🔍
| Name / Company | Stage | Next Action | Pri | Fit | Follow-Up | Wtd Value | Owner |
|---|---|---|---|---|---|---|---|
🏆 Won Deals
0
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⚠️ Next Action is required. Please select what happens next before saving.
🎓 Clients
Active coaching relationships
✦ AI Coaching Advisor
Click "Get Advice" to get AI-powered coaching guidance based on this client's full history.
📋 Latest Prep Form
📅 Sessions (0)
Client Profile
📝 Log Coaching Session
📣 Momentum Engine
Your weekly marketing habits → more leads, more clients
Momentum Score
—
Start checking habits
Streak 🔥
0
weeks hitting 60%+
vs Last Week
—
habit delta
Weekly Habits
0 / 0 completed
| Habit | Mon | Tue | Wed | Thu | Fri | Sat | Sun | Week % |
|---|
🧠 AI Insights
Click Analyse to get AI coaching on your marketing momentum this week.
💡 Content Ideas
Your niche / client avatar:
💡 Pro tip: Coaches who complete 5+ habits per day see 3× more inbound leads within 90 days. Your habits are your pipeline.
✏ Edit Habits
Add, remove, or rename your weekly marketing habits.
Deal Room
💼 Discovery Call Script
Follow the script. Trust the process. Close more deals.
or enter manually
Generates a full proposal for this prospect using AI
Progress
0 / 16
Live Notes
Capture what they say in their own words
🚨 Get Unstuck — AI Sales Coach
Paste what the prospect just said and get the perfect response
🛡 Objection Bank
📋 Call Outcome
👑 Admin Dashboard
All subscribers — plan levels, status, activity
Total Members
—
Elite ($297)
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Starter ($97)
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MRR
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Overdue
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| Member | Plan | Status | Joined | Last Active | Revenue | Actions |
|---|---|---|---|---|---|---|
| Loading… | ||||||
💬 Chat with Michel
Michel responds during business hours — usually within a few hours
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📬 Inbox
Select a conversation →
Select a client to view messages
AI reads full history & drafts a reply — you edit & send
🔒
Elite Members Only
Live chat with Michel is included in the Elite Coaching Plan ($297/month).
Upgrade to Elite →
❓ Help Center
Everything you need to get the most out of Revenue AIOS
🔍
Can't find what you need? Contact support directly.
📧 AI Inbox
Unread emails categorized by priority · AI-powered replies
🔴 Urgent & Important
0
⭐ Important
0
⚡ Urgent
0
📋 Low Priority
0
⌛
Reading your inbox & categorizing with AI…
📥
Inbox Zero!
No unread emails right now. Check back later.
⏳ Generating reply…
AI DRAFT
📚 Knowledge Base
Everything you need to manage Revenue AIOS — searchable, always here
🔍
⚡ Quick Reference
Starter code:
Revenue2026!Elite code:
ELITE297Supreme code:
SUPREME2589SheetDB URL: sheetdb.io/api/v1/fgcdca95u111d
CRM Sheet: Open Google Sheet ↗
Training Sheet: Open Training Sheet ↗
Website: revenueaios.com ↗
Netlify: app.netlify.com ↗
Telegram: @michaelbolducandpartners ↗
Calendly: Book a Call ↗
Elite Calendly: Elite Session ↗
Support email: michael@michaelbolduc.com
🎥 Training Library
Secrets of building a million-dollar coaching business — new videos added monthly
🏆 Elite Member
🔒
Elite Members Only
The Training Library is part of the Elite Coaching Plan ($297/month) — Michel's complete video system for building a 7-figure coaching business.
Upgrade to Elite →
🎬
First Videos Coming Soon
Michel is recording your first training modules now.
Check back soon — new videos added every month.
Check back soon — new videos added every month.
📅 Book Your Coaching Session
Schedule your 1-on-1 session with Michel Bolduc directly
🔒
Elite Members Only
Live coaching sessions with Michel are part of the $297/month Elite Plan.
Upgrade to Elite →
🏆
Elite Coaching Session
20-minute 1-on-1 with Michel Bolduc — included in your Elite membership
🎯
What do you need to close today?
Scan your leads and surface exactly what needs action right now — overdue follow-ups, stalled deals, untouched Tier A leads, and pipeline gaps.
