Best AI Solutions — The Agentic Workforce

10-Week Build

Phase 1 Active — UI/UX Prototypes

Phase 1 / 4

Not Started

In Progress

Completed

Today's Achievements

Mar 14, 2026

System Metrics

Active Clients 0

Target: 1,000 clients

MRR $0

Target: $250K MRR ($3M ARR)

ARR Progress 0%

$0 / $3,000,000 ARR

Agents Deployed

Prototypes in Review

AI Credit Usage

March 2026 — vs. Monthly Budget

$127.43 / $500.00

Claude MaxSubscription

$100.00

Fixed monthly plan

Active — unlimited within plan

Claude Opus APIPay-per-use

$18.72

Budget: $150.00/mo

12.5% of budget — on track

Gemini (Vertex AI)Pay-per-use

$8.71

Budget: $200.00/mo

4.4% of budget — on track

Monthly TotalON TRACK

$127.43

Budget: $500.00/mo

$372.57 remaining — 25.5% used

Projection: At current pace, February total will be ~$312 — $188 under budget

AI Agent Activity

Last 30 Days — Tasks Completed

30d

10-Week Build Roadmap

Parallel execution across Engineering & UI/UX streams

Phase 1 ACTIVE

Weeks 1–2

■Firebase Setup + Auth Architecture

■Kanban Dashboard + AI Agent Blueprint

40% complete

Phase 2

Weeks 3–4

■Stripe Billing + Multi-tenant Logic

■Web Agent (Claude + Cloudflare)

Not started

Phase 3

Weeks 5–7

■Google & Meta API Integration

■Google Agent & Social Agent UIs

Not started

Phase 4

Weeks 8–10

■Vertex Voice + LSA API Integration

■Phone Agent + Ads Agent

Not started

Streams:

Engineering / Architecture

UI/UX Design

Total Clients

12/ 1,000 target

Progress to goal1.2%

Active MRR

$1,800/mo

+$300vs last month

Avg Agents / Client

2.4agents

7 agents available per client

Churn Rate

Healthy

All Clients

Manage and monitor your client accounts

Client	Industry	Status	Agents Hired	Monthly Rev	Joined	Actions
						View
No clients match your search.

Recent Activity

Clients by Industry

Distribution across service trades

Agent Fleet Overview

Fleet-wide performance across all client accounts

7 Agent Types

Total Agent Hires🤖

Active agent subscriptions across all clients

+5 this month

Agent Revenue💰

$1,700/mo

Reactivation & customer nurture

Live

of 12 clients

$100

monthly revenue

Performance

12 reactivations, 47 reviews, 23 referrals

Adoption Rate17%

Revenue Opportunities

Clients without specific agents — upsell targets

Client	Industry	Missing Agents	Potential MRR

No upsell opportunities for this agent

Agent Activity — This Month

Tasks and actions completed per agent type — March 2026

Mar 2026

Analytics

March 2026 — Performance & Growth Insights

Live Data

Leads CapturedThis Month

847

Across all client accounts

Avg per client70.6 / client

Appointments Booked+12%

274

Pushed to Jobber / HCP

Avg per client22.8 / client

Lead → Booked+4%

32%

Conversion rate across all clients

Industry avg~22%

Agent TasksThis Month

3,733

Posts, calls, emails, videos, nurture & updates

Avg per client311.1 / client

Lead Funnel

All client accounts combined — March 2026

Leads Captured

847

100%

Qualified

512

60.4%

Booked

274

32.3%

Converted

189

22.3%

Funnel Efficiency:60.4% qualification rate · 53.5% booking rate (of qualified) · 69.0% close rate (of booked)

