Team Dashboards — Live Snapshot
🔴 Active Blockers Across Team
📈 Value Delivered This Month
📋 Actions Due This Week
💰 Revenue Architecture
AUM Revenue
—
Primary exit driver · 12× multiple
Planning Fees
—
CTAP + Family CFO + VIP
Total Revenue
—
Goal: $15M / 3yr
Exit Value
—
AUM × 12 exit multiple
🤝 WAN Referral Partner Engine
Partner Economics
$30K implementation fee
$12K/yr planning retainer
0.75% AUM ongoing
20% ongoing revenue share
10% exit revenue share
12× exit multiple on AUM
$12K/yr planning retainer
0.75% AUM ongoing
20% ongoing revenue share
10% exit revenue share
12× exit multiple on AUM
Per Partner Value (Typical)
Impl fee: $30,000
Planning (5yr): $60,000
AUM (0.75% × $5M × 5yr): $187,500
Exit share (10% × 12× × $3.75M): $4.5M
Total LTV per partner: $4.75M+
Planning (5yr): $60,000
AUM (0.75% × $5M × 5yr): $187,500
Exit share (10% × 12× × $3.75M): $4.5M
Total LTV per partner: $4.75M+
Target State
AUM Goal: $500M
Exit @ 12×: $6B firm value
Revenue Goal: $15M / yr
MS Legacy Book: Re-engage priority
WAN Partners: Growing
Model Client: Alicia Starr 26×
Exit @ 12×: $6B firm value
Revenue Goal: $15M / yr
MS Legacy Book: Re-engage priority
WAN Partners: Growing
Model Client: Alicia Starr 26×
⚙️ Assembly Line — Business Strategy Dashboard
↗ Open Full Screen
📊 Cross-Team Pipeline — All Active Clients
| Client | Program | Phase | Don (Sales) | Gregg (Impl) | Ryan (Rel) | Brandon (Log) | Value Delivered | Multiple | Sprint Day | Status |
|---|
🔔 All Alerts & Blockers — Cross-Team
✅ Overdue Actions — All Dashboards
| Owner | Client | Action | Due | Days Late | Priority | Status |
|---|
📅 This Week — Across All Teams
| Owner | Client | Action | Due | Priority |
|---|
Appt Target / Month
68
Lacee's calendar goal
Max CAC
$2,500
Cost per closed engagement
Target Closes / Month
34
At 50% close rate
Revenue Target
$500K
Per month gross
🎯 Prospect Tools & Lead Capture
🎯
Exit & Freedom Snapshot™
7-input prospect calculator. Shows after-tax walk-away, tax drag, passive income gap, and Exit Readiness Score. Captures contact info — emails results to Dana and the prospect automatically.
Also at: esowcazf.gensparkclaw.com (after 4:12 AM UTC)
📊
Free Look™ Hub (Internal)
CTAP Tax Free Look™, IAA Investment Free Look™, and 1031 Exit Free Look™ — three real-time diagnostic calculators for use during prospect calls.
Internal use only — not for prospect sharing
📎 All Tool Links
🎯 Prospect Pipeline
Cornell Capital Holdings · All active prospects · Hormozi-style close sequence
📋 Pipeline by Stage
Source Breakdown
Priority Split
All Prospects
| Actions | Name | Company | Stage | Priority | Est. Net Worth | Deal Size/yr | Source | WAN Partner | Owner | Next Action | Next Date |
|---|
📌 Recent Activity