Burch Credit & Co. Team Portal

📌 Notes from Lisa

👑

Executive Dashboard · Burch Credit & Co.

Welcome, Lisa 👑

--:--

— days in business

🎯 Today's Focus

—

🔍

👥 Team Health

💰 Business Snapshot

🚨 Needs Your Attention

⏱ Today's Check-Ins

🌴 UPTO Queue

📂 Dispute Pipeline

🎯 Team QA Scores

📅 Today's Availability

⏬ Recent Downtime Submissions

Shift reports & file audits submitted by your team

🧠 Today's Priority

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🏆 Win Board

Team wins this week

This Week

Today

Month

📊 Revenue Trend

Last 6 months · from billing records

⚡ Quick Launch

Tasks done

—

Win rate

this period

Follow-ups

Active clients

assigned to you

Deadlines

due soon

0h 0m

Hours today

💬 "Your only limit is your mind." — Napoleon Hill

📋

Today's Tasks

👤

My Clients

🌴

Request UPTO

📜

Scripts

✅

Active

—

currently working

⏸️

On Hold

—

temporarily paused

🚫

Deactivated

—

inactive / churned

👥

Total Clients

—

all accounts

📋

My Tasks

—

select name

📂

Open Disputes

—

across my clients

🌴

UPTO Balance

—

days remaining this quarter

🏆 My Dispute Win Rate

Last 90 days

—

📅 Follow-Ups Due Today

🌴 My UPTO Requests

👑 Coaching Note from Lisa

Latest Announcement

From Lisa · CEO

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📊 This Week's Hours

Paid hours per day · Mon – Fri

0h 0m

Mon Tue Wed Thu Fri

This Week's Checklist

Your goals & plan for this week

Non-Negotiables

✓

Join the daily Slack standup

Update DisputeFox statuses

Submit timesheet by Friday 5PM

Submit EOD notes before checkout

My Goals This Week

No goals added yet.

💜 Monthly Morale Check-In

Anonymous · helps Lisa understand how everyone is doing

How are you feeling about work this month?

🔔 Notifications

Activity & alerts — ticket replies, EOD reviews, QA audits, pay updates

No notifications yet.

♛

Emma

AI Chief of Staff · Executive Office

● ACTIVE

Emma turns today's company activity into an executive brief — what's going well, what's falling behind, and what needs your attention. This preview is built from your live portal data (clients, disputes, attendance, payroll, tasks, reports). No AI model is connected yet.

● ACTIVE Burch CRM → AI Workforce → Emma

☀️ Start of Day

Set your plan for today so Lisa and Ava can see the team's focus.

🔗 Integrations

Connect outside tools to your portal. Set up in Zapier, then your data flows in here.

👩‍💼 VA Team Management

Add VAs, set their role, deactivate or remove them, and transfer their clients. Deactivating preserves all history.

🕐 Flexible Schedules

Set each VA's own clock-in window & time zone. Leave default for the standard 11 AM cutoff.

🔐 Logins & PINs

Each VA logs in with their name + a 4-digit PIN. Reset any PIN here — this is also where you set a temporary password when someone forgets theirs.

🗄 Former VAs (Archive)

Removed VAs whose history was preserved. View their info or restore them here.

💰 Pay Acknowledgments

Every pay increase sent and accepted — your paper trail with dates.

⇆ Transfer Clients

Reassign a VA's clients and their disputes to another VA. The move is instant — you can undo right after.

From (current VA)

→

To (receiving VA)

Clients to move

A–Z Hide archived Select all

🔍

Select a VA above to load their clients.

Also move the departing VA's open tasks

📣 Team Announcements

Notes and updates from Lisa to the team

🔍

Loading announcements…

Good morning ✨

✅

Tasks Today

—

pick name

👤

My Clients

—

⏱

Hours Today

0h 0m

via timesheet

📂

Open Disputes

—

my clients

Today's Task List

Select your name to load tasks

🔁 Daily Recurring Tasks

📋 This Week's Tasks

📋 This Month's Tasks

Client Follow-Ups Today

Select name to load

⏱ Today's Time Log

Your check-in sessions for today

0h 0m

No sessions yet today.

