MRR
$500
Active Clients
3
Open Disputes
7
Active Workflows
6
Overdue Tasks
12
Overdue Disputes
6
Active Workflows
FCRA Compliance Verification
Step 3/6 • AI Agent Gamma
Client Onboarding & Intake
James Rodriguez
Step 3/8 • AI Agent Beta
Proactive Churn Prevention
Robert Jackson
Step 2/7 • AI Agent Beta
Bureau Response Processing
Marcus Thompson
Step 0/5 • AI Agent Alpha
Credit Report Analysis
Marcus Thompson
Step 5/7 • AI Agent Alpha
Dispute Strategy Development
Sarah Williams
Step 2/6 • AI Agent Alpha
Pending Tasks (12)
CFPB escalation: Lisa — Wells Fargo
Weekly FCRA compliance audit
CROA disclosure verification
Reactivation outreach: Robert Jackson
Daily dispute status check
Consultation call: David Brown
Complete James onboarding
Monthly financial reconciliation
Quarterly business review
Follow up on Marcus Round 2 responses
Notifications 5
Angela has reached her 700+ goal! Score: 490→710 in 7 months. 12 items deleted. Referral request sent.
Wells Fargo dispute for Lisa Chen — bureau failed to respond within 30 days. Escalate to CFPB complaint.
Robert has missed 2 payments and hasnt logged into portal in 21 days. Risk score: 85. Immediate outreach required.
IRS quarterly estimated tax payment due in 60 days. Review with accountant.
Quarterly CROA disclosure review due by July 1. Begin audit of all active contracts.
Recent Activity
Round 2 dispute sent to Experian for Marcus Thompson — Capital One identity theft
AI Agent Alpha • 2026-07-31 03:19:07
Midland Credit item DELETED from TransUnion for Marcus Thompson
AI Agent Alpha • 2026-07-31 03:19:07
Onboarding workflow initiated for James Rodriguez
AI Agent Beta • 2026-07-31 03:19:07
Weekly FCRA compliance audit completed — all files compliant
AI Agent Gamma • 2026-07-31 03:19:07
Churn risk alert triggered for Robert Jackson — risk score 85
system • 2026-07-31 03:19:07
Angela Martinez graduated — 490→710, 12 deletions over 7 months
AI Agent Beta • 2026-07-31 03:19:07
Q1 quarterly business review completed — on track for targets
Rick Jefferson • 2026-07-31 03:19:07
Client Pipeline
1
lead
1
onboarding
3
active
1
paused
1
graduated
0
cancelled
| Client | Status | Actions |
|---|---|---|
Marcus Thompson marcus.t@email.com |
active | |
Sarah Williams sarah.w@email.com |
active | |
Lisa Chen lisa.c@email.com |
active | |
James Rodriguez james.r@email.com |
onboarding | |
David Brown david.b@email.com |
lead | |
Robert Jackson robert.j@email.com |
paused | |
Angela Martinez angela.m@email.com |
graduated |
Dispute Tracker
0
pending
0
drafted
5
sent
1
investigating
2
deleted
1
escalated
| Client | Bureau | Status |
|---|---|---|
| Marcus Thompson | experian | sent |
| Marcus Thompson | equifax | sent |
| Marcus Thompson | transunion | deleted |
| Sarah Williams | experian | investigating |
| Sarah Williams | equifax | sent |
| Sarah Williams | transunion | deleted |
| Lisa Chen | experian | escalated |
| Lisa Chen | equifax | sent |
| Lisa Chen | transunion | sent |
Task Queue
CFPB escalation: Lisa — Wells Fargo
Prepare CFPB complaint for Wells Fargo charge-off dispute
Weekly FCRA compliance audit
Review 10% of active client files for FCRA compliance
CROA disclosure verification
Verify all new contracts have proper CROA disclosures
Reactivation outreach: Robert Jackson
Personal call from manager — address payment issues
Daily dispute status check
Review all pending disputes, process responses, update clients
Consultation call: David Brown
Scheduled lead consultation — April 20
Complete James onboarding
Finish credit pull + analysis + portal setup
Monthly financial reconciliation
Reconcile all client payments vs services delivered
Quarterly business review
Q2 planning: review KPIs, adjust strategy, set targets
Follow up on Marcus Round 2 responses
