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Welcome

Outsource Access Employee Portal

Your Role

Outsource Access

Company

Outsource Access

500+ staff globally

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Welcome to the new OA Employee Portal! Your dashboard is being built out with more features coming soon.

Company Directory

Outsource Access team members

Team Members

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Resources

Training materials, guides, and useful tools

OA Website

outsourceaccess.com

OA Playbook

Standard operating procedures

Training Library

Onboarding & development materials

Tool Access Directory

Links to all OA tools and systems

Support

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Subject

My Clients

Accounts you manage

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Team Leader Dashboard

Performance overview for your portfolio

Admin Overview

System status and quick actions

Quick Actions

Recent Users

User Management

Add, edit, and manage portal users

Organization Tree

OA team hierarchy: 3 Operations Managers, 9 Team Leaders, 193+ VAs

Operations Managers

Senior leadership

Team Leaders

Direct VA supervision

Virtual Assistants

199

Active staff

Account Managers

Client-facing

Brad Stevens

CEO / Owner

Account Managers

Beia Atil

Emily Kathleen Gerebise

Maria Paola Bianca Apacible

Mars Perez

Jerome Bañal (also OM)

Mark Treve Gonzaga (also OM)

Melchor Moralina Jr. (also OM)

Jerome Bañal

Operations Manager

51 VAs

Carmencita C. Rubia

Team Leader

27 VAs

VA Name	Client	Account Manager
Aeincel Brice C. San Juan	Stetson Allie	Maria Paola Bianca Apacible
Ariel M. Reyes	Michael Bruno	Jerome Bañal
Chrislene Mieh G. Bachmann	Evan Nierman	Mars Perez
Christian B. Nuenay	Doug Carter / Susan Fairchild	Jerome Bañal
Claudine T. Morata	Matt Rappaport & Sarah Rappaport	Jerome Bañal
Diana Jane R. Agloro	Aneilia McDermott	Emily Gerebise
Divine Grace B. Maguiwe	Wendy ElDeiry	Emily Gerebise
Dores Riadyl M. Decrito	Wendy ElDeiry	Emily Gerebise
Elihu Meyrick S. Sison	Richard Custard	Maria Paola Bianca Apacible
Em Rose Apple U. Bacas	Michael Bruno	Jerome Bañal
Grechen J. Duma-og	Molly Ramsay	Beia Atil
Gwen Stefani M. Mayol	Alex Churchill	Jerome Bañal
Janneka Noelle F. Aguilar	Matt Rappaport & Sarah Rappaport	Jerome Bañal
Jaysarie C. Gundran	John Hall	Maria Paola Bianca Apacible
Jeanny Rose A. Sales	Sherman Adkins	Beia Atil
John Raphael B. Zamayla	Richard Custard	Maria Paola Bianca Apacible
John Smith P. Cuares	Aneilia McDermott	Emily Gerebise
Karen A. Pagapula-an	Michelle Malulani Ake	Maria Paola Bianca Apacible
Laiza Kane Q. Olaño	Shannon Glenn	Maria Paola Bianca Apacible
Leah M. Arnaiz	Richard Custard	Maria Paola Bianca Apacible
Leouiella Mae N. Comendador	Chris Mann	Beia Atil
May Amor M. Beja	Joe Koufman	Jerome Bañal
Nancy Soleil T. Cinco	Apostoli Matsikas	Beia Atil
Renz Juje S. Dematawaran	Richard Custard	Maria Paola Bianca Apacible
Rica B. Seras	Richard Custard	Maria Paola Bianca Apacible
Ryjean Kamid	Evan Nierman	Mars Perez
Theresa Isabel G. Morales	Aneilia McDermott	Emily Gerebise

Maria Ailie Alleza L. Aberilla

Team Leader

28 VAs

VA Name	Client	Account Manager
Allen Angelo E. Abuan	Mel Myrie / Jason Maxwell	Beia Atil
Alzen C. Achondo II	Marie Wolf	Jerome Bañal
Argine May M. Ramo	AJ Egan	Emily Gerebise
Dawn Angel M. Lagunero	Angela Schumacher	Beia Atil
Edennikko L. Galay	Steve Heroux	Mars Perez
Graceshan G. Saliling	Eric Stern	Beia Atil
Ivy P. Maslian	Andrew Reichert	Emily Gerebise
Jestoni Kim A. Cruza	Maureen Louis	Beia Atil
Jielamae J. Galarpe	Andrew Reichert	Emily Gerebise
John Joseph A. Gorres	Ruby Lally	Emily Gerebise
Julia T. Pearce	Eric Stern	Beia Atil
Kaye Vince L. Hawani	Susan Lobsinger / Steve Lobsinger	Beia Atil
Kendy Chloe A. Adajar	Michael Meecha	Beia Atil
Kimberly I. Andres	Susan Lobsinger / Steve Lobsinger	Beia Atil
Luisa Mae Gonzales	Joshua Griffing / Melissa Aguiar	Beia Atil
Mae Bulwag	Maggie Reyes	Beia Atil
Maria Kyla T. Magallon	Jeff Civillico	Mars Perez
Mary Ann B. Rodrigo	Andrew Reichert	Emily Gerebise
May Lyn Di A. Belaca-ol	Andrew Reichert	Emily Gerebise
Micah Dianne T. Dizon	Reuben Barkin	Emily Gerebise
Michelle B. Ebarat	Curt Bowen	Jerome Bañal
Paul Viben P. Quilala	Cathy Poulin	Beia Atil
Princess Mae Micabalo	Joshua Griffing / Melissa Aguiar	Beia Atil
Princess Venice Taneo	Eric Stern	Beia Atil
Radchke Bastasa	Susan Lobsinger / Steve Lobsinger	Beia Atil
Sarah Jane R. David	Maureen Louis	Beia Atil
Sybil D. Gumiran	Ruby Lally	Emily Gerebise
Trisha Marie B. Encanacion	Eric Stern	Beia Atil

Mark Treve Gonzaga

Operations Manager

78 VAs

Assley A. Martinez

Team Leader

24 VAs

VA Name	Client	Account Manager
Alden John H. Balasabas	Kevin Forest	Emily Gerebise
Alnez A. Zalsos	Ariet Angeles	Mark Treve Gonzaga
Amielyn Kieth L. Sarsalejo	Jacquelin Angeles	Mark Treve Gonzaga
Carliann Princess O. Valencia	Gisele Bayigamba	Emily Gerebise
Charlene Dawn D. Almacin	Ali Jamal	Mars Perez
Christine L. Balbarino	Melissa Friedler	Maria Paola Bianca Apacible
Edelyn B. Cosin	Dave Roberts \| Jason Makevich	Maria Paola Bianca Apacible
Edison R. Villegas	Dave Roberts \| Jason Makevich	Maria Paola Bianca Apacible
Ena Jessa Kristine R. Jarales	David Friedman	Mark Treve Gonzaga
Ergyn G. Bersano	Kyle Remont	Maria Paola Bianca Apacible
Florabel Gurrea	David Madden	Emily Gerebise
Francisley Marc C. Nacario	Ali Jamal	Mars Perez
Gilliah T. Godio	Ali Jamal	Mars Perez
Helen P. Recaplaza	Ellen Goury	Emily Gerebise
Immanuel L. Baylen	Dave Roberts \| Jason Makevich	Maria Paola Bianca Apacible
Jess Celle C. Quilantang	Jacquelin Angeles	Mark Treve Gonzaga
Klarisse Joy F. Lao-as	Jessica Toh	Maria Paola Bianca Apacible
Mary Antonette G. Spandonis	Richard Braun	Maria Paola Bianca Apacible
Mary Jane M. Mallillin	Lenna Chapa	Beia Atil
Michael Kevin A. Magkachi	Lenna Chapa	Beia Atil
Neszel Jay F. Lamayo	Jacquelin Angeles	Mark Treve Gonzaga
Samuel Fredesman M. Turro	Dave Roberts \| Jason Makevich	Maria Paola Bianca Apacible
Shayan Grace A. Pilones	Kevin Forest	Emily Gerebise
Vincent John B. Castino	Jacquelin Angeles	Mark Treve Gonzaga

