Equipped Painting - Monthly CAO Report (Owner Edition)

Equipped Painting · Monthly CAO Report · Owner Edition

The State
of the
Transformation

Equipped to serve. Driven by purpose.

Inaugural edition · 2026 year to date, through July 2026

$637,434

Sold revenue, 2026 YTD

DripJobs record

768

Leads, 2026 YTD

34%

Proposal close rate, YTD

96 of 279

$985

Blended paid CAC

Jan 1 - Jul 19, 2026

245

Calls Quinn handled in July

11 inbound answered

7

Workflows running live

of 31 mapped

This is the first monthly report of the Fractional CAO engagement, and it sets the baseline. 2026 so far: $637,434 sold across 96 jobs from 768 leads. In July the operating system underneath those numbers changed shape: Quinn moved into Steward and drove 176 dials in a single day, every lead now lands in one tracked pipeline, and 7 workflows run live with no one touching them. From August onward, this report tracks the same numbers month over month.

What's inside

1 The funnel2 Quinn on the phones3 Marketing & CAC4 The AI-native company

01

The Funnel

Lead to sold, from the DripJobs record - 2026 year to date

768

Leads

275

Booked estimates

36% of leads

96

Jobs won

34% of proposals

$637,434

Sold revenue

$6,640 avg job

Sold revenue by month scheduled, 2026

Jan

Feb

Mar

Apr

May

Jun

Jul

Revenue by lead source, YTD

Word of Mouth

$186,753

Repeat Customer

$102,638

Facebook Ads

$95,903

Thumbtack

$62,285

Referral

$53,092

Google Ads

$50,841

Website

$45,123

Jobs won by salesperson, YTD

Mitchell Pascua73 jobs · $511,430

Mike Tannahill17 jobs · $87,955

Camilo Caro4 jobs · $27,681

Ismael Firat2 jobs · $10,369

July itself: 73 new leads, 29 appointments and 18 completed estimates hit the live scorecard feed. July figures are partial by design: the historical warehouse froze 7/12 and the new live pipeline took over 7/27, so August is the first clean month-over-month comparison.

02

Quinn on the Phones

Every call, inbound and outbound, in July 2026

234

Outbound dials

86%

Pickup rate

202 connected

3h 36m

Total talk time

11

Inbound answered

9 connected

Outbound dials by day (the cockpit went live 7/30)

1

3

5

7

9

11

13

15

17

19

21

23

25

27

29

31

The lead board

Leads worked this month219

All-time calls on record482

Do-not-call requests honored1

As of this month every inbound call Quinn answers is stored permanently alongside the outbound record - recordings, transcripts and summaries included. Before July, inbound calls lived only inside the phone platform.

From a real call this month

“The user called Equipped Painting seeking a free estimate for a painting project. The agent provided information about the company and attempted to clarify whether the project was interior or exterior, but the call ended before the user could specify the details.”

Quinn answering the phones - an inbound caller asking for an estimate. Every call gets a summary like this, searchable from the cockpit, with the recording one click away.

Guardrails stay on: a hard 200-dial daily ceiling, suppressed stages refused server-side, and every do-not-call request honored permanently.

03

Marketing & CAC

What a customer costs, fully loaded - Jan 1 - Jul 19, 2026, from the team’s own tracking sheet

$23,644

Paid media spend

$1,101

Fully-loaded CAC

$985 media-only

5.9x

Revenue return on paid

$139,507 sold

Channel	Spend	CPL	Sales	CAC	Loaded CAC	ROI
Meta	$10,975	$72	8	$1,372	$1,546	6.9x
Google LSA	$5,932	$59	11	$539	$539	5.6x
Google Ads	$6,737	$153	5	$1,347	$1,626	4.5x
Paid total	$23,644	$80	24	$985	$1,101	5.9x

Loaded CAC adds the SCG management fee ($930/mo net across Meta and Google Ads). The $1,674/mo Essential plan is shared marketing-ops overhead - it also buys the SEO and GBP work behind organic - so it is reported beside paid CAC, not inside it.

Sold revenue by channel with close rate (365 appts → 237 proposals → 92 sales · $529,079)

Repeat / Referral · 50% close

$206,154

Meta · 16% close

$76,161

Thumbtack · 38% close

$65,772

Website / GMB / phone · 16% close

$57,796

Networking / Events · 21% close

$56,205

Google LSA · 19% close

$33,086

LSA is the cheapest customer at $539 CAC and is budget-throttled. Repeat and referral remain half of sold revenue at zero ad spend. The biggest recoverable pile of money is Meta's mid-funnel: only 32% of its leads ever became a scheduled estimate - which is exactly what Quinn's speed-to-lead calling attacks.

04

The AI-Native Company

The operating system being built underneath the numbers

7

Workflows live

running hands-off

21

Still manual

the automation runway

64

SOPs in the brain

64 documents indexed

2

Compliance saves

expiring docs caught

Shipped in July

Leads tab
One source of truth for every lead, in the team's own Google Sheet - 22 columns, synced to Steward.

Quinn cockpit
The dialer, live-call panel and lead board moved into Steward. 176 dials in one day on 7/30.

Org-Brain
Equipped modeled as a living knowledge graph - 131 entities across people, workflows, SOPs and tools.

Sub-compliance sweep
A daily automated check on subcontractor documents with a Slack alert ladder.

Inbound call capture
Every call Quinn answers is now permanently recorded in the database, not just outbound dials.

Steward adoption this month

Owner3 active · 8 conversations

Marketing1 active · 1 conversations

Sales1 active · 1 conversations

Sub-compliance baseline: 11 of 96 tracked documents on file, 2 expired. The daily sweep now watches all of it - this number is the before picture, and it should climb every month.

Coming next month

Attribution rollout with Juan - lead-level source joins so every channel number is provable.
Quinn takes the main line: confirmation texts for booked estimates, then the QUO number cutover.
Sophia's Monday cash-flow report - the biggest manual-work target in operations.
Stale-lead follow-up system for Daniel on top of the Leads tab.

What's working

Quinn went from a standalone tool to the team's daily cockpit in one week - 176 dials in a day, guardrails on.
Every lead now lands in one tracked pipeline, with the sheet the team already uses as the front door.
31 workflows are mapped and honestly labeled - 7 live, 21 manual, 3 planned. The runway is visible.

Opportunities next month

Move the biggest manual workflows onto the live list - attribution and the Monday cash-flow report lead the queue.
Lift sub-compliance from its 11% baseline with the Drive-folder collection push.
Grow Steward chat adoption beyond the owner circle - the knowledge base answers are only useful if they get asked.

STEWARD

"Each of you should use whatever gift you have received to serve others, as faithful stewards of God’s grace." - 1 Peter 4:10

Prepared for Mitchell & Nicole Pascua by Lonely Pine AI · Fractional Chief AI Officer engagement · July 2026. Funnel figures from the DripJobs record; marketing figures from the team’s own tracking sheet.