Thursday 6 August 2026, 2:30pm
What needs you today
$197,500 of pipeline has gone 77 days without a touch.
32 deals from the May outreach push are still sitting at "appointment scheduled" — and every one of them hits its close date within 12 days. Meanwhile 5 new consults are booked in the next two weeks and 4 finished deliverables have never been sent. The leads are arriving. The follow-through is where it is leaking.
Consults booked
next 14 days
5
▲ healthy
Real leads
last 30 days
6
Calendly only
Stalled pipeline
$197,500
▲ 77d cold
Deals expiring
within 12 days
32
needs action
Deliverables
finished, unsent
4
revenue earned
Live deals
actually moving
4

Booked consults 4 upcoming

THU 6Erika Reyes · Lonvera HealthNew longevity brand, pre-launchConsult
FRI 7Luke Cuccia · Eagle Creek Ranch RecoveryTreatment centerConsult
TUE 11Huma Haider · Lonvera HealthSecond Lonvera contactConsult
THU 20James Owen · Camp PivotConsult

Finished, never sent 4 items

16d agoWeider audit + emailFor Gianni SblendorioSend
19d agoCoolerRacks audit + emailFor RobertSend
todayLegacy competitor PDFFor Meagan WilliamsSend
todayKor Health follow-up emailFor Raneen ChehimiSend

Stalled pipeline the May outreach push

$8,000Dr. Sanjay Grover Plastic SurgeryUntouched since 21 MayCold
$8,000Gallery of Cosmetic SurgeryUntouched since 21 MayCold
$8,000Breakaway HealthUntouched since 21 MayCold
$8,000Ocean RecoveryUntouched since 21 MayCold
$8,000Cruise Plastic SurgeryUntouched since 21 MayCold
$8,000Sarah Jebreil DDSUntouched since 21 MayCold
$8,000Longevity HealthcareUntouched since 21 MayCold
$8,000OHMI Anti-Aging CenterUntouched since 21 MayCold
+24more in the same stateAll created 16–17 May, all last touched 18–21 May

Deals actually moving

$2,000The DRIPBaR Huntington BeachProposal SENT by text 3 Aug — 3 days out, follow up · touched 2026-08-06Hot
—Eagle Creek Ranch RecoveryConsult TOMORROW, Fri 7 Aug 9:30am · touched 2026-08-06Hot
—Kor HealthFollow-up Mon 10 Aug 9:00am — recap email drafted, unsent · touched 2026-08-06Hot
—Lonvera HealthFollow-up Tue 11 Aug 10:00am — 2 contacts booked in one day · touched 2026-08-06Hot

Real leads Calendly consultations only

30 days6 real leadsEvery one from the Pelora Marketing Consultation linkSource
Raneen Chehimi / Kor Health
Erika Reyes + Huma Haider / Lonvera Health
Luke Cuccia / Eagle Creek Ranch Recovery
Shankar KC / The DRIPBaR HB
James Owen / Camp Pivot
Robert Newberry
64 total HubSpot contacts, but most are NOT PELORA leads. Do not present this as a pipeline number.

Organic — Search Console peloramarketing.com · last 3 months

Clicks59 clicks · 6,020 impressionsLast 3 months · sc-domain:peloramarketing.com1.0% CTR
PositionAverage position 28.3Page three. 1% CTR is what page three looks like.Page 3
12 clk"pelora"79 impressions · BRAND — people already looking for youBrand
1 clk"social media marketing"11 impressions
Alertpeloramarketing.com/newport-beach-marketing-agency.html — impressions down 97%Investigate
6,020 impressions produced 59 clicks in three months. Average position 28.3 is page three, and 1% CTR is what page three looks like. 12 of those 59 clicks are the query 'pelora' — your own name. So non-brand organic is delivering roughly 4 clicks a week from all of Google. The site is indexed and readable; it simply isn't ranking. This is the same conclusion the AEO audit reached from the other direction, now with a number on it.
MissingGA4 (G-XGQZGMTTNL) and Bing Webmaster not yet pulled.Read from Google Search Console in the browser, 6 Aug 2026. NOT automated — the Search Console API needs a service account before this refreshes on its own. Treat as a dated snapshot.Snapshot