Giselle Marie O. Villaroman

Team Leader

27 VAs

VA Name	Client	Account Manager
Amy Queen D. Villamil	John El-Raheb	Emily Gerebise
Andrei Solara Jean Azuelo	Peter Abraldes	Beia Atil
Ariel P. Bayson	Erica Marshall	Emily Gerebise
Armie M. Mabalot	Philip Terry	—
Arvin Jae M. Calderon	Ashley Deboard	Emily Gerebise
Audrey May A. Riconalla	Peter Abraldes	Beia Atil
Bethany Joy J. Diaz	John El-Raheb	Emily Gerebise
Bezalel Ian Philip T. Banaag	Judy Capodieci	Mark Treve Gonzaga
Eire Lyn L. Ducos	Christian Dodder	Mars Perez
Elijah Chrysjhwv B. Faelden	Michael Lynch	Emily Gerebise
Erica Jill T. Rosillo	Adam Bienenstock	—
Glydih Paz A. Mosqueda	Philip Terry	Beia Atil
Hyacinth Mae S. Dinolan	Emil Bakiyev	Beia Atil
IJ Patrick R. Enot	John El-Raheb	Emily Gerebise
Jayson R. De San Juan	David Seburn	Paola Apacible
Johanna Whil Guisadio	Philip Terry	Beia Atil
Juvilie Dandoy	Laura Beth Hovey	Emily Gerebise
Keith Nicole M. Alberto	Blair Emde	Mark Treve Gonzaga
Ma. Althea Lei C. Catolico	Michael Lynch	Emily Gerebise
Maria Besilda A. Fabilane	John El-Raheb	Emily Gerebise
Michelle Kristi N. Pailagao	Jamie Minton	Emily Gerebise
Rhyzel Alabado Navarro	Dr. Dessie Carter	Mars Perez
Risha Thea G. Anzon	Christian Dodder	Mars Perez
Romeo Andre Arceno IV	Ted Hulsy	Maria Paola Bianca Apacible
Vergel Remadavia	Jake Campoli	—
Victoria Bendi O. Buse	Christian Dodder	Mars Perez
Von Sheena Delima Galvez	Peter Abraldes	Beia Atil

Mary Ann Palacio

Team Leader

27 VAs

VA Name	Client	Account Manager
Ailyn Grace Y. Presillas	Whitney Jurjevich	Maria Paola Bianca Apacible
April Rose Salvana	Beth Peirson	Maria Paola Bianca Apacible
Dennis Lacamiento	David Wheeler	Maria Paola Bianca Apacible
Flor Elizabeth O. Genon	Mo N. ElDeiry	Emily Gerebise
Fritzie M. Pabilona	Dominic Carnevale	Mark Treve Gonzaga
Hanna Grace Dayak	Stephen Davis	Mark Treve Gonzaga
Jacob G. Ravanera	Eric Larkin	Mark Treve Gonzaga
JC Marie E. Salas	Clifford Agbonsuremi	Mark Treve Gonzaga
Jean Mark P. David	Arvind Navaratnam	Beia Atil
Jedan M. Similatan	Jim Kaplan	Mark Treve Gonzaga
Jerro King P. Dela Cruz	Evan Malone	Beia Atil
Joan O. Formoso	John Gimenez	Maria Paola Bianca Apacible
Joy Irene Grace Medrano	Terri Smith and Dan Smith	Beia Atil
Kimberly Mae Cala	Betsy Murray	Maria Paola Bianca Apacible
Krizzia Kaey A. Baconguis	Nick Malogsky	Emily Kathleen Gerebise
Ma. Mizel E. Rico	Mo N. ElDeiry	Emily Gerebise
Ma. Rosavielle Emily C. Calinao	Tripp Guin	Emily Gerebise
Marie Rose Ann Q. Borres	Don Viar	Mark Treve Gonzaga
Mary Grace Casing	Steven Andrews	Emily Gerebise
Mary Grace S. Pabillar	Dan Grech	Maria Paola Bianca Apacible
Mary Ruth D. Fernan	Rhonda Meyers	Maria Paola Bianca Apacible
Michael Angelo A. Mallari	Betsy Mc Atee	Mars Perez
Rachel B. Dapiroc	Jill Campbell	Emily Gerebise
Rhuzzle May G. Perez	Ron Althouse / Sean Clancy	Beia Atil
Ronah May R. Buot	Eric Larkin	Mark Treve Gonzaga
Sweet Marichel P. Osorio	David Lowry	Beia Atil
Terence Joyce Gervacio	Evan Malone	Beia Atil

Melchor Moralina Jr.

Operations Manager

80 VAs

Dan Ryan C. Sosmeña

Team Leader

27 VAs

VA Name	Client	Account Manager
Abegil S. Cacho	Jonah Buckert	Beia Atil
Angelie Tudtud	Sandy Wissbaum / Lynne Gregg	Beia Atil
Ann Jonnilene E. Sumera	Christopher Chao	Maria Paola Bianca Apacible
Avrylle Kayezellene Abapo	Cathy Cruzan	Maria Paola Bianca Apacible
Catherine Reyes	Sandy Wissbaum	Beia Atil
Charish Jane Antonio Carreon	Derek Nobs	Maria Paola Bianca Apacible
Claudine Jean G. Villamil	Armando Anderson	Beia Atil
Debra Jane N. Caseres	Allyson Pratt-Corey	Maria Paola Bianca Apacible
Donnah O. Damasco	Wills Elliman	Melchor Moralina
Estrella Padilla	Jonah Buckert	Beia Atil
Eve Margaret Amistad	Cathy Cruzan	Maria Paola Bianca Apacible
Jarel Nodora	Craig Pittman	Beia Atil
Jonie Encienzo	Cathy Cruzan	Maria Paola Bianca Apacible
Juan Carlo Santamaria	Jonah Buckert	Beia Atil
Judy Mark T. Ortega	Kevin Moffet	Maria Paola Bianca Apacible
Leri Maree B. Jardin	John Breckenridge	Maria Paola Bianca Apacible
Lloyd Mark P. Aparilla	Michael Hoag	Melchor Moralina
Ma. Kathleen Guirnela	Cathy Cruzan	Maria Paola Bianca Apacible
Maria Nea Sarina F. Japon	Allyson Pratt-Corey	Maria Paola Bianca Apacible
Mary May Dapatilla	Sandy Wissbaum	Beia Atil
Maureen Grace Nillama	Allyson Pratt-Corey	Maria Paola Bianca Apacible
Mixmerizele Anicoy	Sandy Wissbaum	Beia Atil
Nonalie E. Doblon	Travis Cody / Sher Tolan	Maria Paola Bianca Apacible
Pamela N. Sanchez	Matt Graham	Beia Atil
Reymart Muñoz	Sandy Wissbaum	Beia Atil
Sweet Caroline Teh	Nicole Pham	Emily Gerebise

