Agency overview this month

Cross-client view of your entire book. Drill into any client by switching workspace, top-left.

Active clients

14

↑ 2 this month

Book MRR

$5,388

↑ 18.4%

Churn (90d)

0.0%

No cancellations

Avg client revenue lift

+34%

vs. pre-platform baseline

Book of clients

View all →

Client	Vertical	Plan	MRR	Calls answered	Reliability	Status
Coastal Comfort HVAC Tampa, FL	HVAC	Pro	$397	412 / mo	98%	Active
Sunset Plumbing & Drain Sarasota, FL	Plumbing	Pro	$397	288 / mo	96%	Active
Bayside Pest Control Clearwater, FL	Pest	Pro	$397	196 / mo	99%	Active
Anchor Insurance Group St. Petersburg, FL	Insurance	Growth	$497	340 / mo	93%	Active
Brightpath Electrical Tampa, FL	Electrical	Pro	$397	154 / mo	97%	Active
Reliable Air Co Lakeland, FL	HVAC	Pro	$397	221 / mo	98%	Onboarding

Recent activity across clients

Coastal Comfort booked $4,200 install via voice agent

Tampa, FL · AC replacement · scheduled Nov 8

12m

Sunset Plumbing review hit Instagram · 1.2k impressions

Auto-posted from voice referral pipeline

38m

Bayside Pest moved to local pack #2 for "pest control clearwater"

Up from #5 · 14 days

2h

Anchor Insurance: 47 missed-call text-backs converted to quotes

Hurricane prep campaign · Oct 28 – Nov 5

5h

Reliable Air Co landing-page set published · 40 zip pages

Onboarding · Lakeland market

9h

Clients

All 14 active end-clients in your book. Search, filter, switch into any of them as a workspace.

Client	Vertical	City	Onboarded	MRR	Calls / mo	Reliability	Status
Coastal Comfort HVAC	HVAC	Tampa, FL	Mar 2026	$397	412	98%	Active
Sunset Plumbing & Drain	Plumbing	Sarasota, FL	Mar 2026	$397	288	96%	Active
Bayside Pest Control	Pest	Clearwater, FL	Apr 2026	$397	196	99%	Active
Anchor Insurance Group	Insurance	St. Petersburg, FL	Apr 2026	$497	340	93%	Active
Brightpath Electrical	Electrical	Tampa, FL	May 2026	$397	154	97%	Active
Sandbar Plumbing	Plumbing	Naples, FL	May 2026	$397	142	95%	Active
Gulf Coast Heating & Cooling	HVAC	Fort Myers, FL	Jun 2026	$397	268	96%	Active
Tideline Insurance	Insurance	Tampa, FL	Jul 2026	$497	232	97%	Active
Pacific Pest Solutions	Pest	Bradenton, FL	Aug 2026	$397	112	98%	Active
Edge Electric Co	Electrical	Lakeland, FL	Aug 2026	$397	98	96%	Active
Reliable Air Co	HVAC	Lakeland, FL	Oct 2026	$397	221	98%	Onboarding
Riverside HVAC	HVAC	Tampa, FL	Oct 2026	$397	88	99%	Onboarding
Premier Plumbing FL	Plumbing	St. Petersburg, FL	Nov 2026	$397	42	97%	Onboarding
Statewide Pest & Termite	Pest	Tampa, FL	Nov 2026	$397	36	100%	Onboarding

Sales pipeline your agency

Prospective end-clients in your acquisition funnel. Independent of the per-client pipelines.

Lead8

Cypress HVAC

Demo scheduled$497

Westshore Plumbing

Cold outbound$397

Ocala Insurance

Inbound · website$497

Qualified5

Citrus Air Co

Discovery done$397

Manatee Pest

Pricing sent$397

Proposal3

Atlantic Roofing

Negotiating$497

Lakeshore Electric

Awaiting sig$397

Won2

Statewide Pest & Termite

Onboarding$397

Premier Plumbing FL

Onboarding$397

Lost1

Coastline Pest

Stayed with GHL—

Reliability cross-client

AI surface health across every client in your book. Each surface is scored continuously against published rubrics.

