HELP
Help
What each page in this workspace does and how to use it. Every page also has a "Help for this page" link above its heading.
This workspace's pages
- Plan a drop: Plan a door hanger, postcard, Nextdoor post, email or text for a service or plan.
- Drop history: Every drop, newest first, and what each one brought in.
- What's coming up: The next twelve months: scheduled drops and plan renewals coming due.
- What your marketing brought in: Calls, quotes, jobs, revenue and profit after costs and your own time.
- Review queue: Copy for your drops, checked against your business profile and price list.
- Service area: The simulated town: neighbourhoods, carrier routes and no-solicitation zones, with your service area outlined.
- Feedback notes: Notes left with the Feedback button on any page, newest first.
- Competition: What competitors offer and how they market it, side by side with our own offers.
- Local campaigns: Door hangers, EDDM postcards, Nextdoor, email and text, and what each brought in.
- Customers: Households in your town: current and past customers and prospects.
- Services: One-off jobs you offer, with price ranges and the months each is in season.
- Plans & renewals: Recurring offerings and the month each renews.
- Season calendar: What's worth promoting month by month, and the simulated weather.
- Settings: Workspace settings, such as showing advanced statistics.
- Budgets: The fiscal-year budget against what campaigns have committed and spent, line by line and month by month, with pacing and overrun approvals.
- Customer feedback: NPS, ratings, sentiment and topics from simulated surveys, reviews, mentions and complaints, with alerts and the campaigns the feedback follows.
- Compliance: The checks your drop copy goes through, the contact rules that are always on, and recent flags.
Everywhere
- My dashboard: Your pending reviews, decisions, tasks and announcements across workspaces, for your level.
- Start here: A short guided tour of the seeded demo bank and landscaping crews.