Michael Irwin N. Roa

Team Leader

27 VAs

VA Name	Client	Account Manager
Angela Garalde	Eric Bachim	Beia Atil
Christine Darla Baguio	Zach Coward	Beia Atil
Claire Mejos	Michelle Domanico	Maria Paola Bianca Apacible
Cliff John Bautista	Kyle Kaja	Beia Atil
Cris Jean Mejia	Dan Pierce / Mike Bueno	Beia Atil
Emmanuel Tabor	Lisa Mckenzie	Mars Perez
Felix Kirby Ubas	Mitch Spiegle	Emily Gerebise
Glaiza Pilarca	Mike Bueno / Cris Medhurst	Beia Atil
Hanna Joy Rivera Guigayoma	Leigh Hil	Beia Atil
Jessa Khin P. Avanceña	Jessika Boone	Beia Atil
Jessa Magno Lim	Jenacee Torri	Maria Paola Bianca Apacible
John Aivan D. Surbano	Zach Coward	Beia Atil
John Roland Barredo	Michelle Domanico	Maria Paola Bianca Apacible
Krischille Mae G. Acero	Julie Uhar	Beia Atil
Liane Maristel Fernandez	Michelle Domanico	Maria Paola Bianca Apacible
Love Joy Calaca	Lisa Mckenzie	Maria Paola Bianca Apacible
Marvin Ferreras	Zack Cockerham	Mars Perez
Mary Joan Lasola	Kyle Kaja	Beia Atil
Melany Obsioma	Katie Whelan / Kelsie Ackman	Beia Atil
Missy Shane M. Apolinario	John Francis	Mars Perez
Nuella Excelsis B. Abrigo	Michelle Domanico	Maria Paola Bianca Apacible
Reah Jane A. Sabalvaro	Zach Coward	Beia Atil
Reby C. Garpillo	Todd Capriotti	Beia Atil
Robelyn Espejon	Michelle Domanico	Maria Paola Bianca Apacible
Rocela M. Cabiles	Isabel Ronda	Emily Gerebise
Rose Marjorie A. Mendoza	Kim Darusz / Noella Coughanour / Noelle Kocian	Maria Paola Bianca Apacible
Tristan Jelo Millanes Tabion	Windy Xie	Maria Paola Bianca Apacible

Raymart R. Galarpe

Team Leader

8 VAs

VA Name	Client	Account Manager
Caron Rae Y. Robrigado	Jay Graves	Maria Paola Bianca Apacible
Chazz Christian M. Rosales	Derek Newberry	Melchor Moralina Jr.
Diony Kaye N. Torralba	Jay Graves	Maria Paola Bianca Apacible
Jewel Mae L. Jover	Paul Helm	Emily Gerebise
Julianne Beatrice P. Serate	Derek Newberry	Melchor Moralina Jr.
Khrista Sia	Erica Marshall	Maria Paola Bianca Apacible
Michelle R. Boje	Paul Helm	Emily Gerebise
Paul Mathew J. Advincula	Ashley Eagon	Emily Gerebise

Other Staff (Kimwel Obeso — OM)

VA Name	Client	Account Manager	Team Leader
Frances Dian P. Bundan	Lacey Jarvis	Emily Gerebise	N/A
Guada Mae C. Antipuesto	Meghan Bush / Michael Mogill #5	Jerome Bañal	N/A
John Axl L. Calunia	Aneilia McDermott	Emily Gerebise	N/A
Ken Jefferson R. Matsuda	Michael Mogill #1	Jerome Bañal	N/A

Unassigned Users

Brad Stevens

CEO / Owner

Mary Castro

President

Senior Executive Leaders

10 members

Brad Stevens

CEO / Owner

Mary Castro

President

Alva Bayawa

Executive Support

Cleo / Kleof

Talent Learning

Arnel Villaroman

Operations

Mars Perez

Service Delivery

Jessica Galvin

Head of Service Delivery

Queenie Micaroz

Finance

Stephen Bill

Technology

Cloty / Cloche

Operations

Service Delivery

3 OMs / 5 AMs / 9 TLs / 199 VAs

Jessica Galvin

Head of Service Delivery

Account Managers (5)

Beia Atil

Emily Kathleen Gerebise

Maria Paola Bianca Apacible

Mars Perez

Jerome Bañal (also OM)

Operations Managers (3)

Jerome Bañal

OM + AM

TLs: Assley Martinez, Carmencita Rubia, Dan Ryan Sosmeña

Mark Treve Gonzaga

OM + AM

TLs: Giselle Marie Villaroman, Maria Ailie Aberilla, Mary Ann Palacio

Melchor Moralina Jr.

OM + AM

TLs: Michael Irwin Roa, Raymart Galarpe, Kimwel Obeso

Team Leaders (9 + 1 Additional)

Team Leader	Reports To (OM)	Clients	VAs
Assley A. Martinez	Jerome Bañal	12	23
Carmencita C. Rubia	Jerome Bañal	17	21
Dan Ryan C. Sosmeña	Jerome Bañal	14	27
Giselle Marie O. Villaroman	Mark Treve Gonzaga	15	23
Maria Ailie Alleza L. Aberilla	Mark Treve Gonzaga	12	24
Mary Ann Palacio	Mark Treve Gonzaga	18	21
Michael Irwin N. Roa	Melchor Moralina Jr.	12	26
Raymart R. Galarpe	Melchor Moralina Jr.	14	25
Kimwel Obeso	Melchor Moralina Jr.	9	9

People & Culture

Joanne Canoy

Department Head

Staff: Kevin (HR support)

Finance

Queenie Micaroz

Department Head

Payroll, Airwallex, AP/AR, Financial reporting

Business Support

Department Head: TBD

Internal operations, admin support, IT infrastructure

Talent Learning

Cleo / Kleof

Department Head

Also: Senior Executive Leader

VA training, onboarding, skill development, certification programs

Talent & Matching

Poche

Department Head

VA sourcing, recruitment, client-VA matching, Zoho Recruit

Client Management

Manage client accounts and assignments

Dashboard Preview

See what each user role would see

Select a user to preview their view

Dashboard Builder

Module inventory, dashboard management, and visual builder

Total Modules

Across 6 categories

Live Modules

Pulling live data

Coming Soon

In development

Pre-built Example: Client Engagement Dashboard

This shows how the existing Client Engagement Dashboard is composed from individual modules. Each card below represents a module that was placed on the dashboard canvas.

Overview

Operations

Billing

Team

OPS-003

Hours Summary

Small

OPS-004

Service Level Card

Small

PERF-002

Satisfaction Score

Small

FIN-004

Payment Status

Small

OPS-001

VA Assignment Card

Medium

OPS-002

Task Completion Tracker

Medium

OPS-005

Activity Feed

Large (Full Width)

Loading live dashboards...

Dashboard Name:

Module Palette

Overview

Drag modules here

Drop modules from the palette to build your dashboard

Properties

Click a placed module on the canvas to view and edit its properties.

