Today's Focus
Apten Lead Usage (live)
Current vs. org lead limit. Projected lead-out date uses 14-day rolling burn rate.
Lead-out:
Lead-out: collecting baseline...
Accounts Receivable -- Leads Delivered, Not Billed
Estimated outstanding AR: /mo in delivered leads not yet invoiced. Last billed dates from QBO Sales by Customer export.
A2P Registration Expiring
Click a school to review and schedule renewal. SMS sending will be blocked once expired.
A2P Registration Not Started
These schools have no A2P registration record yet. SMS cannot be sent legally until brand + campaign are approved.
Monthly Revenue
Monthly Profit
Annualized Profit
Total Leads/mo
Active Clients
Profit by Client (Monthly)
Revenue vs Cost vs Profit
Partner Monthly Distributions (After 30% Tax Reserve)
Action Items
Client Portfolio
| Client | $/Lead | Leads/mo | Revenue | Apten Cost | Profit | Margin | Status | Last Billed | AR | Last Contact | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Current -- | |||||||||||
| TOTALS () | -- | ||||||||||
Business Profiles
Onboarding-form data per onboarded client. Edit to update contact/location info.
Leads
Submissions from the klozur.ai marketing form and coming-soon page.
Sales Pipeline
Billing Portal
Cash Flow Diagram -- How Money Moves
Clients
9 Vocational Schools
Trucking & Career Education
Billed on 3rd of month
$2.00-$4.00/lead
PDG
Takes 15% Cut
Keeps 15%, passes 85%
85% passthrough
Klozur LLC
Operating Company
5 partners
$0.55/lead (auto-pay)
Apten.ai
SMS AI Platform
Auto-pay on all recurring
Delivers SMS AI leads
Clients Pay (Gross)
PDG Keeps (15%)
Klozur Receives
Apten Cost (auto-pay)
Net Profit
Distributed to 5 Partners
Receivable (from PDG)
Collected (from PDG)
Payable (to Apten)
Net Cash This Month
Collected - Paid
| Client | Period | Leads | Client Pays (Gross) | PDG Cut (15%) | Klozur Receives | PDG Status | PDG Paid Date | Apten Cost | Apten Status | Net Profit | Actions |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Settled | |||||||||||
| TOTALS | |||||||||||
QuickBooks Online Import
Import CSV exports from QBO to reconcile payments received and expenses paid
Revenue / Payments Received
QBO: Sales by Customer Detail or Transaction List
or drag & drop CSV here
Expenses / Payments Made
QBO: Expenses by Vendor Detail or Check Register
or drag & drop CSV here
Imported Transactions
Total Revenue Imported
Total Expenses Imported
Matched to Billing
Unmatched
Needs review
| Date | Type | Name | Memo | Amount | Matched | Matched To |
|---|---|---|---|---|---|---|
| Matched Unmatched |
How to export from QuickBooks Online
Revenue (Payments In):
- Reports > Sales by Customer Detail
- Set date range to the billing period
- Click Export (top right) > Export to CSV
- Drop the file in the green box above
Expenses (Payments Out):
- Reports > Expenses by Vendor Detail
- Filter by Apten or relevant vendors
- Click Export (top right) > Export to CSV
- Drop the file in the red box above
Financial Statements (QBO Actuals)
Source: QuickBooks Online export -- Apr 28, 2026Total Revenue (YTD)
Jan 1 - Apr 28, 2026
Net Income (YTD)
Cash on Hand
Huntington Checking
Pending Deposits
Payments to deposit
2026 YTD Net Income
Jan 1 - Apr 28, 2026
Profit & Loss (Jan 1 - Apr 28, 2026)
| Income | |
| Stripe Sales (Channel) | |
| Other Sales | |
| Total Income | |
| Cost of Goods Sold | |
| Stripe Adjustments | |
| Stripe Fees | |
| Cost of Goods (Apten + other) | |
| Total COGS | |
| Gross Profit | |
| Operating Expenses | |
| Bank Fees | |
