For agencies
Client reporting on autopilot.
One Dash per agency. Every client gets a weekly report, every team member gets a research draft, every account director gets a portfolio view.
Four ways Dash earns its retainer.
01
Client reporting on autopilot
Dash pulls every client's metrics and ships a branded weekly report to each. Scheduled, polished, ready to forward.
Google AdsMeta AdsGA4HubSpotNotion
Try: @Dash send weekly performance reports to all 12 agency clients every Monday at 9am.
02
New business research
Dash researches inbound leads, scores them against your ICP, and drafts the first pitch with a real angle on their business.
ApolloHubSpotGmailClayBuiltWith
Try: @Dash research this inbound lead. Score against our ICP, draft a personalized first reply.
03
SOP and playbook library
Dash turns your top consultants' calls and Slack threads into reusable playbooks. Onboards new hires faster.
GongSlackNotionLoomGoogle Docs
Try: @Dash turn last week's strategy calls into a reusable playbook for new account directors.
04
Multi-client portfolio view
Dash maintains a portfolio dashboard. Which clients are healthy, which need attention, which are at renewal risk.
HubSpotStripeSlackNotion
Try: @Dash build a portfolio health dashboard. Tag every client green, yellow, or red.