📝 Client Notes

Quick notes tied to a specific client — saved to their file

No client notes yet.

☀️ Start of Day

Your plan for today — set at clock-in

📋 EOD Report

Complete and submit before ending your day

My Clients

🔍

Select your name or click "+ Add client" to get started.

💬 Message Helper

Draft a client message in seconds — pick a client and message type, and it's written for you. Powered by Mia.

📥 Client Submissions

Credentials submitted via the secure intake form at burch-secure-upload.netlify.app

Loading submissions…

🎓

🎉

🎓 Graduated Clients

Every Denied → Approved™ success story · celebrating our wins together 💜

🏆 Top Score Jumps

Ranked by total points gained from start to graduation

🎉 Recently Graduated

🎯 Lead Pipeline

Track new prospects from inquiry to closed

Drag-style board view · click any card for details

💬 Client Feedback

Mid-program check-ins + graduation surveys

🎤 Testimonials only

📅 Calendar

Book meetings via Calendly · view your schedule from Google Calendar

Personal meetings list — add, edit, delete

My Disputes

Client → Disputes navigation

🔍

📂

Total

all disputes

⏳

Awaiting

pending response

✅

Wins

items deleted

💵

Debt Removed

from deletions

❌

Verified

escalate next round

All

⏳ Open

✅ Deleted

❌ Verified

📬 Responded

🆕 New Items ($75)

No disputes logged yet. Click "+ Log Dispute" to get started.

📞 Call Sheet

Track client calls — reason, compliance, notes, time & cost

🔍

📞

Total Calls

logged

⏳

Needs Call

queued

📅

Scheduled

upcoming

✅

Completed

done

💵

Revenue

from calls

⏱

Talk Time

minutes

💲

Call Cost

total

All clients

⏳ To call

📅 Scheduled

✅ Completed

🚩 Compliance Review

💰 Funding

Track client funding — type, qualifications, approvals & next steps

🔍

💰

Opportunities

total

⏳

In Progress

working

✅

Approved

incl. funded

❌

Denied

declined

💵

Secured

funding obtained

All

⏳ In Progress

✅ Approved

💵 Funded

❌ Denied

No funding opportunities yet. Click "+ Add Funding" to start tracking a client.

Client Pipeline Loading…

All Clients

🆕 New

Round 1

Round 2

Round 3+

⏳ Awaiting

🔴 Follow Up

🎓 Graduated

✅ Closed

Client	Stage	⚖️ Round Progress	📊 Score Delta	📅 Next Follow-Up	⏱ Last Updated	📁 Docs	Disputes	VA

My Performance

✅

Tasks Done

—

of — assigned

⏱

Hours Logged

—

from check-ins

👤

Active Clients

—

in my list

📂

Disputes Logged

—

open disputes

Task Completion

This week

— of — tasks complete —%

✅ Completed—

⏳ Still to do—

📋 Total assigned—

Hours Breakdown

From check-in sessions

📅 Sessions logged—

⏱ Total hours—

📊 Avg per session—

📂 Open disputes—

✅ Resolved disputes—

🔴 Urgent clients—

🎯 Performance Goals

Set your weekly targets — track your own progress

No goals set yet. Click + Set Goal to add your weekly target.

