Client portal preview

Your business,
on one screen.

No noise. No vanity metrics. Just the things a busy owner actually needs to see.

The dashboard.

Mockup — the live portal is in active build at portal.scaleby.video. Numbers shown are illustrative.

The four numbers that matter

Leads (last 30 days)

47

+12 vs prev

Ad spend (MTD)

$1,420

Pacing $1,500/mo

Cost per lead

$30

▼ 18% vs baseline

Est. return (closed)

$28K

8 jobs × $3,500 avg

Brand strategy doc

Your strategy → Updated Apr 22

Generated from your kickoff Meet transcript. Edit anytime.

Content pipeline (this month)

2

Scripted

1

Shot

1

Editing

4

Live

Upcoming

  • May 18Shoot day — kitchen project walkthrough
  • May 22Bi-weekly performance call
  • May 30Month 2 strategy review

Current ad spend: $50/day

Request a budget change — we'll approve and execute.

By design

What this portal won't have.

We thought hard about what to leave out. The shortlist of intentional omissions:

  • ✕ 47 charts and dashboards — most are unused. Four numbers cover it.
  • ✕ Engagement-rate panels — interesting; doesn't pay rent.
  • ✕ "AI insights" tab — either useful enough to surface in the main view or not useful at all.
  • ✕ Comparison-to-industry benchmarks — we'll cite WordStream if you want context. Your numbers are what matter.

Honest roadmap

When it actually ships.

Now

ROI dashboard + ad-progress tracker

The four numbers that matter — leads, ad spend, cost per qualified lead, estimated return — plus a plain-English tracker of every ad we've tested and what's winning. In active build at portal.scaleby.video.

Next

Booked → showed → closed view

Concierge answers and books every lead in minutes; this view shows booked rate, show rate, no-shows recovered, and reviews generated — the part of the funnel where your ROI actually lives.

Later

Brand strategy + schedule + budget control

Living strategy doc generated from your kickoff transcript, upcoming shoots/calls/milestones, and one-click budget requests we approve and execute.

Until the portal is live...

You get a weekly Loom recap from us, plus a bi-weekly written report. Same numbers, slower interface. The portal is an upgrade — but the data and the relationship are already there from day one.

See a live walkthrough.

Book a discovery call and we'll demo the current prototype on screen.