Agent Activity Breakdown

Tasks completed by agent type — March 2026

🌎Google Agent

1,247 tasks

Posts published, Q&A responses, profile updates

📲Social Agent

842 tasks

Social posts, review responses, comment management

📞Phone Agent

623 tasks

Calls handled, chats answered, appointments booked

🌐Web Agent

389 tasks

Page updates, SEO tweaks, content refreshes

📈Ads Agent

311 tasks

Bid adjustments, lead feedback, budget optimizations

🎥Video Agent

187 tasks

Videos created, channel management, cross-distribution

💌Nurture Agent

134 tasks

Reactivation campaigns, review generation, referral outreach

Total agent tasks this month3,733

Estimated Client Revenue Generated

Approximate value delivered to clients from booked appointments

March 2026

$384K

Est. revenue generated for clients

274 appointments × ~$1,400 avg job value

145x

Platform ROI for clients

$384K generated vs. $2,650 total subscriptions

$32K

Avg revenue per client

Strong value justification for $250/mo avg

Additional Value Delivered

Non-revenue impact tracked via Ava conversations — powerful for marketing materials

Marketing Gold

47 hrs

Owner Time Saved / Month

Avg 3.9 hrs/client from automated calls, posts, reviews

$4,820

Monthly Expenses Eliminated

3 clients dropped answering services, 2 cancelled web hosting, 1 reduced part-time staff

Services Replaced by Agents

Data collected via Ava post-onboarding conversations

How we collect this: Ava asks clients naturally during check-ins: “Have you been able to drop any services since your agents started?” Responses feed directly into these metrics and our marketing case studies.

Total Platform CostThis Month

All agent costs across all clients

Budgeted

Total RevenueThis Month

Agent revenue (excl. base fees)

+ Base fees+ $600

Blended MarginWeighted

Across all active agents

Target> 90%

Avg Cost / ClientThis Month

Total cost / 12 active clients

Avg revenue / client$220.83

Per-Agent Cost Breakdown

Budget vs. actual cost per agent type — March 2026

Mar 2026

Agent	Clients	Budgeted	Actual	Variance	Revenue	Margin

TOTAL

High-Usage Alerts

Clients with abnormally high agent usage this month

2 Alerts

⚠

Canyon County Plumbing — Phone Agent487 minutes

Call volume is 4.9x the expected average of 100 min/mo. Current cost: $48.70 (approaching revenue threshold). Investigate possible misuse or exceptionally high legitimate call volume.

⚠

Treasure Valley Roofing — Video Agent14 videos

Video generation is 3.5x the expected average of 4 videos/mo. Current cost: $14.00 (within margin but elevated). Client may be testing extensively post-onboarding.

