Switch between clients
Use the Client / brand selector to move between clients without losing your place.
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Clients & onboarding
Add, set up, switch, pause and report on clients.
All clients list
Every client you can access, with health, owner, approvals, connections and balances.
Client profile
The client hub: facts, the next best action, status across every area, and setup.
Client overview (Client 360)
A single client's performance, health, approvals, opportunities and recent activity on one page.
Edit a client's setup
Change a client's business, website, market, services, billing and commercial details.
Assign an account manager
Record who owns each client relationship so the right person sees its signals.
Next best action
How GrowthPilot chooses the one next step shown on each client profile.
Client health and onboarding health
What the health badges and onboarding states mean, and how to move a client to Ready.
Add a brand
Add brands under a client when they need their own connections, content and reports.
Pause or archive a client
Pause work for a client, archive a former client, or reactivate one.
Run a Growth Audit
Review a client's connected data for declines, measurement gaps and opportunities.
Export a client report
Print or save a client's growth and performance report as a PDF.
YOUR NEXT CHAPTER OF GROWTH
Connect the dots.
Move with purpose.
Explore a more coordinated way to run your marketing.
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New accounts are opened by invitation