| Subscriptions | |
| Accounting Fees | |
| Legal Fees | |
| Taxes | |
| Total Expenses | |
| Net Income |
Balance Sheet (as of Apr 28, 2026)
| Assets | |
| Huntington Checking (8470) | |
| Payments to Deposit | |
| Total Assets | |
| Equity | |
| Member Investments | |
| Retained Earnings (FY2025) | |
| Net Income (2026 YTD) | |
| Total Equity |
Expenses by Vendor (Jan - Apr 2026)
| Vendor | Amount | % of Total |
|---|---|---|
| Total | $16,864 | 100% |
Model vs QBO Reconciliation
Comparing dashboard model estimates to QuickBooks actuals
| Metric | Dashboard Model | QBO Actual | Delta |
|---|---|---|---|
| FY2025 Net Income | $30,948 | ~Match | |
| 2026 YTD Net Income (Jan-Mar) | ~$57k model | ||
| LTD Apten Cost (model: leads x $0.55) | -- | $11,556 | -- |
| Operating Expenses (not in model) | $0 | $5,185 | -$5,185 |
| Gross Margin (model vs actual) |
Why the model runs slightly higher
- -- All clients confirmed at $3.40 except Elite Trucking ($1.70 single invoice)
- -- Other clients split-billed 2x$1.70 = $3.40 effective per lead
- -- $4,490 in Stripe adjustments (chargebacks/refunds) reducing actual revenue
- -- $5,185 in real OpEx (legal, accounting, QBO, bank fees) not in original model
- -- ACI has no QBO invoice since Dec 22 -- verify if still active
- -- Lead volumes updated from latest invoices (some differ from original estimates)
What reconciles well
- -- FY2025 retained earnings ($30,947) matches K-1 basis ($30,948) within $1
- -- Pricing confirmed: $3.40 standard, $1.70 ETS only (repricing opportunity)
- -- Member investments ($5,000) = 5 partners x $1,250 contributed capital
- -- Business is profitable and cash-positive: $42k checking + $11k pending
Adjusted Annual Projections (Base Case)
Board model adjusted for QBO-confirmed lead volumes, real OpEx (~$6k/yr), and Stripe friction (~7% haircut). ETS repricing adds ~$3k/mo if moved to $3.40.
| Year | Board Model | QBO-Adj Revenue | QBO-Adj Net Profit | Tyrel 25% |
|---|---|---|---|---|
| FY2025 (QBO Actual) | $124,000 | $65,037 | $30,947 | $7,737 |
| 2026 | $290,000 | $340,000 | $248,000 | $62,000 |
| 2027 | $490,000 | $555,000 | $420,000 | $105,000 |
| 2028 | $740,000 | $830,000 | $635,000 | $158,750 |
| 2029 | $990,000 | $1,100,000 | $850,000 | $212,500 |
| 2030 | $1,400,000 | $1,550,000 | $1,200,000 | $300,000 |
QBO-Adj uses confirmed lead volumes and $3.40 pricing (split-billed 2x$1.70) for all except ETS ($1.70). Assumes ETS repriced by mid-2026, new client growth per base case, ~7% Stripe friction, and ~$8k/yr OpEx. Board Model = original projections.
Revenue Composition (QBO Actual)
Expense Breakdown (QBO Actual)
Partner Distributions
Monthly Distribution (Current Run Rate)
| Partner | Share | Gross | Tax Reserve | Net Distribution |
|---|---|---|---|---|
| Total | 100% |
Annual Projection (QBO-Grounded Base Case)
| Partner | 2025 Actual | 2026 Proj | 2027 Proj | 2028 Proj |
|---|---|---|---|---|
* Based on QBO-confirmed volumes and $3.40 split-billing. ETS at $1.70 (repricing opportunity). Pre-tax.
Partner Share Visualization
Tyrel Sulzer - 25% Managing Partner
$7,737
2025 K-1 Actual
$62,000
2026 Projected
$105,000
2027 Projected
$158,750
2028 Projected
$300,000
2030 Proj (39x)
Activity Log
No activities yet. Click "+ Log Activity" to start tracking.
User Management
| Username | Name | Role | Permissions | Actions |
|---|---|---|---|---|
Add New User
The list is from the real server clients — names + IDs come straight from /api/clients so a click can't mis-bind to a different tenant.
