AITalk to Rob
CALAgenda
your calendarsShoots
What's booked, where every order stands.
01Shoot schedule
next 14 days02Pipeline
last 45 days03Crew shot lists
SlackDaniel gets a Slack checklist every evening for the next day's shoots, built from the services booked and your shoot-day SOPs.
Sales
Leads from your Airtable, and who you need to reach today.
01Your follow-ups
owner: Filip02Pipeline
03Hot leads
stage: hot04Replied this week
last 7 daysClients
Who books you, who's gone quiet, and what they buy.
05Top clients
this year06Gone quiet
no shoot in 45+ days07Shoots per month
last 12 months08Packages
this year09One shoot from a reward
loyalty10Recent shoots
from Airtable11Loyalty: who's engaging
opens · card views · clicks12Loyalty: latest activity
liveClient care
After every shoot: say thanks, ask for a review, check in, and win the next booking. Tap Text or DM to send the drafted message, then tap Done.
01Say thanks
delivered in the last 3 days02Ask for a review
4 to 13 days after delivery03Check in
2 to 4 weeks after04Win them back
repeat clients, 5+ weeks quiet05One shoot from a reward
loyalty06Your review link
used in review asksPaste your Google review link once and Rob adds it to every review message. Find it in Google Business Profile under "Ask for reviews".
Brain
How Aurora Realty Visuals does things: shot lists and the company handbook.
Money
Booked from Spiro, minus what you've spent this month.
01Booked per month
CAD02Waiting to be paid
sent & part-paid03Business expenses
04Where it went
this monthQuickBooks can feed this automatically later.
Tasks
Work to-dos and the business goals you're chasing.