Preview as role:

No dashboard configured yet

Add modules in the Builder tab, then come here to preview the dashboard as different user roles.

Settings

Manage your account and preferences

Change Password

Current Password

New Password

Confirm New Password

Account Info

Profile Photo

Click to upload. JPG or PNG, max 2MB.

Name

Role

Navigation Manager

Client Dashboards

View any client's dashboard. Client View shows exactly what the client sees. Dashboard View shows data connection status.

Client	Industry	Architecture	VAs	Status	Client View	Dashboard View

Architecture Types

F Command Center (15 tabs, 7 categories) D Enhanced (10+ tabs) C+ Extended (8-9 tabs) C Standard (6-7 tabs) B Basic (4-5 tabs) A Legacy (minimal)

Data Source Status Key

Live API Connected, needs update Demo data (not connected)

OA Employee Dashboards

View any OA employee's dashboard. Click Launch Dashboard to see exactly what they see. ⭐ = Template dashboard for that role.

Employee	Role	Reports To	Clients Managed	Dashboard Status	Launch

Role Hierarchy

VT Vision Team (Executive Leadership) OM Operations Manager AM Account Manager TL Team Leader

Template Dashboards

⭐ = Designated template for this role. All other dashboards of this role type will be built from this template's architecture.

Client Intelligence Audit

132 client files analyzed from /client-intelligence/clients/ | Audit date: 2026-08-28

132

Total Client Files

100

Have Contacts (75%)

105

Have OA Team (79%)

115

Have GChat (87%)

Have HubSpot (68%)

115

Have Playbook (87%)

Have Survey Data (74%)

120

Have Biz Overview (90%)

