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Technical Revenue Diagnostic workspace

Invite-only workspace. Accounts are created by an admin — there is no public sign-up. Passwords are hashed server-side (PBKDF2-SHA256, 100k rounds) and repeated failed sign-ins lock the account for 15 minutes.
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Technical Revenue Diagnostic™

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🎯 Diagnosis
Score, category resolution, and where findings cluster
⚡ Priorities
What to work on right now — overdue tasks, due-soon tasks, unaddressed High findings
📊 Execution
Which services are running, what's shipped, and the trend line for work output
TRD™ Technical Revenue Diagnostic · Generated — · —

Clients

Every client account — Technical Revenue Engine (TRE Active) and Prospects. Click a card to make it the active client across the dashboard.

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Status
Customer type

Diagnostic Report

Comprehensive, branded TRD deliverable for the active client. Each section renders as self-contained blocks so the PDF reads cleanly without mid-block page breaks.

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PDF tips Use Landscape orientation · Margins: None for full-bleed pages · Toggle "Background graphics" on to keep block colors

Deployments

Website conversion work — containers ready to embed on the client site. Diagnostic strategy + marketing recommendations live on Roadmap and the service pages; this page is for what ships to the website itself.

Monthly Marketing Report

Client-facing recurring report — what was shipped last month for engaged services, KPIs, and next-month plan. Designed for export/email to the client.

ROI by Service

Attribution of revenue and conversions back to the specific services that produced them — calibrated against monthly retainer cost.

Creative

Creative production workspace — brand assets, ad creative, design systems, and visual identity work.

Services Dashboard

Active services for the selected client and the per-service recommendations queue routed from the diagnostic.

Content

Content production workspace — editorial calendar, long-form articles, technical docs, and lifecycle copy.

ICP & Targeting

Who actually buys, derived from the CRM rather than typed at onboarding — and the targeting strategy each engine service is built from.

CRO

Conversion rate optimization workspace — measured funnel drop-offs, the fix for each, and the metric it has to move.

SEO

Organic search workspace — keyword targets, technical SEO health, on-page tasks, and ranking trends for the active client.

PPC

Paid search & display workspace — active campaigns, spend, CPA, ROAS, and bid management tasks.

Social Media Playbook

Vertical-aware post suggestions across Twitter/X, YouTube Shorts, Reddit, and Instagram, plus a workstream board for execution. Performance reporting is manual today — paste channel results into the Monthly Report or connect an ad-account API on the Data Sources page when live metrics are needed.

LinkedIn Playbook

Vertical-aware LinkedIn post suggestions (hook, body, hashtags, CTA) plus a workstream board for execution. Engagement metrics are not pulled live — record what landed manually in the Monthly Report, or connect the LinkedIn Page API on the Data Sources page when ready.

Customer Journey

Every path a buyer took from first touch to close — assembled from HubSpot, GA4, and container engagement.

This client is a Prospect
Engagement tracking lights up once you activate as a TRE client and connect a data source.
Performance Snapshot
Conversion Flow

🔀 Conversion Flow

Every path from acquisition source through pivotal asset to close outcome. Won flows in green, lost in red, stalled in amber.
Closed Won
Closed Lost
Stalled / Active
Band width = number of journeys

Won deals from your HubSpot export

Expanded into first-touch → close path. Upload a HubSpot CSV from the Files page to populate.

Journey flow by acquisition source

How prospects from each source progress through engagement depth — and where they drop off
Healthy progression <25% drop
Warning drop-off 25–50%
Critical drop-off > 50%
Insights & Attribution

Asset influence on revenue

Touched by converted journeys × revenue weight

Friction & drop-off

Where evaluation demand breaks

Time to convert

Days from first touch to Closed Won

Channels driving converted journeys

First-touch attribution
Journey Explorer

Customer journeys

Sample of recent converted accounts
Account Industry Acquisition Touch­points Days Pivotal asset Revenue Outcome

Proposals

Build, send, and track client proposals. Services and pricing can be auto-suggested from a completed TRD diagnostic.

Roadmap

Everything in flight across this client — tasks, dev work, deployments, and proposals — grouped by status. Click any row to jump to its source page.

Tasks

Track the recommendations and next steps from the active diagnostic.

This client is a Prospect
Tasks unlock once you activate the client as TRE — that's when they're paying for services and you start delivering work.
Filter

Developer Scope

Site/code work for the dev team — TRD diagnostic recs + Creative + file-derived items. Drop a PDF or Word doc below to extract more cards automatically.

