Growth Score · 8-week trend

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💰

Pricing Intelligence

🧠

GrowthBot Check-In

You've been quiet — how are you doing?

✦ Invisible Money Scan

⏱ Your Effective Hourly Rate

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per hour this month

Hours worked this month: hrs

📈 Scale Readiness Scorecard

Are you ready to grow?

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💵 Cash Flow Runway

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days of runway

Monthly expenses ($)

Team payroll/mo ($)

Tax set-aside %

Cash reserves ($)

🧠 Decision Stress-Tester

Describe any decision you're facing — GrowthBot stress-tests it from all four C-suite angles and gives you a verdict.

Weekly Momentum

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At Current Rate

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90-Day Goal

🏆 Your Win Register

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total revenue closed

🔒 Hard Conversation Mode

The things keeping you up at 3am. No fluff — just honest, structured thinking.

📡 Pattern Detected

🤝 Referral Intelligence

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in referral-sourced business

⚠ Burnout Signal

Talk it through with GrowthBot →

⚡ Today's Pulse — 60-Second Brief

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Pipeline

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Converted

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Revenue MTD

Today's one thing →

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⚠ Revenue Concentration Risk

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👻 Ghost Recovery Queue

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💰 Price Increase Simulator

Simulate a rate increase before you pull the trigger. See the break-even math in real time.

Rate increase

15%

Expected churn

10%

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Projected Revenue

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Revenue Change

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Break-even Churn

⚔️ Competitive Counter-Playbook

Enter a competitor — GrowthBot builds your positioning playbook against them.

Showing data for

Total leads

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Active clients

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Revenue generated

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Avg growth score

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🔗 Lead intake link

Your Leads

Every lead captured for your business — see status, temperature, and details at a glance. Click any lead to view the full history and take action.

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Total

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Hot

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At risk

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Avg response

All active accounts

Clients showing signals of disengagement — act before they cancel.

Showing data for

Submissions

Track monthly data submissions for your business. Pending submissions block report generation.

📤 Submission status

🗂️ Submission history

Integrations

Connect CRMs, ad platforms, and payment tools. Integrations feed live data directly into your reports.

🔌 Integrations — Select a client

Connected tools feed data directly into your reports

📎 File Uploads — Select a client

Upload reports, CSVs, or PDFs to populate your data

📂

Drop files here or click to browse

CSV, PDF, XLSX — revenue reports, ad exports, CRM exports

✦ Insights

✅ Recommended actions

🎯 Client goals this month

✏️ Add manual data point

Feeds directly into your Insights

Client

Smart responses

Use Claude for smart contextual replies

Lead scoring

Auto-score leads by budget and need

Quick reply chips

Show suggested replies to visitors

Live preview

Updates live as you change settings

Monthly Report

Submit your monthly numbers in under 2 minutes — this helps your GrowthBot team track performance and fine-tune your strategy for the month ahead.

Monthly report submission

Clients fill this in — you see it instantly

Your business

💰 Revenue & leads

Leads closed

Revenue from GrowthBot leads

$

Total business revenue this month

$

Helps calculate your GrowthBot contribution %

👥 Customers

Paying customers this month

Everyone who paid you this month

Of those, repeat customers

Paid you before this month too

📣 Ad spend

Facebook/Instagram

$

Google Ads

$

⭐ Reviews & NPS

New reviews

Avg star rating

NPS score (0–10)

🎯 Goals for next month

Primary goal

Secondary goal

Notes for your growth advisor

What happens next

1

Your data appears instantly in your GrowthBot dashboard alongside auto-connected tool data

2

GrowthBot generates insights and recommendations based on your full picture

3

Your updated strategy report is ready in your Reports tab within 48 hours

Your connected tools

🗂️ Submission history

Call Review

Paste a call transcript or notes — GrowthBot identifies gaps, improvements, and proactive next steps.

📞 New Review

Call title

Date

Call type

Transcript / notes

Your impressions (optional)

📞

Paste a transcript to begin

GrowthBot will identify conversation gaps, areas to improve, and proactive steps — from any call notes or recording.

Monday Morning Brief

Your personalized weekly intelligence report — AI-generated every Monday using your business data, uploaded documents, and growth targets. No action needed; it refreshes automatically.

Monday Morning Brief

Select a client

☀️

Ready to brief you

Select a client and click Generate. GrowthBot will write a personalised Monday brief using their actual data.

