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Clients
Manage onboarding, ICP config, and tone per client.
+ New Client
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Total Clients
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Active
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Onboarding
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Total Leads
Pending Commission Approval
Leads marked Closed Won — confirm the deal value before billing.
Lead
Client
Closed
Deal Value
Commission
Client
Status
Instantly Campaign
Billing
Created
No clients yet. Click "New Client" to onboard your first one.
New Client — Onboarding
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Client Name
Intake Form (paste raw text)
Claude will read this and generate the ICP + tone configuration automatically.
Review the generated configuration below. You can edit the JSON directly before saving.
icp_config (editable)
tone_config (editable)
Instantly Campaign ID
Create the campaign in Instantly first, then paste its ID here.
Status
Onboarding
Active
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Client Portal Access
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Client Email
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Deal Type
Retainer (setup fee + monthly × N months)
Commission only (setup fee + % on closed leads)
Retainer + Commission
Currency
USD
MXN
Setup Fee (one-time)
Monthly Retainer Amount
Term (months)
Billing Day of Month
Day of the month each retainer payment is due (1–28, to stay safe across all months).
First Retainer Charged
Same day as setup fee
One month after setup fee
Some clients pay setup fee + first month together; others pay setup fee now and the first retainer a month later.
Commission Percentage
Applied to deals you mark as "Closed Won" in this client's pipeline. You'll confirm the deal value when generating each commission invoice.
Signed Date
Contract PDF Link (optional)
Payment Schedule Preview
Stripe Payment Link
No payment link generated yet. Save the contract first, then generate one.
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Payment Schedule & Status
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