Performance Standards

🟢 ExcellentQA ≥ 95% · 0 violations

✅ PassQA ≥ 90% · No compliance issues

⚠️ WarningQA 85–89% · Max 2 warnings

❌ FailQA below 85% or violation

🎯 Bonus EligibleAvg ≥ 92% · 0 violations · ≤2 warnings

🎯 Your QA Score

No QA audits yet

—

Recent Audits

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⚖️ Dispute Win Rate

All disputes filed

—%

Win rate progress — of — resolved

✅ Deleted = wins ❌ Verified = escalate

—

✅ Deleted

—

⚠️ Updated

—

❌ Verified

—

⏳ Pending

📊 Win Rate Benchmark

🟢 Excellent: 60%+ deleted · ✅ Good: 45–59% · ⚠️ Needs work: below 45%

👤 Client Progress Summary

Your full client roster at a glance

—

Active

—

🎓 Graduated

—

🚨 Overdue

—

⏸️ On Hold

📈 Score Improvements Contributed

Across all clients with scores tracked

—

avg pts per client

📅 This Month vs Last Month

Instant trend at a glance

✅ Tasks Done

—

⏱ Hours Logged

—

📂 Disputes Filed

—

✅ Dispute Wins

—

⏱ Response Time Tracker

Avg days from dispute sent → bureau response logged

—

avg days

No resolved disputes yet.

📋 Response Time Benchmarks

🟢 Fast: <25 days 🟡 Normal: 25–35 days 🔴 Slow: 35+ days

🔥 Weekly Activity Streak

12-week activity heatmap · darker = more active

—

week streak

Less

🚨 Upcoming Deadlines

Next 7 days · disputes + client follow-ups

No upcoming deadlines.

📓 Personal Notes & Shift Log

Private scratch pad — only you can see this

No notes yet. Jot something down above.

🏆 Achievements & Badges

Your milestones so far

Loading achievements…

QA Audits & KPI Tracker

Master QA Point System — 100 Point Scale

Avg QA Score

—

Audits Done

—

Fails / Violations

—

Bonus Status

—

≥92% avg · 4+ audits · no violations

My QA Score Breakdown

Latest audit — section by section

No audits yet — Lisa hasn't audited you yet. Once she does, your scores and breakdown will appear here.

Performance Thresholds

What each score means

95–100EXCELLENT 🏆

90–94PASS ✅

85–89WARNING ⚠️

Below 85FAIL ❌

Compliance violationAUTO FAIL 🚨

🎯 Monthly Bonus: Avg ≥ 92% · No violations · Max 2 warnings

🏆 Quarterly Bonus: Avg ≥ 95% · Zero violations · Escalations under threshold

📅 This Month vs Last Month

QA performance trend

Avg Score

—

Audits Done

—

Violations

—

Excellent Audits (95+)

—

📈 Score Trend

Last 10 audits

No audits yet.

🎯 Section Weakness Tracker

Your average per section across all audits — focus on the lowest

Submit audits to see your section averages.

🚨 Compliance Violation Log

Manually-logged violations + audits flagged AUTO FAIL

✅ No compliance violations on record. Keep it up!

Audit History

Use the period selector above to change scope

No audits submitted yet.

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Not checked in

Log Activity

Activity logs appear in your timesheet and Lisa's review.

Today's Time Log

No sessions yet today. Click Check In to start.

Total today 0h 0m

📋 This Week's Timesheet

Week of —

🚀 TIMESHEET TOOLS

Analytics, templates, export, and smart reminders

Filter:

No sessions this week yet.

Total this week 0h 0m

My Timesheet History

No timesheets submitted yet.

🔧 Time Adjustment Requests

Request a fix, edit, or removal of a logged session - Lisa reviews all requests

No adjustment requests yet.

Burch Credit

Team

No conversations yet

Select a conversation to start messaging

🌴 UPTO — Unpaid Time Off

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used

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5 days per quarter · Unpaid · Does not roll over

📋 Policy Reminders

📅 Submit at least 5 business days in advance
🚫 Blackout periods may apply — check with Lisa
👑 All requests require Lisa's final approval
💰 UPTO is unpaid — it will not appear in paid hours
🔄 5 days per quarter · Resets each quarter · Does not roll over

📅 Team Calendar

Approved Off Pending Today

Sun

Mon

Tue

Wed

Thu

Fri

Sat

My Request History

All

⏳ Pending

✅ Approved

❌ Denied

No UPTO requests submitted yet.

