Thursday 9 July 2026

Good morning, Matt 👋

Here's where Flip360 stands this morning — 4 tasks need your eye, 1 deals are closing this week, and you've banked $4.2k in personal commissions so far.

Open CEO Cockpit Kanban pipeline 4 tasks for me What's new tonight

Personal commission YTD

$4.2k

6 deals settled

Pending commission

In cooling-off or eligible

Active deals

Across 9 verticals

Active contacts

Members · Partners · Customers

Clawbacks

Need attention

Needs your eye today

All tasks →

Approve Marcus Webb engagement docs

Sarah Chen referral — strong fit, KPMG move

URGENT 13d overdue Marcus Webb DEAL-00901

Confirm Hugo Brunner clawback paperwork

Refinance triggered clawback — needs partner countersig

URGENT 10d overdue Hugo Brunner DEAL-00712

Olivia Park wills package — H4 follow-up

HIGH 12d overdue Olivia Park DEAL-00905

CMO check-in re LinkedIn scale plan

Corrina pushing $12k→$18k/mo LinkedIn — needs founder sign-off

NORMAL 12d overdue Corrina Lindby

Closing this week

Pipeline →

DEAL-00901

Sophie Lim mortgage prequalification

H1 · Referrer intent Expected 2026-07-15

—

Cooling-off / eligible

Payouts queue →

DEAL-00905

Olivia Park legal — wills package

Priya Nair home & contents bundle

Eligible for payout

$154

Recent activity

Contacts →

Great work Sarah

founder · Sarah Chen · 2026-07-06

Stage moved: H3a_INTAKE → H3b_SETTLED

platform-admin · · 2026-06-28

Stage advanced → H3b_SETTLED

PM_ADMIN · · 2026-06-27

Stage advanced → H3b_SETTLED

platform-admin · · 2026-06-27

Stage advanced → H3b_SETTLED

platform-admin · · 2026-06-27

Quick jump

Pipeline kanban Contacts (23) Deals (13) Marketing spend Benchmark vs big CRMs FY27→FY31 trajectory Best-practice audit All 13 roles