RJ

Operations Command Center

RJ Business Solutions — Master SOP 2026

MRR

$500

Active Clients

3

Open Disputes

7

Active Workflows

8

Overdue Tasks

21

Overdue Disputes

6

Active Workflows

SOP-601running

FCRA Compliance Verification

Step 3/6 • AI Agent Gamma

SOP-005running

Client Onboarding & Intake

James Rodriguez

Step 3/8 • AI Agent Beta

SOP-405running

Proactive Churn Prevention

Robert Jackson

Step 2/7 • AI Agent Beta

SOP-005running

Client Onboarding & Intake

Step 1/8 • AI Agent Beta

SOP-005running

Client Onboarding & Intake

Step 1/8 • AI Agent Beta

SOP-106paused

Bureau Response Processing

Marcus Thompson

Step 0/5 • AI Agent Alpha

SOP-101running

Credit Report Analysis

Marcus Thompson

Step 5/7 • AI Agent Alpha

SOP-103running

Dispute Strategy Development

Sarah Williams

Step 2/6 • AI Agent Alpha

Pending Tasks (21)

Weekly FCRA compliance audit

2026-04-19 Gamma SOP-601
critical

CROA disclosure verification

2026-04-20 Gamma SOP-602
critical

Weekly FCRA compliance audit

2026-04-22 SOP-601
critical

Speed-to-lead: call new prospect

2026-04-22 SOP-012
critical

Weekly FCRA compliance audit

2026-04-22 SOP-601
critical

Speed-to-lead: call new prospect

2026-04-22 SOP-012
critical

CALL NOW: Prod Test

2026-04-30 21:35:41 Beta
critical

CALL NOW: RICKY JEFFERSON

2026-05-01 19:06:00 Beta
critical

Reactivation outreach: Robert Jackson

2026-04-15 Beta SOP-405
high

Daily dispute status check

2026-04-15 Alpha SOP-106
high

Notifications 13

NEW LEAD: RICKY JEFFERSON

Phone: 4144304277 — CALL WITHIN 5 MINUTES. Score range: 500-550

NEW LEAD: Prod Test

Phone: 505-555-0001 — CALL WITHIN 5 MINUTES. Score range: 400-500

Score Improvement Celebration

Client score improved 50+ points! — 3 clients with 50+ point improvement

Overdue Task Escalation

Task overdue — escalation required — Scheduled automation executed

EXPIRING: Google Workspace Security Audit

Audit access controls, 2FA, sharing settings — expires 2026-07-01

EXPIRING: Delaware LLC Annual Report

Annual report filing for RJ Business Solutions LLC — expires 2026-06-01

Compliance Expiry Warning

Compliance item expiring soon — 4 compliance items expiring within 90 days

Overdue Task Escalation

Task overdue — escalation required — Scheduled automation executed

Angela Martinez — GRADUATED!

Angela has reached her 700+ goal! Score: 490→710 in 7 months. 12 items deleted. Referral request sent.

CFPB Escalation Required

Wells Fargo dispute for Lisa Chen — bureau failed to respond within 30 days. Escalate to CFPB complaint.

Churn Risk: Robert Jackson

Robert has missed 2 payments and hasnt logged into portal in 21 days. Risk score: 85. Immediate outreach required.

Q2 Tax Estimate Due June 15

IRS quarterly estimated tax payment due in 60 days. Review with accountant.

CROA Quarterly Review Due

Quarterly CROA disclosure review due by July 1. Begin audit of all active contracts.

Recent Activity

New lead: RICKY JEFFERSON (rickyjefferson1006@gmail.com) from funnel

funnel • 2026-05-01 19:01:00

New lead: Prod Test (prodtest@example.com) from funnel

funnel • 2026-04-30 21:30:41

Auto-Generate Monthly Report: Scheduled automation executed

system • 2026-04-15 18:03:05

New Lead Speed-to-Lead: 1 new leads in last 24h

system • 2026-04-15 18:03:05

Monthly Client Check-Ins: Scheduled automation executed

system • 2026-04-15 18:03:04

Weekly Compliance Audit: Scheduled automation executed

system • 2026-04-15 18:03:04

Score Improvement Celebration: 3 clients with 50+ point improvement

system • 2026-04-15 18:03:04

Overdue Task Escalation: Scheduled automation executed

system • 2026-04-15 18:03:04

Client Pipeline

3

lead

1

onboarding

3

active

1

paused

1

graduated

0

cancelled

ClientStatusActions
Marcus Thompson
marcus.t@email.com
 active
Sarah Williams
sarah.w@email.com
 active
Lisa Chen
lisa.c@email.com
 active
James Rodriguez
james.r@email.com
 onboarding
RICKY JEFFERSON
rickyjefferson1006@gmail.com
 lead
Prod Test
prodtest@example.com
 lead
David Brown
david.b@email.com
 lead
Robert Jackson
robert.j@email.com
 paused
Angela Martinez
angela.m@email.com
 graduated

