Lendware|Alignment Dashboard
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Operating View. March 26, 2026

Single-source-of-truth operating dashboard for CRM migration, contact consolidation, pilot outreach, and health-score readiness.

LEAD CONTACTS

2,332,163

Master database (pre-cleanse)

OUTREACH CONTACTS

24,256

Pilot-ready segment

Active

DAILY MOTION

30

Dials/day target

Defined

ANNUAL SPEND

$12K

Target (from $35K)

−$23K

RECORDING STACK

Kixie + Avoma

Calls + transcription

Integrating

WHAT CHANGED

01

Contact database scoped

Zach + Shires data merged into unified master spreadsheet. Tim owns central dashboard as single source of truth.

02

CRM direction set

CRM evaluation underway. HubSpot remains source of truth. Migration target and timeline TBD post-cleanse.

03

Outreach playbook defined

30 dials/day, tracked connect/schedule/close rates, multi-channel: Kixie (calls) + Avoma (recording) + email + in-app.

04

Pilot account identified

Milestone is first. Sarah (admin/branch manager) is primary contact. Audit report + top/bottom 3 producer analysis is the hook.

05

Health model scoped

Green/yellow/red tiers defined. Auto-update via CRM + Lendy integration. Stripe billing data feeds active vs. canceled status.

OUTREACH SNAPSHOT

01
CallKixie

30 dials/day. Track connect rate, schedule rate, close rate.

02
Voicemail + EmailKixie / Manual

Drop voicemail on no-answer. Follow with templated email same day.

03
In-App MessageLendy

Trigger in-app message for active users. Personalized by persona.

04
Automated Follow-UpCRM Sequences

3-touch automated sequence if no response after step 3.

HEALTH TIERS

GREEN

Active in last 30 days, Stripe billing current, 3+ logins/week

→ Maintain. Flag for expansion.

YELLOW

Active but declining usage, billing current, 1–2 logins/week

→ CS outreach within 7 days.

RED

No activity 30+ days, billing lapsed or at-risk, 0 logins

→ Immediate save play. Escalate.