marketing team in your messages

Marketing dashboard

live workspace

Marketing dashboard

what changed, what needs review, which channels are connected, and what happens next.

No marketing signal yet. Start the room and the team should fill this with live work, connected channels, and what needs your review.

today at a glance

  1. visible work0no thread or receipt activity yet
  2. new customers0no lead source connected
  3. needs your review0nothing queued for owner review
  4. channels to connectallconnect one real acquisition source

since last check-in

  • No measurable workspace change yetOperator
customer goal0 customerstarget: set by ownerpace: no target or source connected
  1. live0leads foundno prospect source connected
  2. live0good-fit leadsno lead scoring run yet
  3. live0repliesno outbound channel proven
  4. live0customersno won customer recorded
  5. live$0spendno paid campaigns live
  6. live—roineeds revenue + spend

work that matters

  1. Scoutwaiting for the first source readno usable insight ranked yet
  2. Echowaiting for one real acquisition channelno customer-facing distribution can happen

plan limits

  1. campaigns running0 / 1brief one campaign before upgrading
  2. team members active0 / 5room has not started
  3. monthly work budget$0 / $200upgrade only after useful work is queued

setup checklist

  1. Sign-inneeds setupno signed-in team-engine proof yet
  2. Connected channelsneeds setupno provider receipt connected
  3. First resultcoming upwaiting for first customer site-read receipt
  4. Sendingneeds setupno real send path receipt
  5. Plan & billingcoming uppricing exists; activation limits need live plan data
  6. Activity trackingcoming upno agent health/audit feed on this dashboard
  7. Privacy & trustcoming uplegal links exist; customer-proof policy still needs enforcement

customer journey

  1. 0audience readno site/source crawl receipt
  2. 0best-fit customers rankedno shortlist of who to reach yet
  3. 0messages draftedwaiting on a brief
  4. 0sentapproval-gated until a real channel exists
  5. 0wonno customer proof

where customers can come from

sourcestatusprogressconversionspendnext move
owned siteneeds conversion proof0 qualified leads—$0start with one live site read and one measurable CTA

needs setup

  • Team-engine auth not provenOperatoragent room cannot claim real work without runtime proof
  • External channels not connectedEchono outbound send path has an end-to-end receipt

needs your call

  • Choose one first growth targetYoucustomer segment, channel, and success number

next best actions

  • Connect one real acquisition channelEchomove one lead from found to contacted with a receipt
  • Replace demo dashboard data with live workspace metricsLensdashboard must come from live workspace rows, not copy

proof + receipts

nothing measurable yet. text the team and this fills itself in.