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Sales Pipeline
Engagements by Stage
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Intelligence
Signals That Need Attention
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Pipeline Activity
Recent Events
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Engagements · Active
Delivery Clocks
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Engagements · AR
Outstanding Invoices
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Webinar Funnel
Recent Registrants
Total: - · 7d: - · Sent: -
View All Leads →
| Name | Company | Revenue | Registered | |
|---|---|---|---|---|
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CRM · Top of Funnel
All Leads
Prospects + Calendly bookings that haven't yet signed an engagement. Quick actions to advance them to draft proposal or archive.
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Legacy webinar registrants (drip funnel)
From the webinar drip system. These do not auto-create CRM contacts.
| Name | Company | Revenue | Challenge | Registered | ||
|---|---|---|---|---|---|---|
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Total
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Pending
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Sent
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Drip Schedule
| Recipient | Email Type | Scheduled | Status | Sent At |
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Webinars · Replays
Replay Links
Recorded webinar replays with gated access. Edit titles, replay URLs, view counts, and per-buyer access.
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Webinars · Schedule
Upcoming Webinars
Live + draft events. Set the date, registration window, and live URL. Webinar landing page reads from this list.
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CRM · Contacts
All Contacts
Every client and prospect in the database. Click a row to open their case file.
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CRM · Calendly
📆 Meetings
Every Calendly-booked call. Auto-synced from Calendly webhook into mc_engagements. Click any row to open the client case file.
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CRM · Tasks
✅ Tasks
Personal task list across all clients and engagements. Set priority, due dates, and assignees. Completed tasks roll out of the active list.
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Pick a client
Select a client from the left to open their case file. You'll see every engagement, every document, the audit trail, invoice status, and one-click actions for sending the proposal email or invoice.
Edit Client Profile
Client
CRM · Active
Active Clients
Clients with at least one engagement past the lead stage. Paid + outstanding revenue, delivery clocks.
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CRM · Pipeline
Sales Pipeline
Every engagement, grouped by status. Lead → Proposal → Signed → Invoiced → Paid → Delivered.
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CRM · Activity
Notes & Activity
Calls, meetings, observations, and follow-ups. Pinned notes float to the top. Auto-merged with the audit-log timeline.
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Engagements · Active
Active Projects
Paid + delivering engagements with live delivery clocks. Overdue rows are highlighted red.
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Engagements · Proposals
Proposals
All proposal documents (mc_documents.doc_type='proposal') across every client. Status, signatures, links to PDF.
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Engagements · Contracts
Contracts
SOWs, NDAs, MSAs, engagement letters, timelines. Every signed (or pending) contract document.
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Engagements · Invoices
Invoices
Every Square invoice tied to a client engagement. Drafted, sent, paid, voided. Click row to open the case file.
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📋 Forms Hub
Open, fill, and send any document template
Non-Disclosure Agreement
Standard NDA for client and prospect confidentiality.
Open Form →
Mutual NDA
Two-way confidentiality for partnership discussions.
Open Form →
Master Service Agreement
Governs all work performed across engagements.
Open Form →
Statement of Work
Define scope, deliverables, timeline, and fees.
Open Form →
Engagement Letter
Lightweight agreement for new client engagements.
Open Form →
Contractor Agreement
Independent contractor / subcontractor agreement.
Open Form →
Client Onboarding
Capture all client info, goals, and access credentials.
Open Form →
Referral Agreement
COI/referral partner commission agreement.
Open Form →
Consulting Proposal
Full proposal template with scope and pricing.
Open Form →
Change Order
Scope or budget amendments to existing SOW.
Open Form →
Board Advisory
Advisory board appointment and compensation terms.
Open Form →
Equity Compensation
Equity/options grant agreement for advisory roles.
Open Form →
Non-Solicitation
Restricts poaching of staff or clients post-engagement.
Open Form →
Conflict of Interest
Disclose and manage potential conflicts of interest.
Open Form →
Testimonial Release
Permission to use client testimonials in marketing.
Open Form →
Forms · Confidentiality
NDA / Mutual NDA
One-way and mutual non-disclosure templates. Open the form to fill + sign yourself, or send to a client.
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Forms · Master Agreement
MSA / SOW
Master Services Agreements and Statements of Work. Use as the contractual foundation for any consulting engagement.
