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🎯 Purchased Leads
Leads you've claimed from the Lead Pool. Convert them to full clients or send them your onboarding form.
◎ Referrals
Leads your clients have referred. Track status, reward them, and manage your referral program.
🎁 Referral Program Setup
This replaces the generic "30% off" on your clients' portals
✦ Lead Pool
Verified business leads looking for a marketing agency. Claim a lead to reveal their full contact info.
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🔌 Embed Code
Customize your embed then copy the code. Each code is unique to your agency — leads appear in your dashboard automatically.
🎨
Customize Your Embed
Changes update the code and preview instantly
🖼️ Iframe Embed
Paste inside any page on your website — the form loads live inside your site
LIVE PREVIEW — your actual onboarding form
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📐 Place inside any full-width container. The form is fully mobile responsive.

        


        
        

          

            

              
🪄 Popup Button

              
A button on your site that opens the form in a fullscreen popup

            

            
          

          

            
LIVE BUTTON PREVIEW

            
          

          

          
✨ Paste before your closing </body> tag. Works on WordPress, Squarespace, Wix, Webflow — anywhere.

        


        
        

          

            

              
🔗 Direct Link

              
Share anywhere — email, Instagram bio, Google Business, text message

            

            
          

          

            
YOUR UNIQUE ONBOARDING LINK

            
          

        


      

    


  







  

    
🔄 Convert to Client
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This will add the lead as a full client and generate their AI marketing plan. Their contact info is already filled in from the lead.

    

      

      

    

    
    
    
    
    
    

    


    
    
📋 Onboarding Form

    

      

      

        
Also send onboarding form via email

        
They'll fill in more details and get a more personalized plan

      

    

    
  

  

    
    
  







  

    
⚙️ Agency Settings
Customize your white-label experience

    
  

  

    
    
    
    
    
    
    
    
    
    

      
      
Shown to clients on the Ad Account Access tab so they can grant you access.

      
      
    


    

      
      
These appear in the Resources tab of every client portal.

      
      
      
      
      
      
      
      
      
      
    


    

      
      

        

          
Color Theme

          
Switch between dark and light mode

        

        

          
          
          
        

      

    

  

  

    
    
  







  

    
📣 Message Client
Send a direct email to a client

    
  

  

    
    
    
  

  

    
    
  







  

    
+ Add Client
Manually add and generate their plan