Performance at a glance

Attribution Last-Click · 28D
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Creative that's earning its keep

Campaigns

Campaign Platform Spend ROAS Leads CPL CTR Status

Audiences where your spend is landing

Client Intake · The Six A Frame

Brand Hub

Before we build anything, we map the business, the people, and every reason someone stops scrolling. The clearer this is, the more hooks, stories and CTAs we can pull from it later.

Fill in what you can. Leave the rest blank, we'll finish it together on the kickoff call. Nothing here is locked — the work starts at the brand level and ripples out from there.

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01
What we sell

Product

Start with the thing. Every angle, hook, and story we write later is a translation of the product — the offer, the benefits, the price, the point of difference. The clearer this is, the sharper everything downstream gets. Even if it's a service, we word it as "product".

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02
Where the open lane is

Competitors

Start with the field. Map who else is fighting for the same attention — what they say, where they're strong, where they leave a gap. The position we'll claim in the next section comes straight out of this map.

03
Why we win

Authentic Positioning

Now we plant the flag. Looking at the competitor map above — where are we genuinely different, and where are we measurably better? Authenticity is the foundation; positioning is the angle we point it.

Positioning assets to collect
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04
Who we win with

Audiences

The specific people we're building this for. Not "everyone" — the real humans whose lives change when they find your brand. Define up to three.

Audience assets to collect
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05
Who we are

Archetype

The character the brand plays. The way it walks into a room. Not what it sells — who it is. Pick the one that feels most like the brand, use the examples as a gut-check.

Archetype assets to collect
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06
What we say

The Hook Book

The hooks come first. Every hook is a different reason someone stops scrolling. Off the back of each one we build the story that earns the attention, then the CTA that turns it into a move. The more hooks documented here, the more content and ad variations we can pull later.

The Core Promise
Hook · the stop
Story · the hold
CTA · the move
Hook Book assets to collect
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07
What we build with

Assets

Everything we need to actually do the work. What you have, what we build, what we need access to.

Brand assets · existing
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Brand assets · to create
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08
Reference

Business Info

Who we're working with and how to reach you. Kept at the bottom because it's reference — the strategy work above is what actually moves the brand.

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Projects what's getting built

Campaign Calendar what ships when

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Campaigns from angle to delivery

Campaigns → Angles + Avatar → Hooks (story, CTA) → Channels & Delivery. A campaign picks the angle and the avatar it speaks to. Inside are the hooks — each with a story and a call to action. When it's ready, pick the channels and either spin it into a project or schedule it on the calendar.

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Files & Notes links, docs, every asset

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Updates from your account team

Customer Journeys

Ecommerce Funnel
Lead-gen Funnel

Touchpoints

Every Conversion Event

Connectors

Windsor.ai API Key
GoHighLevel —
Per-client integration. In this client's GHL: Settings → Private Integrations → Create New Integration (scopes: Contacts, Opportunities, Calendars, Conversations, Locations, Forms). Then come back here and paste BOTH the token AND the location ID shown on the same screen. The location ID is the long string in your GHL URL when you're in Settings (e.g. app.gohighlevel.com/v2/location/abc123xyz/settings).
Available Platforms (via Windsor)
Metric mapping
Map a metric like Schedule to whichever Meta pixel event your client actually fires. Useful when bookings come through as lead or complete_registration instead of the native schedule event.

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