Dashboard
Welcome back
Paid this month
$0
— vs last month
Unpaid this month
$0
0 open invoices
Active clients
0
MRR $0
Open pipeline
0
Active leads
Month at a glance
Branding: Blue = Google & payments · Red = tasks · Dark = scheduled retainers.
This month · invoices
Active clients
| Client | Services | MRR | Status |
|---|
Open tasks
Hot prospects
No prospects yet.
Clients
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| Client | Contact | Services | MRR | Status | Engagement | Invoices & pay | Action |
|---|---|---|---|---|---|---|---|
| No clients yet. | |||||||
Pipeline
Drag cards to move through stages · Click to edit
New Lead0
Drop here
Contacted0
Drop here
Qualified0
Drop here
Proposal Sent0
Drop here
Won ✓0
Drop here
Lost0
Drop here
Contacts workspace
Imports land as staged (not on the pipeline board). Segment here, then promote a segment to the pipeline when you are ready to email or call.
| Type | Segment | Name | Business | Services | Status | Follow-up | Received | Open | |
|---|---|---|---|---|---|---|---|---|---|
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Contact
Potential / MRR
—
Segment
—
Profile
Email composer
Resend in Settings · templates support {{name}} {{business}} {{mrr}} {{tier}} {{services}} {{ideas}}
Recent sends (this contact)
Find local businesses via Google Maps and add directly to your pipeline
Saved searches & re-runs
Save the keyword and location above, then run again in one click. Cadence is stored for your notes (full scheduling needs a server job).
Loading saved searches…
Business
Address
Phone
Actions
Enter a keyword and location above, then click Search to find local businesses via Google Maps.
Analytics Hub
Website traffic, pipeline, and connected platforms
Website — PostHog
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Pipeline snapshot
Form-campaign lead imports are handled outside this hub. Use Contacts → Import CSV / Excel for lists (staged first), then promote segments to the pipeline when you are ready.
Staged in Contacts
0
On pipeline board
0
Active clients
0
Won + Lost
0
Outreach bot file (optional)
Upload a
results.json array from your bot to count sent / failed / skipped here (does not auto-sync the pipeline).Analytics filter
Only properties and sites whose names contain this text are listed (default marketingsvc). Save in Settings to persist.
Connect Platforms
Google buttons use the same OAuth Client ID as Tasks → Google Calendar. In Google Cloud, enable: Calendar, Google Analytics Admin, Search Console, Google Ads API, and Google Business Profile / My Business Account Management.
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Analytics Dashboard
PostHog shows live website pageviews above when configured. Connect Google and other platforms below for ads and search data.
Invoices
Loading invoices...
Paid
$0
Pending
$0
Overdue
$0
No invoices yet. Create your first one.
Accounting
Agency costs, net profit, and lead acquisition
Revenue (paid)
$0
Expenses (paid)
$0
Expenses (due)
$0
Net (paid)
$0
Est. CAC
—
Marketing ÷ new leads
Monthly costs
Recurring cost templatesEdit amounts here — they roll into each month automatically
Daily tasks
Track completed work by day, schedule future deadlines, assign to your team
Tasks for selected day
Work timer
0m worked
00:00:00
Google Calendar
Ready — Connect once; your session is saved in this browser and refreshes automatically.
Events below match the month shown in “Month at a glance” (not all accounts).
Upcoming payments
Open invoices from Supabase plus scheduled retainer dates (next ~95 days). Matched clients show estimated MRR. Click invoice rows to open in Invoices.
Month at a glance
This month: Google (blue), tasks (red), invoice dues (blue), retainers (black slate).
G Google
T Task
$ Invoice due
R Retainer
SOPs
Standard procedures by service — edit, embed images or videos, export PDF for your team
Select an SOP from the list, or create a new one.
Growth Planning
Path to $20k/month — track outreach, events, and inbound leads
Current MRR
$0
Active clients
Target
$20,000
Monthly recurring
Gap to goal
$0
—
Progress
0%
Monthly targets (this month)
Adjust targets to match your playbook. Calls and events are logged here; emails and leads pull from CRM when available.
Recent inbound leads
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What it takes to hit $20k
Reports
Month-over-month from May 2026 (when tracking started) — revenue, clients, site traffic, and leads
Paid (this month)
$0
Unpaid (this month)
$0
Paid MoM
—
New clients (this month)
0
Site views (this month)
0
New leads (this month)
0
Month-over-month
| Month | Paid | Unpaid | Paid # | New clients | New leads | Site views | Lead CTAs | MoM paid | MoM clients | MoM leads |
|---|---|---|---|---|---|---|---|---|---|---|
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Trend — paid revenue
Trend — new clients
Trend — site views
Trend — new leads
Bank statements (accounting)
Upload PDF or CSV exports for your records. Files are sent to Supabase Storage bucket bank-statements when it exists; otherwise metadata is kept in this browser only.
Milestones & campaign beats
Track launches, “follow us” pushes, or quarterly goals. Stored in this browser (export from backups if needed).
Traffic
Page views, UTM campaigns, and CTA clicks from marketingsvc.com
Page views
—
CTA / clicks
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Top UTM source
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Top landing page
—
Views by page
Views by UTM source
Top pages & actions
| Page | Views | Clicks | Top source | Last visit |
|---|---|---|---|---|
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Recent eventsLast 150 · UTM params persist per session
| When | Page | Action | Source | Medium | Campaign | Referrer |
|---|---|---|---|---|---|---|
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Settings
Agency profile, integrations, and team management
Agency Profile
White-label branding
Agency name
Client-facing brand name
Primary email
For automations and replies
Theme
Switch between dark and daylight mode
Team Members
Manage access and roles
Google integrations
Same OAuth Web Client ID powers Calendar, Analytics (GA4 admin), Search Console, Business Profile, and Ads list in this CRM. Use Authorized JavaScript origins for this site. Google Ads also needs an API developer token from your Google Ads manager account (stored below for API calls from the browser — treat it as sensitive).
PostHog (website analytics)
The marketing site already sends pageviews via PostHog. Add a Personal API Key (not the public project key) and your numeric Project ID from PostHog → Project settings to load top pages and referrers in Analytics Hub. Uses the same hostname filter as Google above.