📋 Brief history

No briefs generated yet.

How it works

1

Every Monday GrowthBot reviews all client data from the past 7 days

2

A personalised brief is ready in their portal — where they stand, what to focus on, what to watch

3

When clients open their portal on Monday the brief is already waiting — no action needed

Next auto-generation

Checking schedule...

Follow-Up Engine

Leads that need a follow-up nudge — Smart follow-up messages ready to send in one click.

🔁 Leads needing follow-up

Sorted by urgency

📊 Follow-up stats

Leads awaiting response0

Avg response time—

Close rate: same-day response54%

Close rate: 24hr+ response12%

📈 Revenue Intelligence

Pipeline velocity, win/loss patterns, upsell opportunities, and deal scoring — everything your CRO needs to close more revenue.

⚡ Pipeline Velocity

Stage Breakdown

🏆 Win / Loss Analysis

Patterns

🎯 Upsell Radar

Clients ready for expansion

🃏 Deal Scorecards

Active leads ranked by close probability

⚠️ Churn Risk Scorer

Revenue declining MoM

📊 Lead Source ROI

Conversion rate by source

🚀 Revenue Acceleration

Growth rate vs prior month

⏳ Sales Cycle Length

Avg days to close by source

🎯 Your 3 Revenue Priorities Today

AI-generated, specific to your pipeline

Revenue Forecast

Projected revenue and pipeline outlook based on current lead velocity and close rates.

Revenue Forecast — Next Month

$—

Adjust sliders to model scenarios

📊 Scenario planner

Lead volume next month

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0Current40

Conversion rate % of inquiries converted

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5%Current70%

Avg deal value $ per closed deal

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$500Current$10k

Recurring base % retained from last month

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50%85%100%

Quick scenarios

✦ Scenario Analysis

Click Generate for a scenario analysis

Scenario breakdown

Adjust sliders to see breakdown

Historical accuracy

March forecast$19,200

March actual$21,400 (+11%)

Forecast accuracy94% avg

📈 12-Month Revenue Projection

⚠️ Active anomalies

🔍

No anomalies detected

Run a scan to surface unusual patterns in your business data.

Scan summary

Critical issues0

Warnings0

Opportunities0

Last scanNever

Competitive Pulse

Competitive landscape intelligence — local rivals, positioning gaps, and market opportunities.

🔍 Competitor landscape

🏆

No competitive data yet

Select a client and run the pulse to map the competitive landscape.

Market position

Run the pulse to see market position.

📡 Performance Radar

Your business profile across 6 growth dimensions

Select a client to see their radar profile.

📋 Manual Competitors

Added competitors are included in competitive pulse analysis

Competitor Name

Website URL

Rating

Notes / Intel

No competitors added yet.

90-Day Plan

A rolling 90-day growth roadmap — strategic milestones, your actions, and growth team deliverables.

90-Day Growth Plan

🗓

No plan generated yet

Select a client above and generate their 90-day growth plan.

Plan progress

No active plan.

How progress works

Click the segments on each task to set progress (20%, 40%… 100%), or tap the status button to mark complete. Progress saves automatically and carries forward if you regenerate.

💛 Business wellness score

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Awaiting analysis

Generate the pulse to see business health across 6 dimensions.

✦ GrowthBot message

Generate the pulse to receive a personalised message.

6 dimensions measured

📈

Revenue momentum

Is revenue growing, stable, or declining?

🎯

Lead pipeline health

Quality and volume of incoming leads

💬

Customer satisfaction

Reviews, NPS, and retention signals

⚡

Response & execution

How fast they act on opportunities

📣

Market presence

Ad performance and brand visibility

🧠

Strategic clarity

Are goals clear and being pursued?

Financials

Your complete financial command center — bookkeeping, P&L, dashboard, and tax prep powered by GrowthBot.

Loading financial data…

Paste Transactions

Bank Statement / Receipt Notes

GrowthBot will parse, categorize, and save each transaction automatically.

Categorized Results

Results will appear here after analysis.

Loading forecast…

Loading invoices…

Ask GrowthBot

Ask anything about your business — GrowthBot has full context of your data, goals, and uploaded documents.

✦

GrowthBot Advisor

Online — knows your business

Select a client

📊 Revenue data loaded 🎯 Lead pipeline loaded 📈 Industry benchmarks loaded 🧠 Business goals loaded

✦

I'm GrowthBot — your CFO, CMO, COO, and CRO in one system.

