Overview
TORONTO
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Active Agents
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VC Tasks Pending
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Overdue SLA
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GHL Accounts
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Client Accounts
GHL
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Activity Feed
LIVE
Agent Status
Quick Actions
Operation Structure
Kin Creative — Virtual Concierge Division👑
THE DIRECTOR
Founder & Commander
Kin Creative
HUMAN
✨
AURA
Head of Virtual Concierge
VC Division Lead
Agent Management
Strategy
Task Delegation
Client Relations
Lead Oversight
ONLINE
🎯
LEAD RESPONSE
First Contact Specialist
First Contact Unit
Speed-to-Lead
Initial Outreach
Lead Qualification
SMS/Call Response
First point of contact for all inbound leads. Fires on new lead webhook, responds within 60 seconds, qualifies prospects. Runs 24/7, triggered. #1 priority.
STANDBY
📅
FOLLOW-UP
Nurture Sequence Specialist
Conversion Unit
Follow-Up Cadence
Day 1/3/7 Sequences
Value-Driven Outreach
Cold Lead Reactivation
Runs nurture sequences for leads that haven't booked. Wk1: daily · Wk2: EOD · Wk3: every 2d · Wk4+: every 3d. Scheduled, multiple times daily.
STANDBY
✅
APPOINTMENT
Booking & Confirmation Specialist
Booking Unit
Confirmation Calls
Booking Management
Reschedules
Pipeline Updates
Confirms bookings, sends reminders, handles reschedules, updates GHL pipeline stages. Triggered on calendar events. Target: 50%+ show rate.
STANDBY
☀️
DAILY OPS
Operations Supervisor
Oversight Unit
Morning Review
Stale Lead Flags
Slack Summary
Task Delegation
Runs every morning. Reviews previous day's activity, flags stale leads, posts summary to Slack. The supervisor agent that keeps operations tight.
STANDBY
🚨
ESCALATION
Edge Case Handler
Escalation Unit
Complex Cases
Human Routing
Slack Alerts
Exception Handling
Handles edge cases the other agents can't resolve. Routes to a human VC via Slack when human judgment is needed. Last line of defense.
STANDBY
📊
REPORTING
Analytics & Metrics Specialist
Intelligence Unit
Weekly Rollups
Per-School Metrics
Mastersheet Sync
Conversion Tracking
Weekly rollup per school — leads, booked, showed, conversions. Feeds data into the mastersheet. Bridges VC operations with KPI reporting.
STANDBY
Virtual Concierge — Workflow
Lead Pipeline
GHL SYNC
New Lead
0
Target: <5 min response
Contacted
0
Building rapport
Follow-Up
0
Wk1: Daily · Wk2: EOD · Wk3: 2d · Wk4: 3d
Booked
0
Target: 50%+ booking rate
Confirmed
0
Confirmation call done
Showed
0
Target: 50%+ show rate
No-Show
0
Re-engage & rebook
Enrolled
0
🎉 Converted
Workflow Execution Board
AUTOMATIONLoading workflows...
Workflow Queue
NEEDS ACTIONLoading queue...
VC Daily Routine
SOP9:00 — 9:15
Check MessagesSlack, WhatsApp, Messenger — team & client msgs
Daily Ops Agent
9:15 — 9:45
Respond to NotificationsAll overnight leads & messages · Call new leads
Lead Response Agent
9:45 — 11:00
Confirmation CallsConfirm today & tomorrow appts · Update pipeline · Alert client
Appointment Agent
11:00 — 4:55
Client Calls & Follow-UpsUnread convos · New/hot leads (10d) · Follow-up tasks · Booked calls · Showed (10d) · No-shows (10d)
Follow-Up Agent
4:55 — 5:00
Track StatisticsRecord calls, confirmations, bookings for the day
Reporting Agent
ALL DAY
Speed-to-Lead — 5 Minute Response#1 PRIORITY · New leads & messages get immediate response
Lead Response Agent
Agent Stack
6 AGENTSLead Response Agent
First response <60s · Qualification · Routing
STANDBY
Follow-Up Agent
Nurture sequences · Day 1/3/7 cadence
STANDBY
Appointment Agent
Confirm bookings · Reminders · Reschedules
STANDBY
Daily Ops Agent
Morning review · Flag stale leads · Slack summary
STANDBY
Escalation Agent
Edge cases · Route to human VC via Slack
STANDBY
Reporting Agent
Weekly rollup · Per-school metrics · Mastersheet
STANDBY
Scale Context
80Schools
~4KLeads/mo
~130Leads/day
5→0Human VCs
GHL Connection
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Task Operations Board
Queued 0
In Progress 0
Awaiting 0
Needs Review 0
Completed 0
Escalated 0
Clients
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Operations Metrics
Task Execution
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Completed Today
Target: 20
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Pending
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Overdue SLA
SLA breach alert
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Avg Completion Time
Minutes per task
Communication
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Outbound Sent
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Inbound Received
Messages
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Unread / Missed
<5m
Avg First Response
Target: <5 min
Pipeline & Revenue
Conversion Funnel
30-DAY VIEW—
New Opportunities
Today
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Appointments Booked
Target: 50%+
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Showed Up
Target: 50%+
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No-Shows
Need re-engagement
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Enrolled
Target: 5/mo
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Pipeline Value
Estimated
Agent Performance
| Agent | Tasks Total | Completed | Pending | Escalated | Completion % | Escalation % |
|---|---|---|---|---|---|---|
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