Client Name	Status	Industry	VAs	Contacts	OA Team	GChat	HubSpot	Playbook	Survey	Biz Overview	Last Updated	Score
1-800-GOT-JUNK?	Active	Environmental Services / Junk	3	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
49th Estate Planning	Pipeline	Legal/Estate Planning	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
AGWraps (Action Graphics & Signs)	Active	Printing / Vehicle Wraps & Sig	---	✓	✓	✓	✓	✓	✗	✓	2026-05-17	7/8
Alden Systems, Inc.	Pipeline	Computer Software — Asset Mana	---	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Allied Commercial Partners, LLC	Active	Commercial Real Estate (CRE) -	---	✓	✗	✓	✓	✓	✓	✗	2026-05-17	6/8
Ameripark Covered Storage	Active	Real Estate / RV & Vehicle Sto	---	✓	✓	✓	✗	✓	✓	✓	---	7/8
Amplify GTM	Active	Business Consulting (Go-To-Mar	3	✓	✓	✓	✓	✓	✓	✗	2026-05-17	6/8
Any Lab Test Now	Active	Healthcare / Lab Services / Fr	---	✓	✗	✓	✓	✓	✓	✓	2026-05-16	7/8
Aperture Hotels	Active	Hospitality — Premium Select-S	4	✓	✓	✓	✗	✓	✓	✓	2026-06-15	7/8
Apex Fund Group	Active	Venture Capital / Private Equi	1	✓	✓	✓	✗	✓	✓	✓	2026-06-15	6/8
ASLAN Corporation	Active	Construction -- Commercial Roo	3	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Atlas Properties	Active	Real Estate / Investment (Comm	---	✗	✓	✓	✓	✓	✗	✓	2026-05-16	6/8
Aztec Cycles	Pipeline	Motorcycle/Cycling Retail & Se	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Bienenstock Natural Playgrounds	Active	Construction / Architecture &	1	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
BizHack Academy	At Risk	Education / Marketing / Profes	---	✓	✗	✓	✓	✓	✓	✓	2026-06-15	7/8
Black Hills AI	Pipeline	AI/Technology	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Blueprint, Inc.	Active	Vertical:	2	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Branding Iron Management	Active	Property/Brand Management (lik	---	✓	✓	✓	✓	✓	✗	✓	---	6/8
Build It	At Risk	Commercial Construction & Reno	3	✓	✗	✓	✓	✓	✓	✗	2026-06-15	6/8
Capcon Commercial Construction	Active - Ramp-Up	Commercial Construction	1	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Capital Fund 1	Pipeline	Financial Services/Fund Manage	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Care Courses	Active	Online Education / Training (E	2	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Carter Veterinary Services	Active	Veterinary Services	1	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Centerpoint IT, Inc	Active	IT Services / Managed Service	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Chaffin Luhana, LLP	Active	Law Practice — Plaintiffs-Only	3	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
CHHJ Enterprise (College H.U.N.K.S. Hauling Junk & Moving)	Active	Junk Removal / Moving Services	5	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Clubwaka	Active	Fitness / Sports / Recreation	3	✗	✓	✓	✗	✓	✓	✓	2026-05-16	6/8
conceptcsi	Pipeline	Construction Consulting (CSI =	---	✗	✗	✗	✗	✓	✗	✓	2026-06-14	2/8
Container Technology Inc.	Active	Industrial manufacturing / con	---	✓	✓	✓	✗	✓	✓	✓	2026-05-16	7/8
CPT Network Solutions, Inc.	Active	Telecommunications / IT Techni	2	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Crisp Video Group	Active	Legal Marketing / Video Produc	2	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
CultureWise LLC	Active	Organizational Culture Consult	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Custard Insurance Adjusters	Active	Insurance — Independent Adjust	3	✓	✓	✓	✓	✓	✓	✗	2026-05-17	7/8
Detroit Event Company	Active	Vertical Seeding.	3	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Dickson Commercial Group	Active	Commercial Real Estate	---	✓	✓	✓	✗	✓	✗	✓	---	6/8
Diem Cannabis	Pipeline	Cannabis (Retail/Dispensary)	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
District Taco	Active	Restaurants / Fast-Casual Mexi	3	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Dreamland BBQ	Active	---	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Dynamik Inc.	Active	Electrical Contracting / Const	---	✓	✓	✓	✗	✓	✓	✓	2026-05-16	7/8
ElDeiry & ElDeiry, PA	Active	Legal Services -- Estate Plann	1	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Elixir Media Co.	Active	Marketing & Advertising / Coac	---	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Emerse Sales	Pipeline	Sales Consulting/Enablement	2	✗	✗	✗	✗	✗	✗	✓	2026-06-14	2/8
EpiOn	Active	IT Services / Managed Service	1	✓	✓	✓	✗	✓	✓	✓	2026-05-16	7/8
E.W. Industries Ltd.	Active	Manufacturing / Construction P	2	✗	✓	✓	✓	✓	✗	✓	2026-05-16	6/8
Excel Dryer	Active	Manufacturing — Commercial Han	3	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Father's Eve / Johnny Franchise / ZorForum	Active	Media / Franchise Consulting /	---	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Fire Protection Services, LLC	Active	Facilities Services / Fire & L	---	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
FitRev	Active	Health, Wellness & Fitness (Co	---	✓	✓	✓	✓	✓	✗	✗	2026-05-17	6/8
FiveTraks / Yardsy	Active	Lawn Care / Outdoor Services	3	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
Flexic Financial	Active	Finance / Accounting & Bookkee	1	✓	✓	✓	✗	✓	✓	✗	2026-05-16	6/8
Florida Lawyers Network (FLN)	Active	Legal Networking & Continuing	2	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Focus Staff / Elite365	Active	Healthcare Staffing & Recruiti	3	✓	✗	✓	✓	✓	✗	✓	2026-05-17	6/8
Footprynt	Active	Commercial Real Estate — Advis	---	✓	✗	✓	✓	✓	✓	✓	2026-05-17	7/8
Gallagher Student Health & Special Risk	Active	Student Health Insurance / Ins	---	✓	✓	✓	✓	✓	✓	✗	2026-05-17	7/8
Gallaher & Associates, Inc.	Active	Integrated Technology / Low Vo	1	✓	✓	✓	✓	✓	✓	✓	---	8/8
Gary Martin Hays & Associates, PC	Churned	Personal Injury Law / Workers'	8	✓	✓	✓	✓	✓	✓	✓	2026-05-17	7/8
Gracie Barra Wear	At Risk	Retail / Athletic Apparel / E-	1	✓	✓	✓	✗	✓	✓	✓	2026-05-16	7/8
Greenlight Cyber	At Risk	---	4	✗	✗	✓	✓	✓	✓	✓	2026-06-15	6/8
Gypsy Circus Cider	Active	Food & Beverage / Craft Cider	3	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
Heartfelt Impressions Learning Centers	Active	Education / Childcare (Early C	---	✗	✓	✓	✗	✓	✓	✓	2026-05-16	6/8
Henri's Bakery & Deli	Active	Restaurants / Bakery & Deli (M	1	✓	✓	✓	✓	✓	✓	✓	2026-07-03	8/8
Hometown Pharmacy	Active	Hospital / Health Care (Indepe	3	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Huckleberry Labs, Inc.	Active	Baby Tech / Infant Sleep App (	---	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
ICR Commercial Real Estate	Active	Real Estate / Commercial (CRE	1	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
InfoSense, Inc.	Active	Manufacturing -- Acoustic Sewe	---	✓	✓	✓	✓	✓	✓	✓	---	8/8
Inspired Solutions, Inc.	Active	Professional Training & Coachi	---	✓	✗	✓	✓	✓	✗	✗	2026-05-17	5/8
Integrated Solutions	Pipeline	IT/Technology Services	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Jaipur Living	Active	E-commerce / Retail / Consumer	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
James Instruments Inc.	Active	Non-Destructive Testing (NDT)	---	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
JB and Associates, Inc	Active	Health, Beauty & Self-Care — R	1	✓	✓	✓	✓	✓	✓	✗	2026-05-17	7/8
Jeff Civillico, Inc.	Active	Entertainment / Professional S	1	✓	✓	✓	✗	✓	✓	✓	2026-05-16	7/8
K Corporation	Active	Commercial Real Estate / Broke	---	✓	✓	✓	✗	✓	✓	✗	2026-05-16	6/8
Kimbrough Law	Pipeline	Legal Services	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
LeaderPass	Active	EdTech / Leadership Developmen	---	✗	✓	✓	✓	✓	✓	✓	2026-06-15	7/8
Lettuce Box, Inc.	Active	Cold Chain Technology / Logist	---	✓	✓	✓	✗	✓	✓	✓	---	7/8
Lionetti Consulting	Pipeline	Consulting / Professional Serv	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Lobdock Impairment Detection	Active	Safety / Compliance -- Impairm	2	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
MALU PRODUCTIONS, INC	Active	Entertainment (live performanc	---	✗	✓	✓	✓	✓	✓	✓	2026-05-17	7/8
Mark Cables FZE	Active	Manufacturing -- Cables, Plast	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	7/8
Medical Management, Inc. (MedMan)	Active	Healthcare Management / Medica	---	✓	✗	✓	✓	✓	✓	✓	2026-05-17	7/8
Miles Table & Catering	Active	Food & Beverage — Full-Service	1	✓	✓	✓	✗	✓	✓	✓	2026-05-16	7/8
Modern Executive Solutions	Active	Management Consulting / Execut	5	✓	✓	✓	✗	✓	✓	✓	2026-05-17	7/8
Moms in Motion	Active	Individual & Family Services /	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
NAI Vegas (NAI Excel)	Active	Commercial Real Estate Brokera	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
National Imaging Solutions, Inc.	Active	Medical Imaging Equipment — Sa	---	✓	✗	✓	✓	✓	✓	✗	2026-05-17	6/8
New Law Business Model (NLBM)	Active	Legal / Law Firm Services / Le	2	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
Newmark Knight Frank	Active	Commercial Real Estate -- Glob	---	✓	✓	✓	✓	✓	✗	✓	2026-05-16	7/8
NFCC (National Foundation for Credit Counseling)	At Risk	Non-Profit / Financial Counsel	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
North Georgia Family Lawyers	Pipeline	Family Law	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Nurse Partners	Active	Healthcare Staffing (Private P	1	✗	✓	✓	✓	✓	✓	✓	2026-06-15	7/8
NVB Playgrounds, Inc.	Active	Commercial Playground Equipmen	2	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Old World Painting	Active	Construction / Residential & C	---	✓	✓	✓	✗	✓	✓	✓	2026-05-16	6/8
PALCO	Active	dossier:	3	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Palm Build	Pipeline	Construction/Building	---	✓	✗	✗	✗	✗	✗	✓	2026-06-14	2/8
PAMCO Care	Active	Health & Wellness / IDD Servic	1	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Pemmerations	Pipeline	TBD	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Phillips Gradick Engineering, PC	Active	Engineering Consulting / MEP (	---	✗	✓	✓	✗	✓	✓	✓	2026-05-16	6/8
POM MRI & Radiology Centers	Active	Healthcare / Diagnostic Imagin	1	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Pro Outdoor	Pipeline	Outdoor Recreation/Retail	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Promyse Home Care	At Risk	Home Health Care (Non-Medical	---	✗	✓	✓	✓	✓	✓	✓	2026-05-17	7/8
PTY TECH, LLC	Active	IT Staffing / Technology Consu	3	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Pulsar Eco Products	Active	Consumer Products / Retail (Cr	1	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Red Banyan	Active	Public Relations & Crisis Comm	2	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
RED Group	Active	Construction / Contracting (IC	---	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Relevant Partners	Active	Real Estate Development & Inve	2	✓	✓	✓	✓	✓	✓	✓	---	8/8
Rescue Agency	Active	Marketing & Advertising (Socia	---	✗	✓	✓	✓	✓	✓	✓	2026-05-16	7/8
Rescue Roofing	Active - Ramp-Up	Roofing — Residential & Commer	---	✓	✓	✓	✓	✓	✗	✓	2026-05-17	7/8
ResproHealth	Active	Medical Practice — Pulmonary &	2	✓	✓	✓	✓	✓	✓	✓	2026-06-15	8/8
Restor Medical Spa	Pipeline	Medical Aesthetics / Med Spa	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Rock Creek Partners LLC	At Risk	Finance / Investment — Event-D	---	✓	✓	✓	✗	✗	✓	✓	2026-05-16	6/8
Roots (Invest With Roots)	Active	Real Estate / REIT — Community	2	✓	✓	✓	✓	✓	✓	✓	---	8/8
The Sales Contrarian	Active	Professional Training & Coachi	---	✗	✓	✓	✗	✓	✓	✓	2026-05-16	6/8
Seed InvestCo, LLC	Active	Real Estate / Investment (REIT	2	✗	✓	✓	✓	✓	✓	✓	---	7/8
SERVPRO Team Bates/Hogan	Pipeline	Disaster Restoration & Cleanin	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
Setup, LLC	Active	Marketing & Advertising (Agenc	---	✓	✓	✓	✗	✓	✓	✓	2026-05-16	6/8
Silicon Chemical Company	Active	Construction / Roofing / Chemi	---	✓	✓	✓	✓	✓	✗	✗	---	6/8
SIMPL IoT (Just SIMPL / AUS Information Systems)	Active	Information Technology & Servi	---	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Skyrise Engineering & Testing	Active	Construction — Civil/Geotechni	4	✓	✓	✓	✗	✓	✓	✓	---	7/8
Snap Tech IT	Active	IT Services / Managed Service	1	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Sperity Health	Active	Health, Wellness & Fitness / P	2	✓	✓	✓	✓	✓	✓	✓	2026-05-17	8/8
Stablegold Hospitality	Active	Hospitality / Hotels (Budget/E	7	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Stone Creek Construction Group / Black River	Active	Construction — Pre-constructio	2	✓	✓	✓	✓	✓	✗	✓	2026-05-16	7/8
Stride Mobility Group LLC	Active	Transportation / Mobility (Hea	1	✗	✓	✓	✗	✓	✓	✓	2026-05-16	5/8
SUD Consulting, LLC	Active	Consulting / HR Services / PEO	---	✗	✓	✓	✓	✓	✓	✓	2026-05-16	7/8
Support Services of Virginia (SSVA)	Active	Healthcare — Intellectual/Deve	8	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
TENTANDTABLE.COM, LLC	Active	Events / Party Rental / E-comm	---	✗	✓	✓	✗	✓	✗	✓	2026-06-15	5/8
The Slime Kitchen	Pipeline	Retail/Entertainment (Slime Pr	---	✗	✗	✗	✗	✗	✗	✓	2026-06-14	1/8
TRIPP Commercial, LLC	Active	Commercial Real Estate (CRE) —	---	✓	✓	✓	✓	✓	✗	✓	2026-05-16	7/8
Valley Services, Inc.	Active	Environmental Services / Waste	3	✓	✓	✓	✓	✓	✓	✓	2026-05-16	8/8
Woodhouse Spa	Active	Spa / Wellness (Franchise)	---	✓	✓	✓	✓	✓	✗	✓	2026-05-16	7/8
Worldly Partners	Active	Investment Management	1	✓	✓	✓	✓	✓	✗	✓	2026-05-17	7/8
Zeus' Closet / stuff4GREEKS	At Risk	Retail / E-commerce — Greek/fr	---	✓	✓	✓	✗	✓	✗	✓	---	5/8

