Sales

Prospecting

Prospect records, demos, and sales-ready growth previews.

Prospect PipelineSetupCompanies marked as prospects and ready for sales follow-up.

Demo WorkspacesSoonUse client records to show prospects what activation would look like.

PowerPage DemosSoonFuture PowerPages™ previews that demonstrate the SEO process.

Prospect jump

Add your first prospectCreate prospect context before outreach planning starts.

Relationships

Clients

Client and initiative context for the work.

Client PortfolioLiveAll accessible clients and initiatives.

Client GroupsSetupSaved subsets such as assigned, launch, or at-risk clients.

Client SetupLiveCreate and connect real client context.

Client jump

Add your first clientCreate client context before growth work starts.

Planning

Plan

ProfitPaths®-driven planning, budget approval, and direction across channels and capabilities.

OverviewLiveAll planning areas, budget ownership, and the operating loop from ProfitPaths® to meetings.

StrategySetupProfitPaths® design, new impact offering and prospect research, MAPs, and AMPs.

5K ADSLivePaid-media planning and operations, with Google Search as the first live validation lane.

Search termsLiveApprove AI search-term decisions, exclude wasted spend, and route winners.

5K SEOSoonOn-site SEO with PowerPages™ and on-page content, Digital PR, and technical SEO.

ContentSoonOffer angles, page copy, article drafts, email, and cross-channel asset work.

5K DESIGNSoonBriefs, wireframes, mockups, conversion UX review, and handoff approvals.

WebsitesSoonLanding pages, conversion paths, technical website work, and QA records.

5K DEVSoonTechnical builds, integrations, implementation tickets, QA, and launch support for growth systems.

5K SOCIALSoonOrganic calendar planning, post drafts, creative needs, scheduling, and learning loops.

iAUTOMATESoonAMP opportunities, workflow plans, implementation handoffs, and adoption checks.

Execution

Work

Planned work, assigned tasks, pacing follow-through, and execution activity.

OverviewLiveAssigned calendar time blocks, pacing follow-through, and the active work queue across the portfolio.

StrategySetupBuild MAP and AMP work packages from Strategy planning.

5K ADSLiveExecute Ads work across active clients.

Search termsLiveApprove AI search-term decisions, exclude wasted spend, and route winners.

5K SEOSoonSEO execution surfaces are queued for build-out.

ContentSoonContent execution surfaces are queued for build-out.

5K DESIGNSoonDesign execution surfaces are queued for build-out.

WebsitesSoonWebsites execution surfaces are queued for build-out.

5K DEVSoonDev execution surfaces are queued for build-out.

5K SOCIALSoonSocial execution surfaces are queued for build-out.

iAUTOMATESoonAutomation execution surfaces are queued for build-out.

Human review

Approvals

AI-prepared actions waiting for decisions.

Ready for ReviewLiveReal pending Ads reviews and future shared approvals.

Needs More InfoSetupBlocked decisions that need evidence or context.

ApprovedLiveApproved decisions from Ads and future shared records.

RejectedLiveRejected or declined actions for review and learning.

HistorySetupDecision audit trail once shared history records mature.

Outcomes

Reports

Executive updates, planned-versus-actual spend, ROI, and performance proof.

PerformanceSetupOutcome reporting and planned-versus-actual spend from connected source data.

Monthly ReportsSoonExecutive-ready client updates.

BenchmarksSoonCross-client comparison after benchmark contracts exist.

Signals

Insights

Opportunities, risks, wins, and evidence.

OpportunitiesSetupReusable growth opportunities from real evidence.

RisksSoonBudget waste, conversion issues, and operating concerns.

WinsSoonValidated outcomes for meetings and reports.

Operating memory

Meetings

Agendas, notes, decisions, and follow-ups.

UpcomingSoonScheduled client and internal meetings.

AgendasSetupAgenda planning from client context.

DecisionsSoonMeeting decisions that feed work and history.

Follow-UpsSoonExtracted follow-through once meeting records are live.

Company

Settings

Organization, users, roles, connections, templates, billing, and client setup.

OrganizationLiveActive company settings and agency workspace controls.

UsersLiveInvites, active members, and access lifecycle.

RolesLivePermission roles, approval authority, and admin gates.

Services & ProductsLiveDisciplines, implementation items, and sellable product plans.

ConnectionsLiveGoogle Ads connections and account mapping.

TemplatesSoonApproval, meeting, report, and workflow defaults.

BillingSoonLicensing and subscription controls.

Client ConfigurationSetupClient setup defaults, portal settings, and growth-area configuration.

Portfolio

Meetings

Preparing the workspace frame.

Scope controls

Loading Meetings

Bringing the workspace into focus

Preparing meeting list, calendar, and operating memory.