SMCB Growth Tracker

Where we are

Projection calculator

THE GOAL — 18 new clients every month (cleaning + home healthcare)

— of 18 this month

—

THIS WEEK — what each person does right now (week of —)

NIKOLA — book calls

— / 15 booked

Confirm every new booking by call + text within 5 minutes.
Rebook the — no-shows from the last 30 days:
Text a reminder the day before and 1 hour before every call this week (— booked).

BRANKO — hold and close

— / 5 signed

Hold the calls booked this week:
Send the agreement on the call, same day. Sent this week: —.
Call every pending deal (—) and ask for the signature:

ALEX — marketing + overflow setting

— / 9 calls held

Keep ad money on what makes leads:
Launch the approved new creatives from the ad board.
Mark showed / no-show on the — past calls with no outcome:

Confirmed MRR — contract monthlies Alex confirmed as paid

—

—Goal $10,000

Signed vs collected

Confirmed MRR

—

contract monthlies confirmed paid by Alex — not Stripe-verified

Confirmed one-time

—

confirmed by Alex — not Stripe-verified

Signed contract value / mo

—

on paper — not revenue

Signed one-time

—

on paper — not revenue

Signed contract value is what clients agreed to on paper. It is not money in the bank — some never paid, churned, or were never billed. Only confirmed figures count toward the $20,000 goal.

Position

Clients

—

Still needed

—

clients to goal

Current pace

—

clients / week

Setup fees

—

cash — never MRR

Proposals

Created

—

drafted in period

Sent

—

out to prospects

Signed

—

closed

Signed value

—

total contract value

Sent → signed

—

close rate

Who signed & pending deals

Signed clients since Jul 1

—

client has signed at least one agreement (document need not be fully completed)

Pending deals

—

agreement sent or viewed, client has not signed anything yet

Ops billing — live

MRR (ops)

—

Paying clients (ops)

—

ops billing match

Collected 2026 (invoices only)

—

Open invoices

—

Ops billing holds paid invoices only, so payment-link charges are missing and it reads lower than Stripe. The Stripe-sourced figures below stay the cash record.

Nikola's deals — his self-tracked sheet

SMCB deals

—

Monthly on those deals

—

His listed commission

—

Paid in ops (by name)

—

Appointments — who booked them

Setter-booked

—

cold outreach · commissionable

Self-booked

—

off the ads · not commissionable

Showed

—

Commission owed

—

Facebook ads

Spent

—

Leads

—

all campaigns

CPL (lead-tracked only)

—

lead-tracked spend ÷ leads from those same campaigns

Zero-lead spend

—

campaigns with no recorded leads

Campaign	Status	Spent	Leads	CPL

Verified: collected revenue and operations

Collected 2026

all three Stripe accounts

Collected 2025

full prior year

Collected since 1 July

all three Stripe accounts

GHL payments succeeded

the billing page misprints this as 125.51 - that page divides by 100 twice

Reminder coverage

contact within 48h of booking

Real bookings, trailing 90 days

setter and inbound calendars only; Google Calendar syncs excluded

Unsigned agreements

Weekly

Week	New clients	MRR added	Running MRR	Setter	Self	Spend
No weeks logged yet.

Calibration

—

Projected MRR

—

Clients to goal

—

Time to goal

—

——

The funnel at these settings

Move the gears

Monthly ad spend—

Cost per lead—

Lead → appointment booked—

Setter appointments / month—

Booked → showed—

Showed → proposal sent—

Proposal → signed—

Price per client / month—

New clients / month

—

New MRR / month

—

Cost per client

—

$10K MRR by

—

Where this lands

MRR in 3 months

—

MRR in 6 months

—

MRR in 12 months

—

Ad spend as % of new MRR

—

first-month payback

—

Read

—

Projections assume no churn and that today's rates hold as you scale. Both get optimistic at higher spend — cost per lead usually rises as you exhaust the best audience.