FranDev Performance Dashboard

Operation Lunar Boutique — Taking the boutique to the moon 🚀
Mainstream Boutique Franchising · Snapshot: 2026-04-21 · Owner: Clay DeNicola (Katie Skrove, operational)
Data state note: "Disengaged Lead" status + 30-day auto-aging is pending FranConnect support (ticket filed 2026-04-20). Counts below model the intended distribution post-reclassification of ~1,677 aged "New Lead" records. Re-engagement Working metrics populate once the updated Lead Engagement tab is live (see SOP).

At a Glance — Intake

Total Pipeline
(Disengaged Leads in FC)
1,677
Pending reclassification
Leads Re-engagement Working
0
Status = Re-engagement - Working
% Leads Being Engaged
0.1%
(Re-eng + Intro + FDD) ÷ Pipeline
Introductory Calls Conducted
0
Status = Intro Call Conducted
FDD Disclosed & App Sent
1
Sadie Suel

Status Distribution — Top of Funnel (in Intake Stage)

StatusCountShare
New Lead (<30 days only)50.3%
Disengaged Lead1,67799.6%
Re-engagement - Working0—
Intro Call Conducted0—
FDD Disclosed & App Sent10.1%
Full breakdown mirrors the "FranDev Weekly Pulse" report in FranConnect → Sales → Reports.

Re-engagement Working

ACTIVE · WORKFLOW A
Fires on lead status → Re-engagement - Working. Sends first-touch SMS with Katie's Calendly link + internal notification email to Clay. Connection outcomes tracked via the Lead Engagement tab's Attempt log.
Re-engagement attempts in-flight0
Successful connections this week0
Intro calls scheduled from re-engagement0
Moved to dead this week0
Top converting channel (30d)— insufficient data
Channel mix + top converting channel populate once the Attempt-log fields are live in the Lead Engagement tab (see SOP).

Channel Mix of Connections (last 30 days)

ChannelAttemptsConnectionsConnect Rate
Phone00—
SMS00—
Email00—
Auto-calculated from the Attempt log (Date / Channel / Outcome) once field deployment completes. Drives the "Top converting channel" KPI above.

Workflow Automation — Workflow B

Workflow B — Intro Call Conducted ACTIVE
Fires when lead status → Intro Call Conducted · sends internal notification email to Clay.
Fires this week0
Downstream → FDD Disclosed0
Disengaged post-call0
Workflow C — FDD Sent via Portal (pending) QUEUED
On "FDD Sent via Portal?" = Yes → auto-advance lead status: Intro Call Conducted → FDD Disclosed & App Sent. Activates alongside Lead Engagement tab update.
StatusAwaiting field deployment
Expected go-liveWith Lead Engagement v2

Katie's Week-1 Queue — Top 10 Freshest

# Lead Date Entered Emails Read Heat Signal
1Leslie O'Hare2026-04-01110HOT
2Olivia Richardson2026-02-1245HOT
3Donna Gill2026-04-0715WARM
4Lisa Speelman2026-04-0215WARM
5Halalisani Maphumulo2026-02-0520WARM
6Danielle Stacy2026-02-1820WARM
7Chris Brady2026-02-2600COOL
8Jessica Rask2026-02-1800COOL
9Lisa Nilli2026-02-0900COOL
10Kathy Jonesross2026-02-0400COOL
See Week-1 Attack List .docx for working script + full priority logic.

Notable This Week

STRATEGIC
Katie Skrove started Day 1
Full handoff from Clay's queue. First 10 leads prioritized, workflows automating first-touch SMS + Clay-side internal notifications. Week-1 target: 50 leads contacted, 5+ intro calls booked.
SYSTEM
FC support ticket filed — auto-aging + bulk reclassify
Filed 2026-04-20. Requests (1) 30-day auto-transition New Lead → Disengaged Lead, and (2) bulk reclass of ~1,677 aged records. Once complete, Total Pipeline box and Status Distribution populate against the real Disengaged bucket.
OPPORTUNITY
Olivia Richardson — 4 emails read, never contacted
Highest email-engagement lead in the top-20. Sitting untouched since Feb 12. Katie's #2 priority this week.
Refresh cadence: Static snapshot. Dynamic native report lives at FranConnect → Sales → Reports ("FranDev Weekly Pulse"). Katie updates KPI numbers every Friday EOD before the Monday CEO sync. A future v3 will auto-refresh via FranConnect API + the Lead Engagement tab Attempt log.