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OPEN
24
DUE TODAY
8
COMPLETED
112
IDCUSTOMERSTATUSDUE
#1042Bayview DentalScheduledToday
#1041Coral RealtyIn ProgressToday
#1039Palm Auto CareAwaiting PartsThu
#1036Luna SpaCompletedMon
#1035Ortega BuildersCompletedMon
03
ACTIONLead ScoringScore & assign owner
✓
portal.yourbusiness.com
CLIENT PORTAL Welcome back, Elena
Active Projects
3
Open Invoices
1
Website Rebuild64%
01
TRIGGERWebsiteNew lead submitted
✓
TodayYour business at a glance
APPOINTMENT
10:30 AM · Luna Spa
NEW LEAD
Coral Realty · Website
PAYMENT
Invoice #1036 paid
06
ACTIONTeam AlertNotify on mobile
✓
02
ACTIONCRMCreate contact
✓
04
ACTIONEmail & SMSSend welcome sequence
✓
05
ACTIONCalendarBook consultation
✓
Hi! Do you have any openings this Saturday?
Hi, I'm Mindy. I have 10:30 AM or 2:00 PM available. Which works best for you?
2:00 PM, please.
You're booked for Saturday at 2:00 PM. I just sent you a confirmation by text.
SR Sofia RamirezNew customer · Created today
STAGEConsultation Booked
NEXT STEPSat · 2:00 PM
SOURCEMindy · Chat
OWNERFront Desk
ACTIVITY
Chat with Mindy · 4 messages2:12 PM
Consultation booked for Sat 2:00 PM2:13 PM
Confirmation sent by text2:13 PM
Added to welcome sequence2:14 PM
Mindy AI VIRTUAL ASSISTANT
Pipeline This Week
NEW QUALIFIED BOOKED WON
Marcus Lee
Website
Ana Torres
Social Ad
Daniel Cho
Referral
Priya Shah
Phone Call
Luis Ortega
Repeat Client
Sofia Ramirez
Mindy · Chat
Leads by Channel Last 8 Weeks
NEW LEADS
128
BOOKED
46
AVG. RESPONSE
< 1 min
128 leads
Website Mindy Chat Campaigns
Salon website on laptop, desktop and phone
BEAUTY & WELLNESSOnline booking, client records & automated reminders
Real estate website on laptop, desktop and phone
REAL ESTATELead capture, routing & listing platforms
Online store on laptop, desktop and phone
RETAIL & E-COMMERCEOnline stores, inventory & order automation
Racing team website on laptop, desktop and phone
SPORTS & EVENTSRegistrations, sponsor pages & fan communications
Software & AI Solutions

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01
Understand

We start with the challenge: how your business runs today, where it gets stuck, and what a better outcome looks like.

02
Design

We define the right approach: the solution, the integrations, and the interface, before any code is written.

03
Build

We develop the solution, connect it to your systems, and test it against real data and real workflows.

04
Refine

We launch, train your team, and keep refining the solution as your business evolves.

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