Content Ops

Editorial Kanban

live · drag & drop

Plan, assign, and ship every post across your editorial calendar. Drag work between Backlog, In Progress, and Done. Owners and due dates flow with the card.

Backlog 3
Blog
Q3 product launch announcement
Due May 30SA
Video
Client testimonial video script
Due Jun 2TR
Video
ChurnBuster feature walkthrough
Due Jun 5LE
In Progress 2
Weekly newsletter — May 24
Due May 24EV
Long-form
Case study: Rebel Media 4x capacity
Due May 28SA
Done 3
Blog
Spring 2026 hiring update
Apr 30LE
Video
Tutorial: building AI agents
May 8TR
Thread
How we hit 4x agency capacity
May 14EV
In production: drag cards between columns, add new ones, assign owners. Real builds sync to Notion or ClickUp and post status changes to Slack.
Sales

Pipeline CRM

live · click a lead

Every active lead in one view. Filter by temperature, search by name or company, drill into any account, and trigger the next play without leaving the inbox.

All
Hot
Warm
Cold
Select a lead from the list.
In production: reads live deal data from GHL or HubSpot. Score updates daily. Action buttons post to Slack and write back to the CRM.
Retention

Client Health Dashboard

live · 50 accounts

A single screen that tells you which clients are healthy, at risk, or about to leave. Score, signal, and sparkline at a glance. Filter to triage fast.

Healthy
42
+3 this week
At risk
7
+2 this week
Critical
2
+1 this week
All accounts
Healthy
At risk
Critical
Pacific Funnels
$9.5k MRR
95
Helix Marketing
$8.4k MRR
92
Northwind Leads
$12k MRR
88
Atlas Studios
$7.0k MRR
71
Bright Harbor
$4.8k MRR
62
Cinder Group
$5.0k MRR
53
Vertex Growth
$6.2k MRR
41
Mason Marketing
$3.2k MRR
32
In production: pulls daily from Stripe + Slack + your CRM. Critical accounts auto-ping the account lead.
Paid Media

Campaign Wizard

step 1 of 4

From audience to launch in four steps. Pick the segment, choose the creatives, set the budget, and ship the campaign to Meta in under two minutes.

In production: connects to Meta Ads API. Launches campaigns directly in your ad account, with daily caps and pause rules.
Outreach

Email Sequence Builder

5 touches · 14-day cadence

Design a full outreach cadence on a timeline. Click any subject to edit, add or remove touches, watch open and reply rates rebalance live.

Touches
5
Avg open rate
42%
Avg reply rate
8%
Length
14d
In production: deploys to Smartlead or Instantly. A/B tests subjects automatically, pauses on reply.
Team Ops

Daily Standup Board

today · 5 members

What every team member is shipping today, who's blocked, who's out. Click any tile to see their commitments and tick them off as they land.

All
On track
Blocked
OOO
In production: reads from Slack threads + your team's calendars. Posts the synthesized standup at 09:00.
Retention

Refund Risk Triage

live · 8 customers

An inbox of customers ranked by churn signal. Expand any row to see the four risk factors and the recommended save play, then trigger the action in one click.

Critical
3
Act within 48h
Watch
2
Monitor weekly
OK
3
Healthy cadence
All
Critical
Watch
OK
In production: watches Stripe, support inbox, and product usage. Triggers a save-play playbook above 60% risk.
Delivery

Onboarding Studio

day 3 of 14

Track every active onboarding from kickoff to handover. Tick sub-tasks off as they happen and watch the live progress percentage rebalance.

