Dashboard

Highside AI Concierge — Internal Operations Overview

Active Clients
0
Launch Phase
Monthly Revenue
$0
Pre-Launch
Avg Cost / Client
$28
Estimated
Gross Margin
87%
Projected
🟢
Cooper Agent
Atlas — Online
🟢
Email Routing
Operational
🟢
Hub Site
Live
atlas-agent-site.pages.dev ↗

🎯 This Week's Focus — Phase 0: Foundation

Complete infrastructure setup and prepare for first 3 concierge clients. Target: first client onboarded within 2 weeks.

Progress 15% complete

Active Clients

🐾

No clients yet — you're in build mode.

First client target: within 2 weeks of completing Phase 0.

+ Onboard First Client

Client Table Template

Structure preview — no real clients yet.

Client Name Agent Name Tier Status Monthly Cost Since Actions
Sarah M. EXAMPLE Stella Professional 🟢 Active $38/mo est — View / Message / Settings

Once clients are active, each row will link to their agent status, usage, and settings.

Build Roadmap

Track progress through all 4 phases of the Cooper launch.

Phase 0 — Foundation
🔵 In Progress — Weeks 1-2
Phase 1 — Concierge Launch
⏳ Upcoming — Weeks 3-6
Phase 2 — Automated Onboarding
📋 Planned — Month 2-3
Phase 3 — Scale
🚀 Future — Month 3+

Client Pipeline

Track prospects through each stage of the onboarding process.

Applied 0
No clients here yet
Approved 0
No clients here yet
Intake Call 0
No clients here yet
Provisioning 0
No clients here yet
Active 0
No clients here yet

📋 Manual Onboarding Checklist

1
Application received → John/Kent reviews → send approval email
2
Schedule 30-min intake call — learn about client, their work, communication style
3
Create client workspace, configure SOUL.md / USER.md / MEMORY.md
3.5
Configure Quick Start list for client's industry/role — personalize the Wow Me and Make Me Unstoppable items to match what this client does (e.g. real estate → deal analysis; founder → investor prep). Update their welcome page before sending credentials.
4
Provision email: [agentname]@agent.highside-re.com
5
Create and configure Telegram bot
6
Activate web chat endpoint
7
Send welcome email with credentials + Day 1 guide (Quick Start list included)
8
Verify Daily Digest is firing — check that the morning digest cron is active for this client. Review the first digest manually for quality: does it have real completed tasks? Are the "3 Things I Noticed" relevant? Does the stats grid look right? Fix anything before Day 3.
9
End of week 1: "How's it going?" call
10
Month 1 review + collect testimonial

Operations

📊 Economics Calculator

Adjust inputs to model revenue and profitability.

Inputs

Live Projections

Monthly Revenue $2,990
Monthly Cost $380
Monthly Gross Profit $2,610
Gross Margin 87%
Annual Gross Profit $31,320

⚡ Quick Reference — The One-Shot Rules

✅ Test every new client setup for 48 hours before launch
✅ Never push updates to all clients simultaneously
✅ Always have a rollback plan before deploying changes
✅ John or Kent personally reviews every new client's first 3 days
✅ Response SLA: client issues resolved within 2 hours (business hours)
✅ No major deploys on Fridays
✅ Set up monitoring before onboarding the next client

🔗 Links & Resources

Public Site atlas-agent-site.pages.dev ↗
Game Plan Doc game-plan.html ↗
HSRE Hub hub.highside-re.com ↗
This Admin Hub cooper-admin.pages.dev