Dashboard

CEO yardstick

SBS Voice

Corporate AI calling — import prospects from Sales, run campaigns, and review call logs without leaving the board.

CEO directive

Tell Morgan Vega what to prioritize — prospect scan batches, outreach pauses, team delegation. Morgan routes work to Jordan, Riley, Casey, and the rest of the board.

CEO command — delegations & schedule

Team responsibilities

Each agent's charter, queue, and recent work. Click any item to preview the full email.

Live activity feed

Platform playbook

How this team sells subscriptions, pricing tiers, competition, and what still needs you — updated every refresh.

Prospect Campaign Results

Pending your approval

External outbound email only — internal drafts and team updates are under Communications → Internal updates.

Review

Select an item from the queue to review briefing and preview.

Schedule

Deferred outbound emails, demos, leadership meetings, and your reminders — click a day for the timeline view.

Prospect pipeline

All prospects across stages. Click a stage to filter. Use the Actions tab for bulk operations.

Demo meetings

Schedule a Jitsi video demo with screen share. Invites send from Jordan Pike (Sales). Prospects join from any browser — no install.

Outreach log

All outbound email actions — approved, rejected, and failed. Re-queue any rejected draft.

Pricing visits

Prospects who opened their private pricing page after outreach — first open, return visits, and tier clicks.

Prospect intelligence

Website scans — what dispatch software (if any) each prospect appears to be running. Feeds Jordan’s pain hooks automatically.

Bulk actions

Quick-fire prospect operations. For detailed controls and live reporting use the Operations page.

GTM configuration

Campaign history

Competitive position

Competitor customer conquest

Jordan Pike scrapes public customer logos and case studies from peer TMS sites (Alvys, TruckingOffice, Prophesy, Axon, Tailwind, Degama), imports them as COMPETITOR_CONQUEST prospects with incumbent tags, estimates tier fit, and queues SEO comparison topics for Riley.

Pricing research (board committee)

Morgan charters Taylor, Riley, and Casey to research NA TMS/dispatch pricing. You only approve or reject in Approvals.

GTM intelligence (automated team cycle)

Riley Crest (Marketing) runs weekly product surveys, broad delivery-industry research, and social activation (Mon/Wed/Fri). Jordan integrates hooks into prospecting; live social posts require your approval.

Trial signups

Self-serve trials — Casey Lane (Closing) handles welcome, activation, and conversion emails.

Customer lifecycle

Casey Lane's full relationship sequence — trial welcome, activation check, feature spotlight, NPS, review ask, referral offer, churn risk nudge. Full controls with live reporting in Operations.

Revenue overview

MRR, ARR, churn, and subscription counts pulled from live catalog data.

Financial KPIs load with the board refresh. Click Refresh in the toolbar to populate.

Approved pricing tiers

Current approved pricing model. Update via Marketing → GTM & Pricing or run a new Pricing Research cycle.

Site traffic — sbsdispatch.com

Every marketing page visit is recorded automatically.

Referring domains (30d)

External sites sending traffic to sbsdispatch.com (search engines excluded).

Marketing connectors

One field per channel — type (or leave the default), click Send. LinkedIn posts automatically; directories copy the listing and open the vendor site; paste the live profile URL and Send again to mark complete.

Open this tab to load connectors.

Growth Autopilot

Riley Crest drafts freight/logistics SEO guides, queues publish for your approval, pings IndexNow, and tracks AI visibility spot-checks.

Live Intel hub

Backlinks & citations

Track G2/Capterra, directories, and partner links. Share the partner press kit for consistent backlinks.

Open press kit

Discoverability — search engines & AI bots

Crawler visits prove bots reached sbsdispatch.com. Confirm indexing in Google Search Console.

Google Search Console — DNS TXT

Paste the TXT value from Google below, then add it at your registrar (sbsdispatch.com on Bluehost). Host @, type TXT, TTL default.

Google Search Console

Social presence

Morgan Vega delegates channel signup and engagement drafts to Riley Crest (Marketing). Live posts still require your HITL approval.

Operations command

Every manual lever in one place — kick off any task, assign it to a team member, and watch results live. Each action routes through the same HITL guardrails as the automated cycles.

🌱

Net-new prospect harvest

Jordan searches the web by 346 SEO keywords + city (US, CA, MX, AU, NZ, CAM, SAM), dedupes by domain, and inserts net-new rows only. Each run advances the keyword cursor — one batch ≠ all keywords done. Does not delete or re-scan existing CRM rows while Morgan harvest mode is active.

JP
Jordan Pike
346 SEO keywords · web search by city · deduped by domain

Run harvest — live count, progress bars, and each URL appear here.

🔍

Prospect Intelligence

Scans prospect websites to detect dispatch software. URL clean marks unreachable sites as LOST (recoverable in Pipeline) — it no longer hard-deletes rows. Blocked while net-new harvest mode is active.

JP
Jordan Pike
⇧

Prospect Import

Import a pipe-delimited prospect list with DNS qualification. Duplicates are automatically skipped. Format: Company | Phone | Email | Role | City, Province.

JP
Jordan Pike
⏰

Follow-Up Scheduler

Finds CONTACTED prospects not touched in N days and queues follow-up drafts for your approval. Also checks expiring trials.

