Clients
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Total Clients
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This Month
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This Week
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Live
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Completed
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.
Loading leads...
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

          
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
🎫 Client Support
Manage and reply to support tickets from your clients.
💬 Contact Inquiries
Manage and respond to contact form submissions.
Total Open
Overdue
Avg Response Time
Closed Today
⚙️ Settings
Manage your agency profile, integrations, email, billing, and account security.
🏢 Agency Profile
🏢
PNG, JPG, SVG — max 2MB
Client-Facing Info
Convert to Client
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
Message Client
Send a direct email to a client
+ Add Client
Manually add and generate their plan