🌎

Google Agent

AI content (posts, responses)~$0.50

DataForSEO heatmaps~$0.75

AI search presence checks~$0.10

Twilio SMS (review requests)~$0.20

SendGrid emails~$0.01

Total per client~$1.56

📞

Phone Agent

Vertex AI voice (~100 min/mo)~$10.00

Twilio phone + minutes~$3.00

Total per client~$13.00

Highest cost agent — monitor usage closely

📷

Social Agent

AI content generation~$0.50

Image generation~$0.50

Total per client~$1.00

🌐

Web Agent

Cloudflare / Firebase hosting~$0.00

Claude API (site gen + updates)~$0.25

AI blog content (2-4 posts)~$0.50

Total per client~$0.75

💸

Ads Agent

AI optimization logic~$0.25

Google LSA API calls~$0.10

Meta + Nextdoor API calls~$0.05

Total per client~$0.40

🎥

Video Agent

Google Veo (Vertex AI)~$1.00

Template-based (Remotion/FFmpeg)~$0.00

Video hosting/processing~$0.50

Total per client~$1.50

💌

Nurture Agent

AI content (nurture sequences)~$0.30

Twilio SMS (campaigns)~$0.30

SendGrid emails~$0.10

Total per client~$0.70

MRR+$450

$2,650

Monthly Recurring Revenue

vs. last month+20.5%

ARR Run RateProjected

$31,800

MRR x 12 annualized

Target: $3M ARR1.06%

Active Clients+3

Paying subscribers

Target: 1,0001.2%

Avg Rev / ClientOn Track

$220.83

Revenue per client per month

Target: $25088.3%

SaaS Health Metrics

Key metrics for growth tracking & valuation

CAC

$127

Avg cost to acquire one client

Target< $200

LTV

$2,125

Avg $170/mo × 12.5 mo retention

LTV:CAC Ratio16.7x

WAE

42%

Clients with Ava interaction this week

5 of 12 clientsHealthy

NRR

108%

Expansion revenue vs. churn losses

Target> 100%

MRR Trend

Monthly Recurring Revenue — Last 6 Months

Trending Up

Client Acquisition

New clients onboarded per month

15 Total

Agent Adoption

Active hires by agent type

Google Agent

8 clients

Phone Agent

7 clients

Social Agent

6 clients

Web Agent

4 clients

Ads Agent

4 clients

Video Agent

3 clients

Nurture Agent

2 clients

Blueprint Conversion Funnel

Our own lead-to-customer pipeline — March 2026

Ad Impressions

12,480

100%

Blueprint Starts

247

2.0%

Blueprints Completed

168

68%

Signed Up

25%

Paying Clients

29%

Key Rates:2.0% ad-to-Blueprint · 68% completion rate · 25% Blueprint-to-signup · 29% signup-to-paid

Churn Tracking

Client retention & churn analysis

Net +2 This Month

Churn RateMONITOR

8.3%

1 of 12 clients lost

ChurnedMar 2026

Client account cancelled

Avg LifetimeAll clients

3.2 mo

Average client tenure

Net ChangeGROWING

3 added, 1 churned

Churned Client Detail

March 2026

Client

Boise Roofing Solutions

Plan

Base + 2 Agents ($250/mo)

Tenure

2.4 months

Reason

Budget constraints

Revenue Overview

Stripe-powered financial summary — March 2026

12 Active Clients

Current MRR+$450

$2,650

vs. $2,200 last month

Projected ARRMRR x 12

$31,800

Progress to $3M target1.06%

Avg Revenue/Client

$220.83

Target: $250.00/mo

Collection RateHealthy

97.5%

1 failed payment this month

Revenue by Component

Monthly recurring breakdown

AI Workforce Platform$50 x 12 clients

$600/mo

27.3% of total MRR

Agent Hires (All)$50 x 34 hires

$1,700/mo

72.7% of total MRR

Agent Breakdown

Google Agent

5 hires$250/mo

Social Agent

4 hires$200/mo

Phone Agent

4 hires$200/mo

Web Agent

2 hires$100/mo

Ads Agent

2 hires$100/mo

Video Agent

3 hires$150/mo

Nurture Agent

2 hires$100/mo

Monthly Revenue

Last 6 months — MRR growth

+20.5% MoM

Recent Transactions

All Stripe charges — last 30 days

12 transactions

Date	Client	Description	Amount	Status
				PaidPending Failed

Client Billing Status

Subscription health across all accounts

10 Current1 Past Due1 Cancelled

Client	Plan	Agents	Monthly Total	Status	Next Billing
		Base only		Current Past Due Cancelled

1 Failed Payment Requires Attention

ACTION NEEDED

Client

Valley Plumbing & Drain

Amount

$200.00

Last Attempt

Feb 20, 2026

5 days ago

Total Partners🤝

Registered partner accounts

Partner Clients👥

Clients under partner accounts

Partner MRR💰

Monthly recurring revenue from partners

White-Label🎨

Full white-label partners

Partner Accounts

Manage white-label and co-branded partners

Partner	Mode	Domain	Liaison Name	Clients	MRR	Status	Preview
					$

Brand Preview

Preview how the platform looks for each partner

Select Partner

Dashboard accent color

Liaison Name:

Footer Mode:

White-Label Architecture

How the branding config layer works

📄

Branding Config Document

Every tenant has a branding config in Firestore: companyName, logoUrl, accentColor, colorScheme, customDomain, liaisonName, footerMode, emailFromName, smsFromName.

