The Agency Console is an advanced tool that gives you granular control over growth plans after they are generated. It allows you to adjust pricing tiers, service assumptions, operational inputs, and channel projections to fine-tune a plan before presenting it to a client—or to model scenarios during a sales conversation.
Important: The Agency Console is optional. Clients never see it. The system generates fully optimized plans by default; the console exists for advanced users who want to customize, validate, or conservative-tune a plan.
Open any generated growth plan from your dashboard. The console appears as an editing interface layered on top of the plan. Changes take 30–60 seconds to recalculate because the system regenerates the full model, including cross-channel dependencies.
You can change the target monthly revenue the plan is designed to hit.
Tier / Markup Selection
Switch between pricing tiers (e.g., standard markup vs. 100% markup vs. VIP).
The console shows a live preview of:
Your agency profit under the selected tier.
Total cost to the business (retail price).
Yearly budget required to reach the goal.
How markup changes affect the plan: When you increase markup, the system attempts to hit the same revenue target with a more expensive overhead. It may rebalance the budget—sometimes reducing total yearly spend by shifting emphasis toward lower-cost organic channels, or sometimes increasing ad spend if margins are higher. Always review the new numbers before saving.
The system estimates landing-page conversion rates based on the niche, location, and campaign history. For example, it might project that 12% of visitors become leads (8% phone, 4% form).
You can override this projection:
If you believe the estimate is too aggressive based on past client performance, reduce the conversion rate.
The system will automatically compensate—often by increasing the PPC budget—to ensure the revenue target is still met.
Conversely, if you raise the conversion rate, the system may reduce PPC spend because fewer clicks are needed.
These two inputs have the most dramatic effect on any plan.
Initial average order: The average revenue from a client’s first transaction. If a roofer’s average job drops from $12,000 to $7,000, the system must generate 40–50% more clients to hit the same revenue target. That usually means heavier investment in paid traffic and a longer timeline.
CLV horizon: The total expected revenue from a client over the relationship. This matters most for industries with low initial tickets but high retention (e.g., insurance agencies). A low initial ticket plan can still be viable if the CLV justifies the acquisition cost over 3–5 years.
Best practice: Validate these numbers with the client during your review call. If the business owner provided the data during discovery, double-check that it reflects reality.
Speed to lead is the single biggest operational lever for marketing ROI. The console lets you model two states:
When left on optimal, the system assumes it will deploy services that maximize lead-response speed:
AI Voice Agent: Answers every missed call, qualifies the lead, and keeps them engaged until a human follows up.
AI Chatbot & Website Conversion Optimization: Captures and engages web visitors instantly.
CRM Automation: Immediate email/SMS response to form leads.
If you toggle off the AI services, the console reverts to the current situation the client reported during discovery (e.g., "we answer 70% of calls" or "we return missed calls in 4 hours"). You can then manually adjust these numbers to model a realistic middle ground.
Why adjust this?
Education: Show the client exactly how much revenue they lose by not answering calls in under a minute or by letting form leads sit for hours.
Realism: If the client refuses AI automation but commits to hiring a receptionist, you can model 85% answer rates and 15-minute callbacks to see if the plan still works.
Note: In emergency trades (plumbing, water damage, HVAC), speed to lead is measured in minutes, not hours. A small change here can make the difference between a 5x ROI plan and a losing plan.
The percentage of qualified leads that become paying customers.
If the client claims a 50% close rate but your experience suggests 20%, you can model the conservative number.
If the client improves their sales process (or you install a CRM with better lead scoring), you can raise the rate and show the upside.
Like average ticket, this cascades through the entire plan and changes required traffic volume.
For Near Me (local map pack) and SEO, the console displays the total number of clients the system believes it can generate over the optimization period (typically up to one year).
You can override these totals:
Conservative tuning: If you think the system is overshooting—or if the client will think it is overshooting—reduce the total client projection. The system will spread the lower volume across the year according to its ranking-velocity formula.
Experience-based tuning: If you have deep experience in a niche and believe the local competition or search volume supports fewer leads, adjust accordingly.
Impact: Reducing projected organic clients from 45 to 5 can cut first-year revenue in half and increase the required first-year budget because the system must now buy more paid traffic to compensate.
Future releases: PPC and other channel volume controls will be added over time.
You can enable or disable individual services to see how the plan changes.
Service | Effect When Removed |
AI Chatbot | Reverts website conversion to the client’s current baseline. Often drops projected web leads significantly. |
Website Conversion Optimization | Same as above; tightly coupled with the chatbot in most plans. |
AI Voice Agent | Reverts call-answer and callback-speed assumptions to the client’s current (non-optimized) numbers. |
CRM / Hub One | Removes automated form-lead follow-up. Speed-to-form-lead reverts to manual. |
GEO (Geofencing) | Removes geofenced ad targeting. Impact depends on whether the niche has strong GEO potential. |
Google Local Service Ads (LSA) | Removes LSA from the channel mix. |
PPC | Removes paid search. Plan must rely more heavily on organic and other channels. |
Near Me / SEO | Removes map-pack and organic search. Usually forces a much heavier PPC budget. |
Reviews | Currently has a soft effect; direct lead-generation impact is in development. |
Website Accessibility | Soft service. Improves compliance and user experience but does not directly alter acquisition math today. |
Holistic behavior: Because the system treats marketing as an interconnected ecosystem, turning off one service can raise or lower the importance of another. Removing website conversion optimization, for example, reduces SEO effectiveness because fewer organic visitors will convert.
Open the console while reviewing the plan with the prospect. If they say, "I don't think I'll get back to leads in five minutes," adjust the speed-to-lead setting in real time and show them the revised ROI. This builds trust and demonstrates that the plan is grounded in their actual operations.
If a plan projects 40 new SEO clients in year one and the client is skeptical, reduce the SEO projection to 10. The system will recalculate the budget and timeline transparently. You can then say: "Even under a conservative model, here is what we can deliver."
Before sending a plan, switch between your pricing tiers to see exactly how much you will earn versus how much the client will pay. Use this to decide which tier to assign to a specific prospect.
100 plans per month refers to activated/completed growth plans, not emails sent. You can send your pricing-group link to 10,000 prospects; only those who finish the discovery chat count against your limit.
Agency Console changes are visible only to you. The client sees the final, polished plan and analysis, not the editing interface.
Not mandatory: You can build a seven-figure agency without ever opening the console. It is a power tool for those who want deeper control.
Markup changes rebalance the entire budget. Review yearly spend and client cost before finalizing.
Average ticket and sales conversion are the highest-leverage inputs. Validate them with the client.
Speed to lead is the #1 operational driver of ROI. Use the console to show the cost of slow response times.
Service toggles are interconnected. Removing one channel or tool can force the system to increase spend in another.
Use conservative projections when needed. It is better to under-promise and over-deliver than to lose a deal because the client thinks the numbers are unrealistic.
The console is for advanced users. If it feels overwhelming, ignore it. Send plans, let the system optimize, and learn the console later as you gain experience.