I'm not here to answer questions. I'm here to help you run your business better — make sharper decisions, stop wasting time and money, and grow faster than you would on your own.

Select a client and I'll read their numbers and tell you exactly where to focus right now.

Just now

Coach me on →

Files & Uploads

Upload reports, contracts, financials, or any documents — GrowthBot uses these to power your weekly briefs, AI insights, and strategic recommendations.

📎 My Files

Upload reports, contracts, data exports, or any documents you'd like your team to reference.

📂

Drop files here or click to browse

CSV, PDF, XLSX, images — up to 5 MB each

Uploaded Files

No files uploaded yet.

🚀 Growth Command

Your growth intelligence center — AI-driven pipeline analysis, strategic recommendations, and proactive action items built around your business goals and current performance.

📣 Marketing Intelligence

Campaign performance, brand health, lead attribution, and content strategy — everything your CMO needs in one view.

Brand Health Score

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💰 Ad Channel Performance

🎯 Lead Source Attribution

📅 Content Calendar

This week

⭐ Review Velocity

💸 Campaign ROI (ROAS)

Revenue per dollar spent

📈 Review Momentum

Rating trajectory over 90 days

🔥 Referral Source Heatmap

Warmest lead sources

🔔 Content Gap Alert

30+ days without updates

🎯 Your 3 Marketing Priorities Today

AI-generated from brand & campaign data

📋 CMO Action Items

Ranked by impact

💰 Financial Intelligence

Forward-looking projections, variance analysis, unit economics, and client profitability — your CFO command center.

📈 Revenue Projection

Next 90 days

⚖️ Budget vs Actual

🔢 Unit Economics

🏆 Client Profitability

Ranked by ROI

💵 Cash Flow Projection

30/60/90-day outlook after ad spend

📡 Ad Spend Efficiency (ROAS)

Revenue per dollar across channels

📐 Margin Ranking

Most profitable after ad cost

🔴 Collection Risk

Declining revenue + missing data

🎯 Your 3 Financial Priorities Today

AI-generated from portfolio data

🚨 CFO Alerts

⚙️ Operations Health

Submission rates, data freshness, SLA compliance, and client status — a real-time view of whether the machine is running tight.

⏱ Lead SLA Compliance

Target: respond within 24h

📤 Data Submission Rate

👥 Client Attention Needed

🗓 90-Day Plan Coverage

❤️ Client Health Scores

NPS + revenue + submission composite

📉 NPS Trend

3-month trajectory per client

🚦 Onboarding Tracker

New clients missing setup milestones

🆘 Retention Risk Dashboard

Low NPS + flat/declining revenue

🎯 Your 3 Ops Priorities Today

AI-generated from operations data

✅ Weekly Ops Checklist

What needs to happen this week

📊 Data & Digital Intelligence

Decision quality, metric coverage, integration health, and automation opportunities — are you running on clean data or guesswork?

📋 Metric Coverage

Are all key metrics being tracked?

🔗 Integration Health

Connected tools and data gaps

🕐 Data Freshness

How current are your business numbers?

🧠 Decision Quality Index

Are decisions backed by data or gut?

⚡ Automation Opportunities

Repeating manual work you could systematize

🚨 Active Data Cases

Intelligence gaps flagged by the system

🎯 Your 3 Data Priorities Today

AI-generated from your data health

📚 Business Guide

Everything you need to run your business like a pro — what to track, what to upload, what every number means, and what to do each month.

✍️ Content Hub

Ready-to-use blog posts, ad copy, and social content — AI-generated using your brand voice and business profile. Review, edit, and use anything here whenever you're ready.

✦ GrowthBot

📎

Content Sources — optional: help GrowthBot write more accurately

▼

📝 Blog Topic Recommendations

8 content ideas — each with a writing brief, social captions, and copy button.

Click Generate Ideas to get data-driven blog topics
built around your business and audience.

🧠 Global Growth Intelligence

Playbooks, SOPs, and frameworks uploaded here are loaded into GrowthBot's context for every client — not just one. Upload your CRO, COO, and CFO playbooks here.

📚

Drop playbooks here or click to browse

PDF, DOCX, TXT — up to 10 MB each

Files uploaded here appear in the client's portal

📁 Upload Files for Select a client

Reports, contracts, proposals, data exports — up to 10 MB each. Clients see these in their My Files section.

