RevOps command center · live Aspen performance · priority actions · share-ready insights
Content portal · your toolkit · share-ready reports · templates · links
Company project tracker · all clients · initiatives + tech integrations
⚡ Fast follow-ups — stale & blocked
Project tracker · one row per project · grouped by client · synced to each client's portal Initiatives
Daily brand research · landing pages · socials · reputation · SEO · AI searchability · competitor scope — runs every morning
Integration pipeline · guided journey submissions — keys encrypted on arrival, connections tested automatically
Client questions · asked from any portal — answer here, they're notified
Access & change logs · sign-ins · links, research & registry changes
Client market map · Aspen Exteriors · color = sold rate · size = net revenue
Client portals & links
| Client | Portal link | Status | AI assistant |
|---|
🤖 The AI assistant always works for you. For clients it's OFF by default — flip it on per client and they get a capped 20 messages/day on the budget model, so they can't burn your Claude credits.
All connected Vercel links (super-admin map)
Onboarding pipeline · intake form:
New clients fill out /onboard (4-step intake: profile, industry, data access, stakeholders). One click below creates the client, makes the person who filled the form their client admin, and emails them their login + temporary password. Research copies a fully pre-filled brief (their intake + stakeholders) to paste into Claude for company research, stakeholder verification and kickoff prep.
| Company | Primary contact | #1 goal | Status | |
|---|---|---|---|---|
| Loading… |
Add a new client
Lauren Kingsley Strategy team · super admins — full access to every client & this console
Create client user
Views this user can see:
Users
| User | Client | Role | Allowed views |
|---|
Client login page: /client/aspen · users sign in with the username + password you set here. Changing chips saves instantly. “Reset PW” prompts for a new password. Client admins can sign in here too — they only see and manage their own client's users.