Missing HubSpot ID (42 clients)

49th Estate Planning
Ameripark Covered Storage
Aperture Hotels
Apex Fund Group
Aztec Cycles
Black Hills AI
Capital Fund 1
Clubwaka
Container Technology Inc.
Dickson Commercial Group
Diem Cannabis
Dynamik Inc.
Emerse Sales
EpiOn
Flexic Financial
Gracie Barra Wear
Heartfelt Impressions Learning Centers
Integrated Solutions
Jeff Civillico, Inc.
K Corporation
Kimbrough Law
Lettuce Box, Inc.
Lionetti Consulting
Miles Table & Catering
Modern Executive Solutions
North Georgia Family Lawyers
Old World Painting
Palm Build
Pemmerations
Phillips Gradick Engineering, PC
Pro Outdoor
Restor Medical Spa
Rock Creek Partners LLC
SERVPRO Team Bates/Hogan
Setup, LLC
Skyrise Engineering & Testing
Stride Mobility Group LLC
TENTANDTABLE.COM, LLC
The Sales Contrarian
The Slime Kitchen
Zeus' Closet / stuff4GREEKS
conceptcsi

Missing Satisfaction Data (34 clients)

49th Estate Planning
AGWraps (Action Graphics & Signs)
Atlas Properties
Aztec Cycles
Black Hills AI
Branding Iron Management
Capital Fund 1
Dickson Commercial Group
Diem Cannabis
E.W. Industries Ltd.
Emerse Sales
FitRev
Focus Staff / Elite365
Inspired Solutions, Inc.
Integrated Solutions
Kimbrough Law
Lionetti Consulting
Newmark Knight Frank
North Georgia Family Lawyers
Palm Build
Pemmerations
Pro Outdoor
Rescue Roofing
Restor Medical Spa
SERVPRO Team Bates/Hogan
Silicon Chemical Company
Stone Creek Construction Group / Black River
TENTANDTABLE.COM, LLC
TRIPP Commercial, LLC
The Slime Kitchen
Woodhouse Spa
Worldly Partners
Zeus' Closet / stuff4GREEKS
conceptcsi

Missing GChat Space (17 clients)

49th Estate Planning
Aztec Cycles
Black Hills AI
Capital Fund 1
Diem Cannabis
Emerse Sales
Integrated Solutions
Kimbrough Law
Lionetti Consulting
North Georgia Family Lawyers
Palm Build
Pemmerations
Pro Outdoor
Restor Medical Spa
SERVPRO Team Bates/Hogan
The Slime Kitchen
conceptcsi

Missing Playbook Link (17 clients)

49th Estate Planning
Aztec Cycles
Black Hills AI
Capital Fund 1
Diem Cannabis
Emerse Sales
Integrated Solutions
Kimbrough Law
Lionetti Consulting
North Georgia Family Lawyers
Palm Build
Pemmerations
Pro Outdoor
Restor Medical Spa
Rock Creek Partners LLC
SERVPRO Team Bates/Hogan
The Slime Kitchen

Beia Navarce Atil (24 clients)

Client	VAs	HubSpot	GChat	Survey
ASLAN Corporation	3	✓	✓	✓
Amplify GTM	3	✓	✓	✓
Capcon Commercial Construction	1	✓	✓	✓
Clubwaka	3	✗	✓	✓
Container Technology Inc.	---	✗	✓	✓
District Taco	3	✓	✓	✓
Excel Dryer	3	✓	✓	✓
FiveTraks / Yardsy	3	✓	✓	✓
Hometown Pharmacy	3	✓	✓	✓
Lobdock Impairment Detection	2	✓	✓	✓
Moms in Motion	---	✓	✓	✓
Nurse Partners	1	✓	✓	✓
Old World Painting	---	✗	✓	✓
PTY TECH, LLC	3	✓	✓	✓
Rescue Roofing	---	✓	✓	✗
ResproHealth	2	✓	✓	✓
Roots (Invest With Roots)	2	✓	✓	✓
Seed InvestCo, LLC	2	✓	✓	✓
Skyrise Engineering & Testing	4	✗	✓	✓
Sperity Health	2	✓	✓	✓
Stone Creek Construction Group / Black River	2	✓	✓	✗
Stride Mobility Group LLC	1	✗	✓	✓
Support Services of Virginia (SSVA)	8	✓	✓	✓
Woodhouse Spa	---	✓	✓	✗

Emily Kathleen Gerebise (20 clients)