Dispute Tracker

0

pending

0

drafted

5

sent

1

investigating

2

deleted

1

escalated

ClientBureauStatus
Marcus Thompson experian sent
Marcus Thompson equifax sent
Marcus Thompson transunion deleted
Sarah Williams experian investigating
Sarah Williams equifax sent
Sarah Williams transunion deleted
Lisa Chen experian escalated
Lisa Chen equifax sent
Lisa Chen transunion sent

Task Queue

critical SOP-601 Compliance

Weekly FCRA compliance audit

Review 10% of active client files for FCRA compliance

2026-04-19 AI Agent Gamma weekly
critical SOP-602 Compliance

CROA disclosure verification

Verify all new contracts have proper CROA disclosures

2026-04-20 AI Agent Gamma monthly
critical SOP-601 Compliance

Weekly FCRA compliance audit

Auto-generate weekly FCRA audit task

2026-04-22
critical SOP-012 Sales

Speed-to-lead: call new prospect

When new lead created, assign task to call within 5 min

2026-04-22
critical SOP-601 Compliance

Weekly FCRA compliance audit

Auto-generate weekly FCRA audit task

2026-04-22
critical SOP-012 Sales

Speed-to-lead: call new prospect

When new lead created, assign task to call within 5 min

2026-04-22
critical Sales

CALL NOW: Prod Test

New lead from funnel! Phone: 505-555-0001 | Email: prodtest@example.com | Score: 400-500 | Source: f

2026-04-30 21:35:41 AI Agent Beta
critical Sales

CALL NOW: RICKY JEFFERSON

New lead from funnel! Phone: 4144304277 | Email: rickyjefferson1006@gmail.com | Score: 500-550 | Sou