NL
Northwind Leads
B2B lead-gen · 9 seats · ChurnBuster build
40%
In production: live per-client onboarding tracker. Auto-pings the delivery lead when a step is late.
Salesready

Lead Scoring Engine

62composite score
Budget signal7/10
Intent (engagement)5/10
ICP fit6/10
In production: deployed to GHL on new-lead create. Auto-routes hot leads to senior closers.
AI · Salesready

Cold Email Composer

Click generate to draft a personalised opener for the prospect.
In production: reads prospect's website + LinkedIn, writes 3 variants, A/B tests subject lines.
Retentionlive

Churn Risk Heatmap

Click a cell. Critical: 5 of 32
In production: every account in your book, scored daily. Red cells alert the account lead in Slack.
Creativeready

A/B Traffic Splitter

Variant A traffic50%
A · 50%
B · 50%
Est. conversions @ 1k visitorsA: 28 · B: 28
In production: connected to GTM. Shifts traffic dynamically as one variant pulls ahead.
Financeready

Retainer Pricing Calculator

Base retainer tierMid · $4k
Seats3
Ad spend / mo$25k
Monthly price$5,750
In production: exposed via your sales site. Auto-quotes prospects, syncs to HubSpot.
Operationsready

Team Capacity Planner

Team size6
Hours / client / week4
Utilization75%
Max clients45
In production: pulls live Toggl data, flags when capacity is >85% utilized.
Finance · Retentionready

Renewal Forecaster

Monthly retention92%
12-month MRR$78,400
In production: Stripe-fed projection. Updates Slack #revenue weekly.
Retentionlive

NPS Pulse

Current NPS+62
68% promoters
26%
6%
In production: auto-survey 30d post-onboarding, follow-up call booked on detractors.
AI · Operationsready

Meeting Summarizer

> Paste a transcript or click summarize to demo with a sample call.
In production: Fireflies webhook, summary in Slack + Notion within 30s of hangup.
AI · Salesready

CRM Auto-tagger

In production: applies on deal-create. Tags drive segmented sequences and reporting.
Financeready

Channel ROI Allocator

Meta40%
Google30%
TikTok15%
Projected ROAS3.2x
In production: pulls live ad data, recommends reallocation each Monday.
AI · Operationsready

SOP Generator

> Select a task and generate.
In production: writes SOPs in your voice, syncs to Notion, tags owners.
AI · Salesready

Proposal Generator

> Click generate to render a proposal preview.
In production: drafts client-ready proposals in seconds, links Stripe payment.
Operationsready

Smart Onboarding Checklist

In production: auto-generated per client type, syncs to ClickUp + Slack.
AI · Operationsready

Daily Standup Synthesizer

> Toggle team members to include. Output regenerates.
In production: reads Slack threads, posts the standup at 09:00, tags blockers.
AI · Operationsready

Slack Channel Digest

#ops
#revenue
#clients
#product
> Toggle channels to compose the daily digest.
In production: 06:30 email with the night's signal across your workspace.
AI · Operationslive

Loom Library Search

In production: transcribes every Loom, makes the whole library full-text searchable.
AI · Operationsready

Time Tracker AI

In production: auto-categorises calendar + browser activity. No timer clicks.
AI · Salesready

Win / Loss Pattern Analyzer

> Click won (green) or lost (red) deals to surface patterns.
In production: reads every closed deal, finds the 3 traits that predict a win.
Retentionlive

Health Trajectory Forecast

Intervention strength5/10
30-day projection71
In production: the dashboard your CS team checks every Monday.
Sales · Opsready

Lead Routing Engine

Meta
Google
Referral
Cold
Source
Junior SDR
SLA15 min
In production: round-robin with bypass rules. Slack ping if SLA missed.
Finance · Retentionready

Refund Risk Detector

Days since last login14
Support tickets (30d)3
Onboarding completion60%
Refund risk55%
In production: proactive save campaign triggered above 60%.
Sales · Financeready

Pipeline Velocity

Inbound
120
Qualified
78
Demo
42
Closed
18
Improve qualification by0%
New closed / mo18
In production: live HubSpot data, weekly board-ready report.
Operationsready

Stack Compatibility Check

GoHighLevel
Slack
HubSpot
ClickUp
Notion
Zapier
> Toggle your stack. We tell you what's connectable.
In production: first call output. Cuts stack discovery time on every new prospect.

Pick one. We build it.

Every demo here started as a one-call sketch with a real agency. 14 days, 100% free, you keep the build.

See if you Qualify