Restricted · Command surface
Leadership.
The gated view for the people running the number — reports, the weekly L10, the experiments in flight, and who gets a key to the hub.
01Reports & Dashboards
01
Sales Performance Report
Quota, pace, and pipeline by rep and segment, refreshed each week. View report
02
Revenue Leadership Projects
The strategic bets in flight — owners, status, and the next milestone. Open board
03
Inbound Lead Tracker
Where each inbound sits, from form fill to booked call. Track inbound
04
The Book
Who’s who at the conference — a searchable contact book of every firm and face. Built for the phone. Open the book
05
LFG Weekly Report
The LFG team’s weekly sets, shows, and closed won — goals, trend charts, and per-rep, week by week. Open report
06
Admin
User Management
Add, remove, and set roles for who can reach the hub — leadership-only control. Manage access
07
Marketing Team Dashboard
Inbound leads, podcast, YouTube, and newsletter performance — monthly, all in one place. Open dashboard
08
Revenue Budget & Spend Requests
Every ask for budget or spend — who wants it, what it costs, and where it stands. Open board
09
Accounts Dashboard
Book of business by AM and team, at-risk clients, and the monthly scorecard — pulled from ClickUp every morning. Open dashboard
10
Client Command Center
Every AM's book in one place — priorities, task inbox, call summaries, and warnings per client. Open command center
11
Leadership Peak
The St. Louis offsite, Nov 11–13: agenda, 2026 Wrapped, org reports, the live whiteboard and the recap. Open Leadership Peak
12
ScottBot
Send Scott an ask, a new asset or a fix. It gets built, and anything bigger than a content change waits for his sign-off. Ask ScottBot
13
Sales All Hands
The all hands decks: the team’s numbers, charts and shout-outs, ready to present full screen or save as a PDF. Open the decks
14
Rankings Video
Prospecting videos by rep: videos made, sends by channel, open rates and watch-page views, synced hourly. Open the dashboard02Experiments
01
Experiment
The Recognized Authority — Playbook
The positioning play behind the authority brand — messaging, motions, and proof. Read the playbook
02
Experiment
The Recognized Authority — eBook
The long-form asset prospects read before the first call. Draft in review. Open the eBook
03
Experiment
Pop Audit
The unified audit in a candy shell — a firm enters its website, gets graded, and pulls a shareable lawyer-type trading card. Rarity tiers included. Pull a card
04
Experiment
Audit Studio
Where a real client audit gets built — submit a firm, the gather runs, a rep verifies and writes the findings, then it publishes to a hosted link for the client. Same renderer as the PIMCon demo. Open the studio
Access is provisioned in User Management · every open is logged