Client Engagement Dashboard
Craig Pittman is Brad's softball co-coach. Personal relationship. Craig described onboarding as 'outstanding' in a voicemail. High-visibility account due to regular personal contact.
Craig is frequently mobile (field estimates and site visits). Needs strong back-office support. Playbook in development with Jarel documenting SOPs. Onboarding described as 'outstanding' by Craig.
~72% idle time during ramp-up phase. Being addressed through coaching on proactive task ownership. Expected to normalize as playbook matures.
Upcoming initiative to add government contract/RFP support to VA scope. Significant revenue opportunity for Capcon.
Craig works from the field frequently. VA workflow should prioritize mobile-friendly communication and rapid proposal generation while Craig travels.
Connor leading technology stack modernization. VA supporting system migration and setup.
Real-time productivity tracking and hours breakdown will appear here once the Time Doctor API integration is live.
| Metric | Description |
|---|---|
| Daily Hours Tracked | Hours logged per VA per day with idle vs. active breakdown |
| Weekly Productivity Score | Percentage of tracked time spent on productive tasks |
| Top Applications Used | Most-used apps and websites during work hours |
| Screen Activity | Screenshot frequency and activity levels |
| Attendance & Schedule | Clock-in/out times, breaks, overtime tracking |