2026-05-01 19:06:00 AI Agent Beta
high SOP-405 Retention

Reactivation outreach: Robert Jackson

Personal call from manager — address payment issues

2026-04-15 AI Agent Beta Robert Jackson
high SOP-106 Disputes

Daily dispute status check

Review all pending disputes, process responses, update clients

2026-04-15 AI Agent Alpha daily
high SOP-012 Sales

Consultation call: David Brown

Scheduled lead consultation — April 20

2026-04-20 Rick Jefferson David Brown
high SOP-005 Onboarding

Complete James onboarding

Finish credit pull + analysis + portal setup

2026-04-21 AI Agent Beta James Rodriguez
high SOP-106 Disputes

Check overdue dispute responses

Check for overdue bureau responses every day

2026-04-22
high SOP-106 Disputes

Check overdue dispute responses

Check for overdue bureau responses every day

2026-04-22
high SOP-501 Finance

Monthly financial reconciliation

Reconcile all client payments vs services delivered

2026-04-30 Rick Jefferson monthly
high SOP-006 Strategy

Quarterly business review

Q2 planning: review KPIs, adjust strategy, set targets

2026-04-30 Rick Jefferson quarterly
high SOP-106 Disputes

Follow up on Marcus Round 2 responses

Check Experian + Equifax response status — due May 1

2026-05-01 AI Agent Alpha Marcus Thompson
normal SOP-401 Retention

Monthly check-in: Sarah Williams

Review dispute progress, update on Round 1 results

2026-04-20 AI Agent Beta Sarah Williams monthly
normal SOP-401 Retention

Monthly check-in

Generate check-in tasks for all active clients monthly

2026-04-22
normal SOP-401 Retention

Monthly check-in

Generate check-in tasks for all active clients monthly

2026-04-22
normal SOP-703 Marketing

Update marketing content calendar

Plan May content: 4 blog posts + 4 videos + social

2026-04-25 AI Agent Beta monthly

Workflow Engine

SOP-601 FCRA Compliance Verification critical
running

Step 3 of 6 • Due: 2026-04-30

SOP-005 Client Onboarding & Intake high
running

James Rodriguez • Assigned: AI Agent Beta

Step 3 of 8 • Due: 2026-04-21

SOP-405 Proactive Churn Prevention high
running

Robert Jackson • Assigned: AI Agent Beta

Step 2 of 7 • Due: 2026-04-15

SOP-005 Client Onboarding & Intake high
running

Step 1 of 8 • No deadline

SOP-005 Client Onboarding & Intake high
running

Step 1 of 8 • No deadline

SOP-106 Bureau Response Processing normal
paused

Marcus Thompson • Assigned: AI Agent Alpha

Step 0 of 5 • Due: 2026-05-01

SOP-101 Credit Report Analysis normal
running

Marcus Thompson • Assigned: AI Agent Alpha

Step 5 of 7 • Due: 2026-04-17

SOP-103 Dispute Strategy Development normal
running

Sarah Williams • Assigned: AI Agent Alpha

Step 2 of 6 • Due: 2026-04-19

Compliance & Regulatory Tracker

filing Delaware LLC Annual Report
EXPIRED

Annual report filing for RJ Business Solutions LLC

Delaware Expires: 2026-06-01 Rick Jefferson 300 SOP-000
filing IRS Quarterly Tax Estimate — Q2
2 days left

Estimated quarterly tax payment

Federal Expires: 2026-06-15 Rick Jefferson SOP-501
audit CROA Disclosure Review
18 days left

Quarterly review of all CROA disclosures and contracts

Federal Expires: 2026-07-01 AI Agent Gamma SOP-602
audit Google Workspace Security Audit
18 days left

Audit access controls, 2FA, sharing settings

Internal Expires: 2026-07-01 AI Agent Gamma SOP-604
filing BOI Report Status Check
201 days left

Corporate Transparency Act — check enforcement status

Federal Expires: 2026-12-31 AI Agent Gamma SOP-000
bond Surety Bond — $25,000
202 days left

Credit repair surety bond — NM requirement

New Mexico Expires: 2027-01-01 Rick Jefferson 375 SOP-603
legal Privacy Policy Annual Review
202 days left

Review + update privacy policy for 2026 state laws

National Expires: 2027-01-01 AI Agent Gamma SOP-604
training Annual FCRA Training
211 days left

Mandatory FCRA compliance training for all staff

Federal Expires: 2027-01-10 AI Agent Gamma SOP-601
license New Mexico Credit Repair License
216 days left

State credit repair organization registration

New Mexico Expires: 2027-01-15 Rick Jefferson 250 SOP-603
insurance General Liability Insurance
261 days left

Business general liability — $1M/$2M

National Expires: 2027-03-01 Rick Jefferson 1200 SOP-605
insurance E&O Insurance
261 days left

Errors & Omissions professional liability

National Expires: 2027-03-01 Rick Jefferson 800 SOP-605
insurance Cyber Liability Insurance
261 days left

Data breach + cyber incident coverage

National Expires: 2027-03-01 Rick Jefferson 600 SOP-605

Autopilot Automations

30-Day Dispute Response Check SOP-106

Check for overdue bureau responses every day

schedule: 0 9 * * * create task Runs: 2 Last: 2026-04-15 18:03:03
Auto-Generate Monthly Report SOP-007

Create monthly KPI snapshot on 1st of month

schedule: 0 6 1 * * generate report Runs: 2 Last: 2026-04-15 18:03:04
Churn Risk Alert SOP-405

Alert when client risk score exceeds 70

threshold: client_risk_score send notification Runs: 0
Compliance Expiry Warning SOP-603

Alert 90 days before any license/insurance/bond expires

date_based: expiration_date send notification Runs: 1 Last: 2026-04-15 15:43:17
Monthly Client Check-Ins SOP-401

Generate check-in tasks for all active clients monthly

schedule: 0 8 1 * * create task Runs: 2 Last: 2026-04-15 18:03:03
New Client Auto-Onboarding SOP-005

When client status changes to onboarding, launch SOP-005 workflow

event: client_status_change create workflow Runs: 2 Last: 2026-04-15 18:03:03
New Lead Speed-to-Lead SOP-012

When new lead created, assign task to call within 5 min

event: client_created create task Runs: 2 Last: 2026-04-15 18:03:05
Overdue Task Escalation SOP-010

Escalate tasks overdue by 48+ hours

schedule: 0 10 * * * send notification Runs: 2 Last: 2026-04-15 18:03:04
Score Improvement Celebration SOP-406

