Pixelocity - Team Meet
Wednesday, June 3, 2026 at 4:00 PM · Nick Ostroff
CRM
- Sean Schimmelsean@pixelocity.comPixelocityIn CRM
Summary
### App Development Progress - New reporting system functional with PDF generation - Fixed e-commerce vs lead gen classification issues - Report type selector working, can’t update yet - Professional appearance, better than previous version - Review queue shows memory items from meetings/emails for approval - Narrative updates (company story changes) - Commitments (what team promised to do) - Profile updates (overall client info) - Recommendations section copying TrueClicks functionality - Phase 1 complete using Claude Computer - Analyzed TrueClicks features via screenshots/API access - Currently showing inaccurate data (old clients, paused ads) - Strategy chatbot allows account discussions and changes - Works for search terms, expanding to other features - Can implement AI-suggested changes via API - Settings dashboard tracks AI usage costs and activity logs ### Client Account Status - Zero client churn this month - rare achievement - 29 total accounts generating $27K revenue - Current capacity constraints with Sean managing alone - Key account updates: - Barcode: Making money, client not complaining - Dylan: Low maintenance, good communication - Rossman: High maintenance, weekly contact required - Revali: Adding third franchise, wants branded lead tracking dashboard ### Business Operations & Pricing - TrueClicks at usage limits on both accounts ($250/month to upgrade) - Agency Analytics billing on 15th - potential cost savings if reports ready - Lead Pixel pricing discussion: - Market range $20-500/month - Considering inclusion in standard package vs separate billing - Revali wants custom branded version with franchise separation - Proposed “semi-automated manager” tier: - $200/month for smaller clients - AI monitoring with monthly reports and meetings - Manual intervention only when alerts trigger ### Sales Pipeline & Leads - 42 Upwork proposals last week (goal: 100) - Low response rates on proposals - Pending opportunities: - Insurance referral agent (Chicago teachers) - seems flaky - Kennedy Blue - still lingering - Port of Stand - ads starting soon - Meta advertising capability needed for growth - Content creation via freelancers - Upwork resources for Meta specialists ### Action Items - Nick: Create brand guide for consistent UI across tools - Nick: Follow up with flaky insurance prospect - Nick: Quote Revali for custom lead tracking dashboard - Sean: Email Casey about mobile lead expansion - Sean: Prepare for Rochester meeting - Sean: Set up Facebook ads for Baldy - Sean: Meet with Rachel tomorrow (ads review) --- Chat with meeting transcript: [https://notes.granola.ai/t/c86d0d73-1ecf-45d0-9971-1df23c4fff2e](https://notes.granola.ai/t/c86d0d73-1ecf-45d0-9971-1df23c4fff2e)
Transcript
Hello.
Outside in a jacket.
Cold.
It's chilly.
I thought you were making me. Making me look bad. I was like, oh, Nick's already on the call. But then I got here and you weren't here.
I was here. You. You just weren't here.
So.
I was right on time.
It was a minute early, but I got my coffee since you were late.
All right, we got a meta.
Got a meta, which worries me.
We can do it. I think we got to learn that thing. We probably could get a lot more.
Accounts to do if we could do.
Meta.
We could.
I mean, we could get a content. The content is probably easy to find. Probably that's a freelancer that's probably a lot of good artists.
And there's so many good tools now that probably could do decent content.
Want to.
Try to find an upwork person to help us with meta stuff.
Well, I was thinking specifically just the grab. I think that. I feel like the ads we. Unless. Unless we're really at capacity, I feel like that's.
We have a. We have a hard enough time ourselves getting good results. You think we're really gonna schwibes and get better results than us?
Well, I'm not thinking of schweb. I'm thinking.
Somebody who's better than a swib.
I I don't have a lot of confidence in Schweb.
Well, I think let's. I think our tools, if we can roll that out some point.
I know we're doing a pretty good job. We're not turning accounts. I think we should feel good.
There's a few just that, like Rossman or the.
You know, they're probably going to be difficult for anyone.
And the personalities are a little bit weird.
But for the most part.
I mean, I don't think we lost a single one this month, which was pretty good.
So I think you should feel good.
Positive. That's the positive news.
That's positive news. We didn't lose anyone. We didn't go backwards.
I mean, I think that's a pretty. I bet that's very rare.
You know, that's not gonna be normal for us, but that's pretty good.
Even bar. Barcode. You're making him happy.
I don't know if I'm making them happy, but he's. He's not saying anything. I do think I'm making him money in India.
Okay.
I think I think communicating to them results is better than most do. So I think you're doing. You're keeping most of them pretty well in the loop, except for my OG clients like ATI. I don't know if he's ever heard of peep from you.
He has. We've. We've chit chatted. Not, like, in a meeting, but I've. I've emailed him multiple times.
Maybe.
I I let him know what we updated every when I send the rapport. He says, like, what are my takeaways? What do you need? I reply. I tell him what's going on.
You should. I think you should put on your list. Your checklist at some point that's at least meet everyone once.
Because I think that immediately takes more personal. He's a very nice guy, and he's close to you.
Yeah.
