Monthly Revenue
—
Live from Airtable
Active Clients
—
Live from Airtable
Avg Fee
—
Per client/mo
Retention Rate
97%
Industry leading
Website Sessions
—
Search Impressions
—
90-day total
Sessions Trend
GA4 Live
Client Mix
By type
Upcoming Content
View all
| Date | Platform | Title | Status |
|---|
Total Clients
—
Live
State Farm
—
Other Insurance
—
Non-Insurance
—
Clients by State
Lead Sources
Client Roster
Live
Monthly Revenue
—
Live from Airtable
Annual Run Rate
—
Projected
Monthly Expenses
$14,102
Subs + Labor
Net Margin
—
Revenue vs Expenses
6-month trend
Expense Breakdown
Revenue by Fee Tier
Active Leads
—
Not Won or Lost
Pipeline Value
—
Monthly if closed
Won Deals
—
Closed
Total Deals
—
All time
Pipeline Stages
All Deals
| Prospect | Agency | Type | Source | Stage | Est. Fee | State | Last Contact | Next Step |
|---|
Posts Scheduled
23
30-day plan
LinkedIn Personal
9
Tue + Thu
LinkedIn Company
5
Wednesday
Facebook
9
Mon + Fri
March / April 2026
LI Personal
LI Company
Facebook
All Scheduled Posts
| Date | Day | Platform | Type | Title | Status |
|---|
Total Clicks
29
90-day period
Total Impressions
1,520
Growing
Avg Position
28.4
All queries
CTR
1.9%
Needs improvement
Top Keywords
Action needed on #1
| Keyword | Position | Impressions | Clicks | CTR |
|---|
Impressions Trend
SEO Action Items
Rewrite meta title + description
Position 2.8 with 0 clicks = bad snippet. New title and meta description ready for review.
Add FAQPage schema
6 FAQ questions on page without structured data. JSON-LD ready to deploy.
Create 3 landing pages
State Farm agents, QuickBooks for agencies, Insurance agency bookkeeper.
Add phone to JSON-LD
Missing (678) 664-7144 in structured data. Quick fix.
Sessions (Current)
—
GA4 Live
Users
—
GA4 Live
Avg Duration
—
Seconds
Bounce Rate
—
Current month
Traffic Sources
Sessions Trend
Top Pages
| Page | Views | Avg Time | Bounce Rate |
|---|