🎨

Branding Modes

Co-Branded: Partner logo primary, "Powered by Best AI Solutions" in footer.

Full White-Label: Partner branding only. No mention of Best AI. Premium tier.

🌐

Custom Domain

Partners point their subdomain via CNAME to our Cloudflare. SSL handled automatically. Zero additional hosting cost.

💰

Volume Pricing

100+ locations: $40/agent. 500+: $35/agent. 1000+: $30/agent. Best AI retains 100% of agent revenue.

Manage promo codes, affiliate partnerships, and revenue sharing

Active Codes🏷

Currently active promo codes

Total Redemptions👤

All-time code uses

Revenue from Promo Users💰

Agent revenue from promo clients

Avg Discount💵

Weighted average discount given

Promo Codes

All promo codes across campaigns and affiliates

Code Type Discount Affiliate Status Redemptions Created Actions

Clients using

Client	Industry	Signup Date	Agents	Agent Rev	Base Fee	Discount	Affiliate Share	Status
					$50

Total Affiliates🤝

Registered affiliate partners

Active Affiliates✅

Currently active partnerships

Referred Clients👥

Total clients from affiliates

Monthly Rev Share💰

Currently owed this month

Affiliate Partners

Manage affiliate partnerships and revenue sharing

Affiliate Organization Promo Code Discount Referred Mo. Rev Share Total Earned Status Clients

Clients referred by

Client	Industry	Signup Date	Agents	Agent Rev	Base Fee	Rev Share %	Affiliate Share	Status
					$50

Revenue Share Trend

Monthly affiliate payouts over time

Total Paid Out💰

All-time payouts to affiliates

Pending Payouts⏳

Awaiting processing

Next Payout Date📅

Apr 01

Monthly payout cycle

Avg Monthly Payout📊

Average across all months

💰

Payout History

Filter by date range to view affiliate payouts

or to

Filtered

Affiliate

Period

Clients

Rev Share

Paid

Status

Method

Date

Actions

Emails Sent (MTD)

14,280

+12% vs last month

Open Rate

42.8%

Industry avg: 21%

Blueprint Clicks (CTR)

714 (5.0%)

Target: 5%

Conversions (MTD)

0.50% conv rate

Outreach Funnel

Domain Health

Domain	Status	Sent (MTD)	Open Rate	Bounce Rate	Reputation

Sequence Performance

Sequence Step	Sent	Opened	Clicked	Replied	Converted
Email 1 — Personalized Insight	14,280	6,112 (42.8%)	714 (5.0%)	490 (3.4%)	42
Email 2 — Competitor Data (Day 3)	8,168	3,185 (39.0%)	327 (4.0%)	245 (3.0%)	20
Email 3 — Heatmap Teaser (Day 8)	5,310	1,912 (36.0%)	186 (3.5%)	133 (2.5%)	9
Total (3-email sequence)	27,758	11,209	1,227	868	71

Outreach Assumptions — Budget vs Actual

Metric	Projected	Actual	Variance	Status

API Cost Breakdown (Monthly)

Service	Usage	Budgeted	Actual	Pace

Total Monthly Outreach Cost

Avg MRR per Client:

Month 12 ARR

Month 12 Active Clients

Year 1 Net Cash Flow

Avg Gross Margin

Monthly Revenue vs Costs (Cumulative Net)

12-Month Projection Detail — $/mo Avg MRR

Month	New	Churned	Active	MRR	Outreach Cost	Serving Cost	Total Cost	Net	Cumulative	Margin

Assumptions: 5% monthly churn, domain ramp 150/300/450 new clients capacity over months 1-3, conservative 0.5% conversion rate, Stripe 2.9% fee. Green rows = 1,000+ active clients milestone. No referral flywheel or paid ads modeled.

