Access scope: Owner
Full NZ Agency view · all companies · internal coordination visible
💡THURSDAY PULSE · THIS WEEK'S EXECUTIVE SUMMARY
Auto-synthesized weekly review · bright spots + struggles + next-best-actions · cadence: weekly Thursday 06:00 MT
—
📡PORTFOLIO · 2-MILE-OUT VIEW
Cross-company snapshot · click a card to drill into Level 2
—
📊REPORTING · RANKINGS + AUDITS
One place to grade shipped assets · real metrics first · blocked analytics called out by source
—
🌸 Bellamarque · shipped assets ranked
🔎 Reporting audit · gaps to close
🟦 TruWell · current marketing reporting truth
💰MONEY · WHERE THE MONEY GOES
Revenue · Expenses · Token spend · Ad spend · Net · LTV/CAC · Default Alive/Dead
—
👥 Patient Reality · MRR · payment processor · consult calendar (LIVE GHL)
👥PIPELINE · ARE PEOPLE MOVING OR STUCK?
Stages · untouched leads · conversion · bottleneck alert · monetary value
—
Stages (count + win probability)
🎯 Where We're Weakest · ranked stage-to-stage drop-off + prescribed fix
📧CONTENT + ADS · WHAT'S SHIPPING · WHAT'S WORKING · WHERE WE'RE STUCK
Per-channel cadence · IG engagement · ICP grade (Friday pulse) · ad performance · content themes · what's dormant
—
📡 Per-Channel Breakdown (Buffer · last 30d)
📊 Instagram Insights · @truwell.ai · last 28d
📅 Production + Distribution Cadence · weekly create → daily schedule → daily publish
🎯 Content Themes (current rotation)
📡 Marketing Ops · LIVE GHL pulls · email · SMS/IG · attribution
💰 Ad Performance · Meta + Google
🔍WEBSITE + SEO · TOP OF FUNNEL
Site health grade · LLM discoverability · keyword rankings · organic traffic
—
Website Rubric · 12 dimensions · kondo-bot iter7 audit
Score Trend · 6 iterations
🤖BOTS · HEALTH + CUSTOMER TREATMENT
10-bot TruWell roster · Professor X composite scoring · blockers · activity feed · Karen audit
—
Bot Roster · sorted by Professor X composite (high → low)
🌸BELLAMARQUE LEVEL 2 · PRE-LAUNCH DRILL-IN
Spin-up 14-day sprint · 18-bot roster · Shopify + Meta + Email · execution gates · honest PENDING on revenue/ads/content
—
Next Best Actions · P1 queue
Instagram → Shopify · BELLA20 Buy Links
Channels · live integrations
Bella Bot Roster · 10 bots
🦴BUILD HEALTH · 3-INSTANCE COORDINATION · BONES INVENTORY
Per Neil 2026-05-24: build the bones first · every piece of data needed to run the business · UX polish after
—
3-Instance Heartbeats · who's alive · who's stale
Bones Inventory · 28 JSON files · grouped by lane
Open Asks · cross-instance
🎯SCORECARD · UNIVERSAL CORE + CUSTOM TRUWELL METRICS
Per MASTER_METRICS_PROTOCOL · Professor X Metrics Definition Gate · how we run TruWell intelligently · not blind
—
ICP Grade · Friday Pulse
—
—
Tier A Escalations · Open
—
—
Universal Core · 4 categories every company tracks
Custom TruWell Metrics · from Convenience-Control Optimizer ICP
—