Total Registrants
—
all time
This Week
—
last 7 days
Emails Queued
—
pending send
Emails Sent
—
drip sequence
Recent Registrants
—
| Name | Company | Revenue | Registered | |
|---|---|---|---|---|
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Webinar Registrants
| Name | Company | Revenue | Challenge | Registered | ||
|---|---|---|---|---|---|---|
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Total
—
Pending
—
Sent
—
Drip Schedule
| Recipient | Email Type | Scheduled | Status | Sent At |
|---|---|---|---|---|
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▶️ Replay Links
REPLAY LINKS
Manage and distribute recorded webinar replays with gated access links.
Coming Next Build
ROADMAP
→ Upload replay recording to storage
→ Generate unique access tokens per buyer
→ Embed YouTube/Vimeo replay player
→ Auto-email replay link post-webinar
→ Track replay views per contact
📅 Webinar Schedule
WEBINAR SCHEDULE
Manage upcoming webinar dates, topics, and registration windows.
Coming Next Build
ROADMAP
→ Create new webinar events
→ Set registration open/close dates
→ Configure Riverside or YouTube Live links
→ Sync ICS calendar invites
→ Publish to webinar landing page
📋 All Contacts
ALL CONTACTS
Full contact database — every lead, prospect, and connection across all channels.
Coming Next Build
ROADMAP
→ Import contacts from CSV
→ Auto-capture from webinar registrations
→ Tag and segment by service interest
→ Search by name, company, email
→ View full activity timeline per contact
⭐ Active Clients
ACTIVE CLIENTS
Track all current paying engagements, retainer status, and deliverables.
Coming Next Build
ROADMAP
→ Engagement type (CMO/COO/Advisory)
→ Monthly retainer amount and status
→ Start/end dates and renewal alerts
→ Key contacts and stakeholders
→ Linked documents and SOWs
🔄 Sales Pipeline
SALES PIPELINE
Kanban-style pipeline to track every prospect from first touch to signed contract.
Coming Next Build
ROADMAP
→ Stages: Lead → Qualified → Proposal → Negotiation → Closed
→ Deal value and probability
→ Next action and follow-up reminders
→ Source attribution (webinar, referral, direct)
→ Win/loss tracking
📝 Notes & Activity
NOTES & ACTIVITY
Log calls, meetings, emails, and notes for every contact and engagement.
Coming Next Build
ROADMAP
→ Call/meeting log with timestamps
→ Link notes to contact or engagement
→ Set follow-up reminders
→ Activity feed across all contacts
→ Export activity log to PDF
🚀 Active Projects
ACTIVE PROJECTS
Track all live engagements — deliverables, milestones, and status.
Coming Next Build
ROADMAP
→ Project name, client, type, status
→ Sprint/milestone tracker
→ Deliverable checklist
→ Time tracking (optional)
→ Client-facing status dashboard link
📄 Proposals
PROPOSALS
Create, send, and track consulting proposals with e-signature.
Coming Next Build
ROADMAP
→ Proposal builder with your templates
→ Service scope + pricing blocks
→ Send via secure link or email
→ Track open/viewed/signed status
→ Convert to SOW on approval
✍️ Contracts
CONTRACTS
Manage all signed contracts — NDAs, MSAs, SOWs, and engagement letters.
Coming Next Build
ROADMAP
→ Upload executed contracts
→ Link to client and engagement
→ Expiry and renewal alerts
→ Filter by type, client, status
→ Generate from form templates
🧾 Invoices
INVOICES
Create and track invoices tied to active engagements.
Coming Next Build
ROADMAP
→ Invoice builder with your branding
→ Send via email with pay link
→ Track paid/outstanding/overdue
→ Connect to Square transactions
→ Monthly retainer auto-invoicing
📋 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 →
🔒 NDA & Mutual NDA
Open NDA & Mutual NDA Form →
Opens the interactive PDF form in a new tab. Fill, sign, and download or send directly to your client.
📃 MSA & SOW
Open MSA & SOW Form →
Opens the interactive PDF form in a new tab. Fill, sign, and download or send directly to your client.
🤝 Engagement Letter
Open Engagement Letter Form →
Opens the interactive PDF form in a new tab. Fill, sign, and download or send directly to your client.
🚪 Client Onboarding
Open Client Onboarding Form →
Opens the interactive PDF form in a new tab. Fill, sign, and download or send directly to your client.
📥 Form Submissions
FORM SUBMISSIONS
Track all submitted forms — who filled them, when, and their current status.
Coming Next Build
ROADMAP
→ Log each form submission with timestamp
→ Status: draft / sent / signed / archived
→ Link submissions to client in CRM
→ Email notifications on submission
→ Export to PDF for record keeping
📢 Email Campaigns
EMAIL CAMPAIGNS
Create and send broadcast emails to your full list or targeted segments.
Coming Next Build
ROADMAP
→ Campaign builder with brand template
→ Segment by tag, source, or engagement
→ Send via Resend API
→ Open/click rate tracking
→ A/B subject line testing
🎨 Email Templates
EMAIL TEMPLATES
Library of reusable email templates for every scenario in your consulting business.
Coming Next Build
ROADMAP
→ Welcome / intro email
→ Proposal follow-up
→ Retainer renewal reminder
→ Case study / social proof
→ Re-engagement for cold leads
🔁 Drip Sequences
DRIP SEQUENCES
Automated multi-step email sequences triggered by actions (webinar, purchase, inquiry).