And he'll probably be. Unless we really do something terrible, he'll be a long-term client.
Well, I haven't done anything terrible yet.
But they put it. Put on your list at least, like, one or two a month to meet, like, a new client, like, almost force them.
Because I think. I think. I think it makes a big difference, at least to me.
And you're more of an extrovert than I am.
I have to force myself.
I'm more used to it now just because I've talked to so many random coaching people.
I like how you claim I'm an extrovert, Nick.
But.
You got two kids. You probably know parent friends.
And. Right.
No.
Now, do you. You hang out with more people on a regular basis than I do, guaranteed.
Only because of pickleball. And I.
Yep.
I wish it had been in my life. I mean, probably for 20 years I didn't hang out with anyone.
I mean, my two business partners that we're all sick of each other and my ex-wife we were sick of each other.
You know, didn't have any mistresses in the sides. There was not going on.
Oh, maybe that's where you went wrong.
Yeah, no change. Midlife prices. I'm changing everything.
Okay.
I like it.
The sports may be. Yeah. Put that in your list, too. You were supposed to do that. I think you missed that rock.
You. You make.
I I don't think it. I don't think it was a rock. It. It's still on the list. I'm. I'm currently struggling to keep up with our current workload.
So I cannot take two hours out of my day to go play pickleball.
And yesterday, I was like.
Yesterday, I. I went to, like, I'll send out the reports, right? You know, easy. I'll use our new report. That's going to be great. And then all of them were claiming they were e-com instead of.
Legion. So I was like, oh, that's just an easy switch.
Next thing you know.
I was an app coding mode for the entire day.
And I'm still finishing up.
When I started yesterday today.
But I think now.
I fixed it. I haven't had a chance to look at it yet.
But.
Once you're finished, I'm gonna leave it all with the brand.
So I.
Guide.
Think. Yeah, I think I. I think I might be able to send out at least some of the reports. I don't think call rail is going to work yet.
So anyone that has call rail isn't going to get a new one.
And frankly, I don't know if anyone's gonna get a new one, but they might. They might.
Even one is an improvement.
Not even that we have a 400 bill for it every month.
Want to see. See where I'm at with things.
Let's see it.
We'll see if you can log in.
What is it? This adds.
Dot.
Yeah.
I I'm working also on articles.
Dot.
Oh, really?
That guy John or I at least got it. Didn't can us also. He shared with me a file.
He's doing SEO articles for his own company, and he shared me a program. And then he said, oh, you guys can use it, too.
So I try to download it.
It's kind of working.
See, what's my password?
I don't know. Nick one, two, three.
Okay, I'm in.
You want to walk?
So you should see home or review queue recommendations.
Okay.
So this looks a lot simpler. I like it.
It's not really. It's not really moving. Oh, here we go. Review Q. Okay.
Yeah.
Cleaned it up. So within the review queue, do you have anything? Do you show anything?
Yeah. Portfolio scan at the top.
Needs attention.
Has kiss, William back in.
The activities.
Oh, that you're on the home. Are you on home or review?
Okay.
Yeah. So that. That's the portfolio scan. So that runs everything to show you, and then it brings up the most important ones. If we have outstanding commitments, it should show those. I don't know. I think maybe we just don't have any outstanding commitments right now, so it's not showing them. I'm confirming right now with the AI.
To see if that went away in my latest round of updates. But if we have commitments, like, you know, we honor meeting said, yeah, we'll update those ads tomorrow.
That shows up as a commitment.
So. And you can check them off there or not. I don't know why commitments isn't showing up, so I'm confirming that that is there. And then the activity just showed you where we're at, and you can sort of buy.
Clients.
And, you know, if anything failed or anything, just to kind of keep an eye on what's going on.
We both see the same.
Yeah.
Yeah. For now. And then under the review queue.
So that is anything that. That's memory that was discussed in a meeting or email that, you know, we either want to add to its memory or not.
Okay.
Where's it getting these things?
Though? This is just from where is it getting these.
So.
What?
Blurbs? Just the. Its own analysis.
Yeah, it's getting them from either Granola notes.
Emails.
Or, like.
If it runs a scan, it. It gets them.
It. It's coming up with some of these things that's one of the things I was trying to clean up, is it'll say, like, crisis, crisis. You know, this is dying, whatever.
So I'm trying to.
Clean that up.
So that it's less.
Crisis.
Like, because some of these things aren't really that big a deals.
So I'm trying to clean up that, and we can do it. I'm working on just Williams right now trying to get it right.
But that's where you'll say, okay, yes, this add to the memory and there's narratives, commitments or profile updates.
So the narrative is like the story of the company. If they say something, oh, we don't want to focus in this area anymore. The commitments is what we say we'll do, and then the profile is like their overall thing.
Okay.
One thing that I've added on.
A couple other programs for things like that, you could even ask it to make a key.
Or something.
Like a. Like a. What are these?
What does that mean?
Like, just what do these mean?
Oh, yeah.
If you want to have you or I or if we forget or we.
Yeah.
Well, like, I I keep changing things.
Okay.
So.
But, yeah.
I. That is. That is definitely a good.
A good point.
