Client Portal Demo

Revenue recovery overview

Sample workspace · Northstar Roofing

Jamie RiveraNorthstar Roofing

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Your campaign is active

Warm replies are being qualified. Two inspections were booked today.

View activity

Interactive workspace

Try the client experience

Filter leads, open an appointment, inspect approved outreach, update an outcome, and generate a report. Changes remain inside this sample demo.

01 Review a lead02 Inspect outreach03 Update ROI04 Export reporting

Leads activated500of 1,000 monthly capacity

Interested replies499.8% response rate

Qualified opportunities1428.6% of replies

Pipeline value$87,400client-reported estimates

Recovery funnel

From eligible lead to reported sale

Jul 1–31

Activated500

Replied49

Qualified14

Booked12

Attended8

Sold3

Recovered economics

Based on outcomes reported by your team

Program investment$1,250

Reported sales$32,600

Estimated gross return26.1×

Revenue is client-reported and not guaranteed. Mark outcomes below to keep this estimate accurate.

Warm reply inbox

Needs attention

3 open

Shared action plan

Next steps

Northstar Confirm Friday appointment capacityReviveLane Qualify Alex Romero’s project scopeNorthstar Report outcome for Chris Morgan

Lead activity

Filter the pipeline and open any lead for a complete activity trail

Lead	Interest	Engagement	Qualification	Current stage	Appointment	Est. value
Marcus HillLead ID RL-1913	Roof replacement	Replied	Qualified	Inspection booked	Jul 18 · 10:00 AM	$14,500
Nina PatelLead ID RL-1830	Storm damage	Replied	Qualified	Inspection booked	Jul 18 · 2:30 PM	$9,800
Alex RomeroLead ID RL-1913	Gutter project	Replied	Review needed	Warm reply	—	$2,400
Tanya BrooksLead ID RL-1996	Roof repair	Contacted	—	Waiting	—	$3,200
Chris MorganLead ID RL-1996	Roof replacement	Replied	Qualified	Estimate sent	Jul 12 · Attended	$18,000
Evelyn ShawLead ID RL-1913	Siding project	Replied	Not qualified	Outside service area	—	—

Calendar handoff

Appointments

Qualified opportunities placed back onto your team’s calendar

12 this month

Jul 1810:00 AM

Marcus HillRoof inspection

Confirmed

Jul 182:30 PM

Nina PatelStorm-damage inspection

Confirmed

Jul 1911:15 AM

Alex RomeroQualification call

Pending

Jul 129:00 AM

Chris MorganRoof estimate

Attended

Closed-loop reporting

Sales outcomes

Update a result to see how the client keeps ROI accurate

$32,600 sold

Chris MorganRoof replacement

Sold$18,000

Dana LewisEmergency repair

Sold$8,600

Robert KingGutter replacement

Sold$6,000

Jamie FoxSiding estimate

Open estimate$12,500

Approved outreach

Campaign messages

Open any message to see exactly what the client approved

4-step sequence

SMS · Day 1Re-introduction

500 eligible contacts

Delivered

Email · Day 1A quick question about your project

Contacts without an SMS reply

Delivered

SMS · Day 3Friendly follow-up

No-response contacts

Active

Email · Day 6Final check-in

Remaining eligible contacts

Scheduled

Monthly reporting

July recovery report

Generate the client-facing summary, review the performance scorecard, and download the sample report your monthly review would use.

Live scorecardOn track

Contacts activated 500Appointments booked 12Reported sales 3Gross return 26.1×

Illustrative demo data · July 1–31