💰 Pay Summary

Approved timesheets · All amounts after deductions

📊 Year-to-Date Summary

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$0.00

💰 Total Earned

⏱ Hours Paid

📋 Weeks Paid

⏳ Total Deducted

🔍 Deduction Breakdown

All time · by category

No deductions on record.

🎁 Bonus & Incentive Tracker

Performance bonuses, referral bonuses, and incentives

total bonuses

No bonuses recorded yet.

📋 Pay Rate History

Your hourly rate changes over time

Pay rate history will show here once Lisa sets or updates your rate.

📅

Next Pay Date

—

Days Away

—

Total Earned

$—

all time

Total Paid Hours

—

all time

Avg Per Week

$—

— weeks

Total Deducted

—

over-limit breaks

Payment History

Week	Paid Hrs	Deductions	Rate	Gross Pay	Pay Date	Status	Payslip
No approved timesheets yet.

Script Library

Client portal message templates · Click 📋 to copy any script

📊 VA Decision Chart — Which Template to Send

Read before sending any client message · Click to expand

›

All

Credit Repair

Onboarding & Access

Case Status

Dispute Process

Escalation

Score & Strategy

Policy

📧 Email Templates

Internal Only

General

Knowledge Base

SOPs, guides, policies & resources

Training Hub

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Onboarding Progress

Complete all required modules

0 of 0 modules0%

Complete all required modules to earn your VA Certification badge 🎓

New VA Checklist

Complete before your first week ends

✓

Join team Slack workspace

✓

Set up Toggl Track account

Complete DisputeFox training

Read Brand Voice Guide

Shadow a client onboarding call

Loading modules…

Team Directory

Loading directory…

⚠️ Strike Management System

Attendance policy enforcement & real-time VA strike tracking

Strike 1 (Warnings)

Strike 2 (Sent Home)

Strike 3 (Review)

Total VAs

🔐 Login Issues Troubleshooter

Pick any VA to see why they may be blocked from logging in — and reset them on the spot

Choose VA to diagnose

🕐 Live Check-In Requests

VAs requesting to check in after 11:00 AM - need your approval

No pending check-in requests.

⚠️ Strike 1 & 2 VAs

Warning and sent-home strikes (Strike 3 VAs shown in Termination Review above)

Loading strikes...

🚫 Termination Review Queue

VAs with Strike 3 requiring your immediate decision

No VAs in termination review ✅

📋 Recently Resolved Strikes

Overridden strikes and termination resets from last 30 days

No recently resolved strikes ✅

🔑 Client Credentials

Your private MFSN & CFPB logins — only visible to you. No other VA can see your credentials.

All

✅ Accessible

🚫 Not Accessible

🆕 New MFSN

📁 Old MFSN

🔔 Expiring Soon

⚠️ Stale Password

		🟣 MFSN LOGIN						🔵 CFPB LOGIN
VA	Client Name	MFSN Email	MFSN Pass	Status	🔔 Expiry	🔑 Pass Age	Checked	CFPB Email	CFPB Pass	Notes
No credentials added yet.

⏬ Downtime Audit Center

No active disputes? Log your downtime shift here. Every shift must be logged — no exceptions.

4-Hour Shift

5 files · 3 strategy notes · 1 system improvement

8-Hour Shift

10 files · 5 strategy notes · 1 SOP improvement

Pass Threshold

Score ≥ 85 · No critical error

📋

Shifts Logged

—

total submitted

✅

Avg Score

—

adjusted score

📂

Files Audited

—

total across shifts

❌

Pass Rate

—

shifts passing ≥85

📂 My File Audits

Individual client file reviews submitted during downtime

No file audits submitted yet. Click 📂 Log File Audit to get started.

My Downtime Shift History

Date	Shift (hrs)	Files	Corrections	Strategy Notes	Escalations	Sys. Improvements	SOP Updated	Critical Error	Score	Adj. Score	Pass/Fail	CEO Status	Notes
No shifts logged yet. Click + Log Downtime Shift to get started.

