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Pipeline & CRM
CRM & Pipeline
By operator type
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Ask OTIS
Your OTIS command line. Ask me anything, hand me a task, or attach a file for me to work from. Type / for quick commands like /go, /note or /leads. I'm right here.
Agent Task
The HAF command centre — every task the agents are running, who owns it, where it's stuck, and what needs your call. Tap any card or row to open the full task.
| Task | Lead | Support | Project | Priority | Status | RAG | Progress | Next action | Due | Approval |
|---|
Saves to this browser for now — ask OTIS to wire it to Supabase so tasks are shared across logins and permanent. Subtasks, comments, attachments, notifications and WhatsApp/Telegram approvals come in the next phases.
| Agent | Role | Active | Waiting | Blocked | Completed (wk) | Load |
|---|
Load bands — Light 1–3 · Balanced 4–7 · Heavy 8–12 · Overloaded 13+. OTIS flags any agent who tips into overloaded.
OTIS
Your business operating brain — what needs you, what's moving across the team, and where it's stuck.
Waiting list
Needs your decision
Today's focus
Work in flight
System pulse
Route a task to an agent
Telegram — Brent
Live via OTISOutbound messages queue via OTIS and send on next agent tick. Inbound messages appear here automatically when OTIS processes them.
Specialists
Seven specialist agents, each reporting into OTIS on Red / Amber / Green / Grey.
Your single front door. Everything personal and business starts with OSCAR — captured, sorted and prepared before business work is handed to OTIS. Calm, private and discreet by default.
Keeps every HUB system looking like one premium HAF product. KAY sweeps the design every night, aligns anything that has drifted back to the HAF brand standard, and keeps the whole system clean so it never gets messy — always showing the next fix, not just the mess.
The money view. KYLE tracks cashflow, budgets, invoices, costs, revenue, margins, payments and approvals — and always shows the next finance action, not just the data.
The data truth. FLO turns website, sales, marketing and project numbers into plain-English insight — not just dashboards, but what changed, why it matters and the next action.
Keeps the internal business tidy and traceable. MEG owns admin, documents, compliance, checklists, reminders and reusable processes OTIS can lean on.
Owns marketing activity — campaigns, content calendar, socials, email and Manychat. Premium and clean, with every campaign tied to a clear business objective.
Owns site management and development progress — tracking sites, contractors, planning, documents, costs and next actions, with each site kept separate.
Technical brain behind the Hub build — backlog, Cloudflare Pages, GitHub, Supabase, API and integration planning, security and developer handoff notes.
OSCAR'S Decision Queue
Every approval from every agent lands here as a row. OSCAR prepares it; you decide. Nothing commits on your behalf.
| Priority | Source | Decision needed | Area | Deadline | Contact | Status | Next action |
|---|---|---|---|---|---|---|---|
| No decisions in the queue yet. As the agents come online, approvals from OTIS, KYLE, FLO, MEG, NALA, JXPA and DEV appear here — newest and Red at the top. | |||||||
Buttons and the full field set (ID, travel / ETA checks, calendar, approval log) are built on preview. Live send, Map ETAs and calendar sync wire in once their keys are added — no faked actions.
To Do List
Synced from OSCAR — your personal assistant. Personal items stay private to you; only business tasks route into OTIS.
HAF Shop
Your live product & pricing table for THE HAF SHOP. Edit any cell, add or remove rows, then Save. Seeded with the Simark draft — fill in your cost & retail prices and OTIS will load the rest into the shop.
| SKU | Item | Type | Cost £ | Retail £ | Status | Notes |
|---|
Saves to this browser for now — ask OTIS to wire it to Supabase so the table is shared across logins and permanent.
Follow Everything HAF — the channels behind the build, the drops and the journey.
Live Work Queue
What OTIS and the agents are doing right now, by traffic light. Red waits on your approval, amber is queued, green is in motion.
Approvals
Row-by-row decisions OTIS and the agents need from you. High-risk actions are held as "Waiting for Brent" automatically.
| Task ID | Title | Agent | Category | Priority | Type | Risk | Added | Status | Action |
|---|
Today's Priorities
Your daily command list. Connects to OSCAR for live scheduling later.