Reads live from your Google Sheet
⚡ Today's Revenue Actions
Actions Today
0
Done This Week
0
Completion Rate
—
Revenue-Moving
0
🗒 Log Activity
Revenue = quality of actions × consistency of actions
📊 Activity Log
No activities yet.
Log your first action on the left.
Log your first action on the left.
🤖 Smart Triggers
From "Here's what you should do" to "This is already queued. Just approve or ignore."
Pending
—
Approved Today
—
Deals at Risk
—
Rules Active
—
🧠 AI Revenue Advisor
VP of Revenue analysis — execution-focused, deal-specific, no fluff
⚠ No Claude API key — go to ⚙ Settings to add it.
💬 Ask AI
Ask anything about your pipeline, leads, or business strategy. Claude has full context of your CRM.
Who should I call today?
Which deals are at risk of going cold?
What's my pipeline worth this month?
Who have I not followed up with?
Draft a follow-up email for my top lead
What's slowing down my revenue right now?
Which lead is closest to closing?
Analyse my conversion rates
⚠ No Claude API key — go to ⚙ Settings to add it.
Claude has context of your full CRM · 0 messages in thread
⚙ Settings & Connections
Manage your integrations and preferences
💳 My Plan & Billing
Current plan:
Starter — Monthly
💰 Switch to Annual
$970/year
Save $194 — 2 months free
Equiv. $81/mo · billed once annually
Switch to Annual →
Contact us to apply the change
🏆 Upgrade to Elite
$297/mo
Monthly
or
$2,970/yr
Save $594/yr
Live coaching with Michel · 30-min Zoom onboarding · Priority support · Video training vault
Upgrade to Elite →
Book a call — we'll handle the switch
✓ You're on the Elite plan. Thank you for being a member!
📊
Google Sheets (SheetDB)
CRM lead data source
Not tested
🤖
Claude AI (Anthropic)
AI Brief, Advisor, lead analysis
Not tested
📅
Google Calendar
Calendar-Aware AI Advisor
Not connected
👤 My Profile
Avatar
🎯 Business Goals (RPM Model)
The AI uses your goals to give advice aligned to what you're actually building — not just generic pipeline tips. Your WHY is 80% of your motivation.
🎯 The Result
—
❤️ The Purpose (Your WHY)
—
⚡ Massive Action Plan
—
🏆 Elite Plan
🏆
Elite Plan Active
Training Library, Book Session & Telegram chat are unlocked.
Have an Elite Plan code? Enter it below to unlock Training, Book Session, and live chat with Michel.
Current plan:
🤖 Claude API Key
Used for AI Brief on leads and the AI Advisor. Get yours at console.anthropic.com
👥 Team Members
Invite team members to access this Revenue AIOS. They'll receive an email invite and can log in with Google. Default role: Sales (CRM only).
Roles: Sales = CRM + Today's Actions + Activity. Admin = everything including Dashboard + AI Advisor.
📅 Google Calendar — iCal Connection
How to get your iCal URL (30 seconds):
- Open Google Calendar → top-right gear → Settings
- Click your calendar name on the left sidebar
- Scroll to "Secret address in iCal format"
- Click Copy and paste below
This URL is private and secret — treat it like a password. It gives read-only access to your calendar events.
🔐 Change Password
Password is stored in your browser. Shared across Dashboard and CRM.
🤖 Smart Trigger Rules
Enable or disable automatic trigger rules. Rules scan your pipeline and queue actions when conditions are met.
Advanced
Re-run Setup Wizard
Change your SheetDB URL or reconfigure from scratch
Tony Robbins RPM Model
Define Your Goals
Step 1 of 4 — R = Result
What do you want?
Be specific. Vague goals produce vague results. A real result has a number and a date.
Step 2 of 4 — P = Purpose
Why must you achieve this?
The WHY is 80% of your motivation. Most people focus on HOW to achieve goals. Tony Robbins teaches that the reason you must achieve something is what actually drives consistent action. If your why is strong enough, the how becomes obvious.
Step 3 of 4 — M = Massive Action Plan
What are you committed to doing?
Not a wish list. Specific, non-negotiable actions you will take consistently, no matter what.
Step 4 of 4 — Your North Star
The AI has read your goals.
Every recommendation, every AI message, every advisor analysis will now be aligned to what you're actually building.
↻ Generating your North Star…