Section 05 — Admin

Command Center

Daily operations and business equity dashboard for Connie Kadansky, MCC — exceptionalsales.com + salesassessmenttesting.com.

This is your business — measured, documented, and transferable. Every client, booking, and revenue event logged here is equity, not just activity.

01 Dashboard Live overview · Both properties
Active Leads
47
24 ES · 23 SAT
Bookings This Week
8
3 coaching · 5 assessments
Bookings This Month
31
↑ 12% vs prior month
Pipeline Value
$41,200
Both properties combined
Lifetime Clients
218
Avg tenure 2.4 yrs
ES Revenue (YTD)
$68,400
Coaching + speaking + workshops
SAT Revenue (YTD)
$29,700
Assessment orders + bulk
Projected Annual
$138k
Based on current run rate
Projected annual revenue is the number a buyer or advisor sees when evaluating this business. A systematized $138k/year with documented client relationships and a transferable operating system supports a 2–3× revenue multiple.
02 Leads Source attribution · Cross-sell flags
Name Source Domain Entry Point Date Status Cross-sell
Maureen Holloway ES Speaking inquiry form Jun 18, 2026 New → Assessment
TechPro Recruiting SAT Assessment order page Jun 17, 2026 Active —
David Arnett ES 1-on-1 coaching contact Jun 16, 2026 Active → Assessment
Pinnacle Sales Group SAT Team assessment inquiry Jun 15, 2026 Pending → Workshop
Sandra Cleeves ES Workshop registration Jun 14, 2026 Booked —
FirstLine Insurance SAT Assessment order page Jun 12, 2026 Active → Coaching
Ray Moffit ES Homepage contact form Jun 10, 2026 Pending —
Hartwell Associates SAT FAQ → inquiry Jun 8, 2026 Closed —
03 Bookings Retention proof — repeat client flags support valuation
Upcoming
Client Service Source Date Value Type
David Arnett 1-on-1 Coaching ES Jun 22 $450 Repeat
Sandra Cleeves Workshop ES Jun 24 $295 New
TechPro Recruiting Team Assessment ×4 SAT Jun 25 $1,200 New
Maureen Holloway Speaking Consult ES Jun 26 $0 / intro New
Recent Completed
Client Service Source Date Value Type
Pinnacle Sales Group Assessment ×8 SAT Jun 19 $2,400 Repeat
Carla Nast 1-on-1 Coaching ES Jun 17 $450 Repeat
Hartwell Associates Assessment ×3 SAT Jun 15 $900 New
National Assoc. Event Keynote Speaking ES Jun 10 $5,500 New
04 Contacts Transferable client relationships — documented and measurable
Name Company Source First Contact LTV Last Interaction Relationship Notes
David Arnett Arnett Consulting ES Mar 2024 $5,400 Jun 17, 2026 Long-term coaching; referred 2 clients
Pinnacle Sales Group Pinnacle Sales Group SAT Jan 2025 $9,600 Jun 19, 2026 Annual team assessments; Q3 renewal expected
Carla Nast Independent Sales ES Sep 2023 $8,100 Jun 17, 2026 Monthly coaching since 2023; high retention
FirstLine Insurance FirstLine Insurance Co. SAT Apr 2026 $1,800 Jun 12, 2026 New; hiring cycle buyer — annual potential
Maureen Holloway MH Leadership Group ES Jun 2026 $0 Jun 18, 2026 Speaking inquiry; high potential org
TechPro Recruiting TechPro Recruiting LLC SAT Jun 2026 $1,200 Jun 17, 2026 New; team of 12 — bulk potential
218 documented lifetime clients with average tenure of 2.4 years. Named relationships with LTV and interaction history make these transferable to a new owner — they don't disappear with the founder.
05 Forms & Intake Source attribution · Pipeline routing per form
Active Forms
Form Name Property Feeds Status
Coaching Inquiry ES Leads → Coaching pipeline Active
Speaking Request ES Leads → Speaking pipeline Active
Workshop Registration ES Bookings → Workshop queue Active
Assessment Order SAT Bookings → Assessment queue Active
Team Inquiry SAT Leads → Team pipeline Active
General Contact Both Contacts → Nurture Active
Recent Submissions
Submitted By Form Date Routed To
Maureen Holloway Speaking Request Jun 18 Speaking pipeline
TechPro Recruiting Team Inquiry Jun 17 Team pipeline
David Arnett Coaching Inquiry Jun 16 Coaching pipeline
Sandra Cleeves Workshop Registration Jun 14 Workshop queue
Ray Moffit General Contact Jun 10 Nurture sequence
FirstLine Insurance Assessment Order Jun 12 Assessment queue
