Kenny Estates / SWFL Lead Recovery

Owner control center

Watch the business, approve money moves, check replies, and keep control while the automation handles the background work.

Autopilot Active every 5 min Draft-first, owner controlled

Collected $0 Money received

Sent 20 Lead outreach

Replies 0 Warm leads

Drafts 0 Need review

MRR $0 Recurring

Codex brain Builds, checks, deploys, and keeps the system tight.

Claude partner Reviews risk, copy, strategy, and client problem solving.

Owner control Auto-draft on. Auto-send off until approved.

Next best move Check Gmail, update tracker, prepare August 6 follow-up. Main risk: sending more before reviewing replies.

Control mode

Monitor Check Gmail first. Update replies and tracker before any new send decision.

Automation rules

Auto-scan replies every 5 minutes.
Auto-draft replies and follow-ups.
Auto-send stays off unless approved.
Claude partner review is connected.

Lead Inbox

Gmail status Live endpoint connected Last check: waiting for next refresh

Auto refresh 20s Gmail endpoint refreshes every 20 seconds while this app is open.

Drafts 0 No pending Gmail drafts found

Lead replies 0 Only sent leads count here

Company	Email	Status	Next Action

Payment-ready reply

Great, next step is the $497 setup.

Here is the setup link: https://buy.stripe.com/bJeaERebJafje9r5RHgA800

Once it is paid, I will send the intake questions and map the first workflow for approval before anything goes live.

Live controls

Gmail Apps Script endpoint is connected.
Sent, replies, drafts, paid, and follow-up status feed this app.
Auto-draft is allowed; auto-send remains approval-only.
Stripe $497 setup link is active.
Claude partner review is connected for strategy and copy checks.
Phone alerts work from browser notifications when enabled.

Private data source Cloudflare proxy connected Gmail endpoint is stored server-side, not exposed in this page.

Publishing rule Owner-only dashboard Client-facing access needs a separate login before sharing.

First 3 Client Sprint

Target 3 founding clients $1,491 setup cash + $1,491/month

First Close $497 setup Collect before implementation

Fastest Path Follow up + call Push warm leads to payment

First 3 Client Sprint

Top push list:
1. Naples Air Conditioning - owner-led Naples company.
2. AC Assurance - owner-operated, 24/7 emergency service.
3. Harbor Air Conditioning - 24/7 availability and price-check angle.
4. Cape Cooling - owner-led and phone-focused.
5. Torocco's - named owner and emergency service.

New sprint emails sent today:
- Chill Squad
- B&B Mechanical
- Airmark
- Condee
- Subzero

Call opener:
Hi, this is Kenny with Kenny Estates / SWFL Lead Recovery. I sent a quick note about missed HVAC calls and estimate follow-up. Quick question: when your team misses a call or sends an estimate that does not book right away, is there an automatic follow-up process already in place?

00A

Best Outcome

Next Best Action Check Gmail, update tracker, prepare August 6 follow-up.

Reply Rate 0%

Call Rate 0%

Close Rate 0%

Main risk: sending more before reviewing replies.

00B

Notification Center

Device alerts Not checked

Daily reminders:
9:00 AM - Open Kenny Estates app, check Gmail replies, update tracker.
2:00 PM - Check replies again, move interested leads to call or payment.
5:30 PM - Update revenue, calls booked, and next action.

00C

AI Brain And Claude Review

Codex Role Operate, build, deploy, check Gmail, tighten the system.

Claude Role Second review for risk, copy, strategy, and client delivery.

Status Claude partner review is connected for copy, strategy, risk, and fulfillment checks.

Kenny asked Codex to run this by Claude as partner review.

Business: Kenny Estates / SWFL Lead Recovery for HVAC companies in Naples and SWFL.
Offer: $497 setup + $497/month. First goal is one paid setup before implementation.
Active setup payment link: https://buy.stripe.com/bJeaERebJafje9r5RHgA800

Please review this proposed action for profit impact, risk, clarity on phone, and whether it gets Kenny closer to payment.

Return: Approved/Revise, biggest risk, best next action, and short recommended wording if copy is involved.

Problem to solve

Write the issue, then generate a Codex + Claude review.

CMD

One-Page Command Workspace

Selected action Tap any command button.

The app will show the steps here so you can work from one screen.

Pick Gmail, Tracker, Stripe, Claude, or another command.

Inline rule

Opens inside this page when it is app data, scripts, copy, notes, or decisions. Secure pages open only from the fallback button.

Secure fallbackNot selected

Brain ownerCodex + Claude

Open Secure Page

Owner Overrides

Use these controls when you want the system to change focus. The active mode is shown at the top of the owner control center.

Next Action

Open Gmail, check for replies, update the tracker, then prepare call notes for any interested lead.

Pipeline Control

Emails sent Replies Calls booked Clients closed Revenue collected Setup price Monthly price

Today Checklist

Checked Gmail replies Checked drafts folder Updated lead tracker Prepared reply/call notes Updated revenue if payment came in

Client Problem Solver

Revenue View

Projected MRR $0

Projected Setup Cash $0

Six-Figure Target 20 clients

Run Rate $0/year

Projection is not collected revenue. Update collected revenue only after payment clears.

Reply Playbook

Pick a reply type.

Payment Setup

Collect $497 setup before implementation. Monthly management is $497/month after setup.

Payment provider Setup payment link Monthly payment link

Save the dashboard to generate the payment message.

Do not start client implementation until setup payment is complete or Kenny explicitly approves an exception.

Profit Engine

Now $497 + $497/mo First 3 founding clients

After Proof $997 + $750/mo Use case study and payment proof

Premium $1,500 + $1,000/mo After 5+ managed clients

Need 1 paid setup. At current pricing, 3 clients = $1,491 setup cash and $1,491 monthly recurring revenue.

Follow-Up Queue

Next review: August 6, 2026 20 sent. No new cold emails today. Review replies first, then send approved follow-ups only.

Subject: Re: missed HVAC calls

Hey {{Name}},

Just checking if recovering missed calls and unsold estimates is something worth looking at for {{Company}}.

I am offering the first few SWFL HVAC companies setup for $497, then $497/month if it is useful.

Want me to send the simple breakdown?

Kenny

Close And Collect

When they say yes

Book a 10-minute call or ask two direct questions by email.
Confirm they want missed-call, estimate, reminder, and review follow-up.
Send the $497 setup payment link before implementation.
After payment clears, collect intake answers and build the workflow.

Copyable close script

That makes sense.

The founding setup is $497. It covers the missed-call, fast lead response, estimate follow-up, appointment reminder, and review request workflow.

Once setup is paid, I will send the intake questions and map the first version for approval before anything goes live.

Setup payment: https://buy.stripe.com/bJeaERebJafje9r5RHgA800

Paused Leads

Lead	Status	Reason	Next Move
Next 9 HVAC leads	Paused	Do not over-send today	Review on Aug 6
AC Naples	Verify first	Questionable email quality	Confirm website/email before sending

Client Delivery

Not active - no paying client yet

Collect setup payment.
Collect intake answers.
Map missed-call and follow-up workflow.
Write client-specific messages for approval.
Test before turning anything on live.

AUTO

Autopilot Control

Autopilot draft mode. Runs every 5 minutes after Apps Script trigger setup.

Lead Replies Auto scan + classify Apps Script scheduler keeps checking Gmail.

Reply Handling Draft first Interested and pricing replies get payment-ready drafts.

Follow-Ups Draft due messages Due follow-ups draft first for approval.

Client Work Locked until paid Setup payment clears before implementation.

Command Links And Export

Save the dashboard to generate today's operating summary.