And then the recommendations one. That one is new as of today.
So I.
Used claude computer.
And had it.
Go through.
True clicks.
And analyze everything that true clicks does.
And so this is just phase one of a true clicks.
Thing.
So we can decide how much or how little will go into this recommendation section. Right now it's obviously too much.
But basically that's gonna be kind of the true clicks.
Section.
As true clicks part of our mix.
And then.
Well, I'm. I'm copying true clicks. I'm trying to get rid of true clicks. So I had cloud computer.
Which when I started this, it wasn't an option.
So I had cloud computer go in.
And it looked at.
True clicks and it took screenshots and scrolled through the whole site. I gave it access to one of our accounts, and then it wrote up. This is what true clicks does. And then I had it compare it to our app and how to update our app to be able to replace true clicks.
So that's.
A phase that I started yesterday.
In the process of trying to get this report fixed client.
Where's it getting?
Where's it getting some of this?
Says.
From the API.
Well, this one is not. This isn't even an accurate statement. K play Solutions. This is an old customer of mine.
I mean, he's still running on.
Because he is in the CRM as an advisor client to you.
But, I mean, it's not even. Whatever is pulling in this is not correct.
It says ads was paused.
This guy spins.
Press 5K a month.
What? What are you looking at? What section?
Recommendations?
Yeah.
Oh, I I don't know for recommendations yet. Like I said, this is. This is phase one that has just started.
So I haven't. I probably won't touch that for a few more days.
Okay.
Maybe.
They're just not in troops or something.
Well, it doesn't have anything to do with true clicks.
All right.
So this is. This is to replace true click. So we don't have to use true clicks. Basically, I'm having it copy all of the features in true clicks.
That are valuable.
And this was phase one, its first go at it, which.
As you mentioned, isn't, you know, it's saying a lot of things were paused.
Like. Like new vistas wasn't paused.
So I don't.
I don't know where it's getting all of that.
They're from. These are all kind of old clients.
So.
Yeah.
Yeah. I don't know if it just filled in some stuff for just a phase one thing or what.
Clients.
Is where everybody lives.
Oh, yeah. So now my report type is. Is functional, so that's good. That was the main thing I was trying to get to.
Work today.
So go into one of these.
Although I can't update the report type, so that's a problem.
That's what I've been trying to fix. Go to Williams.
That one's. That one's one of my.
Working models.
You can. Not this one.
Whatever.
It generated a report.
Oh, yeah. Yeah. I mean, it will all generate a report.
Again.
So that's our new report.
Not on brand.
Looks. It looks very professional.
Why is it one? This is just different pages or something.
Yeah, it's a PDF.
So if I print it or something.
And then it emails who is on the account.
So it's still a little weird.
Looks pretty good, I'm thinking.
Your brand. Your brand guide is better.
I haven't. I didn't do anything with the brand guide.
Yet.
You nailed it. Well, this is better than the reverse one.
I probably wouldn't.
Well, yeah, I've redone it. I've redone it multiple times. I think I'm on my third or fourth iteration.
What is. Why is that? Like, I'm clicking on something on the report. It jumped to the website.
I don't know.
Some of these slide, like this is off the screen.
But it looks pretty good.
It said, not perfect.
I hadn't been able to look at the lead gen yet because everything was calling itself ecom.
I mean, that's.
It.
So then your idea for the reports is what? On the left, this is where you can kind of change text.
Yeah, that's where all the text changes.
And if there's enough context, it does fill it in.
One is edited.
I.
See.
So eventually my thought is, you know, it'll fill this in and say, you know, this month we did these things. These are the takeaways. This is what we learned.
This is what we're going to try next month. And then all of that will come from, you know, the narrative and the. The commitments that we have in place for the account.
And then it does also look at the account history to see what was done within the account.
Okay.
Yeah.
I think this looks great, Sean. I like it.
So.
Hopefully it'll be a relatively smart.
And then go back to clients.
And then go to Williams.
All the way at the bottom.
So the health score is a new thing that will be part of that.
Like.
Kind of the true clicks thing since true clicks does a health score.
And then, you know, it goes over what, what's happened in the account.
It goes, you can do a pre-meeting prep if you have a meeting. It'll either be blank or you can generate it, and then it, you know, shows you kind of open items and things.
Memory is the pending stuff if you want to do it by account.
Commitments is, you know, what we've said we were going to do or not do.
Then it shows you the activity.
We can send and update to them at certain times.
If, you know, there are clients like Rossman who say, I want a regular update.
We can do that.
And then the health check, we can determine how often it does the health check.
Right now. I just have it every, every Monday morning, but we could have it do it whenever. And then up at the top is.
The search terms, the ad copy, the report, and then the strategy section.
And then at the very top is the knowledge base.
Which is basically, it's, it's brain.
So this is where it gets all its context from.
These. In theory, that one doesn't work yet.
But in theory, it'll say, like, if there are issues, you'll be able to update it here.
But for some reason, that one doesn't quite work yet.
The quick audit just looks at it real quick.
That one was the one I built for new clients.
That's its brain.
It's cool.
And then those, those you can't.