Top 3 today
Set by you & OTISBusiness & work blocks
Personal & meetings
Follow-ups
Waiting on other people
Private Notes
Permanent and temporary instructions OTIS should remember — brand rules, build rules, pricing notes, private thoughts. Stored on your device in V1.
Your notes
System Health
A read-out of the HUB, sites, database and connected services. Live checks land here as each is wired up.
Services
Placeholder status — live pings comingAgent Projects
Every active project, by group — owner and next action.
Marketing
Run by NALA
Finance & Legal
Private, sensitive controls — company structures, banking, investor and legal. Nothing here executes without your approval.
Private Finance Mode
This area is locked. It holds company structures, banking, investor and legal controls. Unlock to view.
Overview
Run by JXPA
Your build & dev command view. It goes live once we agree the list of sites to watch.
- YouConfirm which sites/apps to track here — HAF, KNECT, PLNA, KN Cleans, the Shop.
- OtisI pull live status + last deploy from Cloudflare & Vercel (both connected) and fold the projects tracker in below.
Site Status
JXPA| Site | Status | Last deploy | Uptime | Errors |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Project management
Run by JXPA
Your projects board. It needs one list of the projects you want tracked.
- YouTell me your active projects — or drop a spreadsheet: name, owner, status, due date.
- OtisI stand up a `projects` table + a 20-second update route and wire this board to it.
Project Board
JXPA| Project | Owner | Status | Due | Progress |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Pipeline enquiries
Run by JXPA
Your inbound enquiry funnel. It lights up once enquiries land in one place.
- YouTell me where enquiries arrive today — website form, email, WhatsApp, DMs.
- OtisI route them into an `enquiries` table and tag each stage: new → qualified → won.
Pipeline
JXPA| Company | Stage | Value | Owner | Next |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
KN Capital
Run by MILO
HAF Co
Run by OTIS
Web Analytics & Funnel Tracking
Live page views and the HAF funnel — visitor → signup → activation — across www / launch / KNECT / PLNA.
Conversion funnel
Traffic by site
Traffic by source (UTM)
Top campaigns
Top pages
Most-clicked CTAs
Device & location
Product funnels (KNECT · PLNA · Freight · Business · Driver)
Anonymous, HAF-owned analytics. No personal, payment or compliance data is stored in events. Raw rows are never public — the HUB reads aggregate numbers only.
HAF KNECT
Live KNECT waiting-list sign-ups.
HAF KNECT — Waitlist
Every sign-up captured across the HAF sites — full detail, row by row.
| Date | Name | Category | Interest | Area | Phone | Status | Priority | Mailchimp | Source |
|---|
HAF PLNA
Run by JUDD
HAF X — Tier Framework
KNECT · PLNA · Freight Forwarding · Business Accounts — the back-office view of the pricing, fees and rebates. Reads the configurable tier model; live counts fill in as accounts are created.
HAF Jobs
Run by JAKO
The KNECT job & booking feed. It fills the moment KNECT jobs start flowing.
- YouGive me the go-ahead to wire this to the KNECT job flow (JAKO's system).
- OtisI connect the KNECT jobs feed; until KNECT is live I can seed it from any current bookings you send.
Live Jobs
JAKO| Ref | Status | Route | Value | Posted |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Dispatch Board
JAKO| Driver | Vehicle | Route | ETA | Status |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
HAF Feedback
Run by MEG
Customer feedback in one place. It needs a single capture point.
- YouPick how to collect it — a short form link, a post-job WhatsApp ask, or pulling in reviews.
- OtisI build that capture into a `feedback` table and surface scores + comments here.
Recent Feedback
MEG| Date | Rating | Source | Sentiment | Comment |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Themes
MEG| Topic | Count | Sentiment | Last seen |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
HAF Members
Run by MEG
Your HAF members view. It needs the member list source.
- YouTell me where members live — Shopify customers, a spreadsheet, or a fresh list.
- OtisI connect that source (Shopify is already linked) and map members + status here.