JP
Jordan Pike
💌

Lifecycle Scan

Casey Lane's full relationship sequence — trial welcome, activation check, feature spotlight, NPS, review ask, referral offer, churn risk nudge.

CL
Casey Lane
🎯

Knockout Campaign

Queue a batch of first-touch outreach drafts for NA prospects. Every draft goes to Approvals — nothing sends without your sign-off.

JP
Jordan Pike
📬

Deliverability Check

Alex Reed verifies SPF, DKIM, DMARC, send volume, and bounce rates. Auto-pauses outreach if anything degrades.

AR
Alex Reed
⚡

Full Board Cycle

Runs all agents in sequence — CEO orchestration, sales harvest, marketing review, growth autopilot, deliverability. Same as "Start board" but with live per-agent reporting here.

MV
Morgan Vega (CEO)

Staff

Loading chat status… Each card is a board persona. Meet opens live AI chat; Mailbox opens that person’s prospect email here without leaving Staff.

Live AI meet — same team, no customer email

Live task strips update every 6 seconds.

Organization

Internal updates

CEO directives, Meet transcripts, Morgan and Jordan task notes — kept on the board. Not sent to customers unless you approved it under Approvals.

All mailboxes

Pick a persona mailbox to read and reply. Sign in with the same credentials as Subscription Portal (waynesmallbznz@hotmail.com). New prospect mail appears under Unassigned inside each mailbox.

Inbox placement — Alex Reed (Postmaster)

Monitors SPF/DKIM/DMARC, send volume, and failure rates. Auto-pauses outreach if DNS or metrics degrade.

While you were away

Rolling digest from the last 12 hours of board activity, approvals, and pipeline (refreshes every minute).

SBS Dispatch video demos

Run live product demos with prospects using Jitsi Meet (open-source video + screen share). Invites send from Jordan Pike (Sales) with a calendar file (.ics). No install required for prospects.

Recommended setup (best path)

  1. Start now on the public Jitsi server (meet.jit.si) — already configured, zero extra servers. Best for getting demos running today.
  2. Add the optional env keys in api/.env so duration and join-page URL stay consistent (see below).
  3. Self-host later at meet.sbsdispatch.com when demo volume grows — change one env var (JITSI_MEET_DOMAIN) and restart ZoneCalcAPI. Full steps in deploy/jitsi/README.md.
  4. Optional next: auto-insert demo links in Jordan’s outbound email drafts — ask ops to enable when you want every sales touch to include a booking CTA.

Quick start — host a screen-share demo

  1. Go to Sales → Pipeline and click Demo on a prospect (or use the buttons above).
  2. Enter company, prospect name, email, and time. Keep Email invite to prospect checked.
  3. Click Schedule & open (or Start now for an immediate room).
  4. Your browser opens the demo room — allow microphone and camera when prompted.
  5. Click the Share screen button (monitor icon) in the toolbar and select the browser tab showing SBS Dispatch.
  6. Walk through dispatch, orders, drivers, and tracking. Use Chat to paste links.
  7. When finished, close the room or click Complete under Sales → Demo meetings.

What the prospect receives

  • Email from jordan.pike@sbsdispatch.com with a green Join demo meeting button.
  • Calendar attachment (sbs-dispatch-demo.ics) for Outlook, Google Calendar, or Apple Mail.
  • Guest link opens a branded SBS page — they join in the browser with no account or download.

Where to manage demos

  • Sales → Demo meetings — upcoming rooms, join (host), copy guest link, resend invite, mark complete.
  • Sales → Pipeline → Demo — schedule from any prospect row.
  • Approvals — Schedule video demo on email approvals that include a prospect.

Host tips for a great demo

  • Join 2–3 minutes early; test mic and screen share before the prospect arrives.
  • Share a browser tab (not the whole desktop) so notifications stay private.
  • Start on the dispatcher dashboard, then show order entry, driver assignment, and customer tracking.
  • Prospects in NEW stage move to DEMO when you schedule a demo.

Configuration (api/.env)

Optional — defaults work out of the box with meet.jit.si.

JITSI_MEET_DOMAIN=meet.jit.si
SBS_DEMO_ROOM_PAGE_URL=https://sbsdispatch.com/app/subscription/corporate-board/demo-room.html
SBS_DEMO_DURATION_MINUTES=45

When self-hosting: set JITSI_MEET_DOMAIN=meet.sbsdispatch.com, provision Linux + Docker Jitsi, point DNS, enable HTTPS, then restart ZoneCalcAPI.

Troubleshooting

  • Screen share blocked — use Chrome or Edge; allow permission when prompted; HTTPS is required (our join page is HTTPS).
  • Invite did not send — confirm prospect email; copy guest link from Demo meetings and send manually from Jordan’s mailbox.
  • Prospect cannot hear you — check mic unmuted; confirm browser allowed microphone access.
  • Demo meetings tab empty after error — ensure migration 124-sbs-demo-meetings ran on ZoneCalc_catalog.

Board settings

GTM targets and campaign fields are under Marketing. Notification email: SBS_BOARD_HITL_NOTIFY_EMAIL in API .env.