Every client. One screen.

Your back-office view — current stage, next action, and a jump into any client's dashboard. Internal to 827 Marketing Solutions. Clients never see this page.

3

All Accounts

1

Prospect · Researched

0

Sales Meeting

0

Proposal

1

Discovery

0

Onboarding

1

Active Campaign

⠿Drag any card to reorder — your order is saved on this device.

Active Campaign

Home Inspection Experts

homeinspectionexperts.com

StageCampaign active

NextWeekly content loop

Open dashboard→

Pickleball app · 8 platforms

StageDiscovery — marketing plan in progress

NextClient engaged and ready to move

Open dashboard→

Prospect · Researched

Faith Haven Christian Academy

Christian school (PreK–5) · Cleveland, TN

StageResearched — dashboard populated

NextFirst meeting → then discovery

Open dashboard→