Permission Hierarchy
Partner (Full Access)
Dashboard & KPIs
Client Portfolio
CRM Pipeline
Billing Portal
Partner Distributions
Activity Log
User Management
Usage / Calls / Conversations / Payments
Salesperson (Limited)
Dashboard & KPIs
Client Portfolio
CRM Pipeline
Billing Portal
Partner Distributions
Activity Log
User Management
Client (Own Data)
Usage Dashboard
Scheduled Calls
Conversations
Payments
Billing (own records)
Dashboard & KPIs
CRM / Partners / Users
Outreach Sequences
12-day, 8-touch sequence: 4 emails, 2 calls, 2 LinkedIn touches. PDG leads all outreach.
Total
Not Started
Active
Replied
Completed
Overdue
| Prospect | Tier | Status | Step | Channel | Last Touch | Next Touch | Est. Leads | Rev/mo | Actions |
|---|---|---|---|---|---|---|---|---|---|
|
|
12-Day Sequence Cadence
Call Script
Opener
Pitch
Discovery Questions
- -
Voicemail Script
Tier-Specific Messaging Adjustments
Tier 1 -- CDL Schools
Lead with "We already work with CDL schools like yours." Emphasize same-vertical credibility. Direct CTAs like "Want to compare current CPL?"
Cadence: Most aggressive (all 8 touches)
Tier 2 -- Vocational/Education
Connect the dots: "We've proven this with CDL schools and believe it translates to career-focused education." Curious CTAs.
Cadence: 6 touches (skip Call 2 + LinkedIn DM)
Tier 3 -- High-Volume Cold
Lead with economics: cost-efficient, exclusive, no contract. Position as supplemental source. "Would it be crazy to explore?"
Cadence: 6 touches (skip LinkedIn DM + 1 call)
Tier 4 -- Mid-Volume
Focus on efficiency/control: "Predictable lead flow without overcommitting." Soft CTAs: "Open to a small test?"
Cadence: Lightest (5 touches -- emails + 1 call)
ROI Calculator
Show prospects how many leads they're wasting -- and how SMS AI recovers them
Tell us about your current lead flow
Klozur enhances the leads you're already buying -- we don't replace your ad spend
leads you buy every month
go uncontacted and wasted
That's
in revenue left on the table every month
Without SMS AI
Your Leads
Contact Rate ()
Leads Actually Contacted
Appointments Booked
Deals Closed
Estimated Revenue
With SMS AI Enhancement
Same Leads
SMS AI Contact Rate
50%
Leads Contacted via SMS
Appointments Booked
Deals Closed
Estimated Revenue
Leads Recovered
Wasted Leads Recovered
additional contacts/mo
Additional Appointments
Additional Revenue
Klozur Cost
Lead Utilization: Before vs After
Revenue Impact
Why SMS AI Recovers Leads Other Methods Can't
98%
SMS Open Rate
vs 20% email, 2% cold call
<5 min
Speed to Contact
21x more likely to convert
50%
Contact Rate
Even on social/TikTok leads
24/7
AI Never Sleeps
No staff needed
The social media lead problem: Facebook, TikTok, and Instagram leads are cheap ($5-15) but low-intent. Most businesses only contact 5-15% because these leads don't answer calls or read emails. SMS AI changes this -- texts get read within 3 minutes, and our AI engages them in real conversation before they forget they filled out the form.
12-Month Projection: Same Leads, Better Results
| Metric | Monthly | Quarterly | Annual |
|---|---|---|---|
| Klozur SMS AI Cost | |||
| Wasted Leads Recovered | |||
| Additional Appointments | |||
| Additional Deals Closed | |||
| Additional Revenue | |||
| ROI on Klozur |
Projections based on industry benchmarks for . Actual results may vary. Prepared by Klozur LLC.
Product Roadmap
Board Meeting — April 2026Board Decisions
Dedicated sales role to drive client acquisition and pipeline growth.
In ProgressMove all clients to 6-month minimum agreements for revenue predictability.
In ProgressSelf-serve portal for usage analytics, billing, and SMS via Apten.