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Forms · Engagement
Engagement Letter
Short-form engagement letter for advisory and fractional retainers. Pairs with the SOW for full project work.
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Forms · Onboarding
Client Onboarding
Intake worksheet that kicks off engagement delivery. Sent to the client when payment clears.
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Forms · Activity
Form Submissions
Every signed and executed document across all clients. IPs captured, PDFs in storage, fully audit-logged.
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Email · Broadcast
Email Campaigns
One-shot broadcasts (newsletters, announcements, re-engagement). Filtered to category=campaign.
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Email · Library
Email Templates
Reusable HTML templates. Edit subject + body + variables, then use in campaigns or send directly to a client.
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Email · Automation
Drip Sequences
Multi-step automation flows. Webinar drip + proposal follow-ups live here. Templates with category=sequence.
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Email · List
Subscribers
Combined list of CRM contacts (mc_clients) + webinar registrants. Tag by source, segment, suppression.
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Revenue · Cash
Transactions
Every paid invoice with the Square transaction reference. Filter test vs live, export to CSV for accounting.
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Revenue · Billing
All Invoices
Every Square invoice (drafted, sent, paid, voided). Same data as the engagement Invoices tab, different cut.
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Revenue · Catalog
Products & Pricing
Service catalog. Each row is a fixed-fee or recurring offer, used by the proposal generator and the public pricing pages.
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Revenue · Reports
Revenue Reports
Monthly revenue + invoice count + average invoice size. Sourced from paid mc_invoices (excludes test invoices).
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🎓 Academy Overview
Total Enrollments
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Active Students
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Graduates
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Est. Revenue
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Avg GPA
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Completion Rate
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Enrollments by Course
| Course | Price | Enrollments | Graduates | Avg GPA | Est. Revenue |
|---|---|---|---|---|---|
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⚡ Square Return URL Setup
Set these as the "Return URL" in each Square payment link to automatically route buyers to the course access page:
📋 Enrollments
| Name | Course | Enrolled | Progress | Status | ||
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🏆 Graduates
| Name | Course | GPA | Designation | Diploma # | Date |
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💵 Course Revenue
Total Est. Revenue
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Avg Course Value
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New This Month
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Retakes Revenue
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Revenue by Course
| Course | Price | Retake Price | Paid | Free | Total Enrolled | Retakes | Est. Total |
|---|---|---|---|---|---|---|---|
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Note: These figures are estimated based on enrollment records at standard pricing.
Actual revenue is confirmed in your Square Dashboard.
Open Square Dashboard →
▲ Course Votes
Total Votes Cast
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Courses With Votes
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#1 Most Wanted
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Votes by Course, Build Priority Order
| Rank | Course | Category | Votes | Notify Signups | Action |
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Build order strategy: Courses with the most combined votes + notify signups represent the highest demand. Build those first to maximize launch email open rates and founding class conversions.
🔔 Course Notify List
Total Signups
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Courses Watched
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Emails Sent
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Signups by Course, Fire Launch Emails Here
| Course | Signups | Last Signup | Launch Email Sent | Action |
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All Notification Signups
| Name | Course | Signed Up | Notified | |
|---|---|---|---|---|
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Drop files here or click to upload
PDF, DOCX, XLSX, ZIP, MP4, any file type
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All Files
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| File | Category | Size | Uploaded | Public URL |
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Generate unique tracked links to send clients to your forms and documents. Each link is different, click Rotate on any link to get a fresh URL while keeping the same destination. Mark links as single-use to expire after one click.
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Content · Insights Blog
Blog Manager
Draft, schedule, and publish posts to markcmo.com/blog. Posts are stored in Supabase (mc_blog_posts) and rendered live by the public-blog function, no static rebuild needed.
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📚 Client Forms & Resources
Quick access to all client-facing forms. Click any link to send directly to a client, or open the full forms hub.
🔒 NDA
Non-Disclosure Agreement
MG-NDA-001 · One-way confidentiality
🤝 MUTUAL NDA
Mutual Non-Disclosure Agreement
MG-MNDA-001 · Both parties protected
📝 ENGAGEMENT
Engagement Letter
MG-ENG-001 · Scope, terms, payment
📃 MSA
Master Service Agreement
MG-MSA-001 · Long-term master terms
💼 PROPOSAL
Consulting Proposal
MG-PROP-001 · Scoped consulting proposal
🚪 ONBOARDING
Client Onboarding Form
MG-ONB-001 · New client intake
👷 CONTRACTOR
Independent Contractor Agreement
MG-ICA-001 · Freelancer / subcontractor
📂 ALL FORMS
Open the full Forms Hub →
How to use: Click any form to open it in a new tab. Copy the URL and send directly to a client. Forms auto-fill the PDF and email you the completed copy via DocuSign-free delivery.