It's going to make it so only the owner can edit those.
So, like, if, you know, we have somebody else working in the account, they can see all of this. But if there's, like, something wrong, they have to send it to us to approve it.
Nice. If you want to see what happened.
And then that's all the granola meetings.
And those also go to the CRM.
Very cool. I like it.
It's amazing.
Oh, and then the strategy section, if you click strategy.
On the right, top right.
Just click one of those sessions.
So this is, this is our, our chat bot.
That you can talk to it.
And in theory, you'll be able to say, like, you know, review the account. Oh, this ad sucks. We need to update this ad, and then you can say update the ad and it'll do it.
Right now it only works for search terms.
But I think I fixed it so it'll do the other things, too. I was trying to correct a bunch of errors.
But I haven't played with it yet to see if my errors were corrected.
It's not the quickest.
You know, there's different on super bit. I don't know if the speed has something to do with the super base. We could upgrade the servers.
I don't know. I haven't even touched.
Speed yet because that, that's the clod.
Like connector or whatever.
Okay.
So you don't have settings. So I have a settings section.
That shows you, like, a full.
The setting section allows you to update the knowledge base. It shows you all of the variables and API keys, and then it shows you the logs and activity for everything, including the, the AI usage for how many tokens you've used and how much it's cost.
So, like, I know your ad copy review you just did cost us six cents and took 12 seconds.
So there is all of that.
And then the.
You know, if you logged in or logged out or whatever.
That's for the owner, which, you know, you'll be an owner.
But I just, you, since you're our only other user, I made you the regular user.
But the thought is within here, you'll be able to, like, come up with a strategy with the AI, and then you'll be able to say, you know, go ahead and Implement it, make those changes.
And it'll be able to do a lot of the changes. The API can't do everything, but it can do a lot of stuff.
So that's, that's where we're at.
I like.
It.
You like. You like this theme where it's like a dark.
And then a light.
Not necessarily. But, you know, Nick hasn't given me a brand guide yet to change any of its looks or Aesthetics. So right now I'm just going with what cloud code said it should look like.
Erness? I don't know. Do you like prefer dark mode or light mode or both?
I mean, most of the stuff I do on light mode.
But not saying that it has to be.
I don't know. I don't know if I have a preference.
I don't know that I do either.
I just, you know, everything by default is light mode, so I usually just do light mode because that's the default.
Maybe what we could.
Because I don't know that I care enough.
Well, I'm thinking we'll have these different things, like the ad. You know, this one is.
Well, this one is for my coaching and my sales meetings, but then we'll have the.
CRM and blah, blah. But maybe the difference could be.
Feel like they all should kind of look the same. Maybe have, like, kind of navigation on the left.
Potentially. This could be slightly different colors.
And then the rest is matching. So maybe the.
Color on the left nav indicates what product we're in.
And then I can turn this to kind of light.
If you. If you like light kind of to read most of it.
Yeah.
Okay, maybe I'll try that.
But I'd like to make them all kind of consistent.
Correct. That's why I need a brand.
Guide.
Well, I'm trying to make this kind of in a format that I like with a font.
And then I'll transform it. I can probably even just kind of apply it to this one.
All right.
Well, let me see. I'll work with that concept, maybe slightly darker thing. Our logo, maybe the name of the product.
Name of the portal.
And then kind of icons the fonts will be consistent.
The login will be kind of down here.
And then using the whole screen on the right.
They're not really mobile. Like, this is not very mobile friendly.
I don't know if yours is.
I haven't even tried it on mobile.
I found some issues by trying to put it on my laptop.
So I had to fix some of those.
Not. It's not going the width.
But anyway.
I I I have done. I've done.
100 zero on formatting.
Or Aesthetics or any of that.
I think this is very. I see it now. You start seeing, like, makes more sense than it did before.
Yeah, it's getting there.
All right. Good work. That's positive news.
So it's, it's getting there. I don't know if my reports are going to make it or not.
But.
I'll see what we. What we ended up with after my day of.
Programming. Basically what I thought was going to be easy turned out to be super hard because building on my laptop was totally different than building on my desktop, all my settings were wrong and messed up.
You could probably just move your desktop outside.
And.
You know, that's what Kate told me. She's like, just move your computer. I was like, and my giant monitor. She's like, sure.
Okay.
We need Kate to run this company.
Should be better at it than me.
But we need Kate to have a high paying job.
So that, you know.
We can keep our house and eat.
You can afford your side hustles.
Oh, what happened? Okay, so now what happened to our casey? Did he tell us anything?
No, Casey was gonna text him.
For your leads? Your leads are Casey mobile guy.
Yeah, I hit him up with the new report.
I always do ask him every report.
Oh, it's. You had. He said he was expanding. Then he just disappeared.
Well, I talked to.
Not Joseph.
Sam. Sammy.
And he was like, yeah, we're. We're thinking about going to Florida. We've got all of this stuff in place. We just want to know, like, what ads would look like. Or. So I sent him this report on, you know, how we'd run ads, what they'd look like.
You know, potentially how much things would cost.
And I never heard that.
And that was a couple months ago.
