Dashboard
Overview of your agency
Recent Activity
Brands
Manage your brand contacts
0 brands
| Brand | Contact | Niche | Status | Budget | Actions |
|---|
Creators
Manage your creator network
0 creators
| Name | Handle | Platform | Niche | Followers | Rate | Status | Actions |
|---|
Deals
Track campaigns and earnings
0 deals
| Deal | Brand | Creator(s) | Service | Value | Commission | Status | Actions |
|---|
Matching
Connect brands with creators
π’ Select a Brand
π¨ Assign Creators
Revenue
Monthly earnings from paid deals
Monthly Breakdown
| Month | Deals | Revenue | Commission |
|---|
Lead Finder
Find, score, and qualify brand and creator leads
Outreach Tracker
Track every email, DM, and follow-up
0 messages
| Brand | Date Sent | Template | Status | Follow-up Due | Notes | Actions |
|---|
Recommended Follow-up Schedule
Day 1 β Initial cold email (use Cold Email template) Day 3 β Follow-up #1 (bump + offer creator profiles) Day 7 β Follow-up #2 (final touch, leave door open) Day 14 β Mark as "No Response" if no reply Tips: β’ Send emails TueβThu, 8β10am recipient's timezone β’ Personalize the first line (mention their product/campaign) β’ Keep subject lines under 6 words β’ Never send more than 3 emails to one brand
Outreach Templates
Copy and personalize for each prospect
Contracts
Copy and customize for each deal
Daily Workflow
Your 10-minute daily CRM routine
Instructions
How to find and add leads
Daily Target
Track your progress today
User Management
Create accounts and manage team permissions
0 users
| Username | Display Name | Role | Permissions | Actions |
|---|
Roles Explained
- Admin β Full access: manage brands, creators, deals, revenue, users, data
- Staff β Can view dashboard, add brand & creator leads, view outreach templates. Cannot manage CRM, deals, revenue, users, or data.
Data Management
Export, import, and manage your data
Export Data
Download all your brands, creators, deals, and matches as a JSON file.
Import Data
Restore from a previously exported JSON file. This will merge with existing data.
Clear All Data
Permanently delete all brands, creators, deals, matches, and activity. This cannot be undone.