Client	VAs	HubSpot	GChat	Survey
Aperture Hotels	4	✗	✓	✓
Apex Fund Group	1	✗	✓	✓
Bienenstock Natural Playgrounds	1	✓	✓	✓
Branding Iron Management	---	✓	✓	✗
Chaffin Luhana, LLP	3	✓	✓	✓
Dickson Commercial Group	---	✗	✓	✗
ElDeiry & ElDeiry, PA	1	✓	✓	✓
Flexic Financial	1	✗	✓	✓
Gracie Barra Wear	1	✗	✓	✓
ICR Commercial Real Estate	1	✓	✓	✓
K Corporation	---	✗	✓	✓
LeaderPass	---	✓	✓	✓
Lettuce Box, Inc.	---	✗	✓	✓
Mark Cables FZE	---	✓	✓	✓
Miles Table & Catering	1	✗	✓	✓
NFCC (National Foundation for Credit Counseling)	---	✓	✓	✓
NVB Playgrounds, Inc.	2	✓	✓	✓
New Law Business Model (NLBM)	2	✓	✓	✓
Relevant Partners	2	✓	✓	✓
Rescue Agency	---	✓	✓	✓

Jerome Banal (6 clients)

Client	VAs	HubSpot	GChat	Survey
Crisp Video Group	2	✓	✓	✓
FitRev	---	✓	✓	✗
Gary Martin Hays & Associates, PC	8	✓	✓	✓
JB and Associates, Inc	1	✓	✓	✓
Promyse Home Care	---	✓	✓	✓
Setup, LLC	---	✗	✓	✓

Maria Paola Apacible (20 clients)

Client	VAs	HubSpot	GChat	Survey
1-800-GOT-JUNK?	3	✓	✓	✓
AGWraps (Action Graphics & Signs)	---	✓	✓	✗
Alden Systems, Inc.	---	✓	✓	✓
Ameripark Covered Storage	---	✗	✓	✓
Atlas Properties	---	✓	✓	✗
Blueprint, Inc.	2	✓	✓	✓
CPT Network Solutions, Inc.	2	✓	✓	✓
Centerpoint IT, Inc	---	✓	✓	✓
Custard Insurance Adjusters	3	✓	✓	✓
Gallagher Student Health & Special Risk	---	✓	✓	✓
Gallaher & Associates, Inc.	1	✓	✓	✓
Heartfelt Impressions Learning Centers	---	✗	✓	✓
Huckleberry Labs, Inc.	---	✓	✓	✓
MALU PRODUCTIONS, INC	---	✓	✓	✓
Modern Executive Solutions	5	✗	✓	✓
RED Group	---	✓	✓	✓
SIMPL IoT (Just SIMPL / AUS Information Systems)	---	✓	✓	✓
Silicon Chemical Company	---	✓	✓	✗
TENTANDTABLE.COM, LLC	---	✗	✓	✗
The Sales Contrarian	---	✗	✓	✓

Mark Treve Gonzaga (7 clients)

Client	VAs	HubSpot	GChat	Survey
CultureWise LLC	---	✓	✓	✓
Dynamik Inc.	---	✗	✓	✓
E.W. Industries Ltd.	2	✓	✓	✗
NAI Vegas (NAI Excel)	---	✓	✓	✓
Phillips Gradick Engineering, PC	---	✗	✓	✓
SUD Consulting, LLC	---	✓	✓	✓
Valley Services, Inc.	3	✓	✓	✓

Mars Perez (9 clients)

Client	VAs	HubSpot	GChat	Survey
CHHJ Enterprise (College H.U.N.K.S. Hauling Junk & Moving)	5	✓	✓	✓
Carter Veterinary Services	1	✓	✓	✓
Father's Eve / Johnny Franchise / ZorForum	---	✓	✓	✓
Fire Protection Services, LLC	---	✓	✓	✓
Henri's Bakery & Deli	1	✓	✓	✓
Jeff Civillico, Inc.	1	✗	✓	✓
Red Banyan	2	✓	✓	✓
Stablegold Hospitality	7	✓	✓	✓
Zeus' Closet / stuff4GREEKS	---	✗	✓	✗

Melchor Moralina Jr. (2 clients)

Client	VAs	HubSpot	GChat	Survey
James Instruments Inc.	---	✓	✓	✓
Newmark Knight Frank	---	✓	✓	✗

Unassigned (44 clients)

Client	VAs	HubSpot	GChat	Survey
49th Estate Planning	---	✗	✗	✗
Allied Commercial Partners, LLC	---	✓	✓	✓
Any Lab Test Now	---	✓	✓	✓
Aztec Cycles	---	✗	✗	✗
BizHack Academy	---	✓	✓	✓
Black Hills AI	---	✗	✗	✗
Build It	3	✓	✓	✓
Capital Fund 1	---	✗	✗	✗
Care Courses	2	✓	✓	✓
Detroit Event Company	3	✓	✓	✓
Diem Cannabis	---	✗	✗	✗
Dreamland BBQ	---	✓	✓	✓
Elixir Media Co.	---	✓	✓	✓
Emerse Sales	2	✗	✗	✗
EpiOn	1	✗	✓	✓
Florida Lawyers Network (FLN)	2	✓	✓	✓
Focus Staff / Elite365	3	✓	✓	✗
Footprynt	---	✓	✓	✓
Greenlight Cyber	4	✓	✓	✓
Gypsy Circus Cider	3	✓	✓	✓
InfoSense, Inc.	---	✓	✓	✓
Inspired Solutions, Inc.	---	✓	✓	✗
Integrated Solutions	---	✗	✗	✗
Jaipur Living	---	✓	✓	✓
Kimbrough Law	---	✗	✗	✗
Lionetti Consulting	---	✗	✗	✗
Medical Management, Inc. (MedMan)	---	✓	✓	✓
National Imaging Solutions, Inc.	---	✓	✓	✓
North Georgia Family Lawyers	---	✗	✗	✗
PALCO	3	✓	✓	✓
PAMCO Care	1	✓	✓	✓
POM MRI & Radiology Centers	1	✓	✓	✓
Palm Build	---	✗	✗	✗
Pemmerations	---	✗	✗	✗
Pro Outdoor	---	✗	✗	✗
Pulsar Eco Products	1	✓	✓	✓
Restor Medical Spa	---	✗	✗	✗
Rock Creek Partners LLC	---	✗	✓	✓
SERVPRO Team Bates/Hogan	---	✗	✗	✗
Snap Tech IT	1	✓	✓	✓
TRIPP Commercial, LLC	---	✓	✓	✗
The Slime Kitchen	---	✗	✗	✗
Worldly Partners	1	✓	✓	✗
conceptcsi	---	✗	✗	✗

Database Design

Modular object architecture for OA portal dashboards

Architecture Overview

The OA Portal uses a modular object/widget architecture. A library of ~150 reusable objects each know how to pull and display one specific type of data. Admins assign objects to users, groups, or roles. When a person logs in, the system looks up their assignments, merges them with role defaults, and renders a personalized dashboard with the right sidebar categories and widgets automatically populated with that person's data.

