinical summary written for physicians. It covers what OsteoStrong actually is, the mechanism, the safety profile, and what we measure β everything your doctor needs to advise you in about three minutes. You can hand it over or email it ahead. All we need to get you started is a brief note clearing you for supervised, controlled resistance loading, with any restrictions your doctor wants us to observe. Once you've got the go-ahead, reply CLEARED and I'll book your free first session that same week. β [David/coach], OsteoStrong Village at Pine Β· 724-900-8217
Source of truth: Cowork_Lead_Scripts_and_Clearance_Kit.md. Any change to a script or drip must land in the source doc first, then flow here + GHL. GHL drips are staged as DRAFT until John activates.
Portal Feedback
Thumbs-up / thumbs-down and short notes from members using the My Sessions portal. Newest first. Click "Mark handled" once a note has been read or addressed.
Billing & Holds
Doctor Outreach
Outreach letter
πΊ TV Wins Wall
Lobby display controls, shoutout moderation, and the tip library. Open the wall β
Control
One channel plays per day, rotating through every filled slot (blank slots are skipped). βΆ 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.
Sweepstakes preview β Recruit Your Rebels
Live status shown on the wall. Cards generate automatically from the sweepstakes ledger β 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 β everything on the wall
Rebel Wins are auto-generated from Spectrum data (read-only β use Hide to pull one from rotation). Shoutouts are managed above in Shoutout moderation.
Events
Marketing
Team Scorecards — Employee Performance
Manager Ops Response
Unattributed sales — assign the closer
Spectrum data quality
Reports — Team Scorecards
System Status
Loading the latest checkβ¦
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 promotion switch…
Hiding takes every sweepstakes surface off screen at once — the members’ portal banner, the lobby TV Wall cards, the ticket card on each member chart, and the winners panel. Nothing is deleted. Every ticket, prize and winner stays in the database, so you can switch it back on, run the numbers later, or copy the whole setup for the next promotion.
Loading the membership prices…
These are the prices quoted to a new signup. Changing one updates what future members are offered — it does not change what any current member pays. Everyone who has already signed keeps the rate they signed at. Leave a box empty to mean “this plan has no such price”.
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.
AI Conversations — Draft Review
The AI wrote these but wasn’t confident enough, so they never entered your review queue. Review them to judge the voice; lower the confidence bar in The Center → Settings to route them into the queue.