Notify when client score increases 50+ points

threshold: score_improvement send notification Runs: 2 Last: 2026-04-15 18:03:04
Weekly Compliance Audit SOP-601

Auto-generate weekly FCRA audit task

schedule: 0 8 * * 1 create task Runs: 2 Last: 2026-04-15 18:03:04

Team & AI Agents

RJ

Rick Jefferson

owner

Strategy & Compliance

Workload12/50 (24%)
active

AI Agent Alpha

dispute coordinator

Dispute Filing & Bureau Response

Workload0/100 (0%)
active

AI Agent Beta

csm

Client Communication & Retention

Workload0/100 (0%)
active

AI Agent Gamma

admin

Compliance & Scheduling

Workload0/100 (0%)
active

KPI Dashboard

Total Clients

9

3 active

MRR

$500

3 paying clients

Deletion Rate

22%

2/9 disputes

Graduated

1

clients reached goals

Client Pipeline

Dispute Status

Monthly Metrics History

PeriodMetricValueCategory
2026-04-01compliance score100%Compliance
2026-04-01client satisfaction4.8Retention
2026-04-01avg score improvement38Operations
2026-04-01deletion rate25%Operations
2026-04-01disputes deleted3Operations
2026-04-01disputes filed12Operations
2026-04-01monthly revenue$749.95Finance
2026-04-01churned clients0Retention
2026-04-01new clients1Growth
2026-04-01active clients5Growth
2026-03-01compliance score98%Compliance
2026-03-01client satisfaction4.7Retention
2026-03-01avg score improvement42Operations
2026-03-01deletion rate27.8%Operations
2026-03-01disputes deleted5Operations
2026-03-01disputes filed18Operations
2026-03-01monthly revenue$749.95Finance
2026-03-01churned clients0Retention
2026-03-01new clients2Growth
2026-03-01active clients5Growth

Alerts & Notifications

NEW LEAD: RICKY JEFFERSON alert

Phone: 4144304277 — CALL WITHIN 5 MINUTES. Score range: 500-550

Rick Jefferson 2026-05-01 19:01:00
NEW LEAD: Prod Test alert

Phone: 505-555-0001 — CALL WITHIN 5 MINUTES. Score range: 400-500

Rick Jefferson 2026-04-30 21:30:41
Score Improvement Celebration milestone

Client score improved 50+ points! — 3 clients with 50+ point improvement

Rick Jefferson 2026-04-15 18:03:04
Overdue Task Escalation escalation

Task overdue — escalation required — Scheduled automation executed

Rick Jefferson 2026-04-15 18:03:04
EXPIRING: Google Workspace Security Audit compliance

Audit access controls, 2FA, sharing settings — expires 2026-07-01

AI Agent Gamma 2026-04-15 18:03:03
EXPIRING: Delaware LLC Annual Report compliance

Annual report filing for RJ Business Solutions LLC — expires 2026-06-01

Rick Jefferson 2026-04-15 18:03:02
Compliance Expiry Warning compliance

Compliance item expiring soon — 4 compliance items expiring within 90 days

Rick Jefferson 2026-04-15 15:43:17
Overdue Task Escalation escalation

Task overdue — escalation required — Scheduled automation executed

Rick Jefferson 2026-04-15 15:43:17
Angela Martinez — GRADUATED! milestone

Angela has reached her 700+ goal! Score: 490→710 in 7 months. 12 items deleted. Referral request sent.

Rick Jefferson 2026-04-15 15:42:37
CFPB Escalation Required task

Wells Fargo dispute for Lisa Chen — bureau failed to respond within 30 days. Escalate to CFPB complaint.

AI Agent Alpha 2026-04-15 15:42:37
Churn Risk: Robert Jackson escalation

Robert has missed 2 payments and hasnt logged into portal in 21 days. Risk score: 85. Immediate outreach required.

AI Agent Beta 2026-04-15 15:42:37
Q2 Tax Estimate Due June 15 compliance

IRS quarterly estimated tax payment due in 60 days. Review with accountant.

Rick Jefferson 2026-04-15 15:42:37
CROA Quarterly Review Due reminder

Quarterly CROA disclosure review due by July 1. Begin audit of all active contracts.

AI Agent Gamma 2026-04-15 15:42:37

SOP Library

62 SOPs • 239 Templates • 7 Phases