Good morning, Leslie.
Here's your business at a glance.
Total Clients
—
All products
Beta Applicants
—
Pending review
Email List
—
Total subscribers
Care Inquiries
—
Needs review
Stream 1
JoMar Credit
—
Beta clients
→
Stream 2
CC Care
—
Beta clients
→
Stream 3
ClarityCommand
—
Beta subscribers
→
Stream 4
Classes
$0
Workshops & courses
→
Beta Apps
Care Inquiries
Email List
Plan Content
All Clients
Recent Beta Applications
No applications yet
Share beta_apply.html to start receiving applications.
Recent Care Inquiries
No inquiries yet
Share care_discovery.html to receive custom build inquiries.
Today's Action Items
- Review new beta applications and approve/denyDaily
- Check beta codes panel — assign codes to approved applicantsDaily
- Review any new Care Discovery inquiries and follow upDaily
- Plan this week's content across YouTube, Facebook & LinkedInWeekly
- Send monthly update to your email listMonthly
Beta Applications
Review who wants in. Approve the right mix — different levels, different products, real businesses.
No applications yet
Once people fill out the beta application form on your website, their submissions will appear here for your review.
Beta Codes
30 codes across all three products. Green = available to give out. Red = already used. Give ONE code per approved beta tester.
JoMar Codes
10
Available
Care Codes
10
Available
CC Codes
—
Available (coming soon)
📋 JoMar Portal — Credit & Financial Strategyportal.html · 30 days free
💡 When you approve a JoMar beta applicant — DM or email them one of these codes. They go to portal.html, click "Start Free Trial," enter the code at signup, and get 30 days free automatically.
🏥 ClarityCommand Care — Assisted Livingclaritycommand_care.html · 30 days free
💡 Approved Care beta testers go to claritycommand_care.html, click "Start Free Trial," enter their code, and get 30 days free.
⚙️ ClarityCommand — Field Serviceclaritycommand_portal.html · coming soon
Beta codes for ClarityCommand will be added here once the portal trial system is set up. Ask Claude to add them when ready.
All Clients
Every client across all products — JoMar, Care, and ClarityCommand.
Add Client Manually
Client RosterLoading...
| Client | Program | Product | Type | Added | Notes |
|---|---|---|---|---|---|
| Loading clients... | |||||
Email List
Everyone who has signed up across all your products. Use this to send campaigns, updates, and newsletters.
Total Subscribers
—
All products
JoMar
—
Credit clients
Care
—
ALF clients
Beta Applicants
—
Interested leads
✉️ Compose Broadcast
This copies the email list and your message to your clipboard — paste into Mailchimp, Gmail, or any email tool. Mailchimp is free up to 500 contacts →
Subscriber List
Loading email list...
Content Planner
Plan and write your posts here — then post to all your channels through Buffer. One place to think, everywhere to publish.
📱 Connect Buffer for One-Click Posting
Buffer connects Facebook, Instagram, YouTube, LinkedIn, and TikTok. Write once here → click "Send to Buffer" → it posts to all your channels. Free plan available.
✍️ Write a Post
Platforms
Planned Posts
No posts planned yet
Write your first post above and save it here. Then copy it to Buffer to schedule across all your channels.
Your Social ChannelsUpdate links in Settings
JoMar Business Solutions
Credit & financial strategy clients from the JoMar portal.
Total Clients
—
All programs
Beta Testers
—
30-day free
Paid Clients
—
Active
JoMar Portal ClientsOpen Portal →
| Client | Program | Type | Days Left | Signed Up |
|---|---|---|---|---|
| Loading... | ||||
ClarityCommand Care
Assisted living facility clients from the Care portal.
Total Clients
—
All tiers
Beta Testers
—
30-day free
Free Trial
—
7-day
Paid Clients
—
Active
Care Portal ClientsOpen Care Portal →
| Client | Plan | Type | Days Left | Signed Up |
|---|---|---|---|---|
| Loading... | ||||
ClarityCommand App
Field service business management subscribers.
Subscribers
0
All tiers
Foundation ($75)
0
Active
Growth ($150)
0
Active
MRR
$0
Monthly recurring
ClarityCommand ClientsOpen CC Portal →
No subscribers yet
When businesses subscribe to ClarityCommand, they'll appear here.
App Build Requests
Businesses that want a custom app built by Leslie.
Log a New Request
Classes & Videos
Workshops, courses, and your content funnel — all driving traffic back to your products.
Upcoming Classes
No classes scheduled
Add your SBDC workshops, private classes, and online courses here.
Video Funnel
Videos coming soon
Your YouTube and social videos drive people to your products. Use the Content Planner to plan your videos.
Sessions & Schedule
All booked sessions across JoMar and ClarityCommand.
Upcoming Sessions
No sessions booked yet
Sessions booked through your portals will appear here.
Revenue Overview
All income streams in one view.
Total This Month
$0
All streams
JoMar Programs
$0
One-time & retainers
Care MRR
$0
Monthly recurring
CC MRR
$0
Monthly recurring
Projected Monthly Revenue (at capacity)
JoMar (10 clients)
$7,500+
Programs + retainers
Care (15 facilities)
$2,500+
Monthly recurring
ClarityCommand (20)
$3,000+
Monthly recurring
Combined potential
$13,000+
Per month
Profit & Loss
Track income, expenses, net profit, and your estimated tax liability — all in one place.