PlannedDevelopment Items
User Accounts
DoneClient role, scoped views, account hierarchy
HIGH
Usage Dashboard
DoneContacts used/remaining, threshold alerts
HIGH
Scheduled Calls
DoneFuture calls with timezone support
HIGH
Conversations
DoneApten SMS conversations, deactivate toggle
MEDIUM
Payments
DonePurchase leads, payment history
LOW
Requires Backend (Planned)
Email/SMS Alerts
Alert when usage below threshold
Stripe Integration
Online payment processing
Apten API Sync
Live conversation data from Apten
Auto Lead Counts
Sync usage from Apten automatically
Lead Usage
Track lead consumption, remaining balance, and projected depletion.
Showing data from
Burn Rate
Projected Depletion
Response Rate
Messages
Total Leads
Active
Qualified
AI Managed
Replied
Lead Volume & Activity Trend
Low Balance Warning
Balance Healthy
Lead Performance
Num. Leads Imported
Lead Unsubscribe Rate
SMS Opt-Out Rate
Contact Rate
Channel Breakdown
Replied with Interest
Proxy: reply rate (no Apten hot-tag signal yet)
Qualification Rate
Transfer Rate
| Client | Total Leads | Active | Qualified | Replied | Response Rate | Burn Rate |
|---|---|---|---|---|---|---|
Failed to load usage data
Scheduled Calls
AI-detected callbacks from your messaging system.
Click a day in the calendar or pick a quick view above.
No calls scheduled for this day.
No calls scheduled in this range.
Conversation
No conversation loaded.
Select a conversation
Choose a lead from the list to view their SMS history
·
AI Summary:
No message history available
Messages will appear here as webhooks flow in, or you can send one below.
Messages are sent via Apten SMS to the lead's phone
Payments & Lead Purchases
Purchase additional leads, manage recurring requests, and review billing history.
Lead Balance
Total Paid
Pending Orders
Last Payment
No payment history yet
Your billing history will appear here once purchases are processed.
| Date | Client | Type | Leads | Amount | Status | Actions |
|---|---|---|---|---|---|---|
A2P Status
TCR brand + campaign registration required before Klozur's AI can text leads on a client's behalf. Use this view to know whether you can pitch a client as "ready to go live."
Registrar:
Brand ID:
Campaign ID:
Approved:
Expires:
Not started — see instructions below.
No clients onboarded yet.
How to submit an A2P template through Apten
Run this once per new client. Brand + campaign approval typically lands in 1-3 business days.
- Confirm the client's Apten account is live. Log into the school's Apten admin at platform.attent.app. If they don't have one yet, run the Onboard School wizard first.
- Open A2P registration. Inside Apten: Developer → A2P Registration. Apten partners with TCR (The Campaign Registry) under the hood, so most fields map straight to TCR's brand + campaign forms.
- Submit the brand. You'll need the client's legal business name, EIN, business address, business website, and a vertical (use Education for CDL / trade schools, Transportation for carriers).
-
Submit the campaign.
Use case: Higher Education (schools) or Customer Care (carriers).
Opt-in method: Web form with TCPA consent — that's how Klozur's lead form is built.
Paste in 2-3 sample messages drawn from the client's actual Apten Customer Profile so the templates
match what the AI will send live. Example:
Hi [first name], this is [agent name] from [school name]. I saw you requested info on our CDL training program. Are you still looking to get started?
- Record it here. Once approved, the partner team will fill in the registrar IDs and approval / expiration dates on the client's record so this status board reflects "Approved" for them.
- Watch expirations. TCR brand + campaign registrations expire annually. Any client showing 30 days or fewer in red needs a renewal kickoff with Apten support — don't let them lapse, the AI stops sending the moment they do.
Purchase Leads
A billing specialist will confirm your request within 1 business day.
Data Import
Import historical lead data from Apten CSV exports
1. Select Client
2. Upload CSV
Export leads from Apten's platform or your CRM. The CSV should have at minimum a phone number column.
3. Map Columns
We auto-detected some columns. Adjust if needed. Phone is required unless Lead ID is available.
4. Preview (first 10 rows)
Mapped columns are highlighted. Green = Phone, Blue = Name, Purple = Lead ID.
5. Run Import
For each lead: looks up in Apten by phone, pulls full details + conversation history, stores in database.
Import Results
Total Rows
Imported
Errors
Error Details: