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Technical Revenue Diagnostic workspace

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Technical Revenue Diagnostic™

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🎯 Health
Diagnostic score, category resolution, and the client journey at a glance
⚡ Action
Which services are running for this client right now
📊 Performance
Outcome metrics, period trends, and the most recent activity
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.

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

Developer Scope

Convert diagnostic recommendations into a structured scope of work — assign developers, estimate effort, capture tech specs, and track build progress.

Containers

Reusable content blocks — FAQs, spec sheets, comparisons, hero blocks — deployable to client sites as JS embed snippets or pushed live to the TRD CDN.

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.

Marketing Overview

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.

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

Buyer interactions assembled from your connected data sources — HubSpot deals, container engagement, public leads.

Connected sources
This client is a Prospect
Engagement tracking lights up once you activate as a TRE client and connect a data source.

Won deals from your HubSpot export

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

Customer journey funnel

Stage volumes and drop-off (B2B technical buyer model)

Top conversion paths

Sequences that ended in Closed Won

Customer journey flow & drop-off map

Where buyers move through the funnel — and where they break
Cross-source
Healthy progression
Warning drop-off (25–40%)
Critical drop-off (> 40%)
Friction point

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

Customer journeys

Sample of recent converted accounts
Account Industry First touch 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.

Task Board

Track the recommendations and next steps from the active diagnostic.

This client is a Prospect
The Task Board unlocks 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.

AI Insights

Strategic recommendations generated from the active client's converted journeys.

This client is a Prospect
Ongoing AI Insights are a TRE feature. The TRD diagnostic ran one-time AI recommendations — those live in the Diagnostic Report. Continuous monitoring activates after TRE activation.

Strategic recommendations

✦ AI Generated
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90-Day action plan

    TRD Prompt Library

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

    This client is a Prospect
    Creative & Content production is a TRE service — it activates once the client signs on.

    Creative & Content

    AI-generated marketing assets organized by category. Approve, request changes, and ship to the client's Drive folder.

    Client Drive · Deliverables

    Approved assets are mirrored to the client's Drive folder for review.
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    TRD / Clients / — / Deliverables

    Files

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

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    Data Sources

    What to export from each tool — and where it shows up in the diagnostic. The dashboard analyzes uploaded files; there are no live API connections.

    New Diagnostic

    Configure a fresh Technical Revenue Diagnostic for a client.

    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 →
    Check the files you want Claude to read for THIS diagnostic. Unchecked files stay on the Files page but won\'t be used this run.
    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.

    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

    Team & Access · admin only

    Anyone can register from the login wall as a standard user. Only an admin can promote them. The workspace owner email is adam@nubrandmarketing.com — that email gets admin role automatically on a fresh setup. All other new accounts start as users.
    ⚠ Soft auth notice: the in-app login is workspace UX privacy, not real security — anyone with browser DevTools can bypass it. For real per-user access control with audit logs, configure Cloudflare Zero Trust Access on this domain (see CLOUDFLARE_ACCESS.md).

    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.
    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 →

    Data

    Export all data
    JSON download of all clients & journeys
    Reset workspace
    Clears local data — irreversible

    Welcome to your TRD dashboard

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

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