Total Income
$0
All time
Total Expenses
$0
All categories
Net Profit
$0
Before tax
Est. Tax Owed
$0
@ 28%
Take-Home
$0
After est. tax
Filter Period
Tax Settings
Texas has no state income tax. Federal self-employment is 15.3% + income tax. 28-30% is a safe estimate. This rate applies across P&L, Job Cost, and Speaking panels.
Quarterly Tax Due Dates — 2026IRS estimated payments
Set aside your tax rate % from every payment immediately — move it to a separate savings account. Pay quarterly to avoid IRS penalties. Consult a CPA for your official filing.
+ Add Income
- Add Expense
Upload Bank Statement (CSV)
Download your bank statement as a CSV from Zoho Books or your bank. Upload it here to read and categorize transactions before importing them into your P&L.
📄
Drop CSV here or click to browse
Works with Zoho Books, Chase, Wells Fargo, Bank of America exports
Income Entries
| Date | Stream | Description | Amount | Set Aside Tax | |
|---|---|---|---|---|---|
| No income entries yet. | |||||
Expense Entries
| Date | Category | Description | Amount | |
|---|---|---|---|---|
| No expense entries yet. | ||||
Income by Stream
Add income entries to see your breakdown by stream.
Job Cost Calculator
Calculate your true profit on every engagement — including what you actually keep after taxes.
New Job / Engagement
Live BreakdownTax rate: 28%
Gross Revenue
$0.00
Direct Costs
$0.00
Net Profit (Before Tax)
$0.00
Est. Tax Owed
$0.00
What You Actually Keep
$0.00
Profit Margin
--
Effective $/hr
--
Saved Jobs and Engagements
| Job | Type | Revenue | Costs | Net Profit | Est. Tax | Take-Home | Margin | $/hr | |
|---|---|---|---|---|---|---|---|---|---|
| No jobs saved yet. | |||||||||
Total Revenue
$0.00
Total Costs
$0.00
Net Profit
$0.00
Total Tax Est.
$0.00
Total Take-Home
$0.00
Avg Margin
--
Client Demographics
Who is doing business with you — by type, program, and product. Know your audience so you can serve them better.
Total Clients
--
All products
Individuals
--
Personal credit
Couples
--
Joint programs
Business Owners
--
Business credit
Students
--
Student program
Care Facilities
--
ALF operators
Field Service
--
ClarityCommand
Beta to Paid
--%
Conversion rate
Breakdown by Client Type
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Breakdown by Product
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Top Programs by Enrollment
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Follow-Up NeededNo activity in 30+ days
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Speaking Engagements
Track every event, speaking fee, costs, and what you actually keep after taxes.
Total Events
0
All time
Total Fees Earned
$0
Gross
Total Event Costs
$0
Travel, lodging, etc.
Total Take-Home
$0
After costs and tax
Log Speaking Engagement
Live BreakdownTax rate: 28%
Speaking Fee
$0.00
Total Event Costs
$0.00
Net Before Tax
$0.00
What You Keep After Tax
$0.00
All Speaking Engagements
| Date | Event | Organization | Topic | Fee | Costs | Net | Take-Home | Notes | |
|---|---|---|---|---|---|---|---|---|---|
| No speaking engagements logged yet. | |||||||||
HQ Settings
Your command center preferences and social channel links.
Your Social Media Channels
Add your profile URLs here. They'll appear as quick links in the Content Planner so you can open each channel directly.
Your Sites & Portals
${[
['JoMar Business Solutions (Home)','index.html'],
['JoMar Sales Page','jomar.html'],
['JoMar Client Portal','portal.html'],
['ClarityCommand Care Sales','claritycommand_care_sales.html'],
['ClarityCommand Care Portal','claritycommand_care.html'],
['ClarityCommand Sales','claritycommand.html'],
['ClarityCommand Portal','claritycommand_portal.html'],
['Beta Application Form','beta_apply.html'],
].map(([name,file])=>``).join('')}
${name}
Open →${file}
Service Clients
All ClarityCommand Service beta testers and registered businesses.
Total Clients
—
All tiers
Beta / Trial
—
Free access
Paid
—
Active subscriptions
Service Portal Clients
| Business | Industry | Tier | Type | Days Left | Signed Up | ||
|---|---|---|---|---|---|---|---|
| Loading service clients... | |||||||
Service Beta Codes
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Care Custom Inquiries
Facility operators who submitted the custom app discovery questionnaire. Review, then schedule a discovery call.
Total Inquiries
—
All submissions
Needs Review
—
Not yet reviewed
HIPAA Likely
—
Section 2 triggered
No inquiries yet
When facility operators complete the discovery questionnaire on care_discovery.html, their submissions appear here for your review.
👁 Viewing as Customer · ClarityCommand Credit
Loading Credit Portal…
👁 Viewing as Customer · ClarityCommand Service
Loading Service Portal…
👁 Viewing as Customer · ClarityCommand Care
Loading Care Portal…