StoneGate AI Control Center

OwnershipRaul 20%

With Saul and Henry

On track

Primary targetProperty managers

Apartment and commercial accounts

Attention needed

Secondary lanesGC / demo

Construction, hauling, debris

Waiting

Recurring focusCleanup accounts

Overflow and move-outs

In progress

Account Command Strip

Current stage, value, probability, decision date, stakeholder, blocker, action, owner, and source freshness.

Current stageAttention needed

Portfolio business growth lane

Forecast valueWaiting

Pending pricing model

ProbabilityIn progress

Internal lane

Decision dueBlocked / urgent

Before outbound offer

Next meetingAttention needed

Henry / Raul pricing review

Main stakeholderAttention needed

Raul / Henry

Current blockerBlocked / urgent

Service pricing and truck capacity

Next actionAttention needed

Confirm recurring account rules

OwnerOn track

Henry

Last updateIn progress

June 2, 2026

Account / Business Overview

Stage, owners, contacts, blocker, and next action.

HealthWatch

OwnerRaul / Saul / Henry

ContactsRaul, Saul Rodriguez, Henry Arnold

Main blockerPricing, truck capacity, dump fee rules, and service area need calibration.

Next best actionConfirm offer menu and start a property manager call list.

Revenue opportunityRecurring apartment cleanup, dumpster overflow, hauling, and vendor replacement accounts.

Next Best Actions

Immediate account moves.

Lock property manager offer menuDemo data

The call center needs a clear recurring offer.

Confirm pricing, scope, and service area assumptions.

Attention neededCriticalRaulThis week

Create first call list for apartment cleanup laneDemo data

Pipeline needs account names before Saul can call.

Research property managers and tag fit reasons.

Agent workingHighGioNext build session

Stage Timeline

The account path from internal framing to owner-approved client-safe output.

1. Offer shapeAttention needed

Recurring property manager cleanup and overflow support.

2. Pricing rulesBlocked / urgent

Need margins, service menu, and capacity constraints.

3. Lead laneIn progress

Property managers, apartment complexes, and recurring work.

4. Outreach assetsWaiting

Blocked until pricing is approved.

Stakeholder Map

Who is involved, what each person needs, and who can approve release.

HenryAttention needed

Sales and service-shape owner.

RaulBlocked / urgent

Ownership and approval guardrails.

Property managersWaiting

Target buyer for recurring maintenance and cleanup.

Financial Comparison

Offer economics, fallback logic, risk, and forecast caveats.

Recurring accountsAttention needed

Best path to predictable revenue.

One-off jobsWaiting

Useful but less stable and harder to schedule.

RiskBlocked / urgent

Outbound before margins could create unprofitable demand.

Objection Log

Likely objections and the internal response path before client-facing use.

CapacityAttention needed

Show response windows and route limits clearly.

PricingBlocked / urgent

Use menu and minimums, not ad hoc estimates.

ReliabilityAttention needed

Tie to dispatch board, proof photos, and recurring account cadence.

Proof Criteria

Evidence required before value, delivery, or close recommendations can be trusted.

ProfitabilityBlocked / urgent

Every service category needs margin rules.

DispatchAttention needed

Route board and job intake must avoid overcommitment.

Sales assetsWaiting

Scripts and flyers require owner review.

Decision History

Owner decisions and analysis milestones for replay and handoff.

June 1On track

Property-manager lane identified as strongest growth path.

June 2In progress

Unified pass adds pricing blockers and command-strip structure.

Risk Mitigation

What must stay guarded while this remains a local internal command center.

Margin riskBlocked / urgent

Do not run outbound without pricing floor.

Operational riskAttention needed

Dispatch and route board must protect capacity.

Asset riskBlocked / urgent

Sales scripts stay internal until approved.

Client-Safe Asset Checklist

Which assets can remain internal and which are blocked until approval.

Property manager scriptAttention needed

Internal draft only.

Service menuBlocked / urgent

Blocked until pricing approval.

Dispatch boardWaiting

Demo-only until real jobs are loaded.

Client Control Modules

Shared sections for revenue, operations, workflows, tasks, assets, meetings, metrics, and agent workbench.

Owner: Raul / Saul / Henry

Ownership: Raul, Saul, Henry
Current business focus
This week's sales targets
Jobs scheduled
Revenue this month
Open quotes
Active property accounts
Operational bottlenecks
Saul action items
Henry action items
Raul action items

Next Best Actions

Concrete next moves for the account.

Lock property manager offer menuDemo data

The call center needs a clear recurring offer.

Confirm pricing, scope, and service area assumptions.

Attention neededCriticalRaulThis week

Create first call list for apartment cleanup laneDemo data

Pipeline needs account names before Saul can call.

Research property managers and tag fit reasons.

Agent workingHighGioNext build session

Decisions Needed

Approvals or calibration required before accuracy improves.

Confirm actual service areas, truck capacity, and dump fee rulesDemo data

Calibrate pricing and quote model.

Requested from Raul + Henry / Last updated 2026-06-01

Attention neededCriticalFCS Global LLC

Tasks & Roadmap

Search and filter the current work tied to this account.

SearchStatus

Work	Status	Priority	Owner	Due	Next step
Draft FCS property manager openerFCS Global LLC	Agent working	High	Codex	Next build session	Create gatekeeper and decision-maker versions for recurring cleanup.

1 visible records

Documents & Assets

Internal placeholders for proposal, scripts, maps, notes, and proof assets.

Gatekeeper scriptDemo data
Decision-maker openerDemo data
7-day call planDemo data
Offer menuDemo data

Missing Data / Calibration Needed

Inputs required before demo data can become trusted operational data.

Area	Missing	Priority	Blocks accuracy	Provider	Suggested question
FCS	Service pricing, truck capacity, dump fee rules, and crew availabilityQuote and profitability modules cannot be accurate without this.	Critical	Yes	Raul / Saul / Henry	What is the minimum job, load capacity, labor model, and dump fee rule?
FCS	Current lead list, service areas, and actual recurring accountsThe pipeline is sample-only until real target accounts are loaded.	High	Yes	Saul / Henry	Which cities and property types should the first 50-call list target?