Member Directory
MEG| Name | Plan | Joined | Status |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Recent Joins
MEG| Name | Date | Type | Source |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
CleverPay
Run by KYLE
CleverPay transactions. It needs the CleverPay API connected.
- YouConfirm CleverPay is the payment system to track here — I'll then request its API key securely (never in chat).
- OtisI connect the CleverPay API, cross-check against Stripe (already linked), and wire the panels.
Recent Payments
KYLE| Date | Amount | Type | Status | Ref |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Compliance
KYLE| Item | Risk | Status | Action |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Content Plan
Run by NALA
Your content calendar. It needs your planned posts in one place.
- YouTell me where you plan content (a sheet, Notion, or let me run it) and your channels.
- OtisI stand up a `content_plan` table + Buffer link so scheduled and posted items show here.
Upcoming Content
NALA| Date | Platform | Topic | Format | Status |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Cort Co
Run by CORT
Cort TV
Run by CORT
Cort TV performance. It needs the video/streaming analytics source.
- YouTell me the platform Cort TV runs on — YouTube, Vimeo, or custom.
- OtisI connect that platform's analytics and chart views, watch-time and subscribers.
Top Content
CORT| Title | Views | Watch time | Likes | Published |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Cort Club
Run by CORT
Cort Club memberships. It needs the membership source.
- YouTell me how Cort Club members & dues are managed — Stripe, a platform, or new.
- OtisI connect it (or stand up a `cort_members` table) and track members + recurring revenue.
Member Activity
CORT| Name | Plan | Joined | Last active | Status |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Cort X
Run by CORT
Cort X league data. It needs the league/competition platform.
- YouTell me what runs the league — a platform name or a spreadsheet.
- OtisI pull fixtures, results and standings into this view.
Standings
CORT| League | Player | W | D | L | Pts |
|---|---|---|---|---|---|
| — | — | — | — | — | — |
| — | — | — | — | — | — |
| — | — | — | — | — | — |
Cort Shop
Run by CORT
Cort Shop sales. It needs the Cort Shopify store connected.
- YouConfirm the Cort Shopify store URL — I'll request its API token securely.
- OtisI connect it the same way as THE HAF SHOP (already live) and wire products, orders and revenue.
Recent Orders
CORT| Date | Order | Items | Total | Status |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Business
Run by OSCAR
Your business day — calendar + tasks. The calendar's connected; it needs the task feed joined in.
- YouConfirm which Google calendar(s) are 'business', and where business tasks should come from.
- OtisI filter your connected Google Calendar to business and join it with the agent task list here.
Business Schedule
OSCAR| Time | Event | Location | Type |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Tasks
OSCAR| Task | Priority | Due | Status |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Personal
Run by OSCAR
Your personal day. It needs your personal calendar connected.
- YouApprove the Apple/iCloud calendar link (CalDAV) when I prompt — I never hold your account password.
- OtisOnce the secure link is live I show personal events plus Megan's shared-calendar crossovers.
Personal Schedule
OSCAR| Time | Event | Location | Type |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Business
Run by KYLE
Business
Run by NALA
Your business social performance. The connections exist — they just need re-authorising.
- YouRe-authorise Buffer and Meta (Instagram/Facebook) when I prompt — both are set up but disconnected.
- OtisI pull reach, engagement and follower growth across channels into this view.
Business Channels
NALA| Platform | Followers | Posts | Eng % |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Recent Posts
NALA| Date | Post | Reach | Likes |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Personal
Run by NALA
Your personal social presence. It needs your personal accounts linked.
- YouTell me which personal accounts to track, and authorise them when prompted.
- OtisI keep these fully separate from business and chart growth + engagement.
Channels
NALA| Platform | Followers | Posts | Eng % |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Recent Posts
NALA| Date | Post | Reach | Likes |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Social Connections
HAF social accounts.
HAF Storage
Run by OTIS
Your storage / unit records. It needs the storage data source.
- YouTell me where unit & occupancy data lives — a PMS, a spreadsheet, or new.
- OtisI connect it (or stand up a `storage_units` table) and track occupancy + revenue.
