PLATFORM PREVIEW — SAMPLE DATA · This is the owner's view of the NoahX platform that runs this business. Visitors never see this page.
The managing partner's view
While the site talks to clients, this is what the firm sees.
Every chat, instant estimate, booking, and tracked call lands here — qualified, tagged, and followed up automatically. This preview uses sample data.
Business metrics overview
June closes on time
41/41
AVG CLOSE DAY 6.2
Documents auto-chased
87
ZERO PARTNER HOURS SPENT
Avg first response
27s
AI ANSWERS INSTANTLY
Consult requests · July
26
▲ 30% vs June
Consult requests by week LAST 8 WEEKS
SOURCES: FEE ESTIMATOR 36% · CHAT 25% · BOOKING FORM 23% · TRACKED CALLS 16%
Live lead queue QUALIFIED BY AI
DEADLINE
IRS CP2000 notice · consultant, Bedford
Deadline flagged on call · response drafted, review Friday
Deadline flagged on call · response drafted, review Friday
CLOSE
3 clients missing June statements
Auto-chase day 2 · 2 uploaded overnight, 1 reminder pending
Auto-chase day 2 · 2 uploaded overnight, 1 reminder pending
WARM
Cleanup lead · 2 years behind, e-commerce
Estimator $1,800–6,000 · free file review booked Thursday
Estimator $1,800–6,000 · free file review booked Thursday
WARM
S-corp return + bookkeeping bundle · Southlake
Chat at 10pm → consult booked · checklist sent
Chat at 10pm → consult booked · checklist sent
INTAKE
Engagement letter out · payroll add-on
$145/mo quoted · awaiting signature (day 1)
$145/mo quoted · awaiting signature (day 1)
Call tracking PER-CHANNEL NUMBERS
| TIME | CHANNEL | DURATION | OUTCOME |
|---|---|---|---|
| 9:12 AM | Website | 2:47 | Consult booked — cleanup + file review |
| 10:38 AM | Google Business | 1:22 | Checklist resent — business tax |
| 12:19 PM | Website | 0:51 | Fee question → chat handoff |
| 2:44 PM | Referral | 4:18 | IRS letter → deadline queue |
| 4:56 PM | Google Business | 0:36 | Missed → auto text-back sent |
Automation feed SMS + EMAIL
◴Document chase day-2 → 3 clients missing June statements
✉Quarterly-deadline reminder (Sep 15) → 38 clients, checklists attached
★Review request → completed cleanup engagement (5★ received)
✓Close board updated → 41 of 41 June closes delivered, avg day 6.2
◴Missed-call text-back → (817) 555-01×× in 24 seconds
⚠Engagement letter unsigned 5 days → partner follow-up queued
Sequences run themselves; the owner just watches the board. Client-side, this connects to the NoahX customer portal.
This dashboard ships with every NoahX Smart Website.
The site out front captures and qualifies. This view runs the business. One subscription, from $99/mo.