Check Experian + Equifax response status — due May 1
Monthly check-in: Sarah Williams
Review dispute progress, update on Round 1 results
Update marketing content calendar
Plan May content: 4 blog posts + 4 videos + social
Workflow Engine
Step 3 of 6 • Due: 2026-04-30
James Rodriguez • Assigned: AI Agent Beta
Step 3 of 8 • Due: 2026-04-21
Robert Jackson • Assigned: AI Agent Beta
Step 2 of 7 • Due: 2026-04-15
Marcus Thompson • Assigned: AI Agent Alpha
Step 0 of 5 • Due: 2026-05-01
Marcus Thompson • Assigned: AI Agent Alpha
Step 5 of 7 • Due: 2026-04-17
Sarah Williams • Assigned: AI Agent Alpha
Step 2 of 6 • Due: 2026-04-19
Compliance & Regulatory Tracker
Annual report filing for RJ Business Solutions LLC
Estimated quarterly tax payment
Quarterly review of all CROA disclosures and contracts
Audit access controls, 2FA, sharing settings
Corporate Transparency Act — check enforcement status
Credit repair surety bond — NM requirement
Review + update privacy policy for 2026 state laws
Mandatory FCRA compliance training for all staff
State credit repair organization registration
Business general liability — $1M/$2M
Errors & Omissions professional liability
Data breach + cyber incident coverage
Autopilot Automations
Check for overdue bureau responses every day
Create monthly KPI snapshot on 1st of month
Alert when client risk score exceeds 70
Alert 90 days before any license/insurance/bond expires
Generate check-in tasks for all active clients monthly
When client status changes to onboarding, launch SOP-005 workflow
When new lead created, assign task to call within 5 min
Escalate tasks overdue by 48+ hours
Notify when client score increases 50+ points
Auto-generate weekly FCRA audit task
Team & AI Agents
Rick Jefferson
owner
Strategy & Compliance
AI Agent Alpha
dispute coordinator
Dispute Filing & Bureau Response
AI Agent Beta
csm
Client Communication & Retention
AI Agent Gamma
admin
Compliance & Scheduling
KPI Dashboard
Total Clients
7
3 active
MRR
$500
3 paying clients
Deletion Rate
22%
2/9 disputes
Graduated
1
clients reached goals
Client Pipeline
Dispute Status
Monthly Metrics History
| Period | Metric | Value | Category |
|---|---|---|---|
| 2026-04-01 | compliance score | 100% | Compliance |
| 2026-04-01 | client satisfaction | 4.8 | Retention |
| 2026-04-01 | avg score improvement | 38 | Operations |
| 2026-04-01 | deletion rate | 25% | Operations |
| 2026-04-01 | disputes deleted | 3 | Operations |
| 2026-04-01 | disputes filed | 12 | Operations |
| 2026-04-01 | monthly revenue | $749.95 | Finance |
| 2026-04-01 | churned clients | 0 | Retention |
| 2026-04-01 | new clients | 1 | Growth |
| 2026-04-01 | active clients | 5 | Growth |
| 2026-03-01 | compliance score | 98% | Compliance |
| 2026-03-01 | client satisfaction | 4.7 | Retention |
| 2026-03-01 | avg score improvement | 42 | Operations |
| 2026-03-01 | deletion rate | 27.8% | Operations |
| 2026-03-01 | disputes deleted | 5 | Operations |
| 2026-03-01 | disputes filed | 18 | Operations |
| 2026-03-01 | monthly revenue | $749.95 | Finance |
| 2026-03-01 | churned clients | 0 | Retention |
| 2026-03-01 | new clients | 2 | Growth |
| 2026-03-01 | active clients | 5 | Growth |
Alerts & Notifications
Angela has reached her 700+ goal! Score: 490→710 in 7 months. 12 items deleted. Referral request sent.
Wells Fargo dispute for Lisa Chen — bureau failed to respond within 30 days. Escalate to CFPB complaint.
Robert has missed 2 payments and hasnt logged into portal in 21 days. Risk score: 85. Immediate outreach required.
IRS quarterly estimated tax payment due in 60 days. Review with accountant.
Quarterly CROA disclosure review due by July 1. Begin audit of all active contracts.
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