Showing data for
Total leads
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Active clients
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Revenue generated
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Avg growth score
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Lead Review
A review of all leads — uploaded directly or connected from your CRM.
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Total
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Hot
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At risk
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Avg response
All active client accounts
Clients showing signals of disengagement — act before they cancel.
Showing data for
Submissions
Track monthly data submissions for your business. Pending submissions block report generation.
📤 Submission status
🗂️ Submission history
Integrations
Connect CRMs, ad platforms, and payment tools. Integrations feed live data directly into your reports.
🔌 Integrations — Select a client
Connected tools feed data directly into your reports
📎 File Uploads — Select a client
Upload reports, CSVs, or PDFs to populate your data
📂
Drop files here or click to browse
CSV, PDF, XLSX — revenue reports, ad exports, CRM exports
✏️ Add manual data point
Feeds directly into your Insights
Client
Category
Title / headline
Detail / notes
Numeric value (optional)
Use for revenue figures, budgets, scores, counts etc.
Priority / impact
Date of observation
⬆️ Bulk import
Paste multiple data points at once — one per line in the format: Client | Category | Title | Notes
💾 Saved data points
No entries yet — add your first data point above
How this feeds your Insights
1
Every saved entry is tagged to a client and category, and timestamped
2
High priority entries are surfaced first when GrowthBot generates recommendations
3
Combined with auto-pulled and submitted data for a complete picture
4
Hit "Regenerate" on the Insights page to re-run with your latest entries included
💬 Live widget demo
The floating button in the bottom-right corner is your live GrowthBot. Click it to run through the full automated qualification flow. Every completed lead appears instantly in your dashboard, triggers an email notification, and updates all reporting.
✦ GrowthBot active
● Smart lead qualification
● Natural language responses
● Budget & need detection
● Auto email on capture
● Live dashboard update
📊 This session
0
leads captured
📋 Client embed code
<script src="growthbot.goodmenpromotions.com/widget.js"
data-client="CLIENT_ID"
data-color="#f5c400"
data-name="GrowthBot Assistant">
</script>
data-client="CLIENT_ID"
data-color="#f5c400"
data-name="GrowthBot Assistant">
</script>
Works on Shopify, WordPress, Wix, Squarespace, and any custom HTML site.
Settings
Manage business accounts, GrowthBot widget configuration, and your platform preferences.
🎨 Widget appearance
Bot name
Status line
Agent / Owner Name
Accent color
Opening message
📧 Email alerts
Send notifications to
Each lead notification goes to the business owner who owns the widget
From address
Instant email on new lead
Fired the moment a new lead is received
Daily digest
Summary of all leads each day
AI lead score
Include score based on budget + fit
📬 Weekly digest
Sends each client a personalised growth scorecard — leads, close rate, growth score, and one GrowthBot insight. Runs automatically every Monday or trigger it now.
🤖 GrowthBot behavior
Smart responses
Use Claude for smart contextual replies
Lead scoring
Auto-score leads by budget and need
Quick reply chips
Show suggested replies to visitors
Live preview
Updates live as you change settings
Monthly report submission
Clients fill this in — you see it instantlyYour business
💰 Revenue & leads
Leads closed
Revenue from GrowthBot leads
$
Total business revenue this month
$
Helps calculate your GrowthBot contribution %
📣 Ad spend
Facebook/Instagram
$
Google Ads
$
⭐ Reviews & NPS
New reviews
Avg star rating
NPS score (0–10)
🎯 Goals for next month
Primary goal
Secondary goal
Notes for your growth advisor
What happens next
1
Your data appears instantly in your GrowthBot dashboard alongside auto-connected tool data
2
GrowthBot generates insights and recommendations based on your full picture
3
Your updated strategy report is ready in your Reports tab within 48 hours
Your connected tools
🗂️ Submission history
Call Review
Paste a call transcript or notes — GrowthBot identifies gaps, improvements, and proactive next steps.
📞 New Review
Call title
Date
Call type
Transcript / notes
Your impressions (optional)
📞
Paste a transcript to begin
GrowthBot will identify conversation gaps, areas to improve, and proactive steps — from any call notes or recording.