Unit Overview
OTIS| Unit | Type | Size | Status | Since |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Container Stock
OTIS| Container | Location | Condition | Assigned |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
HAF Shop
Run by NALA · Live · Shopify
KN Co
Run by MILO
KN Cleans
Run by MILO
KN Cleans jobs. It needs to know where your cleaning bookings live today.
- YouTell me how you track KN Cleans jobs now — a spreadsheet, a booking app, or nothing formal yet.
- OtisI stand up a `kn_cleans_jobs` table + a 30-second logging route (Telegram or a form) and wire the panels.
Upcoming Jobs
MILO| Date | Client | Location | Type | Status |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Clients
MILO| Name | Jobs | Revenue | Last job |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
KN Ventures
Run by MILO
KN Ventures portfolio. It needs your list of ventures.
- YouList the ventures to track — name, stake, status, value.
- OtisI stand up a `kn_ventures` table and surface each venture's status and value.
Ventures
MILO| Name | Stage | Invested | Status | Owner |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
KN Capital Management
Run by MILO
KN Capital portfolio. It needs your holdings feed.
- YouTell me where holdings live (broker, spreadsheet) — or send a snapshot.
- OtisI wire a portfolio feed and chart allocation, value and P&L.
Holdings
MILO| Asset | Value | Alloc % | P/L | Last |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Allocation
MILO| Class | Value | Target % | Actual % |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Trade Journal
Run by MILO
Your trade journal. It needs trades logged in one place.
- YouSend a few trades, or pick how you'll log them — Telegram one-liners work fine.
- OtisI stand up a `trades` table + quick-log route and chart win-rate and R.
Recent Trades
MILO| Date | Asset | Side | Entry | Exit | P/L | Status |
|---|---|---|---|---|---|---|
| — | — | — | — | — | — | — |
| — | — | — | — | — | — | — |
| — | — | — | — | — | — | — |
Investors
Run by MILO
Your investor relationships. It needs the investor list.
- YouDrop your investor list — name, committed, status — or tell me to start one.
- OtisI build an `investors` CRM table and track commitments and stage.
Investor List
MILO| Name | Committed | Called | Return | Status |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Updates Due
MILO| Investor | Type | Due | Status |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Pipeline Enquiries
Run by MILO
Your enquiry pipeline. It lights up once enquiries land in one place.
- YouTell me where enquiries arrive today — website form, email, WhatsApp, DMs.
- OtisI route them into an `enquiries` table and tag each stage: new → qualified → won.
Pipeline
MILO| Company | Stage | Value | Owner | Next action |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Project Management
Run by MILO
Your projects board. It needs one list of the projects you want tracked.
- YouTell me your active projects — or drop a spreadsheet: name, owner, status, due date.
- OtisI stand up a `projects` table + a 20-second update route and wire this board to it.
Project Board
MILO| Project | Owner | Status | Due | Progress |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Container Collective
Run by MILO
Container Collective records. It needs the collective's data.
- YouTell me what the Collective tracks — members, containers, payments — and where it's held.
- OtisI stand up the right table(s) and wire the panels.
Members
MILO| Name | Containers | Joined | Status |
|---|---|---|---|
| — | — | — | — |
| — | — | — | — |
| — | — | — | — |
Vamo Sports Co
Run by VAMO
Vamo Padel
Run by VAMO
Vamo Padel bookings. It needs the court-booking system.
- YouTell me what you book courts through — Playtomic, a platform, or a spreadsheet.
- OtisI connect it (or stand up a `padel_bookings` table) and track bookings + utilisation.
Court Schedule
VAMO| Date | Court | Time | Player | Status |
|---|---|---|---|---|
| — | — | — | — | — |
| — | — | — | — | — |
| — | — | — | — | — |
Settings
Your account, privacy and Hub preferences.
Switch on the pages you want pinned to your Control Home overview. Changes save instantly.
Connect HAF's social accounts — Instagram, TikTok, Facebook, LinkedIn — so posts and enquiries flow through here. We'll wire these up next.
Social
Run by NALA