📂

Drop files here or click to browse

PDF, DOCX, XLSX, CSV, PPTX, TXT — up to 10 MB

🔄 Live Document Link

Paste a Google Docs share link. GrowthBot will re-read it every Monday — no re-uploading needed.

⚠ The Google Doc must be shared as Anyone with the link can view.

Uploaded Files

Select a client to view their files.

Digital Marketing

Your live digital marketing dashboard — keyword opportunities, search rankings, ad performance, and local visibility insights, all in one place.

🔑 Keyword Opportunities

Select a client and click Analyse to surface keyword opportunities.

📊 Search Rankings

Click Refresh to pull estimated rankings for this client's top keywords.

Buyer Journey

Est. monthly pipeline

Awareness —

Interest —

Leads —

Closed Won —

🎯 Sales Coaching

NEPQ-powered tools to close more deals — prep for calls, handle objections, analyse transcripts, and get a personalised coaching brief built around your business data.

Generate a personalised NEPQ coaching brief based on this client's leads, close rate, and goals.

Tell the system about your prospect and it generates a full NEPQ question set customised for that call.

Prospect name / business

Their industry

What do you know about them? (pain points, current situation, how they found you)

What are you trying to sell / what outcome do you want from the call?

Type the exact objection you received. Get the NEPQ word-for-word response — no pressure, no pushback.

The exact objection (quote it word-for-word if possible)

What stage of the call was this? (optional — helps with context)

Describe a call that didn't close. Get a NEPQ-based follow-up plan to re-engage without pressure.

What happened on the call — how did it go?

Where exactly did it stall — what was the last thing said?

How long ago was the call?

Paste a call transcript, notes, or a summary. The AI scores each NEPQ stage and gives word-for-word corrections.

Keep this open during call prep. Every stage with the key questions and phrases — your at-a-glance NEPQ reference.

Stage 1 — Connection (~5%)

Goal: Disarm. Be detached from the outcome.

"It looks like you recently responded to an ad about [X] so that you could [end result], right?"
"Now, this call is pretty basic — it's really more for us to understand what you're getting now compared to what you might be wanting... to see what that gap looks like."

Stage 2 — Engagement (85% of the sale)

Layer 1 — Situation Questions

"What are you doing now?" · "How long have you been doing that?" · "Walk me through your process..."

Layer 2 — Problem Awareness Questions

"Why is it so important to you now, though?" · "What's causing this?" · "How long has this been going on?" · "Has that had an impact on you? In what way?"

Layer 3 — Solution Awareness Questions

"What's prevented you from solving this in the past?" · "How would your business be different if this was solved?" · "How would that make you feel, though?"

Layer 4 — Consequence Questions

"What if you don't do anything about this and things get worse?" · "If nothing changes in 12 months, what does that cost you?" · "Are you willing to settle for that?"

Stage 3 — Transition (~2%)

"Based on what you told me... what we do could actually work for you, because you said [repeat their words]... and because of that, it's making you feel [their emotional state]..."

Stage 4 — Presentation (10–15%)

ONLY present what solves THEIR stated problems.

"One of the biggest problems people in your situation have is [their problem]... which causes [consequence they told you]. The way we solve that is [solution]. What that means for you is [their desired outcome]."

Check-ins throughout: "Does that make sense?" · "Do you see how that could help you?" · "What are your thoughts on that?"

Stage 5 — Commitment (~3%)

"Do you feel like this could be the answer for you?" · "What specific parts do you feel will help you the most?" · "Really, the next step would be... Would that be appropriate?"

Tonality reminders

Curious tone — not aggressive Trail with "...though?" "Ahh..." / "That makes sense..." Silence is powerful — let them think Never pitch features unprompted Prospects persuade themselves

Growth Library

Publish articles, playbooks, and strategy guides for your clients. Only logged-in clients can read these — not indexed by Google.

Growth Library

Strategy guides, playbooks, and insights from the GrowthBot team — curated for your business.

Instant email on new lead

Daily digest

Lead score

Smart responses

Lead scoring

Quick reply chips

GrowthBot Assistant

Your executive team.
Holding you to the outcome.

Create your password.

Sign out?

Instant email on new lead

Daily digest

Lead score

Smart responses

Lead scoring

Quick reply chips

GrowthBot Assistant

Your executive team.Holding you to the outcome.

Create your password.

Sign out?

Connect Integration

Add New Client

Your executive team.
Holding you to the outcome.