Workflow

From Account Connection to Clearer Action.

A structured flow for Builders and the Agencies they choose to work with.

Builder flow

Set up, connect and review.

Create account

Complete the Builder profile.

Create Project

Set the operational context.

Connect provider

Authorize Google Ads or Meta Ads and select an account.

Map to Project

Associate the authorized connection with the intended Project.

Review intelligence

View leads, marketing performance, issues and waste.

Take action

Use recommended actions to guide your own decisions.

Agency flow

Controlled collaboration.

Create Agency account

Establish the Agency profile.

Connect with Builder

Form the intended Builder relationship.

Receive access

Review assigned Projects with read-only visibility.