Equipped Painting · Monthly CAO Report · Owner Edition
July, Up Close
Equipped to serve. Driven by purpose.
July 2026 in focus · 2026 YTD as the reference baseline
73
Leads in July
live pipeline feed
$50
Meta cost per lead, July
32 leads on $1,585 spend
245
Calls Quinn handled in July
11 inbound answered
7
Workflows running live
of 31 mapped
$985
Blended paid CAC
Jan 1 - Jul 19, 2026 reference
$637,434
Sold revenue, 2026 YTD
reference baseline
July is the month the marketing push began, so July gets the microscope.
73 leads came in on the live feed; Meta produced 32 leads at $50 each, down from $79 in June on flat spend;
Quinn moved into Steward mid-month and drove 176 dials in a single day; and every
inbound call is now permanently on record. The 2026 baseline
($637,434 sold across 96 jobs from 768 leads) stays
in each section as the reference line, and from August this report reads month against month.
What's inside
1 July, then the year2 Quinn on the phones3 Marketing & CAC4 The AI-native company
01
July, Then the Year
The month under the microscope, on the live pipeline feed
73
Leads in July
29
Appointments
18
Estimates completed
3
Sold on the live feed
$6,435
Leads by month, live feed
May · 92
Jun · 115
Jul · 73
July cooled from June's 115 leads -
the push so far bought efficiency, not volume. The warehouse additionally recorded
$36,360 sold across 6 jobs through 7/12, when its frozen
export ends; the live feed above is the continuous series.
July leads by source (57 of 73 carry a source tag)
Website
15
Google Business Profile
15
Facebook Ads
9
Google LSA
4
Other
2
Thumbtack
1
Source tagging covers the warehouse and live windows; the mid-July
seam is untagged. The attribution rollout with Juan closes this for good.
The 2026 baseline for reference: 768 leads → 275 booked →
279 proposals → 96 won · $637,434 sold at
$6,640 average (DripJobs record). Top salespeople YTD: Mitchell Pascua $511,430; Mike Tannahill $87,955; Camilo Caro $27,681.
August will be the first clean month-against-month read.
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. Today
Quinn's inbound line means callbacks to its own outreach number and after-hours calls;
the main business line stays with the team until the planned cutover.
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
July's push up close, with the year as the reference line
July on Meta - live from the Ads API
$1,585
Spend in July
June: $1,667
32
Meta leads
June: 21
$50
Cost per lead
June: $79
9,135
People reached
21,914 impressions
Flat spend, half again more leads. July's push bought efficiency: cost per Meta lead fell
from $79 to $50 - already beating the
$72 full-year average. The job now is the mid-funnel: historically only 32% of Meta leads
ever reached a scheduled estimate, which is exactly what Quinn's speed-to-lead calling attacks.
The year as reference - Jan 1 - Jul 19, 2026, from the team’s own tracking sheet
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. LSA stays the cheapest customer at $539 and is budget-throttled; repeat and referral
remain half of sold revenue at zero ad spend.
Sold revenue by channel with close rate, 2026 YTD
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
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
66 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.