So maybe they just aren't expanding or they're expanding very slowly or something.
You know, maybe they had to build a new website or something. I don't know.
I will email JP, though.
GP.
I'll do that today.
And the other things I need to get ready for Rochester's meeting.
And I have a meeting with Rachel.
Tomorrow.
So I've got those and reports.
To see if I can send out stuff from my app, but I might just throw in the towel on the app and focus on getting my reports and stuff done since I also now have to do Facebook ads for.
Baldy. Sounds like he's ready to go.
Yep.
Let's do something.
So I think I might.
Just give him from the app for the day, next couple days and focus on getting my stuff done.
Oh, you know, I don't have a volley in here.
As a company there in there.
We didn't have them in our chart.
And as.
Just an FYI, I don't know that I'm going to do anything about it.
But true clicks we are currently on both accounts maxed out on our free usage.
So I don't know if I'm going to pay for a month or two.
Until the app can replace it or not, but it's kind of expensive. It's like 250 bucks.
So maybe if I can get my report.
Done, I can.
Justify spending money on true clicks by getting rid of agency analytics if I could get my.
Reports done by.
The 15th or whatever.
You were billed by.
Yes. Okay. This is accurate now.
Met with my little monthly accountant. I'm going to add something new to this now. My goal is for her to be able to reconcile this every month.
So she can kind of cut the checks.
So I'm going to try to get stripe.
Transactions in here so she can kind of actually confirm. Just a little cross reference there paid.
Nice.
Which I think is my. That's one of my rocks for this month. So I can kind of turn that process to her.
Ultimately, in the expenses, what I'm going to try to do, I think, is just have one of my cards.
The shared stuff. They're all intermingled.
Which is a mess.
So that's one of my goals for the next month or two is to get out, kind of move expenses over to one card. It's isolated.
And you can. You'll be able to see it easier.
I think right now you're probably benefiting because I have that very bad spreadsheet. It's not very precise.
So you probably. You're probably getting stuff that I'm paying for that I've not even seen.
Somebody I was talking to did point out.
That potentially it would be worth doing the cloud code.
The cloud business, because then we could share stuff between each other.
Within clod.
I don't know if that's.
Make sense or not.
But that was his thought.
And that it's more private.
Right.
Now I'm on that plan that I think we didn't have.
Right?
No, with claude, it's got the 200 thing.
You just have to get five seats. So you do so we'd have two seats at 203 at 20 or 17 or whatever.
So we'd be wasting 60 bucks on seats that we didn't use. Unless if.
You know, somebody you know wanted to see or we actually.
Bring in some help.
But I don't know that we need to do that right this second. But he, he found it very useful to be able to share stuff.
Okay.
Our clods aren't living in their own siloed world.
How's Nicko's doing?
He's been neglected.
Poor.
Guy.
See a guy?
It's Nico's a girl guy.
Are they them?
There's no. No gender, no personality, and no race.
So he said they them. But we still are referring to Nickos as a hymn.
So.
That's hard.
Yeah, that's hard. I'm gonna have to release in your podcast. I have to change my whole thought process.
No more. I can't sexually harass my. My little boss anymore.
I mean, you can.
Just, you know, might come out on Twitter or something later.
I mean, that was. That was the. I thought the moral of that story was just why would you post it yourself? Like, if you do that, it wasn't. He posted himself that he got in trouble or something.
So that way I wasn't smart.
Here's input.
Where was that lady?
Oh, this lady.
Joy.
Thank you for setting up. So, Joe, were you able to use the Google ads editor?
No, it didn't seem to really be working.
And I ran out of time, so I just. I did use the editor, but I didn't use the import.
And I don't even know if I 100 nailed everything in their spreadsheet. Did they. Let's see if they said anything on slack.
They said thank you. We will update you on slack.
Did they add you to slug?
Yes, they did.
Okay.
They've added Sean. That's good.
Google ads has fun for tracking.
Okay.
That's not the thing I need to do today is Dylan's little.
Sink. Croy thing.
All right, I got a long list of to-dos for today.
I guess just to cap off our meeting. So.
It wasn't all that much sales wise to report.
Only one I have really a pending is I thought this guy wanted to go ahead, but then he kept saying he didn't get the pan and dock. So I'll follow up with him, see what's happening.
He's the.
I don't know. I don't know if this account will be.
See the insurance for school teachers?
In Chicago.
Yeah, it was an insurance, but, like.
Not even like a referral agent. So they were referring teachers to Banks that have a special program for.
Rates.
Worse.
Yeah, it's not. It's a very indirect. And he gets most of his clients through referrals through these, like the teachers union or something or other.
And now they want to advertise to them, but which they are doing very poorly.
So he said he wants experts to do it.
So. But I don't know. He's an interesting character. I feel like he.
I don't know. He seems a little flaky, though, so I'll follow up with him.
Kennedy blue keeps lingering here. I don't know whatever happens with that guy.
Port of stand. I don't even know if we're supposed to have that on this list or what.
I mean, we're getting them run ads for it any day.
Now.
Okay, I'll just leave it there.
I guess we could move this one back. Let me move this to a pending.