Object Library

~150 widgets

Assignment Engine

User / Group / Role

User Login

Role identified

Dashboard Render

Personalized view

Object Library (Example Widgets)

Object Name	Data Source	Category	Permission Level	Parameters
Client Billing History	HubSpot	Billing	client-safe	client_id, date_range
VA Performance Metrics	Time Doctor	Performance	employee-only	employee_id, date_range
Customer Satisfaction Surveys	HubSpot	Client Health	client-safe	client_id
Monthly Recurring Revenue	HubSpot	Financial	exec-only	date_range
Employee Culture Events	Internal	HR	employee-only	employee_id
Performance Review History	Internal	HR	manager-only	employee_id
Health Insurance Info	Internal	Benefits	employee-only	employee_id
Strategic Advisory Resources	Google Drive	Advisory	client-safe	client_id
VA Profile Card	HubSpot + TD	Profile	client-safe	va_id
Ticket History	HubSpot	Support	client-safe	client_id
Team Leader Dashboard	TD + Internal	Management	manager-only	team_id
Client Retention Score	HubSpot	Executive	exec-only	client_id
Payroll Summary	Airwallex	Finance	exec-only	date_range
CEO Message	Internal CMS	Communication	all-access	none
Company Announcements	Internal CMS	Communication	employee-only	none

Permission Matrix

Which object permission levels can appear on which user role dashboards.

Permission Level	VA	Team Leader	Ops Manager	Account Manager	Admin/Owner	Client
all-access
client-safe
employee-only
manager-only
exec-only

D1 Database Schema

users EXISTING

id INTEGER PRIMARY KEY
email TEXT UNIQUE
password_hash TEXT
full_name TEXT
role TEXT
status TEXT
created_at DATETIME

role_assignments EXISTING

id INTEGER PRIMARY KEY
user_id INTEGER FK
entity_type TEXT
entity_id TEXT

user_groups NEW

id INTEGER PRIMARY KEY
name TEXT
description TEXT
group_type TEXT

user_group_members NEW

id INTEGER PRIMARY KEY
group_id INTEGER FK
user_id INTEGER FK

objects NEW

id INTEGER PRIMARY KEY
name TEXT
description TEXT
data_source TEXT
category TEXT
permission_level TEXT
template TEXT
parameters_schema JSON

object_assignments NEW

id INTEGER PRIMARY KEY
object_id INTEGER FK
assignee_type TEXT (user|group|role)
assignee_id TEXT
sidebar_category TEXT
sort_order INTEGER

sidebar_categories NEW

id INTEGER PRIMARY KEY
name TEXT
icon TEXT
sort_order INTEGER
role_visibility JSON

Dashboard Render Flow

User logs in

Auth system identifies user's role (VA, Team Leader, Ops Manager, Account Manager, Admin, Client).

Query assignments

System pulls: direct user object assignments + group memberships (user_group_members) + role-level default objects.

Merge and deduplicate

Combine all assigned objects from all sources. Remove duplicates (same object assigned at user and group level). Apply permission_level check against user's role.

Group by sidebar category

Objects are grouped into their assigned sidebar_category (e.g., "My Dashboard," "Billing," "HR"). Categories sorted by sort_order.

Render sidebar and widgets

Sidebar populated with category sections containing their assigned objects as nav items. Clicking a nav item renders that object's template in the main content area.

Context-aware data fetch

Each object fetches data using the logged-in user's context. A client sees their own billing; a manager sees their team's metrics. The object's parameters_schema defines which context variables to inject (client_id, employee_id, team_id, date_range).

Data Intelligence Workers

Real-time status of all data sync workers powering OA employee dashboards. Data flows: Sources → oa-data-sync Worker (D1) → Dashboard API → Employee Dashboards.

Total Cached Records

Active Sources

Employees Mapped

Worker Schedule

*/5 min

Sync Worker Status

Source	Status	Frequency	Last Sync	Last Status	Records	Actions
Loading worker status...

Record Breakdown by Source & Entity

Source	Entity Type	Record Count
Loading...

Recent Sync Logs (Last 20)

Source	Started	Duration	Records	Status	Error
Loading...

Employee → Dashboard Mapping

Employee	Role	Dashboard Path	Data Source	Status

Data Flow Architecture

┌─────────────────────────────────────────────────────────────────┐
│  DATA SOURCES                                                   │
│  ┌──────────┐  ┌───────────┐  ┌──────┐  ┌──────┐  ┌─────────┐ │
│  │ HubSpot  │  │TimeDoctor │  │ Zoho │  │GDrive│  │Sterling │ │
│  │Portal    │  │ 306 Users │  │Recruit│  │Client│  │  Intel  │ │
│  │ 40014162 │  │           │  │      │  │Folders│  │(Computed)│ │
│  └────┬─────┘  └─────┬─────┘  └──┬───┘  └──┬───┘  └────┬────┘ │
│       │              │           │         │           │       │
└───────┼──────────────┼───────────┼─────────┼───────────┼───────┘
        │              │           │         │           │
        ▼              ▼           ▼         ▼           ▼
┌─────────────────────────────────────────────────────────────────┐
│  oa-data-sync WORKER (Cloudflare Worker, cron */5 min)         │
│  Account: OA (79bf9918da35fa3f7d3a0bca83c0d0be)               │
│  D1: oa-data-sync-db (09a6a52c-f416-4760-ab0d-80412d6c21c0)  │
│  Tables: cached_data, sync_configs, sync_logs, client_sources  │
└──────────────────────────┬──────────────────────────────────────┘
                           │
                           ▼
┌─────────────────────────────────────────────────────────────────┐
│  oa-server PAGES (server.outsourceaccess.com)                  │
│  DATA_DB binding → oa-data-sync-db                             │
│  API: /api/employee-dashboard-data?employee=NAME               │
│  API: /api/employee-dashboard-data/sync-status                 │
└──────────────────────────┬──────────────────────────────────────┘
                           │
                           ▼
┌─────────────────────────────────────────────────────────────────┐
│  EMPLOYEE DASHBOARDS (16 total)                                │
│  3 OMs: Melchor, Treve, Jerome                                 │
│  4 AMs: Beia, Emily, Paola, Mars                               │
│  9 TLs: Dan Ryan, Michael, Raymart, Assley, Giselle,          │
│          Mary Ann, Carmen, Ailie, Marjun                        │
│  Each fetches live data from API on page load                   │
└─────────────────────────────────────────────────────────────────┘

Dashboard QA

Submit and track QA feedback for OA employee dashboards

Submit QA Issue

Employee

Role

Select an employee

Navigation Section

Feedback

Screenshot (paste or upload)

Click to upload or press Ctrl+V / Cmd+V to paste

Date	Employee	Role	Section	Feedback	Screenshot	Status	Actions
Loading issues...

Status Guide

Open Issue reported, not yet addressed In Progress Currently being worked on Fixed Fix deployed, awaiting verification Verified Fix confirmed working

Dashboard

Welcome

Company Directory

Team Members

Resources

Support

Submit a Support Ticket

My Clients

Team Leader Dashboard

Admin Overview

Quick Actions

Recent Users

User Management

Organization Tree

Account Managers

Other Staff (Kimwel Obeso — OM)

Unassigned Users

Client Management

Dashboard Preview

Select a user to preview their view

Dashboard Builder

Pre-built Example: Client Engagement Dashboard

Settings

Change Password

Account Info

Navigation Manager

Client Dashboards

OA Employee Dashboards

Client Intelligence Audit

Database Design

Architecture Overview

Object Library (Example Widgets)

Permission Matrix

D1 Database Schema

Dashboard Render Flow

Data Intelligence Workers

Dashboard QA

Submit QA Issue

Issue Details

Modal