EPEW Automation Engine

Central automation control for daily reporting, reminders, coach escalation, Kleernest accounting alerts, ORGDH promotion recommendations, quarterly reporting, and growth eligibility.

Active Businesses

0

Missing Reports

0

Coach Calls

0

Admin Escalations

0

Low Health

0

ORGDH Promotion

0

Expansion Eligible

0

Automation Rules

Morning Opening Reminder

Prepared

Send a reminder at the business opening time to encourage daily reporting discipline.

Closing Time Reminder

Prepared

If no report is submitted by closing time, send a closing reminder.

Missing Report Reminder

Prepared

If a report is missing, continue daily reminders until the report is submitted.

3-Day Coach Intervention

Active Logic

After 3 missed days, the entrepreneur must receive a direct coach message or phone call.

7-Day Admin Escalation

Active Logic

After 7 missed days, alert EPEW Admin for business monitoring intervention.

6-Month Growth Eligibility

Active Logic

After 180 days of operation, the business becomes eligible for growth funding review based on metrics.

Kleernest Financial Alert

Prepared

Notify Kleernest when monthly Profit & Loss or tax readiness review is needed.

ORGDH Promotion Recommendation

Active Logic

Recommend promotion when health score is low or sales trend is declining.

Quarterly Report Scheduling

Prepared

Create quarterly reporting checkpoints after business opening.

Coach Intervention Queue

No coach intervention required.

Admin Escalation Queue

No admin escalation required.

Kleernest Financial Review Alerts

No financial review alerts.

ORGDH Promotion Recommendations

No promotion recommendations.

Growth Funding Eligibility

No business has reached 6 months of operation yet.