I started a ai agency and the service I sell is a lead outbound qualifier and appointment booker. It also stores and organizes information in a crm. The tools I use for this are n8n for connecting everything, retell ai for the caller, twillio for the phone number provider, airtable for the crm, and cal.com. Now I want to take all of this and make a custom fronted dashboard so my clients can see everything like what my business is doing for them and the data within the separate tools, is this all possible? If so would it be better to build new dashboards for each client or all have one where they login and only see their information within the dashboard. Any and help would be gratefully appreciated!

The businesses that win aren’t the ones posting the most…They’re the ones who automate the fastest. Here are the 15 automations every business needs before the holiday rush hits (or you will lose sales you could’ve kept): 1 Lead Capture – Every lead from your site, ads, IG, WhatsApp goes straight into your CRM. Zero lost prospects. 2. Instant Follow-Up – 3-second auto replies via email/SMS/DM.Fastest reply = wins the sale. 3. Abandoned Cart Recovery – 3-step reminder sequence = easy 10–30% extra revenue. 4 . Promo Countdown – Schedule “early access,” “live now,” and “last chance” blasts. 5. 24/7 AI Support – Answers customer questions even at 2AM. 6. Automated Onboarding – Every buyer instantly gets steps, access links, and instructions. 7. Checkout Upsells – “Add this for 20% off.” Boost AOV without work. 8 Auto Discount Codes – Send codes based on behavior: new, returning, viewed-but-didn't-buy, etc. 9 . Content Scheduler – December posts planned & posted automatically. 10 Review Automation – Collect reviews on autopilot; send bad ones privately. 11 CRM Auto-Updates – Leads move through your pipeline without manual dragging. 12 Retargeting Triggers – Auto-show ads to people who visit, watch, add to cart, etc. 13 Support Routing – Sorts and sends issues to the right place instantly. 14 Stock Alerts – Notify customers when items sell out or restock. 15 Year-End Reports – Auto-generate your revenue + performance insights for January planning. 🎁 Honest truth:December rewards businesses with systems not hustle. If you automate even 5 of these, your holiday revenue (and stress levels) will look completely different.

Most businesses lose money not because of marketing… but because of: 1 Slow follow-up 2 Messy CRM 3 Missed appointments 4 Manual customer replies 5 No automations These small cracks silently kill sales every single day. ⚡ I help businesses fix this using automation, CRM cleanup, and AI agents so every lead gets answered, tracked, and converted. If you want me to check your setup and show you what’s blocking your revenue, comment “Fix My System” or DM me.

A messy CRM is costing you money literally. Use your FREE $25 in VA work to clean it up, refresh it, and get it running efficiently. We will: remove duplicates clean your lists revive dead leads tag and categorize separate real prospects from noise organize follow-ups It’s a simple decision: Clarity or chaos?

Most business owners think they need more followers, more ads, more posts… But the truth?You probably just need better systems. Most people are losing clients because: - They reply slow - They forget follow-ups - They can’t track leads - Their website doesn’t build trust - Their workflow is all over the place And you don’t need “a big team” to fix any of this. A simple website that makes you look credible.A CRM that keeps every lead in one place.Automation that books calls for you while you sleep AII agents that handle the boring tasks you hate. Small things → massive difference. If 2024 felt chaotic for your business, it’s not because you’re lazy. It's because you’re doing everything manually. If you’re done with that, just comment “READY”(I’ll send you something that’ll actually help not a sales pitch.)