Executive Team

Manager Layer

Today's Task Distribution

Executive Team (3 agents)

🤖

Rudy Lead Architect Active

Manages 7 dev sub-agents across the 10-week build roadmap. Assigns tasks, reviews output, reports to John.

tasks today

10-Week Activation Timeline

Active Now Pixel

Week 1 Rex · Nova

Week 2 Blaze · Flux · Q

Phase 7 Shield

Add New Partner

Configure white-label or co-branded partnership

Partner Name

Partner Type

Branding Mode

Custom Domain

Accent Color

Liaison Name

Footer Mode

Create Promo Code

Generate a new promo code for campaigns or affiliates

Promo Code

Code Type

Discount Level

Linked Affiliate

Expiration Date

Usage Limit

Notes

Add Affiliate Partner

Affiliate / Partner Name

Organization Type

Contact Name

Phone

Promo Code

Discount Type

Payment Method

PayPal Email

Notes

Total Issues

Open

Fixed (Awaiting Verify)

Verified

Showing of issues

	ID	Status	Severity	Page	Description
Issue Found 📷
No issues match your filters.

Total Services

Completed

In Progress

Not Started

Launch Readiness

Date	Caller	Duration	Type	Outcome
Feb 28, 3:42 PM	Maria Gonzalez	8:24	Inbound	Booked
Feb 28, 2:15 PM	Tom Baker	12:38	Inbound	Booked
Feb 28, 11:30 AM	Unknown	1:12	Inbound	Spam
Feb 28, 9:05 AM	Jennifer Lewis	6:55	Inbound	Nurturing
Feb 27, 10:48 PM	David Chen	4:32	After-hours	Booked
Feb 27, 4:20 PM	Lisa Park	15:42	Inbound	Booked
Feb 27, 1:10 PM	Robert James	9:18	Inbound	Booked
Feb 27, 8:30 AM	Sarah Williams	7:05	Inbound	Booked

Date	Title	Type	Platform	Status
Feb 28	Spring Roof Inspection Checklist	AI Generated	YouTube + GBP	Published
Feb 27	Before & After: Eagle Roof Replacement	Client Clip	IG + FB + YT	Published
Feb 26	5 Signs You Need a New Roof	AI Generated	YouTube Short	Published
Feb 25	Meridian Shingle Replacement Timelapse	Client Clip	IG Reel + FB	Published
Feb 24	Meet Our Crew — Team Introduction	AI Generated	YouTube	Published
Feb 23	Storm Damage Repair Walkthrough	Client Clip	YouTube + GBP	Published

10-Week Build

Today's Achievements

System Metrics

AI Credit Usage

AI Agent Activity

10-Week Build Roadmap

All Clients

Clients by Industry

Agent Fleet Overview

Agent Roster

Google Agent

Social Agent

Phone Agent

Web Agent

Ads Agent

Video Agent

Nurture Agent

Revenue Opportunities

Agent Activity — This Month

Analytics

Lead Funnel

Agent Activity Breakdown

Estimated Client Revenue Generated

Additional Value Delivered

Per-Agent Cost Breakdown

High-Usage Alerts

Google Agent

Phone Agent

Social Agent

Web Agent

Ads Agent

Video Agent

Nurture Agent

SaaS Health Metrics

MRR Trend

Client Acquisition

Agent Adoption

Blueprint Conversion Funnel

Churn Tracking

Revenue Overview

Revenue by Component

Monthly Revenue

Recent Transactions

Client Billing Status

1 Failed Payment Requires Attention

Account Information

Authentication

Danger Zone

Email Notifications

SMS Notifications

Delivery Settings

API Keys & Integrations

Agent Defaults

Google Agent Defaults

Social Agent Defaults

Phone Agent Defaults

Web Agent Defaults

Ads Agent Defaults

Video Agent Defaults

Nurture Agent Defaults

Logo

Brand Colors

Default Theme

Partner Accounts

Brand Preview

White-Label Architecture

Branding Config Document

Branding Modes

Custom Domain

Volume Pricing

Promo Codes

Clients using

Affiliate Partners

Clients referred by

Revenue Share Trend

Payout History

Invoice Detail — —

Outreach Funnel

Domain Health

Sequence Performance