Pick a conversation to read the thread and text back — sends as SMS through GoHighLevel.
📰 BOSSEO BRIEF — weekly client newsletter
Goes to every current client in the live pipeline stages, split into lawyers and non-lawyers like the client blasts. Personalizes {{first_name}} and inlines the GIFs exactly like the proven sends.
⚖️ Lawyers 0
🏢 Non-lawyers 0
Preview
📱 Bulk SMS Campaigns
Upload a CSV of lawyers (any size — 100k+ works), write one message with {{first_name}} / {{firm}} / any CSV column as a token, and it drips out from the Rankr lines at a carrier-safe rate inside your send window — each lawyer is texted from the number closest to them (Chicago, LA, Houston, Long Island, or South FL) so it reads local. Replies are handled automatically: positive → follow-up text with the demo calendar, negative/STOP → permanent Do Not Contact, and new Stripe customers are matched back by phone as Sold.
Super Mobile Ready
Upload the Contact Mapping CSV from LUXE SMS (phone_e164 is accepted). Current-carrier verification is then enforced immediately before every campaign send. Only numbers whose current line type is mobile can be texted; reclassified landline, VoIP, unavailable, invalid, and DNC numbers are blocked.
📶 Delivery — real carrier receipts
Pulled back from GHL/Twilio after each send. AT&T's A2P 10DLC filter shows up here as undelivered even though the number is a valid mobile — a low AT&T rate means the sending number's 10DLC registration needs fixing, not the list.New campaign
💬 Message templates
Click Use to load one into a new campaign. Performance updates live as replies come in — the winner is the one with the best reply / positive / sold rate.Loading templates…
💬 Responses
Every inbound reply, newest first — green = interested (calendar sent), red = opted out (Do Not Contact).No replies yet.
📈 Marketing
Facebook Calendar Direct on top · NewsFeed under it · Calendar Invite Email · paused FB campaigns folded.
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💰 ROI Funnel
roi.bosseo.com — visitors → calculator → CTA → book.
🔥 Microsoft Clarity
Heatmaps + session recordings for roi.bosseo.com.
Project y190ast264 · tracking is live on roi.bosseo.com. If Clarity shows its polar-bear error page, that is Microsoft’s dashboard (not our CRM) — hit Reload, or open All projects and click into ROI again.
🎨 Creatives that move money
Ad-level spend/outcomes — zeros removed. Sorted by revenue, then demos, then spend.
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More tools — sync, calendar traffic, attribution
🌐 Calendar Traffic
calendar.bosseo.com first-party beacon.
New revenue by month
Counting started August 2026. Months before that are a gap — we did not track them.
Which messages make money?
Every text and email sent, matched to replies and pipeline movement — so we double down on what converts.
Best & worst
Your strongest and weakest message in each channel. Click a card to see exactly who it went to and who replied.
What's getting engagement
Only messages with at least one reply — everything at 0% is hidden. "Moved forward" = the lead later booked a demo, onboarded, or went live.
Best time to send
Reply rate by hour sent (ET)
Best day to send
Reply rate by weekday
💰 Payments
Every Stripe dollar across the whole operation — live revenue, failed payments, trends, and a 3-month forecast. NewsFeed is split out of the shared Bosseo account automatically by its price IDs.
Monthly revenue last 13 months · net of refunds
Forecast next 3 months
Failed payments last 90 days by reason
Weekly pulse revenue last ~17 weeks
Active subscriptions sorted by monthly value
Top cost drivers biggest recurring spend, ranked
Operational costs editable · seeded from the June/July 2026 Chase statements
Transactions
⚙️ Automation
Every workflow the system runs on its own — live counts, schedules, and the switches that control them. Toggles take effect immediately.
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📋 Client Requests
Every email or text verified as a client asking for something, transcribed into an action item. Auto-syncs with Gmail and SMS — reply from here, Gmail, or texts and the card marks itself done. The AI learns every fulfillment into a knowledge base Bo follows — .
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💰 Upsells
Best-month lead windows across the live book — who is hot, vs their own history, and what they do not have yet.
Signed upsells
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Prospecting
Newly registered law-firm domains. We ingest and probe the site. Emails stay off until you give the templates.
Domain feed
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🌴 Personal
Sunday 1pm ET TLDR — 2 Resy Miami restaurants + 2 meditation/health Eventbrite events in Miami Beach + Amex Platinum & Chase Sapphire Reserve Miami experiences. Texts 305-978-6026 and 770-312-3217. Short, with links.
History
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🧠 Buyer Persona
Live Bosseo + NewsFeed clients, merged per firm. Stripe refreshes when you open this tab if the snapshot is older than 10 minutes. Open failed payments stay here until Stripe collects successfully.
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Click a client for purchase history. Upsell = subscription started 21+ days after the first. Failed rows clear when the charge succeeds.
Retention Desk
Pick the client. Paste their email plus the client performance audit link. We fetch last-90-day numbers, rebut claims with data, and publish a client-facing page. Bo learns retention plays from haris@bosseo.com Inbox, Sent, and Trash.
Recent retention pages
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Client meeting brief
Pick the client. Paste what they said (and any facts). We re-check the site and build the walkthrough page.
Recent briefs
No briefs yet.
Pick an email to read it and reply with AI help — dictate with your voice, auto-draft, fix grammar, or rewrite.
Reading your calls, replies, and meeting transcripts…
📚 Knowledge base —
Objection and close plays Bo follows. Add a play here and it is in the knowledge base immediately.
🎥 Meetings
Every recorded Google Meet for haris@bosseo.com — transcript + Gemini notes, AI extraction, CRM match, and coaching. Unmatched calls land in the review inbox so you can link them by hand.
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Contacts
Every person on the sales pipeline — one row per contact, built from each opportunity. Click a row to open the deal. Text, email, or call from here.
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Add call notes
Text lead
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Email lead
From: Haris Hadzalic · haris@bosseo.com
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Call lead
GHL recording
Your phone rings first. Answer it, and we connect you to them from here.
Add opportunity
Notes
Texts
History
How many cities can we target for you?
Pick the prospect's state and we'll pull every city we can build a dedicated page for — then multiply by services to show the full programmatic footprint we'll own for them.
Show them everything they're missing
Enter the prospect's details. We'll crawl their site, run Google PageSpeed, check directories, and generate a branded gap report mapped to what Boss SEO delivers — then draft an email you can send before the meeting.
Email draft
Put them against the firm next door
Uses the form above. We web-search their Google listing, find the closest real competitor in the same practice area with more reviews and a better rating — starting within 2 miles and expanding the ring (3, 4, 5…) until one is found — verify both sides' numbers, and build a head-to-head page built to sting, with a demo CTA. Every number is verified live.
Email draft
Checking the validated master…
The CRM only adopts releases that pass the manifest, source-policy, route, integrity, and Terms checks.
Waiting to be sold
Generate a signed-ready proposal site
Builds the McCalla-style law-firm showcase — homepage, practice areas, statewide coverage, AI answers, legal-news preview and intake — then keeps the personalized terms & e-signature growth plan at /proposal/.