06 Automations The system works while you're not watching.
Exceptional Sales
Coaching Inquiry → Confirmation
Form submission triggers email confirmation + Cal.com booking link within 5 minutes.
ES
Live
Speaking Request → Packet Delivery
Automated speaker kit PDF via DocuSeal on form submit. Logged to Contacts.
ES
Live
Workshop Registration → Onboarding
Stripe payment → DocuSeal pre-work → calendar hold. No manual steps.
ES
Live
Post-Session Follow-up
72-hour follow-up email after completed coaching session. Cross-sell assessment if not on record.
ES
Planned
Sales Assessment Testing
Assessment Order → Delivery
Stripe payment confirmed → SPQ*Gold link dispatched → results PDF delivered within 24h.
SAT
Live
Team Inquiry → Scoping Call
Inquiry form triggers Cal.com scoping call link + volume pricing sheet.
SAT
Live
Assessment Buyer → Coaching Cross-sell
Post-assessment: automatic email introducing coaching services at exceptionalsales.com.
SAT
Planned
Annual Renewal Reminder
11-month trigger: re-engagement email to corporate buyers for annual assessment cycle.
SAT
Planned
07 Reporting Business performance — the numbers that support a valuation.
Revenue by Property (YTD)
Exceptional Sales
$68,400
Sales Asmt. Testing
$29,700
Revenue by Service Type (YTD)
1-on-1 Coaching
$37,100
Speaking
$21,500
Assessments
$21,200
Workshops
$11,800
Other / Bulk
$6,500
Lead Source Performance
Organic / Search
52%
Referral
28%
Speaking / Events
14%
Direct / Other
6%
Retention & Engagement
Client Retention Rate
74%
Repeat Engagement
61%
Cross-sell Conversion
18%
Avg Client LTV
$2,240
08 Content Gaps Expertise extraction — unanswered questions are methodology waiting to be documented
Your expertise becomes a business asset, not a personal dependency. Every question a bot couldn't answer from published content is an opportunity to move your methodology out of your head and into the system. Answered gaps become articles, FAQs, and structured knowledge — searchable, transferable, and ownable.
Source Page Question Asked Date Confidence Status
salesassessmenttesting.com/spq-gold How is the SPQ*Gold score calculated and what's a passing threshold? Jun 19, 2026 Low Open
exceptionalsales.com/coaching What does the coaching engagement process look like session by session? Jun 18, 2026 Low Open
exceptionalsales.com/workshops What is the current pricing for the half-day vs full-day workshop? Jun 17, 2026 Medium In Review
salesassessmenttesting.com/order How long does it take to receive assessment results after ordering? Jun 17, 2026 Medium Published
exceptionalsales.com/speaking What industries does Connie most commonly speak to? Jun 15, 2026 Low Open
salesassessmenttesting.com/faq Can SPQ*Gold be used for sales manager candidates, not just frontline reps? Jun 14, 2026 High Published
exceptionalsales.com/about What does the MCC designation mean and how is it earned? Jun 12, 2026 Medium In Review
exceptionalsales.com/coaching Is remote coaching available, or is this Phoenix-area only? Jun 10, 2026 High Published
09 Site Settings Domains · Attribution · Bot configuration · Access
Domain Management
exceptionalsales.com Active
Provider Cloudflare Pages
SSL Valid
salesassessmenttesting.com Active
Provider Cloudflare Pages
SSL Valid
Source Attribution
UTM Tracking Enabled
Cross-domain Linkage Enabled
Referral Attribution 30-day window
Form Source Tag Auto
Bot Configuration — ES
Coaching & Services Bot Active
Context ES services, Connie's approach
Scope exceptionalsales.com/*
Gap Logging Enabled → Module 08
Entry Point Router Bot Active
Scope Synergy / cross-site pages
Bot Configuration — SAT
Assessment Bot Active
Context SPQ*Gold, hiring, team use
Scope salesassessmenttesting.com/*
Gap Logging Enabled → Module 08
Integrations
Supabase Connected
Cal.com Connected
Stripe Connected
DocuSeal Connected
Cloudflare Worker Active
Email (Transactional) Connected
User Access
Admin connie@exceptionalsales.com
Role Owner
2FA Enabled
FrontFrame Access Read / Deploy
6 of 6 · Admin — End of walkthrough
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