Surfaces monitored

238

17 surfaces × 14 clients

Rolling avg score

96.8

↑ 0.4 vs last week

Open incidents

2

both under triage

Last release

v3.14.2

passed scorecard · 2d ago

Voice agent · qualification

98.4

14 of 14 clients0 open

SMS reply drafter

97.1

14 of 14 clients0 open

Sentiment classifier

99.0

14 of 14 clients0 open

Proposal generator

93.2

11 of 14 clients1 open · Anchor Ins

Web chat

96.8

14 of 14 clients0 open

Social post drafter

95.4

14 of 14 clients0 open

Review reply drafter

97.9

14 of 14 clients0 open

Newsletter generator

96.2

14 of 14 clients0 open

Ad creative variant

91.7

9 of 14 clients1 open · variant test

Billing stub

Stripe-powered. Your end-clients are billed in your brand. You pay ServiceFlow per the pricing model.

Team stub

Invite teammates to your agency workspace. Per-client roles handled separately.

Member	Role	Clients	Last active
Jordan Marsh · jordan@stormline.io	Owner	All	Now
Mira Patel · mira@stormline.io	Account manager	6 clients	14m ago
Devon Riley · devon@stormline.io	Onboarding lead	3 clients	2h ago

Welcome back, Jordan. Here's today.

A unified view across every channel, agent, and surface in your business. AI is handling 91.7% autonomously — you only see what needs you.

Calls answered

412

↑ 38% vs Oct

Appointments booked

68

↑ 22 by AI alone

Pipeline value

$48,200

↑ $9,400 this week

5★ reviews

23

↑ 11 from voice referrals

Awaiting your approval · 4 items

Open queue →

IG

Instagram Reel · "5 signs your AC is on its way out"draft

AI-drafted · ready to schedule for tomorrow 9am

12m

EM

November newsletter · "Hurricane prep + furnace tune-up"

Sent to 1,847 contacts on approval

1h

GB

GBP reply to 5★ review · Sandra L.

"Thank you for the kind words, Sandra! Honored to keep you cool…"

2h

FB

Facebook post · St. Pete neighborhood group

Manual review required (group post policy)

3h

Reviews this week

All reviews →

★

Sandra L. · Google

"Tech showed up exactly when promised. Diagnosed in 10 min, parts in the truck. Couldn't believe how easy it was — felt like a real concierge."

Posted to social Added to landing page

2d

★

Marcus T. · Facebook

"After-hours emergency Saturday night. AI answered, dispatched a tech in 40 min. Saved us during the heat wave."

Posted to social

4d

Inbox

7 unread

Patel Family 12:42p

SMSFrom voice agent

"Yes — let's lock in Tuesday at 2pm. Should we send your tech with the parts already on the truck?"

Positive · qualifying

Marcus Torres11:08a

Voice2:14 transcript

After-hours emergency Saturday — AC fully out. Tech dispatched 40 min later. Customer overjoyed.

Positive · resolved

Sandra Lewis10:24a

GBP review5 ★

"Tech showed up exactly when promised. Diagnosed in 10 min, parts in the truck. Couldn't believe how easy it was."

Reply drafted

Carmen Ruiz9:48a

IG DM

"Hi! Do you guys do duct cleaning too or is it AC only? My allergies have been killing me."

Inquiry · service question

Reyes & LinYesterday

Email

Renewal reminder for annual maintenance. AI suggested upgrading to Gold tier.

Renewal · auto-quoted

Brendan O'HalloranYesterday

Voice

Asked about financing. Voice agent quoted 0% for 24 months on installs over $5k. Followed up via SMS.

Pricing · in-progress

Gonzalez Ortega Family2d

FB Msg

"My old heat pump finally died. We just bought the house in May. What's a fair budget for a 2-stage 16 SEER replacement?"

