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Good morning,
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My Leads

Build your pipeline and track outreach.

CompanyContactPhoneVerticalStageSourceAddedUpdated

Lead Pool

Claim unassigned leads and add them to your pipeline.

CompanyAddressPhoneVerticalState

My Meetings

Track every meeting and its qualification status.

CompanyMeeting DateCampaignPayoutStatusNotes

Earnings

Your payout history and upcoming payments.

Payout History
PeriodMeetingsTotalStatus

Leaderboard

Qualified leads — all time.

Leaderboard

Qualified leads across all reps — all time.

Pending Agents

Agents who signed up via Google or Apple and are awaiting approval.

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CRM Pipeline

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Campaigns

Your active campaigns — click any card to open the full battle card.

Settings

Manage your account preferences.

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Privacy & Legal
Privacy Policy

Read how we collect, use, and protect your data.

Delete Account

Permanently delete your account, profile, and personally-attributable activity from Bag Carriers. This action cannot be undone.

Business records you created (leads, campaigns) may be retained in anonymized form for business operations. You will be signed out immediately and your access revoked.

Admin Overview

Pending Review
RepCompanyDate
Rep Activity
RepLeadsQualified

Reps

Manage your agent team.

NameEmailStatusLeadsMeetingsEarned MTD

All Leads

Every lead across all reps.

CompanyRepVerticalStageSourceAddedUpdated

Meetings Queue

Review and qualify meetings booked by your reps.

RepCompanyMeeting DateCampaignPayoutRep NotesAction

Campaigns

Set payout rates per vertical.

CampaignTag / VerticalMeeting BonusClose / Flat BonusPortal OnlyStatus

Payouts

Review what's owed and approve monthly payments.

RepPeriodMeetingsAmountStatusAction

Lead Pool

Unassigned leads ready to distribute to reps.

CompanyAddressPhoneVerticalState

Import Leads

Bulk upload a CSV and assign leads directly to a rep.

1 — Choose CSV File
📄
Click to select CSV or drag and drop
Columns: company_name, contact_name, phone, email, address, vertical, targeted_solution, notes
2 — Assign to Rep & Campaign

Email Blast

Send branded HTML emails to leads via Resend.

1 — Recipients
Stage
Vertical ⌘ multi-select
Rep ⌘ multi-select
Select at least one filter above to preview recipients.
2 — Compose
Use {{contact_name}} and {{company_name}} as merge fields. Logo, header and unsubscribe link are added automatically.
Blast History
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Prospect Sites

Track every prospect through build → send → view → enroll → sign → pay → onboard.

BusinessSentViewsEnroll ClickedSignedPaidOnboarded
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Enrolled Clients

Signed agreements, recurring billing, and NMI payment controls.

Content Drafter

Draft Facebook posts from local trends. You approve before anything goes out.

Prospect Scout

Daily scan of local reviews for businesses that need what you offer.

Site Builder

Generate a custom pitch site for any prospect — AI-powered config, one-click GitHub deploy.

Approvals Queue

All pending agent drafts. Approve before anything executes.

● Internal Use Only — Bag Carriers

Business Model & Service Menu

What it actually costs · What you make · What you sell  ·  your inputs save automatically