Then what do we do with, like, the meta for revali? Because that one, I would just kind of pass you two to communicate how to get in there.
So is that the baton pass or we need to put this somehow in here?
Caesar's just going to text me in a few days in what happened.
I mean, I got the email, so I'll follow up with them.
In terms of meetings. Really been very little. I had a couple last week.
The home buyers. I met with him twice.
And then I had met with his, like, freelancer in India twice, and now.
They're. They were supposed to have a meeting Monday, which they didn't show, and now they don't communicate, so I don't even know how.
Well, I think he, he unlinked our manager.
Good.
Account.
It's great.
Yeah, that one is what would be weird. So let me see.
What was the other one? I thought maybe had potential. Oh, the dentist.
I think he's just pending.
But I've been hurt anything from him.
What else was last week?
No.
Oh, this. This guy did have one session with him so far. He's a good guy, I don't know if he's in need or help.
So there was one home buyers.
Where's this guy?
Anyway, nothing. And then this week there is.
I have a good open day today, so I'm going to try to bang out a lot of stuff.
Tomorrow. Meet with Rachel. I don't know if you're on this meeting.
I mean.
Right.
I meet before that with her as well to go over ads.
I actually need to do something on her ads today.
Okay.
But, yeah, nothing else from.
Upwork.
Oh, is this one Nicholas? I think that guy flaked.
Yeah, nothing. Nothing too amazing at work. Let's see.
Here's the messages here.
It's the home buyers.
This guy didn't respond.
Should I say hello?
Send the, the Bueller meme.
Euler.
I don't know what to do. I showed you some. There's Simmel for a couple hours. He'll probably wouldn't pay me.
Mario.
I've spent around these home buyers. The more I'm thinking maybe not our people.
I mean, Thomas got us. So we got some bucks out of that guy.
What's this guy? It's a tail.
Ing.
What was this today?
It's a local car service. This could be in our wheelhouse.
See Pacific. Let's see. I can meet with him.
Actually.
Yeah. Anyway.
Last week. Yeah. This dental guy.
This is the one I was hoping. This was the one good meeting from last week.
Send him a very loose.
Email.
I don't need a bug in me.
Yet.
All right.
But our. Our C.
EO.
Number of bids is that.
Still. I guess we still are bidding.
Four bits a day.
Six.
Has been going down. What does that mean? It's the weeding out stuff.
Weeding out stuff potentially.
Just less job postings.
Okay. Well, anyway, we're. I think we're adding a few. I also have a client or two. I'm thinking I might try to get that hotel guy.
The French hotel. Very easy account to do. I'm doing very little. He's been a client for probably three years.
Feel like I'm not doing him any good. I might just move it over to us.
Court of France.
Yeah, there's a few. I might switch over. There's.
They have.
This banner.
That you can't get rid of.
No who we're missing is smart pads.
Let's see what we don't have in here.
There's a giga radar doing.
It's now 42 proposals last week.
What's our goal?
I think our goal was.
100.
I mean, we're not. Our numbers don't look good.
Nobody's viewing them. Nobody's replying.
Well, why don't we just get our. We're made. We're growing. We're making progress. We're getting our apps together.
I think once.
Honestly, if we were growing right now, I would be hosed.
This one smart pads. Where is he?
I mean, we are growing.
If we.
Were growing faster than this, I would be homeless.
Smart pads 400.
Okay.
Look at this. Let's see. All right.
Yeah. So for June, we got 29 accounts. That's pretty good.
A lot of counts for Sean to manage on his own.
Is a bit on struggle street.
Yes.
He is.
Well, yeah. So look at this little slope. It's a nice little slope.
Looks like that a five percent. Let's see.
It's actually maybe. Maybe a 10. Oh, yeah.
Writing to better.
It's pretty good.
So that same pace we would have 46.
Churn seems a little. I mean, we did turn at zero.
But we turned a little more.
Six.
27 Grand.
What we need is that average income number to go up.
Nick.
We don't need that client number to go up. We need the average income number to go.
Up.
I mean, it seems like a catch. You prefer bigger ones and you feel like that the.
Like.
I don't know if the work level is.
I guess Dylan's a pretty big one. He's pretty. Probably a pretty low maintenance, I would consider so far.
And I do a lot of work unlocking.
But, I mean, he's not. He's not, like, hammering us.
No, I don't. I don't hear from him ever because I email him and I don't hear back.
You know, the pillow guy. I guess that's a big one you hear from him.
Then. I'm going in the right direction with his account, though.
Cssi.
So.
Rarely, but I'm going the wrong direction with him.
Really need to figure that out. I guess I've never heard from.
That's good.
Do you. Do you know who this guy is? James.
The last several months.
Yeah, I've met James a couple times.
You hearing him?
Rossman every two weeks and every week and every lead. Rossman's very high maintenance.
Poor Zilla.
Rarely, but he's not quite set up yet either.
Still up in the air on rival.
He's. I talked to him yesterday. He's. I think this will be a good one. He's just about to add his third franchise, so we'll get another one.
He wants. I do need to give him a quote for lead pixel.
But he wants his own, like, little branded lead Pixel.
