⚙️ Workflow Launchpad
Automate disputes, billing, and client follow-up so every lead experiences a concierge credit journey. Keep teams in sync, stay compliant, and scale revenue while the platform does the heavy lifting.
🔥 Growth Goal
Scale to 7–8 figures with automation-first ops and compliance-safe experiences.
📊 KPIs
Lead→Consult%, Time-to-Value, Dispute Resolution %, AOV, Net Promoter.
🤝 Upsell
Offer premium white-glove audits, concierge mail handling, and NEPQ-driven consults.
Analytics & Experiment Backlog
Instrument Today
- Track workflow triggers, time-to-completion, and drop-off per stage.
- Log Metro-2 violations resolved vs escalated for compliance QA.
- Capture payment attempts, retries, and recoveries to tighten billing funnels.
A/B & Revenue Experiments
- Test compliance-focused CTA copy in onboarding emails vs SMS nudges for consult conversion.
- Compare dispute-letter previews with vs without Metro-2 callouts for trust lift.
- Rotate pricing anchors (monthly vs pay-per-delete bundles) on the billing workflow.
Next Revenue Wins
- Package an “Automation Setup Sprint” upsell for agencies wanting these 10 flows preconfigured.
- Offer a dispute-monitoring subscription that bundles credit refresh + audit reporting.
- Embed NEPQ consult booking after every positive score change notification.