Good morning, Ashaan 👋
Your business snapshot for today — 9 April 2026.
Cash Collected
£14,200
↑ 31% vs March
Active Clients
7
+2 this month
Total Leads
284
↑ 18% vs last month
Calls Booked
91
32% booking rate
Open Tasks
14
3 overdue
All Clients
Click any row to view full detail
| Client | Phase | Pipeline | Cash In | Flag |
|---|---|---|---|---|
C Craig Greenaway Welfare Advocacy |
Live | £2,400 | On track | |
S Smile Studio NYC Cosmetic Dental |
Scaling | £5,800 | Review due | |
P ProHeat HVAC HVAC Services |
Onboarding | £1,200 | Action needed | |
M Meadow Legal Legal Services |
Live | £4,800 | On track |
Revenue Breakdown
April 2026Retainer fees£9,800
Setup fees£3,200
Ad management£1,200
Total collected
£14,200
Unread Messages
3Craig Greenaway
Quick question about the tribunal form upload…
Smile Studio NYC
New ad creative looks great — approved to run.
ProHeat HVAC
Still waiting on the ad account access.
Flagged Items
ProHeat campaign overdue
Assigned to Marcus · was due 7 Apr
Smile Studio review call due
Schedule before end of week
C
Craig Greenaway
Welfare Advocacy · Client since 1 Apr 2026 · GHL data synced ✓
Live
Cash Collected
£2,400
Retainer + setup
Leads This Month
38
↑ 12%
Calls Booked
14
37% booking rate
Calls Attended
11
79% show rate
GHL Pipeline
£6.2k
3 open opps
Onboarding Progress
4 of 6 complete✓
Account created
Portal access granted · 1 Apr
✓
Onboarding form completed
All data synced from GHL · 2 Apr
✓
Ad account connected
Meta Business Suite linked
✓
Campaign launched
Live since 3 Apr 2026
5
First review call
Booked for 14 Apr · 30 minutes
6
Scale phase begins
Unlocks after review call
Internal Notes
Craig asked about uploading tribunal evidence. Add file upload section to his resources tab.
Campaign performing above benchmark — CPL at £18 vs £25 target. Strong early signs.
Craig's Resources
Campaign Video
Loom walkthrough
Book a Call
Calendly
Case Tracker
Live Google Sheet
Office Hours
Tue & Thu 2–4pm
Message Thread
Craig Greenaway
Where does the tribunal form upload go once submitted?
2h ago
Hey Craig — I'll add a file upload section to your resources tab today. You'll be able to drop documents straight in there.
Just now
Team Tasks
All open tasks across every client and team member.
Total Open
14
Overdue
3
Due Today
2
Completed This Week
8
↑ 3 vs last week
High Priority
3 openLaunch ProHeat ad campaign
Complete Smile Studio landing page
Chase Craig for ad account access
Medium & Low Priority
11 openSend Craig weekly update
Review Meadow Legal ad copy
Book Smile Studio review call
Onboard Meadow Legal
Messages
All client and team conversations in one place.
All Conversations
3 unreadCraig Greenaway
Quick question about the tribunal form upload…
Smile Studio NYC
New ad creative looks great — approved to run.
ProHeat HVAC
Still waiting on the ad account access request.
Meadow Legal
Approved the new landing page design.
Craig Greenaway
Active nowCraig
Quick question about the tribunal form upload — where does it go once submitted?
2h ago
Hey Craig — I'll add a dedicated file upload section to your resources tab today. You'll be able to drop documents straight in there.
Just now
Team
Manage roles, workload and performance across HayloHub.
A
Ashaan Graham
Admin · Owner
7
Clients
14
Tasks
J
Jordan Clarke
Project Manager
7
Clients
8
Tasks
M
Marcus Reid
Media Buyer
4
Campaigns
£19
Avg CPL
Good evening, Craig 👋
Your HayloHub campaign — live data pulled directly from your pipeline.
Leads This Month
38
↑ 12% vs last month
Calls Booked
14
37% booking rate
Calls Attended
11
79% show rate
Campaign Phase
Live
Since 3 Apr 2026
Latest from HayloHub
Ashaan · HayloHub
Campaign live and ahead of target. CPL at £18 vs £25 goal 🔥
Ashaan · HayloHub
Ads are live on Meta. First leads within 24–48 hours.
Your Next Action
Action required
Book your first review call
30 minutes · scheduled for week of 14 Apr
After your review call, your campaign moves to the Scale phase.
My Tasks
Things you need to do to get the most from your campaign.
Total Steps
6
Completed
4
Remaining
2
Progress
67%
On track
Setup Checklist
4 of 6 done✓
Create your account
Done · 1 Apr 2026
✓
Complete onboarding form
Submitted and synced to your dashboard · 2 Apr 2026
✓
Connect your ad account
Meta Business Suite linked successfully
✓
Campaign launched
Your ads went live on 3 Apr 2026
5
Book your first review call
30 minutes with Ashaan to review performance and plan next steps.
6
Scale phase begins
Unlocks after your review call. Campaign budget and targeting expands.
Resources
Everything you need — specific to your campaign and niche.
Campaign Walkthrough
Video · 8 min
Watch: Your full campaign walkthrough — what's running, why, and what to expect
Book a Call
Schedule a call with Ashaan whenever you need to discuss your campaign or have questions.
Open Calendly
Case Tracker
Your live pipeline — all active cases, status updates, and outcomes tracked in real time.
Open tracker
Office Hours
Drop-in sessions every Tuesday and Thursday, 2–4pm. No booking needed for quick questions.
Add to calendar
Welfare Advocacy Guide
Full resource guide covering PIP, mandatory reconsideration, and tribunal appeal processes.
View guide
Ad Account Dashboard
View your live Meta Ads performance — impressions, clicks, leads, and spend in real time.
Open Meta
Send a Message
Reach Ashaan directly through the portal. Responses within one business day.
Open messages
Messages
Direct line to your HayloHub team.
HayloHub Team
OnlineAshaan · HayloHub
Your campaign is live and performing ahead of target. CPL sitting at £18 vs our £25 goal — strong week one. 🔥
Yesterday · 3:42pm
Ashaan · HayloHub
Don't forget to book your review call for week of 14 Apr — link is in your Resources tab.
Yesterday · 3:44pm
Quick question about the tribunal form upload — where does it go once submitted?
Today · 11:20am
Project Overview
All clients, tasks and delivery status across HayloHub.
Active Clients
7
Open Tasks
14
3 overdue
In Onboarding
2
Due This Week
6
All Tasks
Launch ProHeat ad campaign
Complete Smile Studio landing page
Send Craig weekly update
Review Meadow Legal ad copy
Onboard Meadow Legal
Client Status
| Client | Phase | Flag | Updated |
|---|---|---|---|
C Craig | Live | On track | Today |
S Smile Studio | Scaling | Review due | Yesterday |
P ProHeat | Onboarding | Action needed | 3 days ago |
Campaigns
Your assigned accounts and live performance metrics.
Assigned Clients
4
Live Campaigns
3
Avg CPL
£19
↓ £6 vs target
Total Leads
284
this month
My Campaigns
| Client | Status | CPL | Leads | |
|---|---|---|---|---|
C Craig | Live | £18 | 38 | |
S Smile Studio | Live | £22 | 94 | |
P ProHeat | Setup | — | 0 | |
M Meadow Legal | Live | £27 | 152 |
My Tasks
Launch ProHeat campaign
Review Meadow Legal ad copy
Weekly performance report