📊 Business Analytics

Revenue · Clients · Conversion · Goals · LTV

🎯 Business Goals

Progress toward your stated targets · click Edit Goals to update

💰 Revenue Trend

Monthly revenue across the last 12 months · all sources

🎯 Lead Source Attribution

Where your clients came from

💎 LTV per Client + Top Revenue

Lifetime value across all sources

💵 Recent Revenue Transactions

Last 30 sales · all sources

📅 My Schedule

Your assigned shifts and check-in windows

📋 This Week's Schedule

⏰ Check-In Policy

Standard check-in window: 9:00 AM – 11:00 AM
Checking in after 11:00 AM requires a reason and Lisa's approval.
Unapproved late arrivals may not be counted for pay.

📢 Client Portal Announcements

Broadcast updates directly to your clients — service changes, new features, important notices

📋 My Assigned Tasks

Your focus areas from Lisa — daily, weekly, and monthly

📌 My Deadlines

Assignments and projects from Lisa with due dates

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🎫 IT & Support Ticket System

Report client issues, system errors, and IT concerns — all tracked and prioritized

📘

VA SOP: How to Submit Support / IT Tickets

Click to expand · Read before submitting

›

📋 When a Ticket is Required

• Client login / password issues
• Inactive or expired credit monitoring
• Compliance or legal concerns
• DisputeFox access issues
• Missing or incorrect client data
• System errors or tool outages
• Anything that blocks or delays work
If unsure → submit a ticket.

🖥️ How to Submit a Ticket

1 Click + Submit Ticket at the top of this page
2 Select your urgency level
3 Choose issue category & enter client name if applicable
4 Be specific and factual in the description
5 Include steps you have already tried
6 Hit Submit Ticket — Lisa will be notified

⏱ Urgency Rules

🚨 Urgent (same-day): Work is blocked
⚡ Standard (48 hrs): Work is delayed
📋 Low: Work can continue
Urgency misuse will be corrected.

🚨 Escalation Rule — Urgent Only

If your ticket is marked Urgent / Priority, go to Messages → IT Escalation Chat and post a one-line summary tagging @Lisa.

Example:

🚨 PRIORITY TICKET SUBMITTED
Client: Jane Doe
Issue: Login / Password

❌ What NOT to Do

✗ Do not DM issues ✗ Do not post screenshots without a ticket ✗ Do not wait until end of shift ✗ Do not submit duplicate tickets ✗ Repeated issues without tickets = process issue

All

🔴 Open

🟡 In Progress

✅ Resolved

🚨 Urgent

🎫

Open Tickets

need attention

⏳

In Progress

being worked on

✅

Resolved

all time

🚨

Urgent

same-day required

No tickets submitted yet. Click "+ Submit Ticket" to get started.

🔐

HR Manager Portal

This area is for authorized managers only. Enter your HR password to continue.

👥

HR Manager Portal · Burch Credit & Co.

Good morning 👥

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--:--

People Operations

👥 Team Status Today

🧠 Today's HR Priority

No priority set — click ✏️ Edit to set today's focus

🚨 Needs Attention

🌴 UPTO Requests

🎯 QA Score Summary

⏱ Check-In Overview

🏆 Team Win Board

This Week

Today

Month

⚡ Quick Actions

📋 Full HR Records

🚀 VA Onboarding Checklist

Track setup completion for every new VA hire

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⚠️ Disciplinary & Warning Log

Private record of verbal warnings, written warnings, and PIPs

No disciplinary records on file.

📊 Performance Review Tracker

30/60/90-day and quarterly reviews with scores and action items

No reviews on file yet.

📅 Attendance & Punctuality Report

Late arrivals, missed check-ins, and downtime patterns per VA

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📜 Policy Acknowledgment Tracker

Track which VAs have acknowledged each company policy and SOP

No policies added yet.

