EFFN Systems · Operator Console

Leads · Total

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all time

Acquisition

Quiz · CTA Clicks

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"Show me what to build" clicked

Machine · Page Views

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landed on /machine/

Quiz · Intro Seen

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landed on /quiz/

Quiz · Started

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clicked Start

Quiz · Completed

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= leads total

Quiz · Drop-off

Variable distribution

Routing

Free Call · Tier

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→ install candidates

Soft Fit · Tier

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internal signal · still gets the call

DQ

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filtered out

Intentcall intent

Free Call Clicks

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→ booking page

Chat · Threads

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THE AGENT on the landing page

Chat · Messages

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visitor questions answered

Every lead, and what happens next

One list of everyone in play. Who has gone quiet, who is already handled, and who has nothing planned. The last one is the gap that costs you money.

Name	Warmth	Last heard	Last sent	Next planned
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In a live install the system decides the next move for every row, and anything it drafts waits for your approval before it sends.

Revenue · All Time

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all Stripe payments

Conversionmoney + bookings

Calls · Booked

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confirmed bookings

Activity · what went out

When	Via	What	Lead	Preview
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Recent leads

	When	Name	Variable	Tier	Stage	Score	Source
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Active client trackers

Each client gets their own private tracker URL. Data syncs to the server so you see everything they log here. Send them the URL and they can use it on any device.

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CLIENT RECORD

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Identity & Intake

Name

Age

Email

Start Date

Contact: Phone / Other

Role / Work Context

Stated Problem: In Their Words

Schedule Reality: What Their Week Actually Looks Like

The Diagnostic Mark each variable. Clear / Watch / Problem.

Variables interact. The job is not which ones are broken. It is which one is the first bottleneck holding everything else from holding.

The Diagnosis

Identified First Bottleneck

Diagnostic Read: Why This Is The First Lever

The First Move: What Gets Corrected First

The Athlete's Promise Benchmark Set on day one. The record the guarantee is measured against.

Complete all 12 weeks and don't hit the benchmark, coaching continues free until you do. This is the fixed record of what was set.

Category	Day-One Starting Value	12-Week Target
RHR Trend
Training Consistency %
Body Composition Direction
Energy / Recovery Self-Report
Strength Marker 1
Strength Marker 2
Strength Marker 3

Benchmark Notes

The 12-Week Tracker

The daily tracker the client logs in. RHR, sleep, caffeine, meals, training, etc. Opens in a new tab with the admin flag so you see everything they've logged.

Open 12-week tracker ↗

Session Log Check-in calls. Newest first.

Date

Quick Label

Covered

Adjustments Made

Follow Up

Week 12 Close-Out

Benchmark Outcome

Final Read

Retainer Conversation Outcome

Closing Notes

Saved

Onboarding docs sent

Send fillable, signable onboarding docs to clients. They get a unique URL, fill out, sign electronically (typed name + agreement checkbox). The signed copy is emailed to you with an audit trail (timestamp + IP).

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Agents

Background workers and AI flows running on your behalf. Dot is green if it fired today, yellow if recent, gray if idle. Count = fires today.

AI WritersClaude Haiku / Sonnet

Background WorkersCloudflare cron

Webhook Listenersinbound integrations

↳

Select a conversation

SMS, IG and FB DMs auto-reply by default. Toggle Manual on any thread to step in.

Auto-reply by channel

When ON, the AI ships replies automatically. When paused, drafts land in the Inbox tab and you get an SMS. Public channels (IG comments, Threads replies) default to paused for brand safety.

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AI prompts

Each AI touchpoint in the funnel is driven by a prompt here. Edits go live on the very next message, no redeploy. Leave one blank to revert to the built-in default. Dynamic prompts (per-lead context, like inbound SMS replies) aren't editable here; their core rules live in worker code.

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Meta CAPI · test fire

Fire a fake Purchase / Subscribe event with the exact same parameters Stripe would trigger on a real payment. Lets you verify the wiring works without checking out. Events show up in Events Manager → Test Events tab (while in test mode). Result of the call shows below each button.

Click a button above to fire a test Purchase event. Result + Meta API response will appear here.