Quote requested · drafted

Tina Holloway3d

Voice

Heated complaint about AC repair from a competitor — wanted second opinion. Auto-escalated to human.

Negative · escalated

PF

Patel Family

SMSCoastal Comfort lead · routed from voice agent·Tampa, FL

Today · Nov 6

PF

Anita Patel·11:08a

Hi, my AC has been making a really weird grinding noise for two days. We have a 5yo at home and the house is getting hot. Can someone come out today?

AI

Coastal Comfort · AI·11:08adrafted

Hi Anita — sorry to hear that. A grinding noise usually means a bearing or fan motor issue. We have a tech in your area today between 1pm and 4pm. Want me to lock that in? I'll also get the tech to bring fan-motor parts on the truck so they can finish in one visit if it's what we expect.

PF

Anita Patel·11:14a

That would be amazing. 1pm works. How much do you think?

AI

Coastal Comfort · AI·11:14a

Diagnostic visit is $89, waived if we do the repair. A fan-motor replacement on a 5-yo unit usually runs $380–$520 depending on the model. Tech will give a firm written quote on-site before any work. Sound good?

PF

Anita Patel·11:18a

Yes — let's do it. See you at 1.

AI

Coastal Comfort · AI·11:19a

You're booked, Anita. Tech: Mike R. ETA: 1:00–1:30pm today. You'll get an "on my way" text with live ETA. We'll see you soon.

JM

You·12:42p

Yes — let's lock in Tuesday at 2pm. Should we send your tech with the parts already on the truck?

PF

Patel Family

Anita & Raj · Tampa, FL

Lifetime value

$4,820

First contact

Mar 4, 2024 · voice agent

Phone

+1 (813) 555-0142

Email

anita.patel@…

Property

Equipment

Lennox CB30M-46 · 3-ton · 2019

AHU

Lennox CBA38MV-036

Service plan

Silver AMC

Service log

Last visit

Apr 12, 2025 · maintenance

Open jobs

1 · diagnostic + repair (today 1pm)

Contacts 1,847

Every conversation, every job, every property — one record per contact. Synced both ways with ServiceTitan and Gmail.

Active

1,847

Service plan members

412

↑ 38 this month

Open jobs

23

Renewals next 30d

68

Name	Phone	Plan	Equipment	Last interaction	LTV	Tags
Patel Family · Anita	(813) 555-0142	Silver AMC	Lennox 3-ton · 2019	12m ago · SMS	$4,820	Quick decider
Sandra Lewis	(813) 555-0188	—	Carrier 2.5-ton · 2017	2d · 5★ review	$3,210	Promoter
Marcus Torres	(727) 555-0133	Bronze AMC	Trane 4-ton · 2014	4d · voice	$8,940	Recurring
Carmen Ruiz	(813) 555-0211	—	Goodman 2-ton · 2020	9:48a · IG DM	$1,180	Inquiry
Reyes & Lin	(727) 555-0240	Gold AMC	Lennox 5-ton · 2022	Yesterday · email	$12,440	VIP
Brendan O'Halloran	(813) 555-0319	—	Old York 3-ton · 2009	Yesterday · voice	$640	Pricing
Gonzalez Ortega	(813) 555-0427	—	—	2d · FB Msg	$0	New homeowner
Tina Holloway	(727) 555-0501	—	—	3d · escalated	$0	Negative

Sales pipeline $48,200 weighted

Lead → Qualified → Proposal → Won. Drag to advance. AI auto-advances on behavior triggers.

Lead22

Carmen Ruiz · duct cleaning

Tampa · IG DM$420

O'Halloran · system replace

St. Pete · voice$6,200

Singh · annual tune-up

Tampa · web chat$240

Henderson · IAQ filter

Brandon · FB$380

Qualified14

Gonzalez Ortega · heat pump

Demo Nov 12$8,400

McCready · ductwork

Estimate booked$3,120

Adler · zoning

Discovery done$2,800

Proposal8

Patel Family · fan motor

80% close prob$4,200

Yamada · 16 SEER install

Awaiting sig$7,800

Brennan · refrigerant retrofit

Sent yesterday$2,400

Won11

Reyes & Lin · annual

Renewal$1,180

Calloway · maint plan

Closed Tue$960

Bautista · install

Closed Mon$5,400

Lost3

Davies · big quote

Price—

Voice agents 3 personas live

Inbound concierge, after-hours overflow, storm-mode hotline. Branded voice, English & Spanish, sub-600ms response.

