People grouped by function - Executive, AI Solutions, Finance, Legal, Design, Growth - with client-facing roles flagged. Switch between tree and list view, or filter by team with the chips.

This is the control surface for the team - add a person with the + button. Roles and access are managed here, not in Settings.

Tools grouped by function - hosting, email, payments & banking, mail & registered agent, and more. Each card names the vendor, what we use it for, and a link to its dashboard.

Each tool shows where it stands - Active / Connected for what's live, or To set up / To register for what still needs wiring up.

Click any email to see its design, its documentation, and where it sits in the flow.

Scroll / pinch to zoom, drag to pan, and press Z to fit the whole map. Filter by status with the All / Live / Planned chips up top.

A visual breakdown per offer, from top-line revenue down to net margin, so it's clear how much each deal actually keeps.

Figures are illustrative - edit them to match real comp.

A roster of managed accounts with the metrics that matter for retention - monthly recurring revenue (MRR) and the revenue split on each retainer.

Brands graduate here automatically once their delivery work wraps. The model is two months free, then an upsell to a revenue-split retainer.

Each phase has its own kanban of tasks; the stepper up top moves between phases. Drag cards across columns as work moves forward.

Use the Filter button to switch which project you're viewing and to filter cards down to a single assignee.