Client pipeline
Click any client card to view their profile and run an analysis.
Select a client above to auto-fill their details. After analysis, Claude will recommend which SWA services are the best fit.
Live scan reads the real website — actual page speed, meta tags, social links, and SEO issues detected from live data.
Select a client above to auto-load their brand context. All generated content saves to their profile automatically.
Select a client above. Claude writes a personalized proposal using their real brand scores and issues.
Proposal generator
Select a client from the dropdown above first.
Report builder
Generate a branded PDF report or email it directly to the client.
Select a client with at least one saved analysis first.
Monthly progress report
For retainer clients — generates a progress report comparing this month vs last month.
Generating monthly report...
Invoices
Track all client invoices and payments.
Full brand plan for new business clients. Results appear right here.
Building brand strategy...
Team members