Due Today
5
tasks on your plate
Overdue
2
needs attention
Replies to Handle
3
2 look hot
Meetings Today
1
3:00 PM discovery call
Your Tasks ＋ Add task
Overdue
Follow up with Maria Bennett
Northgate Logistics · Deal in Replied
Send proposal to David Lin
Harbor Health · Deal in Meeting
Due today
Call Greg Halloran about the quote
Summit CPA · Deal in Proposal
Prep discovery call — Jenna Wu
Cascade Law Group · Deal in Good Fit
Final review — August newsletter
742 subscribers · sends Aug 1
Upcoming
Check in on Rachel Okafor onboarding
BrightPath Financial · new client
Renewal outreach — Riverside School District
Contract renews Sep 15
Replies Waiting
✉
Tom Sanders · Apex Mfg
2h ago
✉
Paul Mercer · Mercer Dental
1d ago
in
Dana Reyes · Coastal Realty
1d ago
Today's Schedule
◷
Discovery call — Jenna Wu
3:00 PM
◷
Newsletter final review
4:30 PM
Total Contacts
1,284
▲ 6.2% this month
Active Subscribers
742
▲ 23 new this week
Emails Sent (30d)
3,610
2 campaigns · 4 newsletters
Avg Open Rate
41.8%
▲ 3.1 pts vs last month
Upcoming Schedule View calendar →
✉
August Newsletter — "Cyber Hygiene Checklist"
Scheduled
Aug 1, 9:00 AM
Aug 1, 9:00 AM
in
"3 signs your backups aren't actually working"
Scheduled
Aug 1, 11:00 AM
Aug 1, 11:00 AM
f
Managed IT — client spotlight post
Scheduled
Aug 2, 1:00 PM
Aug 2, 1:00 PM
✉
Cold outreach — Batch 3 (Manufacturing)
Draft
Not scheduled
Not scheduled
Recent Engagement
July Newsletter
46% open
12% click
12% click
Cold Batch 2 — Healthcare
31% open
7 replies
7 replies
LinkedIn — "Ransomware costs"
1,940 views
38 reactions
38 reactions
Facebook — Team photo
610 reach
24 likes
24 likes
Needs Attention
!
14 contacts bounced in last campaign
in
LinkedIn token expires in 6 days
List Growth — Last 6 Months
Feb
Mar
Apr
May
Jun
Jul
Where your deals come from — Source Attribution Last 90 days
| Source | Leads | Meetings | Won | Pipeline influenced |
|---|---|---|---|---|
| Website form | 38 | 9 | 3 | $4,900/mo |
| Referral | 12 | 5 | 3 | $5,100/mo |
| 24 | 6 | 2 | $3,400/mo | |
| Cold email | 61 | 7 | 1 | $2,400/mo |
| Newsletter | 9 | 2 | 1 | $900/mo |
Every contact and deal is tagged with its source, so you can see which marketing actually turns into signed MRR — not just clicks.
All 1,284
Cold Leads 498
Subscribers 742
Clients 44
| Name | Company | Tags | List | Last Engaged | Status |
|---|---|---|---|---|---|
MB Maria Bennett m.bennett@northgate.com | Northgate Logistics | Cold LeadManufacturing | Batch 3 | Opened Jul 18 | Engaged |
DL David Lin dlin@harborhealth.org | Harbor Health | SubscriberHealthcare | Newsletter | Clicked Jul 25 | Engaged |
RK Rachel Okafor rachel@brightpath.io | BrightPath Financial | Client | Clients | Replied Jul 12 | Client |
TS Tom Sanders tsanders@apexmfg.com | Apex Manufacturing | Cold Lead | Batch 3 | — | New |
JW Jenna Wu jwu@cascadelaw.com | Cascade Law Group | SubscriberLegal | Newsletter | Opened Jul 25 | Engaged |
PM Paul Mercer paul@mercerdental.com | Mercer Dental | Cold LeadHealthcare | Batch 2 | Bounced | Review |
AC Ana Castro acastro@riverside.k12 | Riverside School District | ClientEducation | Clients | Opened Jul 25 | Client |
GH Greg Halloran greg@summitcpa.com | Summit CPA | Subscriber | Newsletter | Clicked Jun 30 | Warm |
View
NEW1
Kyle Foster
Meridian Realty
Send intro email
$750/moREPLIED1
Maria Bennett
Northgate Logistics
Book discovery call
$1,500/moGOOD FIT1
Jenna Wu
Cascade Law Group
Schedule assessment
$1,100/moMEETING1
David Lin
Harbor Health
Demo — Fri 2:00 PM
$2,400/moPROPOSAL2
Brenda Wade
The Brenda Wade Group
+ set next step
$1,200/moGreg Halloran
Summit CPA
Follow up on quote
$800/moNEGOTIATION1
Paul Mercer
Mercer Dental
Adjust scope & terms
$1,300/moWON1
Rachel Okafor
BrightPath Financial
Onboarding kickoff
$1,900/moLOST / INACTIVE1
Aaron Cole
Delta Freight
Revisit Q4
$1,000/mo⚑ Went with a competitor
✉ In Keep-in-Touch campaign
Tip: drag a card between stages and the pipeline total updates automatically. Drop a deal into Lost / Inactive and it's auto-enrolled in your Keep-in-Touch email campaign to stay top-of-mind for a future revisit.
