Technical Revenue Diagnostic™
Loading…
Where this revenue engine stands
Current health, how much of it has been worked, and the direction across runs.
What needs attention this week
The Monday CRM check: this week's numbers and any alert worth acting on, each one a click from the plan.
What our work earned, and what the numbers really say
Revenue the CRM traces to shipped tasks, and what analytics platforms claim set against what the CRM actually recorded in the same window.
Can this CRM credit marketing with revenue?
Eight checks on the live CRM and GA4 pulls: buyers on deals, digital traces, deal sources, conversion settings, hygiene and shipped work.
What to fix first
The highest-impact open findings, read the way the client report reads them, plus anything the board says is late.
From diagnostic to measured outcome
The four delivery phases for this client, and how the customer journey has moved since the first import.
What buyers come for, and what the site gives them
Every search sorted into the job the buyer is trying to do, set against the pages that serve that job, the leads they start and the revenue on them.
Your next moves
The diagnostic produced a sequence, not a list. These are the next moves in it, in order — each one with what it does to the score.
Where the findings cluster
The diagnostic categories carrying findings, worst first. Severity is the mix of High / Med / Low findings left open in each one.
What is being delivered
The month’s capacity, engaged services, recent shipped work, and the work-output trend.
Clients
Every client account — Technical Revenue Engine (TRE Active) and Prospects. Click a card to make it the active client across the dashboard.
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.
Page list & order
TRD Health
The TRD audited: back end, sync, data freshness and integrations for the selected client, every page rendered once to catch crashes, and the list of known issues with what was fixed. Read-only — nothing here changes a client’s accounts.
Deals & ARP
Deals from the client’s HubSpot with their annual revenue, the source sales gave each one, and what the buyer’s tracked web journey shows. Read-only.
Tracking
What has to be tracked so every page visit and download can be tied to the person who later bought — checked against this client’s own GA4 and CRM data, with the GTM, GA4 and HubSpot steps for each gap.
Website widgets · Ask AI and Intent Pulse on the client’s site
What’s Working
The client’s own closed revenue joined to Search Console and GA4 by page path — which pages and channels money actually walked through, and which of them are losing the demand that brought it. Nothing on this page is modelled.
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.
ENGINE — Technical Revenue Engine
Active services for the selected client and the per-service recommendations queue routed from the diagnostic. Jump to any specific service from the ENGINE menu on the left.
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.
Meta Playbook
Facebook and Meta ad-platform work for this client: audience architecture, campaign structure, creative rotation, and the tasks that come out of the diagnostic. Performance figures are not pulled live — connect the Meta ad account on the Data Sources page, or record results in the Monthly Report.
Instagram Playbook
Instagram organic and paid: Reels, Stories, feed and creator collaborations, plus the workstream board. No live Instagram metrics are connected — anything shown here is what someone entered or what the diagnostic found.
Twitter / X Playbook
X (Twitter) threads, technical commentary and paid amplification, plus the workstream board. No live X metrics are connected — record what landed in the Monthly Report.
YouTube Shorts Playbook
Short-form demo and explainer video: what to make, what it feeds, and the workstream board. No live YouTube metrics are connected — add the channel figures to the Monthly Report, or connect an API on the Data Sources page.
Reddit Playbook
Subreddit participation, AMAs and paid placements where the buyers already argue about the problem, plus the workstream board. Reddit reporting is manual today.
AI Placement Playbook
Being cited by the answer engines rather than ranking a page: entity clarity, citable assets, and visibility across a tracked prompt set. Nothing here is estimated — a prompt-set measurement has to be run and recorded before a share can be claimed.
Customer Journey
What buyers did before they bought — read from this client's own CRM journeys.
How buyers convertThe paths that end in a sale, and what buyers did before they bought
🔀 Conversion Flow
Data behind this pageCheck the journeys here against the CRM
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, 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.
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
Every diagnostic category, five prompts each. 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.
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.
📡 Data Sources Open full page →
📁 Files for this client Open full page →
📬 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.
Discount codes for the onboarding form
Settings
Account preferences for this TRD workspace.
Account
Ongoing engagement
Data
Team & Access · admin only
adam@nubrandmarketing.com, which reclaims admin only on a fresh setup with no admins left.
Workspace Configuration
checking…https://trd-live-proxy.…workers.dev