Monthly P&L
Per-Build Cost
Customer LTV
Service Menu
How this P&L works: As a single-member LLC, your time isn’t a cash cost — it’s what you’re buying back with profit. This shows actual cash out of pocket vs. revenue, then tells you your effective hourly rate so you can track against your $100/hr goal.
Pipeline
Prospects / Month
Target: 30–50
Close Rate
%
Setup — Full Price
$
Setup — Discounted
$
% Closes Discounted
%
Active Clients (cumulative)
Current recurring base
Monthly Recurring Fees
Platform Fee (own processor)
$
Platform Fee (your processor)
$
% on Your Processor
%
Avg Monthly Card Volume
$
Blended across tier mix
Residual Rate
% of vol
Your Hours This Month
Prospect Build Time
hrs each
Target: 0.5 hr
Go-Live Build Time
hrs each
Onboard + build + revision + handoff
Ongoing Client Mgmt
hrs/client/mo
Support, QBRs, upsell convos
Cash Costs Only
Subscriptions (total/mo)
$
Claude $20 + Netlify $20 + Resend $20 + Loom $18 + Domain $2 + Supabase $20 ≈ $98–118
Variable Cost / Closed Build
$
Claude credits $8 + Netlify $3 + Supabase project $10
P&L — This Month
Cash Flow Breakdown
ItemAmount
Effective Hourly Rate
What this costs in real cash — no labor rate applied. The bottom line is what actually leaves your account per build. Use this to set your floor price.
Shared Subscriptions (Prorated)
Closed Deals / Month
Divides shared sub costs
Claude
$ /mo
Netlify
$ /mo
Resend
$ /mo
Loom Pro
$ /mo
Domain
$ /mo
Direct Per-Build Costs
Claude Extra Credits
$
Netlify Deploy Credits
$
Supabase (if used)
Sub share
$
Per project
$
Client Domain
$
Cash Cost Per Build
Build Cost Breakdown
Line ItemCash Cost
Setup Fee Charged
$
Monthly Platform Fee
$
On Your Processor?
Monthly Card Volume
$
Residual Rate
% of vol
Retention (months)
Volume Growth / Year
%
Expected Referrals
Lifetime Value
Cumulative Revenue — Month by Month
The Manufacturers Rep Model — How You Position This
◆
You don’t sell software. You carry solutions for specific problems. Like a manufacturers rep, you represent a portfolio of tools and only recommend what genuinely fits the client’s situation. Your value is knowing which tool solves which problem — and executing it.
◆
Entry is always the website + portal. It’s tangible, fast to deploy, and low-skepticism for a trades business owner. Once you’re inside with a portal and payment processing, you have visibility into their operation that no outside vendor can match.
◆
Add-ons are prescribed, not pitched. After 60 days, you do a quick business review: “You’re leaving quotes on the table” → AI Quote Tool. “You’ve got 3 unpaid invoices over 45 days” → Invoice Chaser. They don’t feel sold to — they feel understood.
◆
Your competitors are generalist agencies. You’re a vertical operator embedded in the trades community in Blair County. That specificity — knowing that an HVAC company has different cash flow problems than a landscaper — is your moat.
Core Engagement Tiers
Foundation
Digital Presence
Your business online — professional, fast, and working for you while you’re on the job.
$999–1,999setup + $99–299/mo
  • Custom site on your domain (demo first on *.bagcarriers.dev)
  • Lead capture + contact form with email notifications
  • Enroll / contract + payment flow built in
  • Loom walkthrough video in header for demos
  • Hosted on Netlify — fast, reliable, zero downtime
  • $99/mo (your processor) or $299/mo (own processor)
No AI API costs at this tier  ·  Cash cost/build: ~$50–80  ·  Gross margin 90%+ on recurring
Operator · Most Popular
Operations Portal
A command center for your business — not just a website. Built for how trades businesses actually run.
$1,999–2,999setup + $249–349/mo
  • Everything in Foundation
  • Client/job pipeline — leads, quotes, active, closed
  • AI-powered Google Review Responder
  • Invoice Chaser — automated follow-up for unpaid work
  • Agent login portal for field staff or sales reps
  • Supabase backend — real data, real auth
API cost est: $20–40/mo  ·  After API costs, net monthly: $200–300+
Full Stack
Revenue Engine
AI working your pipeline, your AR, and your reputation — while you focus on the work.
$2,999–4,999setup + $449–549/mo
  • Everything in Operator
  • AI Quote Tool — scoped estimates from job description + photos
  • Trades-specific logic (HVAC, plumbing, electrical, landscaping)
  • Custom agent portal with leaderboard + payout tiers
  • HubSpot or CRM integration
  • Quarterly business reviews included
API cost est: $50–90/mo  ·  After API costs, net monthly: $360–460+
Add-On Modules (Prescribed After 60 Days)
AI Quote Tool
+$150/mo
Job description + photos → scoped estimate. Cuts quote time from 45 min to under 5.
API cost: ~$25–50/mo
Invoice Chaser
+$79/mo
Automated AR follow-up sequences. Flags invoices 15, 30, 45 days out. Drafts escalating messages in your voice.
API cost: ~$5–12/mo
Review Responder
+$49/mo
Monitors Google Reviews. AI drafts responses in the owner’s voice within hours.
API cost: ~$3–8/mo
Agent Portal
+$99/mo
Separate login for field staff or independent sales agents. Pipeline, leaderboard, campaign payouts.
No API cost
Scheduling Module
+$79/mo
Job scheduling, crew assignments, calendar view.
No API cost
SMS Campaigns
+$69/mo
Seasonal promos, job follow-up, review requests via text. Twilio-backed.
Twilio: ~$10–20/mo pass-through
Retained Operator Engagements
Revenue Operator Retainer
On-Call Operator
You’re not a vendor — you’re their ops person. They call, you solve.
$499–999/mo retainer
  • Monthly strategy call (30 min) — review numbers, flag problems
  • Up to 4 hrs execution per month (changes, additions, fixes)
  • Priority response — not waiting in a ticket queue
  • You proactively bring opportunities to them
  • Ideal for businesses $500k–$2M annual revenue
Effective rate: $125–250/hr batched across clients
Strategic Partner
Fractional Ops Director
Deeper engagement for businesses ready to scale. You own a slice of their growth.
$1,500–2,500/mo or rev share
  • Weekly check-ins + async availability
  • Full tech stack ownership — you manage all vendor relationships
  • Revenue-share option (5–10% of growth you drive)
  • Vendor/partnership negotiations on their behalf
  • Best fit: trades businesses $1M+ looking to add 20–40% revenue
The manufacturers rep model at full expression
AI Add-On Pricing Rationale
ToolYour API CostPrice to ClientNet MarginValue Story
AI Quote Tool$25–50/mo$150/mo$100–125/moSaves 5–10 hrs/mo of estimating labor
Invoice Chaser$5–12/mo$79/mo$67–74/moRecovers unpaid AR faster
Review Responder$3–8/mo$49/mo$41–46/moMore responses = higher local SEO ranking
Combined (all 3)$278/mo~$208/mo netReal cash after API costs
Pricing principle: Price against the value the client recovers, not your API cost. A trades business that closes one more job per month because of the quote tool is making $2,000–$8,000 extra. Your $150/mo is a rounding error. Lead with that.

My Calendar

Google Calendar — live view

Team Chat

Internal — Bag Carriers only