Paid — Meta Pelora Marketing account · last 30 days

Pelora New Leads Campaign 7/30$151.66 spent · 49 clicks · 2.73% CTR · $3.10 CPC · 0 leads, no leadsSpending, 0 leads
Creative is fine — 2.73% link CTR is healthy and 49 people clicked. The failure is after the click: 49 clicks, zero leads. Suspect the Lead event is not firing rather than the offer failing outright.
Pelora | Retargeting | Free Audit$97.33 spent · 65 clicks · 3.17% CTR · $1.50 CPC · 4 leads, $24.33/leadOff
This one WORKS and it is switched off. 4 leads at $24.33, CPC less than half the active campaign's.
New Awareness Campaign july 28th$42.48 spent · 3 clicks · 0.02% CTR · $14.16 CPC · 0 leads, no leadsOff
0.02% CTR and $14.16 a click. Correctly off.
4 unpublished changes'Review and publish (4)' is sitting unclicked in this account. Four edits are drafted and NOT live.Review
Other accountsAd account 4043111215547 has nothing active and zero impressions in 30 days; its Pelora Surfaces 7/30 and Pelora Marketing 7/13 campaigns are still IN DRAFT with 14 unpublished changes.
Not yet automatedRead manually from Meta Ads Manager in the browser on 6 Aug 2026 — the Meta MCP connector is still unauthorized, so this is NOT yet automated. Reconnect it at claude.ai > Settings > Connectors > Meta Ads to make the 6am job pull this on its own.Reconnect

Data sources what's wired up

HubspotMCP connectorLive
Google CalendarMCP connector — Calendly syncs into itLive
GmailMCP connectorLive
GA4G-XGQZGMTTNL installed sitewide; needs service-account access to the Data APINeeds key
Search ConsoleProperty linked to GA4; needs API access grantedNeeds key
Bing WebmasterNeeds Bing Webmaster Tools account + API keyNeeds key
Meta AdsConnector exists but is NOT authorized — no Meta tools are reachable. Fix: claude.ai > Settings > Connectors > Meta Ads > reconnect. Takes about a minute. The 6am job picks it up automatically on the next run after that. Campaign to watch: the PELORA Marketing campaign Preston re-enabled 6 Aug (created ~7/30).Re-auth
Google AdsRequires developer token — external approval, start firstNeeds key

CRM hygiene

3 test records still in the database (test@example.com, PELORA WIRE TEST, Test Booking Conversion Verification)
Preston Durnford is in contacts as a lead — self-record, remove
Deal stages are drifting from reality. WholeHealth sat at 'Contract Sent' while already an active client, which put a paying customer in the prospect pipeline. Worth a pass over every open deal to ask: is this stage still true?
Leyah Love is tagged a lead but is a personal contact. Everyone booking the 'Connect & Catch Up' Calendly type is a friend, not a prospect — that event type should not create HubSpot leads at all. Worth fixing at the Calendly-HubSpot integration so it stops happening.

Active clients · 1

WholeHealthMeagan Williams · One owner, two brands, active for months. Both run the full recurring package.
ACTIVE CLIENT (Closed Won) — $3,500 deposit + $2,500/mo retainer, both brands

WholeHealth Concierge Concierge nursing

Social posts1–2 / week, scheduled a month aheadNo access
AI-generated posts2 / weekNo access
Blog posts~4 / weekNo access
Service pagesNew + refreshed, ongoingNo access
AEO / GEO / SEOOngoingRunning
GA4G-D9YNMXFW3HINSTALLED — this contradicts Master Plan v5, which still lists analytics as 'none' and treats creating GA4 as the top unblock. Plan needs updating.OK

WholeHealth Hydration Mobile IV therapy + peptides — service-area business

Social posts1–2 / week, scheduled a month aheadNo access
Blog posts~4 / weekNo access
Service pagesNew + refreshed, ongoingNo access
AEO / GEO / SEOOngoingRunning
GA4not installedNo GA4 confirmed on this property. Verify, then install.Install

Open work 7 items

Legacy Concierge competitor PDF4pp, on Desktop. Proves Legacy runs zero paid ads.Send it
WHH Google Business Profile rebuildMust be set as service-area (remove fixed address), fix category to Mobile IV therapy, add all services + hours + photosTo do
IV hydration gallery on WHH siteImages in Meagan's Drive. Needs photo release for anyone identifiable — HIPAA.Waiting on assets
Review-request sequence in HubSpotNo discounts tied to reviews — FTC and Google both prohibit incentivised reviews.In build
Respond to JAB Google reviewTo do
BrightStar keyword researchCompetitor keyword gapTo do
Install GA4 on WHHWHC already has it; WHH unconfirmedTo do

Blocked on the client 6 asks

HubSpot admin access for hello@peloramarketing.comWaiting
Calendly accessWaiting
MANAGER role on both Google Business ProfilesWaiting
Website / CMS access for both sitesWaiting
Video shoot date — still unscheduledWaiting
Promo code — Meagan is setting this up on her sideWaiting

Account master plan

clients/wholehealth-master-plan.mdBeing built in a separate session — Master Plan v5 exists as a PDF on the Desktop
Known stale in the current plan
  • Lists analytics as 'none' for both sites — WHC actually has GA4 G-D9YNMXFW3H installed
Fix
NextAudit due 2026-09-01Monthly — organic position, GBP performance, content shipped vs committed, review velocity

Every number on this page is pulled from live connected sources — HubSpot, Google Calendar (which Calendly writes into), and Gmail. Nothing here is sample data. Panels marked awaiting credentials stay empty on purpose rather than showing estimates.
Regenerate with python3 build_dashboard.py.