Dashboard
Real-time view of the 5-district Bellevue Eastside test
TB
Traves Brady
Signal Loom AI · Director of Marketing (RF)
✦
Year 1, Phase 1: BUILD — 5-district Bellevue Eastside test in progress.
8-20 enrollments target by end of Year 1.
Active Records
—
Students + Parents in pipeline
Tier A Professionals
—
Pediatricians, family docs (catchment)
Metros Active
—
Bellevue test, 5 districts
Enrollments (YTD)
0
8-20 target by end of Year 1
Bellevue Test Funnel
5-district catchment, last 30 days
Peachjar reach (40 schools)
~24,000
Landing page visits
1,200
Form submissions (leads)
120
Intro calls booked
60
Enrollments
0
Target: 0.3-0.7% conversion · 8-20 enrollments by end of Year 1
Recent Activity
Last 24 hours
● No activity yet (sandbox just initialized)
● 235 Tier A physicians loaded from NPI Registry
● 5 metros (Bellevue test catchment) loaded
● Postgres data lake: 9 tables, 246 records
Asset Inventory (sandbox)
What's live in the sandbox environment
| Asset | Source | Records | Status |
|---|---|---|---|
| Metros (5 districts) | Manual curation | 5 | Live |
| Professionals (Tier A physicians) | NPI Registry (CMS), June 15 | 235 | Live |
| Data sources tracked | Internal | 6 | Live |
| Postgres data lake | Airtable sync, June 17 | 246 | Live |
| FastAPI backend | Custom CRM, June 17 | 8 endpoints | Live |
| College Board Student Search | Application pending | — | Pending |
| Public scholarship scrape | Tier 1 status recorded | — | Queued |
| State athletic associations (50 states) | Tier 2 nationwide | — | Queued |
Lead Capture Form (Peachjar landing page simulation)
This is the form that parents fill out after clicking the Peachjar flyer
Book Intro Call (Parent × Corey)
15-minute parent intro call booking
Tier A Advisor Network (Catchment)
233 physicians in the 5-district Bellevue Eastside catchment (Family Medicine + Pediatrics + Adolescent Medicine)
| Name | Specialty | City | ZIP | Phone | Tier | Status |
|---|---|---|---|---|---|---|
| Loading advisors... | ||||||
Co-Brandable Advisor Materials
All materials are free, co-brandable, no referral ask
529 vs UTMA vs Taxable: A Decision Framework for HNW Families
College Affordability in 2026: What HNW Families Actually Pay
What to Ask a College Consultant (Parent Guide)
Talking to Your Teen About College (Waiting Room Poster)
3 Conversations to Start in 11th Grade (Parent Handout)
CE Webinar: When the College Consultant + Financial Advisor Should Talk
Marketing Attribution Funnel
Per-metro conversion tracking (Peachjar → Landing → Form → Call → Enroll)
Postgres Data Lake
9 tables, 246 records synced from Airtable
| Table | Records | Last Sync | Source |
|---|---|---|---|
| metros | 5 | 2026-06-17 22:03 | Airtable |
| students | 0 (empty in Airtable) | 2026-06-17 22:03 | Airtable |
| parents | 0 (empty in Airtable) | 2026-06-17 22:03 | Airtable |
| professionals (Tier A) | 235 | 2026-06-17 22:03 | Airtable |
| schools | 0 (empty in Airtable) | 2026-06-17 22:03 | Airtable |
| sources | 6 | 2026-06-17 22:03 | Airtable |
| engagements | 0 (empty in Airtable) | 2026-06-17 22:03 | Airtable |
| bookings | 0 | 2026-06-17 22:03 | Schema ready |
| sync_log | 3 entries | 2026-06-17 22:03 | Internal |
Data Sources (tracked)
Provenance and compliance posture for every data source
| Source | Type | Records | Compliance |
|---|---|---|---|
| Loading... | |||