Yeah, that makes sense.
So what? How do I charge her then?
I don't know. Extra.
Do I say, like, a revolt? So what do I call this thing? He's. It's like just a. He wants a little dashboard of the leads separated by franchise.
Basically you say this is lead pixel.
If you want our brand off of lead Pixel.
Extra 100 bucks or something. I don't know. And then we can call it revaldi leads or whatever he wants.
Well, I was thinking rivali. Yeah, ravali leads powered by lead pixel or something like that.
Who could do that?
And then not.
But I think it. I have. The way he wanted it, I think it was a little different than the lead Pixel because it's.
I'm not even sure that it's gonna work because we have to separate them. I need to figure out how to separate them into those three categories. So he has to add a. He has to add a form field for location, and then the call rail. I couldn't get into call rail.
On the call, so that was the first problem.
But then how do I. So what. What is the strategy for those, like, lead Pixel? We haven't charged anyone. So what are we. What are my rates? Is it this a monthly service? Is this.
Like a.
Monthly because you have to maintain that thing.
Gotta fix it. You got to meet with them.
So, like sterling, when maybe it would be the most basic. Okay, so we just set up a little web hook and a call rail.
I can't really test it because there's no leads that come in.
But I didn't. I didn't even tell her a price, so she's been pretty easy.
But, like, what should she technically be paying?
I don't know. You know, these things. Remember we've researched it before there.
You know.
Usually on the low end, 20 to 50 a month to the high end, two to 500 a month.
So.
I was thinking anything under a hundred. It is. What's the point? Unless. Unless we really think it's a good part of our system, and that's just part of our package.
Which maybe is the better strategy. It's just included.
We, from everything I've been told, we don't charge enough already.
Oh, look at that coterie made row as past.
Four.
Say help me get this pricing.
So.
I mean, I don't know, but who's telling us the pricing? I feel like we are.
I do think we're also missing. There's another level down.
That are these clients that I guess most of the leads I've gotten are these small potato ones.
If anything, they want coaching sessions.
I guess a couple of them. We'll switch over like get so, Joe, because they had a legitimate business and she had money.
And she realized it was more complicated than she thought.
But there's the other tier that's like this guy from last week. I had a coaching session yes monday, I think.
Was a little event, virtual events planning like he does wine tastings.
For corporations all virtually.
You know, decent size, decent business, but he's only spending a thousand or something a month in ad. So you just want help.
But. So he's not able to spend 400 a month.
I mean, I would say these smaller ones are fine if our system is good enough and in place enough that we don't care if they pay 50 or 100 bucks. But I don't think it's there yet.
Well, because I think what I would like to do is, you know, I think the coaching is fine.
And for a couple meetings. But what I would like to really have is a path to get most of them either.
To go to management or kind of see a. See you later.
I mean, ultimately, if we could have something that.
100 bucks a month.
Basically.
You coach them a couple times. So there's a setup. You know, you're setting them up. So it's a few hundred dollars for setup.
Then a hundred bucks a month.
Basically, we throw them in our automated system. It flags something.
We fix it.
Otherwise we more or less ignore them. We do.
Search term updates every once in a while. You know, basically everything we do is more or less automated. Unless if there's something breaks.
But right now we're not there.
Otherwise, like a hundred bucks a month, like me going in and clicking stuff and, you know.
It sucks.
It's not necessarily worth it to manually do that.
Okay, well, maybe keep that in mind. If we had that minimal thing, you know, maybe something like that, I could say, because they usually want to meet a few times. They think they're doing it themselves.
I could say, look, it's, you know, the first month.
We can do a couple hourly sessions, and then the transition is maybe 200 a month.
Is you now we put. You're in our system. I am connected to your accounts.
And then Sean and I are available.
Because I, I do think these clients do need something other than zero. Like, they don't have any support.
Well, yeah. So it would be.
Like we'll do a meeting a month.
We'll send you a monthly report.
And we will, you know, monitor and update your account.
But it would basically be AI monitoring.
Updating their.
Account.
So it's like manager mini or something.
Yeah. Automated manager.
Okay, well, maybe.
Semi-automated semi-automated because it's still not fully automated.
A valuable. That seems like a hole. So I guess that's not getting us bigger clients. But I do think that there's more of those.
I guess, the leads that we're getting are these small ones. So I'm imagining most Google ads clients are these smaller ones.
I mean, if it was literally like add them into ad pixel.
If something breaks, it shows up as an alert.
Somebody looks at it.
Says it's good or bad.
We do a keyword or search term scan once a month.
We do.
Add scan once a month.
We fix policy issues and stuff that come up.
And we're available if they want to set a meeting.
You know.
Yeah.
Yeah.
Send them a monthly report.
Yeah. I think that's, I think that's actually a service that's valuable, and that would be an easier sell. Then I have something I can kind of give them a path.
Because I don't, I don't know. The coaching ones, I think I do help them a couple times. Most of them are just gone after that. They probably even turn up their ad accounts because they're spending so little and they don't.
But I don't know ultimately helping long term, these guys.
But that would, I guess, get us the other way. We'd probably be lowering the average.