Coming Next Build
ROADMAP
→ Visual sequence builder
→ Trigger: webinar signup, form submit, purchase
→ Time delays and conditional branching
→ Webinar drip (existing 8-email sequence)
→ Post-engagement nurture sequences
👤 Subscribers
SUBSCRIBERS
Manage your full email list — segments, tags, suppression, and compliance.
Coming Next Build
ROADMAP
→ Import/export subscribers
→ Tag by source, service interest, stage
→ Unsubscribe and bounce management
→ GDPR/CAN-SPAM compliance tools
→ List health and engagement scores
💳 Transactions
TRANSACTIONS
All Square payment transactions in one view — purchases, refunds, and status.
Coming Next Build
ROADMAP
→ Pull from Square API
→ Filter by product, date, amount
→ Refund management
→ Link transactions to contacts in CRM
→ Export to CSV for accounting
🧾 Invoices
INVOICES
Create, send, and track professional invoices for all consulting engagements.
Coming Next Build
ROADMAP
→ Invoice builder with your branding
→ Line items for retainer, project, expenses
→ Send via email with Square payment link
→ Track paid/outstanding/overdue
→ Monthly auto-invoicing for retainers
🏷 Products & Pricing
PRODUCTS & PRICING
Manage all your service offerings, prices, and Square payment links in one place.
Coming Next Build
ROADMAP
→ CMO Audit & Sprint — from $1,000
→ VIP Strategy Day — $2,500
→ Fractional CMO Retainer — $5k-$15k/mo
→ Revenue Leak Playbook — $100
→ CMO Accelerator Kit — $50
📈 Revenue Reports
REVENUE REPORTS
Monthly and annual revenue dashboards — MRR, one-time, pipeline, and projections.
Coming Next Build
ROADMAP
→ Monthly recurring revenue (MRR)
→ One-time project revenue
→ Pipeline value and close probability
→ Revenue by service line
→ YoY growth charts
🎓 Academy Overview
Total Enrollments
—
Active Students
—
Graduates
—
Est. Revenue
—
Avg GPA
—
Completion Rate
—
Enrollments by Course
| Course | Price | Enrollments | Graduates | Avg GPA | Est. Revenue |
|---|---|---|---|---|---|
| Loading course data... | |||||
⚡ 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 | ||
|---|---|---|---|---|---|---|
| Loading enrollments... | ||||||
🏆 Graduates
| Name | Course | GPA | Designation | Diploma # | Date |
|---|---|---|---|---|---|
| Loading graduates... | |||||
💵 Course Revenue
Total Est. Revenue
—
Avg Course Value
—
New This Month
—
Retakes Revenue
—
Revenue by Course
| Course | Price | Retake Price | Paid | Free | Total Enrolled | Retakes | Est. Total |
|---|---|---|---|---|---|---|---|
| Loading revenue data... | |||||||
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
—
Courses With Votes
—
#1 Most Wanted
—
Votes by Course — Build Priority Order
| Rank | Course | Category | Votes | Notify Signups | Action |
|---|---|---|---|---|---|
| Loading votes... | |||||
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
—
Courses Watched
—
Emails Sent
—
Signups by Course — Fire Launch Emails Here
| Course | Signups | Last Signup | Launch Email Sent | Action |
|---|---|---|---|---|
| Loading... | ||||
All Notification Signups
| Name | Course | Signed Up | Notified | |
|---|---|---|---|---|
| Loading signups... | ||||
Drop files here or click to upload
PDF, DOCX, XLSX, ZIP, MP4 — any file type
Loading documents
All Files
—
| File | Category | Size | Uploaded | Public URL |
|---|
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.
Loading links
✏️ Blog Manager
BLOG MANAGER
Manage your Insights blog — draft, schedule, and publish posts to markcmo.com.
Coming Next Build
ROADMAP
→ Draft and edit blog posts in-browser
→ SEO title, meta description, slug
→ Schedule publish date
→ Tag by topic and service area
→ Sync to sitemap.xml
📚 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.
🌐 Site Traffic
SITE TRAFFIC
Google Analytics integration to track visitors, pages, and traffic sources.
Coming Next Build
ROADMAP
→ Total sessions, users, pageviews
→ Top pages and entry points
→ Traffic source breakdown (organic, social, direct, referral)
→ Geographic breakdown
→ Device and browser data
🎯 Lead Sources
LEAD SOURCES
Track where your best leads come from and which channels convert.
Coming Next Build
ROADMAP
→ Lead source attribution (webinar, referral, SEO, social)
→ Cost per lead by channel
→ Lead-to-client conversion by source
→ Monthly lead volume trends
→ Source quality score
🔽 Conversion Funnel
CONVERSION FUNNEL
Visualize your full funnel from visitor to paid client.
Coming Next Build
ROADMAP
→ Visitor → Lead conversion rate
→ Lead → Webinar registrant rate
→ Webinar → Paid offer conversion
→ Proposal → Signed client rate
→ Identify biggest drop-off points
💹 Revenue Analytics
REVENUE ANALYTICS
Full revenue attribution — which marketing activity drives income.
Coming Next Build
ROADMAP
→ Revenue by channel and campaign
→ Customer acquisition cost (CAC)
→ Lifetime value (LTV) by service type
→ Retainer churn rate
→ Pipeline velocity
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
—
Pending
—
Approved
—
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