EyeFly Business Pipeline
EyeFly Digital · All Team · v1 · 2026-05-06
B2B Creative Ops
Creative Strategist (Johnmark)
# new mktg ads
Script mktg creatives
Brief design & UGC
Marketing
Marketing Manager (Akash)
$CPQBC
Run & optimize Meta campaigns
Manage spend & targeting
Scale winning creatives
Setter
Setter Lead (Jean)
%SUR
Qualify inbound leads
Power-dial & book calls
Confirm appointments
Sales
Sales Manager (Jason)
$ Cash Collected
Run strategy calls
Close & collect payment
Hand off to Client Ops
B2C Creative Ops
Creative Strategist (Johnmark)
# new client ads
Script client creatives
Manage editor pod
Client Ops
Automations Manager (Jean)
$CPL
Onboard clients (GHL + ads)
QA bot & campaigns
Transfer leads to clients
Client Success
Customer Success Manager (Regina)
% Churn Rate
Weekly client check-ins
Handle escalations
Manage renewals & at-risk
Infrastructure
Campaign Performance
How ad data flows from Meta into dashboards and alerts. Campaign stack, scoring, and creative automation.
Client Success
How client risk is detected, support tickets created, and Regina's daily CSM inbox assembled.
GHL Ops & Onboarding
New client onboarding, bot management, and how leads flow from GHL into brain.
TaskOS
How work is captured, session handoffs feed recall, and Akash's morning briefing is assembled.