Yeah, but if it's automated, I mean, then it's fine. But right now it's not there.
Okay.
Anyway.
So let's, let's be, I think, grateful. We have a good, this is a good pocket.
We're going in the right direction. All the things are, are moving.
Yeah. So say.
I mean, being too busy is a good problem.
In most business, they're probably not growing right now.
With AI stuff. We're actually in a space that we're competing against the computers.
The fact that we're kind of staying fairly flat or growing, I think is good.
That's a pretty good, it's a pretty good 2026.
So far, so good. I feel good about.
You know, halfway through the year.
I'll feel better when I can get these reports out in our app. And when our apps a little more functional.
But each day I get a little closer.
If we look back at last year, I guess this was on a residence paid us like 10K.
What do we. Let's see.
Still got one.
Two, three, four.
Five, six.
Look at all these people that you probably miss, the salon guy.
And rochester still the dildo guy.
We still have seven.
Seven's pretty good.
The only reason we made good money on that month was Renaissance.
Yeah.
All right, well, I think. I think it's good. All right.
I don't think I had anything else for you. Any other rocks?
Keep going.
So, yeah, if you could, you know, come up with our branding and our look.
I think what I would doing for it, I'm going to refine it on the little tools I'm making.
That's fine.
And then when you're kind of at a point where I can the template.
Well, we need.
What?
It for.
Your report looked like pretty good.
We need it for the report and any sort of presentation thing I make.
As well.
Yeah. All right, well, I'm going to make. I kind of have that little prisonation kind of template in here that I haven't really used myself yet.
But I'm an apology in here. And then don't worry.
Do some polishing. Put on your designer hat.
Yeah, don't. I I think the only comment I made was by your heart and you've improved it. I like your report.
Now.
And if you could.
I don't know.
I guess while you're moseying around, start noodling on.
What our business needs from a.
Resource or people perspective, because, you know, if we're doing more with Facebook right now, I, I have no way to automate or track anything in Facebook, so it's all manual.
It's all pretty hard.
I mean, content, I think, would be. We can get a freelancer to if we wanted a dive into that at some point. I don't know if we.
Just, just, just noodle on, on what you think.
Our next few months, year should, you know,
Start to look like.
Where, where you see the opportunities, you know, should we be selling books?
You know, you, you have some pretty good instincts, Nick. So just.
Noodle noodle on some.
Where, where do you think things are going? Where do you think we should be pointing.
Because my one concern.
Is that Google ads is going to get their connector to claud.
Everybody's going to have at least MCP, if not.
API access to their ads in cloud.
They'll just.
Have.
Well, I don't know everything about their business because they'll be asking claude everything about their business.
Why would Google make that so easy?
Then?
Like, they probably don't want that either. They don't like.
No, they.
They.
Were, they want people to spend money on ads. That's all they care about.
I know, but they have their own, like, little stupid recommendation engine that all it does is try to get budgets to go up.
Why would they want to have anthropic or open AI, like dictating what to do and what not to do? I probably. I. They might have connections like the apis because people are asking for it.
But I don't think they're going to want to make that easy. Maybe Gemini and their little AI tools inside Google ads.
But I don't think they want clawed looking at millions of accounts and saying Google ads sucks and referring.
You know, making recommendations that Google is not endorsing.
I feel like they're gonna, they're gonna try to stop that as much as possible.
Right? When you.
Why, why, what's the benefit of them?
So I don't think it's as simple as that, like this little some other company is going to be dictating Google ads.
I mean, I.
M fair.
Okay, well, we'll noodle, you know, get, get your brain to, to work.
Make sure.
We're, you know, climbing the.
The ladder that's leaned against the right wall.
You know.
Okay.
Keep noodling.
Just, you know, keep that in the back, back of your head.
Yeah.
I mean, just keep. We keep this. I think this is a.
Simple, like, if we got to fifth, I mean, I'm not saying that it's scalable completely. Obviously, we need to get it automated. And I think what you're doing with the tool you're taking, going to take some of the work down. You're also taking a lot of your time, probably with that.
I.
Correct.
So just simply having that at this point where it's not taking as much maintenance time.
You probably are feeling a little stressed because of that.
Yeah, because I'm not doing one or the other. I'm doing both at the same time.
Yeah. So.
I think that's, that's all gonna. We're in this little limbo area.
Yes, we are in the messy middle.
But we're, then this, we're still powering through. I think we're keeping clients fairly happy. I mean, you feel, you should feel good about.
Not losing any. So that means that's more to you than me.
I think I am turning our free sales opportunities into a few sales here and there. So if we had more leads, we could grow.
Yeah, but I don't think I can handle it currently.
So I think a few.
Slow growth is, is better.
Feels more sustainable.
Yeah.
All right.
Okay.
Go team. I'm gonna.
Gonna keep going.
Okay.
Me too. Got a few things.
Make, make, make sure you.
Don't build sauna guy.
Don't.
Fill.
Okay.
Don't build sauna guy. Send out invoices.
No, you said no sauna guy.
No, Sana guy invoices.
All right, let me check that.
All right.
Talk to you later.
Bye.