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Today's Focus
0Priority Queue
0Waiting For
0Keyword Research
Every client's keyword research — drag through the pipeline. Open a card to build the keyword set.
Projects
One project per client. Open a project to add treatments & conditions and build the keyword set.
Project
Client details
From the onboarding form. Specialty and location shape how keywords get generated.
Client profile
Everything captured from the onboarding form. These details are kept on file with the project.
Project data
Export this client on its own, or remove it from the workspace.
Add a treatment or condition
Add services and conditions from the onboarding form. Paste a whole list below to do it in bulk.
Bulk add / import from list
One item per line, then pick which type to add them as. Or import a .txt / .csv.
Your list
No items yet.
Keyword set
Each item gets 1 primary + 5 blog keywords. Click any keyword to edit it before pulling metrics.
Clients
Every client and where they sit in your pipeline.
Tasks
Everything on your plate, prioritised.
Follow-Ups
Who you're waiting on — and for how long.
Access Tracker
Every credential and access you're collecting — received vs. still needed.
Discord
Channel setup, invites and migration — who's in, who still needs onboarding.
Meeting Center
Agendas, action items, Fathom summaries and recordings — every meeting in one place.
Document Center
Every file, link and asset in one place — onboarding forms, keyword research, meeting notes, website & Figma links, reports and contracts.
My Executive Desk
Your private space — focus, priorities and a place to think.
Personal to-dos
This week's goals
Today at a glance
Brain dump & quick notes
Calendar
Your embedded Google Calendar and every upcoming meeting in one place.
Notes
Quick, dated notes against any client — captured the moment they matter.
Add a note
Reports
Completion KPIs across keyword research, Discord migration, tasks and follow-ups.