The blueprint, not the brochure.
Three pipelines, one dashboard.
Three customer pipelines run the operating system: residents (revenue), operating-partner candidates (leadership), and community partners (expansion). One dashboard reports them weekly. The site is structured so the operator inherits a working spine on day one — including a placeholder admin view that can be wired into your CRM of choice.
From new lead to subscriber.
From application to active.
From intro to launch.
The same ten numbers, every Monday.
This is a working illustrative view that the operating partner extends with real CRM data. Demo numbers below are stored in localStorage so leadership can play with the operator scorecard format before wiring in production data.
Production deployment should replace this demo with read-only views into the CRM of record. Recommended starting stack: HubSpot or Close + Zapier or Make for routing, plus a static dashboard fed by a scheduled export.
Form routing today
| Form name | Lead type | Routing |
|---|---|---|
| quick-intent | quick-intent | Netlify Forms → email + optional webhook |
| operating-partner | operating-partner | Netlify Forms + lead-router function → ADMIN_EMAIL + WEBHOOK_URL |
| sales-rep | sales-rep | Netlify Forms + lead-router function |
| investor-partner | investor-partner | Netlify Forms + lead-router function |
| community-inquiry | community-inquiry | Netlify Forms + lead-router function |
| availability-check | availability-check | Netlify Forms → email + optional SMS via Twilio |
| solar-intake | solar-intake | Netlify Forms → owner/admin email |
Source page, lead type, UTM fields, referrer, and submission timestamp are captured automatically by the website's form helper.
SOP library — minimum viable
- Launch SOP — community briefing, address map, sales route, install capacity, local support contacts.
- Sales SOP — pitch, plan compare, objections, close, payment, install slot, compliance.
- Install SOP — site arrival, ONT placement, router setup, speed test, customer education, closeout photo.
- Billing SOP — customer record, plan code, autopay confirmation, first invoice, commission attribution.
- Retention SOP — 7-day welcome, 30-day satisfaction check, issue escalation, upgrade offers.
- Expansion SOP — density scan, backhaul feasibility, projected take rate, launch priority.
Operator scorecard — fixed format
- MRR, ARR, ARPU.
- Take rate per active community.
- CAC and CAC payback.
- Install completion percentage.
- TV and Vacation attach rates.
- Monthly churn and churn dollar loss.
- Rep production and pod ranking.
- Pipeline counts at every stage.
- Open issues and escalations.
- Forecast next 30 / 60 / 90 days.