Company Dashboard
Nomad Systems Co. β Pre-launch go-to-market Β· April 2026 Β· @DanGoesNomad
Active Clients
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Nomad OS MRR
$0
Monthly recurring
Open Audits
0
In progress
Proposals Sent
0
This month
β‘ Quick Links
β
Assets Built
The 7 Businesses
Portfolio overview β click revenue or "Edit Notes" to update inline
Schedule & Metrics
Weekly operating system and performance log
β‘ Non-Negotiable Daily Block β Every Weekday
15 min
GHL pipeline review + follow-ups. Nothing waits 48+ hrs.
30 min
LinkedIn β 20+ connections, reply all messages, post or engage.
15 min
Email + client messages β nothing waits >24 hours.
Weekly Focus β click any day to edit
Priority Stack β When Overwhelmed
π Weekly Metrics Log
Log every Friday. Green = at/above target. Red = below.
| Week Of | LinkedIn Sent | Calls Booked | Audits Done | Videos | Newsletter | Nomad OS MRR | Close Rate | |
|---|---|---|---|---|---|---|---|---|
| Targets | 100β125 | 3β5 | 1β2 | 1 | 1 | β | β₯50% |
Marketing System
Channels, routines, and the rules that protect your focus
The 5 Rules
CTA Hierarchy
π΄
Primary: Free Audit Booking
Every channel, every piece of content β this is the ONE CTA
π
Secondary A: Nomad Base Membership
Stan Store β $27β47/month β use when audit CTA doesn't fit
π‘
Secondary B: EWT Tours Trip Waitlist
For lifestyle content β never mixed with consulting CTAs
Tasks
Pick a business or Personal Β· switch between List & Board Β· contact tasks sync with the CRM
Discovery Call - Nomad Systems
Intake form + PAIN qualification Β· Fill out during or immediately after every call
30-Minute Call Framework
Open (2 min)
Set the agenda, get buy-in
Set the agenda, get buy-in
Questions (20 min)
Work Q1βQ9 in order
Work Q1βQ9 in order
Reflection (3 min)
Mirror back the 3 pains
Mirror back the 3 pains
Next Steps (5 min)
Propose assessment + book walkthrough
Propose assessment + book walkthrough
Client Intake
The 9 Discovery Questions
Q1 β Day-to-Day
"Walk me through a typical week in your business β what does your day-to-day actually look like?"
Q2 β Biggest Bottleneck
"What's the biggest bottleneck in your business right now β the thing that, if fixed, would give you the most time or money back?"
Q3 β Current Tools
"What tools and software are you using right now to run the business?"
Q4 β Lead Handling
"How do you currently handle new leads or inquiries β what happens from the moment someone reaches out to you?"
Q5 β Onboarding
"Walk me through what happens when you bring on a new client or a new agent β what does that process look like?"
Q6 β Past Client Follow-Up
"How do you stay in touch with past clients or past customers β is there any kind of follow-up system in place?"
Q7 β Repetitive Tasks
"What does your week look like in terms of tasks that feel repetitive β things you do over and over that you wish just happened automatically?"
Q8 β 10 Hours Back
"If I could give you back 10 hours a week in your business β what would you do with that time?"
Q9 β Timeline & Urgency
"What's your timeline β is there urgency here, or is this more of a 'someday' thing for you?"
Pain Points + Call Summary
PAIN Qualifying Score
P β Pain (real, specific, costly)
1 = vague Β· 2 = clear Β· 3 = urgent + specific
A β Authority (decision maker?)
1 = gatekeeper Β· 2 = influencer Β· 3 = owner
I β Investment (budget signal)
1 = resistant Β· 2 = open Β· 3 = mentioned budget
N β Now (urgency)
1 = exploring Β· 2 = next quarter Β· 3 = need it now
β
Total Score / 12
Qualification
Saved Calls
Forms
Discovery calls & intake sheets per business β pick a form on the left. Submissions link to a CRM contact.
Clients
Click a client to open their page β notes, tasks, and time tracking
CRM
Contacts, pipeline & imports β lives in Supabase (GoHighLevel replacement)
| Name | Phone | Company | Business | Status | Tags | Next task | Last activity |
|---|
Drag-free board β use the stage dropdown on each card to move it.
Finds contacts sharing an email, phone, or name within the same business. Respects the business filter above.
Import contacts from CSV (GHL export)
Upload the CSV, map the columns, pick the business, import. Duplicate emails (per business) are skipped automatically.