🚪 Offboarding Checklist

Steps to complete when a VA leaves the team

No offboarding records on file.

📓 HR Notes & Private Log

Confidential manager observations — visible to HR only

No notes yet.

⏬ Downtime Compliance Report

Shift scores, pass rates, and compliance trends per VA

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🎫 IT Ticket Behavior Report

Ticket patterns per VA — training gaps, repeat issues, urgent trends

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🎓 Training Compliance Tracker

Track which VAs have completed required training modules

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🚧 Incident Report Log

Client complaints, compliance breaches, accidents — documented separately from disciplinary

No incidents on file.

🗂️ VA Document Vault

Track HR document status per VA — contracts, NDAs, signed warnings, ID verification

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💜 Team Morale Pulse Check

Monthly anonymous team morale ratings — HR view only

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🎓 Training Hub Management

Add Loom videos, build modules, and create quiz questions for the team

🎬

Loom Videos

📋

Modules

📝

Quizzes

✅

Required

🎬 Loom Videos

No videos yet.

📝 Standalone Quizzes

No quizzes yet.

📋 Training Modules

No modules yet.

🔐

Lisa's Back Office

This view is for Lisa only. Enter your password to continue.

👑 Lisa's Back Office

Full visibility into your VA team, clients, disputes, and operations

🔍

✝️ "I can do all things through Christ who strengthens me." Philippians 4:13

Quick Access

VA Management↓

🔍 Look up a client→

UPTO Requests→

Strike Management→

Time & Pay→

Daily Reports→

Team Disputes→

Performance→

Payroll→

QA & KPIs→

🔗 VA Portal Account Manager

Link each VA's email address to their portal name so they can sign in

Loading account mappings…

💳 Client Billing Tracker

Current, overdue, and paused billing — monthly recurring revenue at a glance

📊 Business Command Center

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👥

Active Clients

—

across all VAs

🎓

Total Graduated

—

all time

📂

Pending Disputes

—

— win rate

🚨

Overdue Follow-ups

—

need attention now

📈

Avg Score Gain

—

pts per client

💰

Monthly Revenue

—

active billing

👩‍💼

Active VAs

—

team members

⏳

Docs Incomplete

—

clients missing docs

✅ My Tasks for Today

— tasks · — completed

No tasks yet — add your first one above!

🕐 Late Arrival Requests

VAs checking in after 11:00 AM need your approval

No pending late arrival requests today.

⚠️ Strike Management System

Attendance policy enforcement & VA strike tracking

Strike 1 (Warnings)

Strike 2 (Sent Home)

Strike 3 (Review)

Total VAs

🚨 Attendance Strikes Dashboard

Monitor and manage VA attendance policy enforcement

🟢 Live Team Activity Monitor

Real-time view of every VA's current shift status · Auto-refreshes every 30 seconds

No VAs have checked in today.

📌 Priority Slideshow

📣 Today's Banner — Live Preview

Start typing to preview your message…

📝 Notes for VAs

No notes posted yet.

💬 Team Messaging Hub

Send DMs, group chats & broadcast to your whole team

🔍

No conversations yet.
Start a DM or Group above.

💬

Select a conversation

Choose a DM or group on the left, or start a new one

👩‍💼 VA Team Management

Add VAs, set their role/position title, or remove them. Role shows in their sidebar under their name.

🔐 VA Sign-In & PIN Management

View sign-in status, see PINs, and reset access for any VA

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👥 Team Directory Manager

Edit names, roles, specialties, Slack handles, and avatar colors for every team member

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📣 Team Announcements

Post announcements that appear in the Team Announcements tab for all VAs.

No announcements posted yet.

🌴 UPTO Requests — Pending Approval

Approve or deny with a reason — VA sees your response

No pending UPTO requests.

📬 EOD Reports

Filter by VA name, time period, or pick a custom date range

No EOD reports submitted yet.