Calls today

38

3 in progress

Answer rate

99.2%

↑ from 91% pre-platform

Avg duration

2:48

qualifying calls

Booked from voice

14

↑ 36% conv

Live transcript · in progress

2:14 · active

CALLERHi, I'm calling because the AC at our shop just stopped working and we have customers coming in at 11.
AII understand — that's stressful. Let me get a tech routed to you. Are you the business owner?
CALLERYeah, this is Marcus at Bayshore Coffee on 4th.
AIGot it, Marcus. We have a tech 14 minutes from you and a commercial-rated truck. ETA is 9:35am — would that work?
CALLERPerfect. What's it gonna run?
AIDiagnostic is $129 for commercial, waived if we do the repair. We'll give you a firm written quote on-site before any work — sound fair?

Recent calls

All transcripts →

Caller	Persona	Outcome	Duration	Sentiment	Time
Marcus · Bayshore Coffee	Inbound concierge	Booked · today 9:35am	2:14	positive	now
Anita Patel	Inbound concierge	Booked → SMS handoff	1:48	positive	1h
Brendan O'Halloran	After-hours	Quote · followed via SMS	3:22	positive	2h
Tina Holloway	Inbound concierge	Escalated · negative tone	0:54	negative	3d

Messaging SMS · WhatsApp · iMessage · RCS

Outbound and two-way conversations. TCPA-clean. 10DLC registered. Quiet hours by zip.

Sent · 30d

3,294

Replies

718

21.8% reply rate

Opt-out

0.3%

Bookings from SMS

47

Social across 6 platforms

AI-drafted posts and replies. Reputation aggregated. Nothing publishes without approval.

Posts scheduled

38

next 14 days

Avg engagement

4.2%

↑ 1.4 vs platform avg

Reviews aggregated

412

across Google, FB, Yelp

Avg rating

4.91

★★★★★

Approval queue

IG

Instagram Reel · "5 signs your AC is on its way out" draft

60s · trim from a 12-min YouTube case study · scheduled tomorrow 9am

FB

Facebook post · St. Pete neighborhood group

Manual review required · group post policy

GB

GBP weekly post · "Hurricane checklist for HVAC"

Auto-publishes Friday 7am

IG

Reply to comment · @cleartampa "do you serve South Tampa?"

"Yes! All of South Tampa, Davis Islands, and Hyde Park…"

Video

Multi-format video pipeline — long-form for YouTube, vertical cuts for Reels / Shorts / TikTok. Voice trained on your brand.

Library

42

12 long-form · 30 short

Views · 30d

28,140

↑ 41%

YouTube subs

1,204

↑ 88

Avg watch time

2:38

on long-form

Recent productions

Title	Type	Formats	Channel	Views	Status
Hurricane prep for HVAC homeowners	Seasonal value	16:9 + 9:16 + 1:1	YT, IG, FB, TikTok	8,420	live
Case study · Bayshore Coffee emergency repair	Case study	16:9 long + 9:16 cuts	YT + Reels	4,180	live
5 signs your AC is on its way out	Educational	9:16 Reel	IG, TikTok	—	queued
November tune-up walkthrough	Newsletter video	16:9 embedded	Email + YT	1,840	live
Owner intro · Jordan Marsh	Brand intro	16:9 evergreen	Homepage	2,840	live

Paid ads $1,500 / mo

Meta · Google · YouTube · LSA · Nextdoor. Audience builder, AI creative variants, full attribution.

