Marketing Dashboard

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Dashboard
AI Insights
Analysing your data…
Total Contacts
12 this week
Active Campaigns
2 launched
Content This Week
3 scheduled
AI Tasks Run
Total agent runs
Leads Captured
All time
Next Best Actions
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Recent Activity
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Upcoming Content (Next 7 Days)
Name Email Type Stage Country Source Tags Actions
👥
No contacts yet
Add your first contact to get started with the CRM.
🔍 Lead Prospecting Pipeline

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.

Lead Cadence Step Last status Next step at Enrolled
🎯
Loading leads…

Email & SMS Cadences

10 pre-built sequences using SPIN, Corporate Visions, neuromarketing, and virality techniques. Click any cadence to expand steps.

0 scheduled · 0 drafts · 0 published · 0 awaiting approval
Platform: | Status:
Tip: drag posts between days to reschedule · click a day to see all posts for that day

Campaigns

Track and manage marketing campaigns.

AI Marketing Agents

Select an agent, describe your task, and get expert output.

✍️
Copywriter
Direct response copy using SPIN + Corporate Visions methodology
📱
Social Media Manager
Platform-native content for TikTok, Instagram, YouTube, Facebook
🎬
Content Creator
Scripts, captions, storyboards adapted to each platform
🎨
UI/UX Designer
Design briefs, wireframe descriptions, CRO recommendations
📣
Marketing Director
Campaign strategy, content maps, team coordination, 30/60/90 plans
✍️
Copywriter Agent
Ready
Viral Templates — Click to Use
Platform: Hooks:
📋 Task History
Agent Task Status Time Action
No tasks run yet. Select an agent above and describe a task.
🔗 Multi-Agent Orchestration
Auto-chain agents

Launch a full agent pipeline. The Marketing Director coordinates all agents automatically based on the workflow type.

📊 Analytics freshness:
🌐
Site Visitors (30d)
📄
Page Views (30d)
⏱️
Avg Session Duration
📉
Bounce Rate
📧
Email Open Rate
👆
Email Click Rate
🔄
Trial→Paid Conversion
📝
Signup Rate
💰
MRR
📸
IG Followers
🎵
TikTok Followers
▶️
YouTube Subscribers
👥
FB Followers
📊
Social Eng. Rate
🏆 Brand Health Score
/ 100
Based on sentiment, mentions,
SEO visibility, and social engagement
📈 Channel Performance
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💡 AI Recommendations
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🌟 Top Content by Engagement
Title Platform Reach Eng. Rate
No published content yet. Publish a post from the Content tab to see it ranked here.
🔔 Brand Mentions
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CMO Approval Queue

Review and approve content before it goes live. All agent-generated content lands here first.

Content Type Platform Agent Scheduled For Status Actions
No items awaiting approval
Content generated by AI agents will appear here for your review.
📋 Campaigns vs Cadences — When to Use Which

📢 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.

📊 Meta Ad Account — Live Metrics
Impressions
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Clicks
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Spend
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CTR
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CPC
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ROAS
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Leads
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Cost/Lead
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Industry Benchmarks — Tennis/Fitness Apps
CTR: 1.5–2.5% CPC: $0.80–$1.80 CPL: $8–$22 ROAS: 3–6×
✨ AI Ad Copy Generator
Powered by Claude
🔥 Viral Hook Templates — Tennis & Pickleball
Click any hook to pre-fill the ad copy field
🎾 Tennis — Aspirational
🎾 Tennis — Data / Credibility
🏓 Pickleball — Growth Angle
🎯 Universal — CTA Hooks
🎯 Audience Targeting Presets
Validated Meta interest clusters for tennis & pickleball
🎾 Competitive Tennis Player
Age: 18–45 · Gender: All
Interests: Tennis, USTA, Tennis Channel, Tennis Warehouse, Rafael Nadal, Novak Djokovic
Behaviors: Engaged shoppers, Sports equipment buyers
Placement: Instagram Feed + Reels, Facebook Feed
🏓 Pickleball Enthusiast
Age: 30–65 · Gender: All
Interests: Pickleball, Pickleball Central, PPA Tour, Major League Pickleball, Selkirk Sport
Behaviors: Active sports participants, Online sport shoppers
Placement: Facebook Feed + Groups, Instagram Reels
👨‍🏫 Tennis Coach / Instructor
Age: 25–55 · Gender: All
Interests: Tennis coaching, PTR, USPTA, Tennis education
Job Title: Tennis instructor, Coach, Sports trainer
Placement: LinkedIn + Facebook Professional, Instagram
🏆 Junior Tennis Parent
Age: 30–50 · Gender: All
Interests: USTA Junior, Junior tennis, Youth sports, Tennis academy
Life Events: Parent of school-age children
Placement: Facebook Feed + Messenger, Instagram
💡 Retargeting tip: Build a Lookalike Audience (1–3%) from your highest-LTV subscribers. Use website Custom Audiences for anyone who visited /pricing but didn't convert — target with the free trial hook.
📋 Meta Campaigns
Loading campaigns…

Settings

Admin controls for the marketing dashboard.

🔒 Security Code

Change the 6-digit code required to access this dashboard.

📱 Social Media Connections

Connect your social media accounts for content publishing.

📸
Instagram
Not connected
👥
Facebook
Not connected
🎵
TikTok
Not connected
▶️
YouTube
Not connected
⚠️ Setup required: Instagram and Facebook publishing require a permanent Page Access Token added to your Vercel environment variables. Follow the step-by-step guide below.
🔑 Meta Token Setup — Facebook & Instagram Publishing
Click to expand step-by-step guide
💬 SMS Provider (Amazon SNS)

SMS sending is configured via Amazon SNS through Vercel environment variables.

Checking SMS configuration…
Note: All US SMS requires A2P 10DLC registration. Amazon SNS offers 100 free SMS/month in the free tier.
Endpoint: /api/marketing/send-sms
Credentials: Managed via AWS_ACCESS_KEY_ID and AWS_SECRET_ACCESS_KEY in Vercel env vars.
📱 WhatsApp Business

Send messages via WhatsApp Cloud API. Uses your Meta Business access token.

Checking WhatsApp configuration…
Note: Template messages work anytime. Free-form text only works within 24h of the user's last message.
Endpoint: /api/marketing/send-whatsapp
Credentials: WHATSAPP_PHONE_NUMBER_ID + META_PAGE_ACCESS_TOKEN in Vercel env vars.
📧 Email Provider (Resend)

Email sending is configured via Resend through Vercel environment variables.

Resend is configured via RESEND_API_KEY in Vercel.
🔑 Platform API Credentials

All credentials are stored securely in Vercel environment variables. Manage them in the Vercel dashboard.

Loading credentials status…
📊 Update Social Stats

Manually enter your current social media follower counts. These are displayed on the Analytics tab.

Tip: These values are stored locally and populate the Analytics KPIs. Connect platform APIs above for automatic syncing.
🔍 Track Google Ad Campaign
Add Contact
Add Content
New Campaign
Email Preview
Day 0 · Intro
Enroll as Lead

✅ Enrolling will promote this contact to Lead status and move them to the Leads tab.
Content Preview
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