TRD Prompt Library

10 categories × 5 prompts per category. Prompts automatically rewrite themselves for the selected vertical, buyer persona, and product family.

Files

Datasheets, landing-page exports, comparison sheets, brand assets, journey CSVs — scoped to the active client.

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Data Sources

Connect live API sources (Supermetrics, HubSpot, Ahrefs) via the Cloudflare Worker, or upload exported files. The export guide below shows the highest-signal exports per channel — ranked by diagnostic impact.

New Diagnostic

Configure a fresh Technical Revenue Diagnostic for a client.

Who are we diagnosing?
Pick the client, set the buyer persona, competitive landscape, and any specific goals for this run.
What data feeds the diagnostic?
Files, live pulls, and manual exports. The AI reads whatever you check here — the more evidence, the sharper the findings.
Manage in Data Sources →
Selected queries are fetched via the live-proxy Cloudflare Worker before the diagnostic runs. Results land in Files and feed the AI prompts. Skipped silently if the Worker URL or provider API keys aren't configured.
📡 Data Sources Open full page →
📁 Files for this client Open full page →
🟢 Freshfiles are auto-included from the live-pull above — no selection needed. Tick historical files below to add them too.
Review and fire.
Final context, service selection, and what the AI will see before running. Diagnostic takes ~30-90 seconds.
Used to benchmark the client's positioning, comparison content, SERP overlap, and ad messaging. Pre-fills from the client record (Top competitors) on first load — edits here update the client's competitor list.

⚡ Quick Scan

5-minute "first 3 leaks" scan for new client outreach. Drop a website URL (and optionally a HubSpot CSV or analytics export), and Claude returns the three highest-impact revenue leaks it sees. Share the result the same day to start the conversation.

📣 Public URL for Advertising
Branded landing at technicalrevenuediagnostic.com/quickscan. Point Google Ads, LinkedIn, cold-email, and social posts here. Every submission lands in Inbox → Public Leads.
URL:
Improves the scan dramatically — Claude reads the file for specifics. CSV/text content is embedded; PDFs/images go in as vision attachments.

📬 Public Leads Inbox

Prospects who submitted the public Quick Scan widget on nubrandmarketing.com. Each lead has email, company info, and the AI scan they got. Promote any of them to a tracked client with one click.

Click Refresh to load the latest leads.

Settings

Account preferences for this TRD workspace.

Account

Signed in as
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Workspace
NuBrand Marketing
Plan
Agency · Unlimited clients
Session
30-day TTL · stored in this browser

Data

Export all data
JSON download of all clients & journeys
Reset workspace
Clears local data — irreversible
Storage
Browser localStorage · per-device
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Version
TRD v2 · Cloudflare Workers
stable

Team & Access · admin only

Invite-only. There is no public sign-up — the only way in is + Add user above, which emails-out an invite link the person uses to set their own password. New accounts start as standard users; only an admin can promote them. The workspace owner email is adam@nubrandmarketing.com, which reclaims admin only on a fresh setup with no admins left.
Access notes: sign-in is enforced by the API worker — sessions, password hashing (PBKDF2-SHA256, 100k rounds) and sign-in throttling all live server-side, so client-side tampering does not grant data access. Public sign-up is closed; accounts exist only by invite. For SSO and an audit log on top of this, put Cloudflare Zero Trust Access in front of the dashboard hostname.

Workspace Configuration

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The four things the dashboard needs to function. These same keys are also editable on the per-page hidden toggles (Files page AI Settings, Deployments CDN, Data Sources Worker) — they all share storage, so updating here is canonical.
Anthropic API key
Powers diagnostic finding generation + file analysis. Get a key at console.anthropic.com.
Google Places API Key
Optional. Legacy config for local-search benchmarking. Not required for the current B2B-only diagnostic flow.
Worker URL
Cloudflare Worker base URL. Powers team sync (clients + per-client data), user authentication, draft sharing, and live API proxying. https://trd-live-proxy.…workers.dev
CDN endpoint
Where containers get deployed when you click Push to CDN. URL + API key (sent as x-api-key header).
Live API connections
Supermetrics, HubSpot, Ahrefs. Per-provider keys + query setup lives on the Data Sources page — this is just status.
Open Data Sources →

Welcome to your TRD dashboard

Drop the snapshot file your TRD team sent you to load your diagnostic data.