Cheat Sheet
The one-page quick reference for the things you do most often.
Search the handbook for anything specific. Or use this page when you need a one-liner answer fast.
Daily tasks
| What |
How |
Page |
| Check new leads |
Open RevStack app → Conversations → look for yellow flags |
Daily Operations |
| Reply to a customer |
Open conversation → type → send (AI stops talking when you do) |
Conversations |
| Book an appointment manually |
From contact → Book Appointment → pick time |
Calendar |
| Add a walk-in |
Contacts → + → fill in details → set source to Walk-In |
Contacts |
| Move a deal forward in pipeline |
Opportunities → tap deal → change stage |
Pipeline |
| Mark a job done |
Opportunity → Job Status → Completed |
Pipeline |
Weekly tasks
| What |
How |
Page |
| Batch + schedule social posts |
Web app → Social Planner → draft with Content AI, then schedule the week (accounts are connected, posting is live) |
Social Media |
| Check pipeline health |
Dashboard → look at conversion rate + stuck deals |
Reports |
| Review stuck opportunities |
Pipeline → look for deals sitting >7 days |
Pipeline |
| Respond to new reviews |
Reputation → Reviews → reply to anything pending (Google review monitoring turns on once your Google Business Profile is connected) |
Reviews |
Monthly tasks
| What |
How |
Page |
| Read RevStack monthly report |
Comes via email on the 5th |
Reports |
| Review conversion + revenue trends |
Web app → Reports → Conversion by Stage + Revenue by Source |
Reports |
| Check on the AI's performance |
Sample 10 random AI-handled conversations |
AI Employees |
| Decide on next Reactivation Stage |
Review last stage results → enroll next |
Reactivation |
When you're stuck
| Question |
Answer |
| Where do I find a customer? |
Conversations or Contacts → search bar |
| Where do I see appointments? |
Calendar tab in the mobile app |
| Where do I see all messages? |
Conversations tab |
| What did the AI just send? |
Open the conversation, scroll through |
| Where do I see Google reviews? |
Web app → Reputation → Reviews (populates once your Google Business Profile is connected) |
| How do I get a new feature? |
Email Kevin |
Customer journey, one-liner
Lead/estimate form → AI replies + creates contact + opportunity → Team calls (Fast 5 rule)
→ Estimate booked → Show up → Move to Proposal Sent → Win or Lose
→ Won: Mark Job Status as project progresses → review-request email fires 24h after Completed
→ Lost: Goes into Long-Term Nurture for 8 weeks
Pipeline stages, one-liner
New Lead → Qualified → Estimate Scheduled → Estimate Complete
→ Proposal Sent → Negotiation → Won (Job Booked) ⭐
→ Lost
Job Status, one-liner
Pending Start → In Progress → Completed (fires review-request email 24h later)
→ Paid in Full (job closed out — no further automation)
On Hold: sideways state, no automations fire while on hold
Tag taxonomy, one-liner
lifecycle-{lead, prospect, customer-past, customer-active}
source-{facebook, google, walk-in, reactivation, ...}
priority-{hot, warm}
consent-{email-yes, email-no}
optin-form, dynamic-group (universal)
archive-do-not-contact (never email again)
Emergency shortcuts
| Crisis |
First move |
| AI said something wrong to a customer |
Take over conversation, correct it, text Kevin |
| Workflow firing on wrong contacts |
Pause workflow immediately (Draft toggle) |
| 1-star public review came in |
Wait 1 hour. Read carefully. Reach out privately first. Then reply publicly. |
| Customer in escalation / threatening |
Pause AI on that conversation. Handle personally. |
| App won't log in / system down |
Text Kevin: 773-501-3997 |
| Major sale needs to close TODAY |
Don't wait for system — call customer. Update system after. |
| Who |
Reach via |
| Kevin (RevStack support) |
kevin@revstackapp.com / 773-501-3997 |
| Darek (Dynamic Group owner) |
per your team |
| Customer-facing main line |
773-283-0191 (forwards missed calls to the Dynamic AI Line) |
| Dynamic AI Line (voice assistant) |
224-470-7787 |
| Customer-facing lead / estimate page |
dynamic.revstackapp.com |
| Your CRM (web) |
app.revstackapp.com |
| Your CRM (mobile) |
LeadConnector app in App Store / Play Store |
Quick Google searches to know your business
"Dynamic Group" Morton Grove reviews
"Dynamic Group" cabinets
site:dynamicgroupplus.com kitchen design
Run these monthly — see what customers and prospects see when they look you up.
Last updated: 2026-06-17 by Kevin / RevStack