Analytics · Traffic
Site Traffic
Server-side traffic snapshot. Sessions / referrers / top pages from Netlify Analytics + Google Analytics (when configured).
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Analytics · Sources
Lead Sources
Where contacts came from (Calendly, manual entry, direct, referral) and how each source converts to paid revenue.
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Analytics · Funnel
Conversion Funnel
Contact → Engagement → Proposal → Signed → Executed → Paid. Conversion rate at every step.
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Analytics · Revenue
Revenue Analytics
Total + monthly revenue, average invoice, MRR, top-grossing engagements. Same data as Revenue Reports, presented as analytics.
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MarkCMO Pipeline · Integrations
Integrations Health
External services this admin depends on. Click any "Set up" button to configure.
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Maintenance · One-shot Tools
Bootstrap & Backfill
Calendly History Sync
Pull every Calendly invitee from the last N days into mc_clients. Useful for backfilling leads that were booked before the live webhook started.
Square Webhook Setup
Auto-register the webhook on your Square account so payments land in the CRM in real time. Returns a signing key to save in Netlify env.
Academy Admin Secret
Required to load the Notify List and fire launch emails. Never saved, re-enter each session.
Webinar Configuration
Square Payment Links
Email Sender
Webinar Description (for confirmation emails)
Environment Variables Required in Netlify
RESEND_API_KEY, Your Resend.com API key
JSONBIN_API_KEY, JSONBin master key
JSONBIN_BIN_ID, Bin ID for webinar leads
JSONBIN_DRIP_BIN_ID, Bin ID for drip queue
JSONBIN_DOCS_BIN_ID, Bin ID for document metadata
NOTIFY_EMAIL, [email protected]
🌍 International Access Requests
Total Requests
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Pending
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Approved
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Access Requests, Click Approve to Send Magic Link
| Name | Country | Company | Message | Submitted | Status | Action | |
|---|---|---|---|---|---|---|---|
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This is your legitimate social growth engine. Unlike bots or fake engagement tools, every feature here is powered by AI strategy and content intelligence, helping you grow real audiences on LinkedIn and Instagram through superior content, targeting clarity, and conversion funnels.
Audience Intel
🎯
ICP personas + where to find them
DM Funnels
💬
Comment → DM conversion flows
Content Calendar
📅
AI-planned 30-day posting plan
Viral Score Lab
📈
Score + fix any post before publishing
Tool Guide
🎯
Audience Intel
Like Outfame's targeting engine, identify exactly who to attract and where they hang out.
Like Outfame's targeting engine, identify exactly who to attract and where they hang out.
💬
DM Funnel Builder
Like Zeals' comment-to-DM system, build automated chat flows you deploy via ManyChat or Meta.
Like Zeals' comment-to-DM system, build automated chat flows you deploy via ManyChat or Meta.
📅
Content Calendar
Like Jetpack's scheduling engine, AI plans your full month of posts by type and optimal timing.
Like Jetpack's scheduling engine, AI plans your full month of posts by type and optimal timing.
🔍
Competitor Analysis
Reverse-engineer any competitor's content strategy and find the gaps you can dominate.
Reverse-engineer any competitor's content strategy and find the gaps you can dominate.
Quick Actions
Define Your Ideal Audience
AI builds ICP personas + targeting strategy like Outfame's audience scanner
Reverse-Engineer Any Competitor
Decode their strategy, find gaps, and outposition them
Generate Your 30-Day Plan
Like Jetpack's scheduling engine, but AI-planned per day
Generate 20+ Scroll-Stopping Hooks
Organized by psychological trigger type
Build Comment-to-DM Conversion Funnels
Like Zeals, build automated chat flows triggered by post comments. Deploy via ManyChat or Meta.
Comprehensive Profile Scorecard + Rewrite
Audit every section of your profile with AI-powered scoring and specific rewrites
Define the Themes That Drive Your Growth
AI builds 5 content pillars with post ideas, engagement tactics, and content ratios