| Deal | Company | Stage | Value | Next Step |
|---|---|---|---|---|
| Kyle Foster | Meridian Realty | New | $750/mo | Send intro email |
| Maria Bennett | Northgate Logistics | Replied | $1,500/mo | Book discovery call |
| Jenna Wu | Cascade Law Group | Good Fit | $1,100/mo | Schedule assessment |
| David Lin | Harbor Health | Meeting | $2,400/mo | Demo — Fri 2:00 PM |
| Brenda Wade | The Brenda Wade Group | Proposal | $1,200/mo | Set next step |
| Greg Halloran | Summit CPA | Proposal | $800/mo | Follow up on quote |
| Paul Mercer | Mercer Dental | Negotiation | $1,300/mo | Adjust scope & terms |
| Rachel Okafor | BrightPath Financial | Won | $1,900/mo | Onboarding kickoff |
| Aaron Cole | Delta Freight | Lost / Inactive | $1,000/mo | Keep-in-Touch nurture · revisit Q4 |
Active Clients
44
▲ 2 this quarter
Monthly Recurring Revenue
$61,200
▲ $3,800 vs last qtr
Renewals — Next 90 Days
6
$14,600 MRR up for renewal
At Risk
2
watch these closely
🔁
When a deal is marked Won, it becomes a client here automatically — with its MRR and a renewal date. You'll get a task 60–90 days before each renewal so nothing lapses.
Clients Sorted by renewal date
| Client | MRR | Since | Renews | Health | Next action |
|---|---|---|---|---|---|
| Riverside School District | $3,200 | Aug 2024 | Sep 15 · 47 days | Healthy | Renewal outreach |
| Summit CPA | $800 | 2023 | Oct 2026 | At risk | Check-in — 2 tickets escalated |
| Apex Manufacturing | $2,600 | 2025 | Nov 2026 | Healthy | — |
| Coastal Realty | $1,400 | 2025 | Jan 2027 | Healthy | Upsell: backup add-on |
| BrightPath Financial | $1,900 | Jul 2026 | Jul 2027 | Onboarding | Kickoff call |
| Harbor Health | $2,400 | 2024 | Feb 2027 | Healthy | QBR scheduled |
Campaigns
Newsletters
Templates
Lists & Segments
🛡
Deliverability guardrails are on. Cold sends are throttled, every email carries a one-click unsubscribe, and bounced/complained addresses auto-move to suppression — protecting your sending domain's reputation.
New Cold Campaign
✓
Audience✓
Content3
Review & Test4
Schedule✨ AI drafted a cold email — tuned for manufacturing prospects
Subject: Quick question about Northgate's backups
Hi Maria — noticed Northgate runs a lean IT setup. Most manufacturers we work with are one failed backup away from a bad week. We do a free 15-minute resilience check — worth a look? — Jason, Coast2Coast MSP
Hi Maria — noticed Northgate runs a lean IT setup. Most manufacturers we work with are one failed backup away from a bad week. We do a free 15-minute resilience check — worth a look? — Jason, Coast2Coast MSP
Subject: Is your shop floor covered if IT goes down?
Hi Maria — a single day of downtime on the floor costs more than a year of managed IT. We keep manufacturers running with proactive monitoring & tested backups. Open to a quick chat? — Jason
Hi Maria — a single day of downtime on the floor costs more than a year of managed IT. We keep manufacturers running with proactive monitoring & tested backups. Open to a quick chat? — Jason
All Campaigns ＋ New campaign
| Campaign | Audience | Recipients | Open | Click | Status |
|---|---|---|---|---|---|
| Cold Outreach — Manufacturing | Batch 3 | 180 | — | — | Draft |
| Cold Outreach — Healthcare | Batch 2 | 210 | 31% | 7% | Sent |
| Re-engage dormant leads | No open in 90d | 320 | — | — | Scheduled |
| Cold Outreach — Legal firms | Batch 1 | 145 | 28% | 5% | Sent |
| Keep-in-Touch Nurture Automated | Lost / Inactive | 1 | — | — | Active |
📅 Weekly Newsletter
Every Tuesday, 9:00 AM · 742 subscribers
Active cadence
Next: Aug 5 — "Password manager rollout tips". Auto-drafts from your template 3 days before send for review.
🗓 Monthly Newsletter
1st business day · 742 subscribers
Scheduled
Next: Aug 1 — "Cyber Hygiene Checklist". A recap of tips, a client win, and one CTA.
