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No contacts yet
Add your first contact to get started with the CRM.
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Email Enrichment
Scrape club websites or federation profiles to find contact emails for leads with placeholder addresses.
Leads
All contactable leads (email or phone). Click a name to view their 360° profile. Click Enroll to assign them to a cadence.
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Email & SMS Cadences
10 pre-built sequences using SPIN, Corporate Visions, neuromarketing, and virality techniques. Click any cadence to expand steps.
Campaigns
Track and manage marketing campaigns.
AI Marketing Agents
Select an agent, describe your task, and get expert output.
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No tasks run yet. Select an agent above and describe a task.
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Launch a full agent pipeline. The Marketing Director coordinates all agents automatically based on the workflow type.
SEO visibility, and social engagement
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CMO Approval Queue
Review and approve content before it goes live. All agent-generated content lands here first.
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Content generated by AI agents will appear here for your review.
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📢 Campaigns
A campaign is a time-bound, goal-oriented marketing initiative that coordinates multiple channels and content types around a single objective.
- Has a defined start and end date
- Targets a specific persona or segment
- Includes multi-channel content (email, social, ads)
- Tracks budget and ROI
- Use when: launching a product, seasonal push, event promotion, B2B outreach blitz
📧 Cadences
A cadence is an automated sequence of emails/SMS triggered when a contact enters a specific stage or meets certain criteria.
- Evergreen — runs continuously once activated
- Triggered by contact actions (signup, trial start, etc.)
- Sequential steps with defined delays
- Personalized per contact
- Use when: nurturing leads, onboarding, trial-to-paid conversion, re-engagement, win-back
Paid Media & Visibility
Manage ad campaigns, generate viral copy, and optimize SmartSwing for search & AI discovery.
Interests: Tennis, USTA, Tennis Channel, Tennis Warehouse, Rafael Nadal, Novak Djokovic
Behaviors: Engaged shoppers, Sports equipment buyers
Placement: Instagram Feed + Reels, Facebook Feed
Interests: Pickleball, Pickleball Central, PPA Tour, Major League Pickleball, Selkirk Sport
Behaviors: Active sports participants, Online sport shoppers
Placement: Facebook Feed + Groups, Instagram Reels
Interests: Tennis coaching, PTR, USPTA, Tennis education
Job Title: Tennis instructor, Coach, Sports trainer
Placement: LinkedIn + Facebook Professional, Instagram
Interests: USTA Junior, Junior tennis, Youth sports, Tennis academy
Life Events: Parent of school-age children
Placement: Facebook Feed + Messenger, Instagram
/pricing but didn't convert — target with the free trial hook.Settings
Admin controls for the marketing dashboard.
Change the 6-digit code required to access this dashboard.
Connect your social media accounts for content publishing.
SMS sending is configured via Amazon SNS through Vercel environment variables.
Endpoint:
/api/marketing/send-smsCredentials: Managed via
AWS_ACCESS_KEY_ID and AWS_SECRET_ACCESS_KEY in Vercel env vars.
Send messages via WhatsApp Cloud API. Uses your Meta Business access token.
Endpoint:
/api/marketing/send-whatsappCredentials:
WHATSAPP_PHONE_NUMBER_ID + META_PAGE_ACCESS_TOKEN in Vercel env vars.
Email sending is configured via Resend through Vercel environment variables.
RESEND_API_KEY in Vercel.
All credentials are stored securely in Vercel environment variables. Manage them in the Vercel dashboard.
Manually enter your current social media follower counts. These are displayed on the Analytics tab.