Client Hub: leads
A CRM panel with search, pipeline statuses, notes, subscribe flags, CSV import and export, inbound versus manual badges, booked-call badges, and per-row email and calendar buttons.
Leads decay in hours, so the next action has to be visible in the row.
- Faster follow-up
- No lost context
- No second CRM subscription
Client Hub: CMS with AI Suggest
An editor for content, metadata, FAQs, JSON-LD, and llms.txt, with AI Suggest, a side-by-side diff before anything is applied, per-field undo, full change history with restore, and mobile plus desktop preview.
AI writing is only safe when a human sees the diff and can roll it back.
- Publish-quality SEO content in minutes
- A complete audit trail of every AI change
- SEO-safe length clamps and sanitized structured data
Client Hub: blog and audit console
RSS ingestion into an editable post list feeding the public blog, plus an audit console to run, store, download, and email a branded report for any URL.
Outbound and inbound should share one workflow.
- A living content surface without an editorial team
- A prospect's report is always one click from a meeting
- Inbound reports show booked-call status and a prefilled calendar button
Reports and analytics
Analytics, Search Console, PageSpeed, and AI-awareness metrics per period, plus first-party event tracking on every CTA click, intake open, step, and booking.
Renewals are won by a monthly artifact the client understands.
- A repeatable reporting ritual
- Funnel leaks visible against real numbers
- Evidence behind every invoice
Billing, newsletter, account
Services, renewal dates, invoices, automated renewal reminders, a newsletter composer with templates and signature, and the scheduling link that powers every calendar button.
The money and the communication belong in the same place as the work.
- Clients view, admins edit
- Renewals never surprise anyone
- One scheduling link, used everywhere