Spend MTD

$1,500

Leads

37

CPL

$40.54

↓ from $58

Pipeline ROAS

5.8×

attributed close

Active campaigns

Campaign	Platform	Funnel	Spend	Leads	CPL	ROAS	Status
Storm prep · retargeting	Meta	Consideration	$520	18	$28.89	3.4×	running
"ac repair near me"	Google Search	Conversion	$680	14	$48.57	7.1×	running
Local Services · Tampa	Google LSA	Conversion	$300	5	$60.00	8.2×	running
Owner brand intro	YouTube Pre-Roll	Awareness	$0	—	—	—	queued
Service area lookalike	Meta	Awareness	$0	—	—	—	draft

SEO & pages Tampa metro

Hyperlocal search visibility, programmatic landing pages, citation hygiene across 50+ directories.

Local pack rank

#2

↑ 1 in 14 days

Tracked keywords

142

88 in top 10

Landing pages live

86

38 zips × services

Organic traffic

9,420

↑ 28% MoM

Top keywords

Keyword	Rank	Δ 14d	Volume	Page
emergency hvac tampa	#1	↑ 2	880	/emergency-hvac/tampa
ac repair tampa	#2	↑ 1	2,400	/ac-repair/tampa
hvac tampa	#3	—	3,600	/
heat pump install south tampa	#3	↑ 4	320	/heat-pump/south-tampa
ac tune up brandon fl	#5	—	210	/tune-up/brandon
commercial hvac tampa	#7	↓ 1	480	/commercial/tampa

Content editorial calendar

Monthly newsletter, social cadence, lead magnets, webinars. Seasonal triggers per vertical baked in.

Newsletter list

1,847

↑ 38 this month

Open rate

42.1%

↑ 8 vs industry

Lead magnets

7

3 for HVAC vertical

Webinars (lifetime)

4

2 evergreen running

November editorial calendar

EM

Newsletter · "Hurricane prep + furnace tune-up" drafted

Goes Nov 7 · 1,847 contacts · CTA: book a tune-up

IG

Social cadence week 2 · 3 posts

Mon stat · Wed case study · Fri prep tip

PDF

Lead magnet · "AC efficiency scorecard"

Live · 142 downloads · 38 booked diagnostics

WB

Webinar · "How to cut your summer AC bill 30%"

Evergreen · 240 registered · 88 attended last 30d

Reliability your AI, scored

Every AI surface in your business is continuously evaluated against published rubrics. This is what separates a serious platform from a hopeful one.

Surfaces monitored

17

Rolling avg

98.4

↑ 0.3 vs last week

Open incidents

0

all systems green

Last release

v3.14.2

passed scorecard · 2d ago

Voice agent · qualification

98.7

416 todaygreen

Voice agent · booking

99.1

114 todaygreen

SMS reply drafter

97.2

189 todaygreen

Web chat

96.4

62 todaygreen

Sentiment classifier

99.1

all conversationsgreen

Proposal generator

95.4

14 todaygreen

Social post drafter

96.0

8 drafts todaygreen

Review reply drafter

98.0

4 todaygreen

Newsletter generator

96.7

1 in queuegreen

Two layers of oversight

01 — Always-on watcher

Every interaction, scored

Ingests every AI interaction in real time. Scores each one against published rubrics for that surface. Detects anomalies, clusters issues, and proposes remediations for human review.

02 — Stress tester

Every release, simulated

Runs scenario-driven and persona-driven simulated conversations against new releases before they ship. Produces a release-readiness scorecard. v3.14.2 passed at 99.1.

Agency overview this month

Clients

Sales pipeline your agency

Reliability cross-client

Billing stub

Team stub

Welcome back, Jordan. Here's today.

Inbox

Property

Service log

Tags

Contacts 1,847

Sales pipeline $48,200 weighted

Voice agents 3 personas live

Messaging SMS · WhatsApp · iMessage · RCS

Social across 6 platforms

Video

Paid ads $1,500 / mo

SEO & pages Tampa metro

Content editorial calendar

Reliability your AI, scored

Every interaction, scored

Every release, simulated