📈 QA Audit Overview — Full Team

All VA QA scores, averages, and compliance status at a glance.

No audits submitted yet.

⏬ Downtime Tracker — All VAs

VA Leaderboard

Date	VA	Shift (hrs)	Files	Corrections	Strategy	Escalations	Sys.Impr.	SOP	Crit.Error	Score	Adj.Score	Pass/Fail	CEO Status	Notes	Action
No downtime shifts submitted yet.

👥 All VA Clients & Progress

Every client across all VAs — status, disputes, score, follow-up dates

📂 Team Disputes — Organized View

VA → Client → Disputes hierarchy

Select VA to drill down

📂

Total

⏳

Awaiting

✅

Wins

❌

Verified

No disputes logged yet.

💰 VA Hourly Pay Rates

Set a base rate for all VAs, or customize individual rates. Per-VA rates override the base rate.

Base Rate (All VAs)

$—/hr

Not set yet

Weekly est. (40 hrs)

$—

🌐 Update Base Rate (applies to all VAs without individual override)

New Base Rate ($)

Effective Date

Reason (optional)

👤 Individual VA Rate Overrides

Rate Change History

No rate changes recorded yet.

⏱ Live Team Time Log — Today

Loading team time log…

⏱ Team Timesheets & Pay

Review, approve, and process VA pay each week

No timesheets submitted yet.

🔧 Time Adjustment Requests

VAs requesting a fix or edit to their time sessions

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💰 Pay History — All VAs

No approved timesheets yet.

🎁 Bonus & Incentive Management

Add bonuses for your VAs — they'll appear in their Pay Summary

No bonuses added yet.

👩‍💼 VA Performance Comparison

Side-by-side team results — clients, disputes, win rate, score improvements

Loading VA comparison…

💵 Revenue & Billing Tracker

Track client billing, service plans, and monthly recurring revenue

Monthly Recurring

Active Clients

Overdue

Paused

No billing records yet. Add a client's billing info above.

🎓 Graduation Log — Trophy Wall

Every client who has completed the program

Total Graduates

+—

Avg Score Gain

This Month

No graduated clients yet.

🏆 Dispute Win Rate Leaderboard

Win rates per VA · broken down by bureau

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🚨 Overdue Follow-Up Alert Panel

All clients whose next follow-up date has passed — grouped by VA

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📓 Business Notes & Owner Log

Private daily log — only you can see this

No notes yet.

🚀 Client Onboarding Tracker

New & Onboarding clients across all VAs

🆕 New

⏳ Onboarding

⚠️ Stuck 7d+

🚨 Stuck 14d+

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🎫 IT & Support Ticket Management

All submitted tickets across your VA team

🎫

Open

⏳

In Progress

✅

Resolved

🚨

Urgent

No tickets yet.

📣 Announcement Effectiveness

Read vs unread per announcement · per VA

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📅 Team Schedule — Weekly View

Scheduled vs actual hours this week

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📋 VA Coaching Notes

Private per-VA notes — visible only to you

Select a VA above to view or add coaching notes.

📋 Client Intake Status

Onboarding document status across all new clients

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🧾 Tax & Campaign Tracker

Track tax clients, special campaigns, and seasonal pipeline

🧾

Tax Clients

📦

Bundles

✅

Completed

⏳

In Progress

No campaign clients yet. Click + Add Client to get started.

🤝 Referral Tracker

Track who referred whom and where business comes from

🤝

Total Referrals

⭐

Top Referrer

—

💰

Converted

⏳

Pending

No referrals logged yet.

🎓 Training Hub Management

Add Loom videos, build training modules, create quiz questions for your VAs

🎬

Loom Videos

📋

Modules

📝

Quizzes

✅

Required

🎬 Loom Videos

No Loom videos yet.

📝 Standalone Quizzes

No quizzes created yet.

📋 Training Modules

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🗂️ Resources Quick-Add

Add scripts, KB articles, and training videos — VAs are notified instantly

Recently Added

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