APEX AI
Agency Command Center
Live
Good morning — your agency at a glance.
Friday · June 12, 2026
i.
New Leads
28
+9this week
ii.
Booked Calls
11
+4this week
iii.
Active Clients
17
+2this month
iv.
Recurring Revenue
$14,200/mo
+12%this month
The Ledger

Recurring revenue, compounding

Jan – Jun 2026
$14,200Current MRR
$835Avg. per client
112%Net retention
$15k$11k$7k$3k $14,200 JANFEBMARAPRMAY–JUN
Monthly recurring revenue
The Pipeline

Recent leads

Last 7 days
BusinessInterestDealStage
Lakeshore MechanicalHVAC · Sheboygan, WIAI receptionist + lead capture$1,800/moQualified
Dwyer & Sons RoofingRoofing · Columbus, OHWebsite + CRM build$4,500Won
Brightway DentalDental · Pickerington, OHMissed-call text-back$650/moQualified
Summit LandscapingHome svc · Dublin, OHReview automation$400/moNew
Riverside FitnessGym · Westerville, OHBooking + nurture flow$900/moNew
Signal

Inbound conversations

M
Mark Dwyer
“Site looks great — ready to sign for the CRM build.”
Website18 min ago
T
Tina Brightway
“How fast can the missed-call text-back go live?”
Facebook1 hr ago
L
Lakeshore Mechanical
“Can we add Spanish to the AI receptionist?”
Inbound3 hrs ago
R
Riverside Fitness
“Interested in the booking automation demo.”
ReferralYesterday
S
Summit Landscaping
Missed call — left voicemail re: reviews.
PhoneTue
The Week Ahead

Calls & onboarding

13Jun
Discovery call — Riverside Fitness
Booking + nurture scope · 10:00 AM
Call
13Jun
Kickoff — Dwyer & Sons Roofing
CRM build onboarding · 2:00 PM
Onboarding
16Jun
Go-live — Lakeshore AI receptionist
Final voice test + number port
Launch
18Jun
Demo — Brightway Dental
Missed-call text-back walkthrough
Call

Recurring revenue is up 173% since January. Two qualified deals are one call away from closing.