The Wizard of AI
Client Backend

Client CommandDashboard

Project health, deliverables, active workflows, meetings, support, and implementation next steps.

Book Check-InView Playbook

4

Active Builds

12

Open Tasks

Fri

Next Meeting

92%

Health

Active Projects

Current client implementation pipeline.

AI Employee Launch

Build

Owner: AI Acrobatics

84% health

Next: Connect production CRM credentials and run lead-routing smoke test.

Lead Capture Funnel

QA

Owner: Growth Team

91% health

Next: Verify GHL tags and webhook delivery for the worksheet funnel.

Client Knowledge Base

Discovery

Owner: Client Ops

72% health

Next: Upload SOPs, call transcripts, and offer docs for ingestion.

Deliverables

Workflow Audit

Due May 15

Ready for review

Automation Roadmap

Due May 17

Drafting

Dashboard Walkthrough

Due May 20

Scheduled

Timeline

Audit
Build
3
QA
4
Launch

Workflows Being Built

Inbound lead → qualify → book call
Workshop signup → tag → email reminder
Client docs → knowledge base → summary
Weekly progress report → dashboard update

Recent Activity

Lead magnet endpoint connected to first-party tracking.

Golden Ticket portal upgraded with events and worksheet surfaces.

Package lock refreshed after dependency drift blocked clean install.

Referral dashboard verified locally and on Wizard domains.