Monday Morning Brief
Select a client
☀️
☀️
Ready to brief you
Select a client and click Generate. GrowthBot will write a personalised Monday brief using their actual data.
📋 Brief history
No briefs generated yet.
How it works
1
Every Monday GrowthBot reviews all client data from the past 7 days
2
A personalised brief is ready in their portal — where they stand, what to focus on, what to watch
3
When clients open their portal on Monday the brief is already waiting — no action needed
Next auto-generation
Checking schedule...
Follow-Up Engine
Leads that need a follow-up nudge — Smart follow-up messages ready to send in one click.
🔁 Leads needing follow-up
Sorted by urgency
📊 Follow-up stats
Leads awaiting response0
Avg response time—
Close rate: same-day response54%
Close rate: 24hr+ response12%
Revenue Forecast
Projected revenue and pipeline outlook based on current lead velocity and close rates.
Revenue Forecast — Next Month
$—
Adjust sliders to model scenarios
📊 Scenario planner
Lead volume next month
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0Current40
Close rate % of leads closed
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5%Current70%
Avg deal value $ per closed deal
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$500Current$10k
Recurring base % retained from last month
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50%85%100%
Quick scenarios
✦ Scenario Analysis
Click Generate for a scenario analysis
Scenario breakdown
Adjust sliders to see breakdown
Historical accuracy
March forecast$19,200
March actual$21,400 (+11%)
Forecast accuracy94% avg
Competitive Pulse
Competitive landscape intelligence — local rivals, positioning gaps, and market opportunities.
🔍 Competitor landscape
No competitive data yet
Select a client and run the pulse to map the competitive landscape.
Market position
Run the pulse to see market position.
📋 Manual Competitors
Added competitors are included in competitive pulse analysis
No competitors added yet.
90-Day Plan
A rolling 90-day growth roadmap — strategic milestones, your actions, and growth team deliverables.
90-Day Growth Plan
No plan generated yet
Select a client above and generate their 90-day growth plan.
Plan progress
No active plan.
How progress works
Each task has a progress slider (0–100%). Progress saves automatically and carries forward if you regenerate — completed tasks stay marked.
Accountant
Your complete financial command center — bookkeeping, P&L, dashboard, and tax prep powered by GrowthBot.
Loading financial data…
Paste Transactions
Bank Statement / Receipt Notes
GrowthBot will parse, categorize, and save each transaction automatically.
Categorized Results
Results will appear here after analysis.
Ask GrowthBot
Ask anything about your business — GrowthBot has full context of your data, goals, and uploaded documents.
✦
GrowthBot Advisor
Online — knows your business
Select a client
📎 My Files
Upload reports, contracts, data exports, or any documents you'd like your team to reference.
📂
Drop files here or click to browse
CSV, PDF, XLSX, images — up to 5 MB each
Uploaded Files
No files uploaded yet.
🚀 Growth Command
Your growth intelligence engine — analyzing data, making calls, building your battle plan.
✍️ Content Hub
AI-generated blog ideas and ad creative tailored to your business.
📎
▼
Content Sources — optional: help GrowthBot write more accurately
📝 Blog Topic Recommendations
8 content ideas — each with a writing brief, social captions, and copy button.
Click Generate Ideas to get AI-powered blog topics
built around your business and audience.
built around your business and audience.
Files uploaded here appear in the client's portal
📁 Upload Files for Select a client
Reports, contracts, proposals, data exports — up to 10 MB each. Clients see these in their My Files section.
📂
Drop files here or click to browse
PDF, DOCX, XLSX, CSV, PPTX, TXT — up to 10 MB
🔄 Live Document Link
Paste a Google Docs share link. GrowthBot will re-read it every Monday — no re-uploading needed.
⚠ The Google Doc must be shared as Anyone with the link can view.
Uploaded Files
Select a client to view their files.
🔑 Keyword Opportunities
Select a client and click Analyse to surface keyword opportunities.
📊 Search Rankings
Click Refresh to pull estimated rankings for this client's top keywords.
🎯 Sales Coaching
NEPQ-powered · Close more deals with better conversations
Generate a personalised NEPQ coaching brief based on this client's leads, close rate, and goals.