Recent Newsletters
| Issue | Sent | Delivered | Open | Click | Unsub |
|---|---|---|---|---|---|
| July Monthly — "Summer travel & security" | Jul 25 | 738 | 46% | 12% | 3 |
| Weekly — "MFA everywhere" | Jul 22 | 740 | 44% | 9% | 1 |
| Weekly — "Phishing red flags" | Jul 15 | 735 | 48% | 14% | 2 |
✉
◔
↻
◈
★
＋ New template
Lists & Segments ＋ New segment
| Name | Type | Contacts | Used for |
|---|---|---|---|
| Newsletter Subscribers | Opt-in | 742 | Weekly & Monthly |
| Cold — Manufacturing | Cold | 180 | Batch 3 |
| Cold — Healthcare | Cold | 210 | Batch 2 (sent) |
| Dormant (no open 90d) | Auto | 320 | Re-engagement |
| Lost / Inactive — Keep in Touch | Auto-enroll | 1 | Keep-in-Touch nurture |
| Suppression list | System | 61 | Never contacted |
Rules
Email Sequences
⚡
Automations run in the background so leads never slip through the cracks. Flip any rule on or off.
Active Rules ＋ New rule
▤
New website lead → create contact + deal + start Intro sequence
Trigger: Free IT Assessment form submitted
◈
Deal moved to Lost / Inactive → enroll in Keep-in-Touch
Trigger: deal stage = Lost / Inactive
✉
No reply in 5 days → send follow-up nudge
Trigger: cold email sent, no reply after 5 days
◆
Deal moved to Proposal → create "Send proposal" task
Trigger: deal stage = Proposal
in
New newsletter subscriber → send welcome email
Trigger: contact added to Newsletter list
★
Deal Won → request a Google review after 14 days
Trigger: deal stage = Won · great for local SEO
Cold Outreach Sequence Active
Auto-stops the moment a prospect replies.
1
Intro email
Day 0 · short value + soft CTA
⏱ wait 3 days
2
Bump
Day 3 · "did this reach you?"
⏱ wait 4 days
3
Case study
Day 7 · a relevant client win
⏱ wait 5 days
4
Breakup
Day 12 · "should I close your file?"
Intro / Welcome Sequence Active
For new website leads — 3 emails over the first week that introduce Coast2Coast, share a security checklist, and offer a free assessment call.
Keep-in-Touch Nurture Active
For Lost / Inactive deals — a low-frequency monthly touch so you stay top-of-mind for a future revisit.
Emailable (has website) · 6
Tampa Brass & Aluminum Corp ✓ In workspace
8511 Florida Mining Blvd, Tampa, FL 33634
Comres Manufacturing
7211 Anderson Rd, Tampa, FL 33634
ComponexX Corp
8875 Hidden River Pkwy Suite 300, Tampa, FL 33637
TSN Manufacturing
4011 E 21st Ave, Tampa, FL 33605
Patio Products Manufacturing Inc
9706 US-92, Tampa, FL 33610
Southern Manufacturing Technologies, Inc. ✓ In workspace
5910 Johns Rd, Tampa, FL 33634
Showing emailable businesses (has a website). "Enrich & add" finds the best contact name + email, creates the contact, and drops it into your pipeline. Data comes from a connected provider (Google Maps / an enrichment source).
📍 Manufacturers · Tampa, FL · 15 mi
Tampa
University
Brandon
Emailable
Callable
Parked
▤
Embed this form on coast2coastmsp.com. Every submission creates a contact, opens a deal in New, tags the source as Website form, and starts your Intro sequence — automatically.
Get a Free IT Assessment
See where your business is exposed — no obligation.
Jane Doe
Acme Co.
jane@acme.com
(555) 123-4567
Backups & security…
On submit
Add to list
Create deal in stage
Tag source
Start sequence
Embed code
Recent submissions
▤
Kyle Foster · Meridian Realty
▤
Dana Reyes · Coastal Realty
✉ Sending Domain — coast2coastmsp.com
SPF record
Authorizes your email service to send as your domain
DKIM signing
Cryptographically signs each email
DMARC policy
Protects against spoofing — recommended for cold sending
Domain warm-up
Gradually ramps daily volume to build reputation
◆ Connected Social Accounts
in
LinkedIn — Coast2Coast MSP
Company page · posting enabled
f
Facebook — Coast2Coast MSP
Business page · posting enabled
Add another platform
Instagram, X/Twitter available
🛡 Compliance & Deliverability
One-click unsubscribe
Required by law — added to every send automatically
Physical mailing address in footer
CAN-SPAM requirement
Auto-suppress bounces & complaints
Keeps your reputation clean
◍ Team
JR
Jason Radney
jradney@coast2coastmsp.com
Invite a teammate
Built to add 1–2 users later without a rebuild
1. You've never run a test restore
2. Everything backs up to one location
3. Nobody gets alerted when a backup fails
We fix all three…
Scheduled Queue
Aug 1, 11:00 AM
Aug 2, 1:00 PM
Aug 4, 10:00 AM
Needs image