True Legacy Homes Command Center

Strategic Command Center

Master strategy dashboard with key metrics and goals.

OC/LA Strategy

Funnel Analysis + Channel Plan for Orange County & Los Angeles.

Strategic Brief

Monthly executive brief with action recommendations.

Agent Orchestra Dashboard

Master control panel for all automated AI systems.

Beacon + Scout Flow

Lead discovery pipeline and workflow automation.

AI Phone Agent

Implementation plan for automated call handling.

Estate Sales With Dignity

Platform overview and program description.

Market Analysis

EstateSales.net competitive intelligence dashboard.

Email Generator

Automated estate sale email content generation.

Audit Report

Full Salesforce platform audit findings and recommendations.

Sales Process

Lead lifecycle and sales process mapping.

MLS AI Agents

Specification document for MLS integration.

AI Marketing Team

Autonomous marketing agent architecture and overview.

AI Content Pilot

Orange County Estate Sales content campaign.

GBP Strategy

Google Business Profile optimization strategy.

Executive Dashboard

High-level business performance metrics for leadership.

Micro-Conversion Observatory

Track and optimize small conversion events in the funnel.

January Actuals

Funnel performance data for January 2026.

Obituary Lead Dashboard

Automated obituary lead discovery and tracking.

Scout Dashboard

Lead discovery and qualification system.

Lead Scorecard

Lead quality assessment and prioritization system.

Review Request Automation

Automated review request system and workflow.

GBP Review Call List

LA & OC review follow-up call list with scripts.

Review Campaign Dashboard

Performance metrics for review campaigns.