Customer dashboard
Qualified dashboard access
Free audit and strategy requests do not require Stripe. Paid packages move into onboarding only after checkout confirmation or a deliberate internal activation override.
Workspace state
Free review output
Free audit and strategy outputs are prepared from recorded evidence and checked by the agency before they become customer-visible. You do not need to approve scan details; the agency reviews them and explains the business meaning.
Free Meta audit
Meta history, website review, and operator notes
Customers see the summary only after an operator confirms the evidence is good enough to share.
Free ad strategy
Strategy questionnaire, website scan, and service-area notes
The strategy stays internal until the agency approves the customer-facing version.
Recommended 14-Day Launch Plan
A reviewed recommendation for the next paid path, not the final campaign, website, or launch packet.
Evidence used
Unknowns
Blockers
After payment, onboarding turns this recommendation into a deeper campaign and page plan for approval.
Paid activation
Package selection records the intended agent path. Checkout is a separate step so unpaid free options remain available.
Checkout trigger
Stripe checkout should activate paid onboarding only after confirmation. Raw card data stays outside the app.
Connection center
Customers confirm ownership, invite access, funding, handoff, and assets. The agency verifies the technical state.
Meta readiness
This slice is dry-run and manual safe. We can review access, preview draft objects, and prepare blockers, but no live ads are launched and no ad spend can start from this screen.
Access checklist
We use this to separate customer-owned items from agency verification before a launch approval is requested.
Ad account
ReadyThe agency can see the selected ad account for review and planning.
Page identity
ReadyThe business Page is identified for the first launch path.
Pixel or dataset
Needs reviewA dataset was found, but tracking still needs operator confirmation.
Lead form
Dry-run draftThe first Instant Form exists as a dry-run preview only.
Funding and account health
Blocks launchAd funding and account restrictions must be checked before live launch.
Approval and launch gate
Blocks launchCustomer approval and a launch gate pass are required before activation.
Discovered assets
These are the assets currently attached to the dry-run path. The operator still confirms the exact account, Page, tracking, and form before any launch approval.
Ad account
Summit HVAC ads
act_demo_4812
Selected for dry-runBusiness Page
Summit HVAC Denver
page_demo_2281
Identity readyPixel or dataset
Website leads dataset
dataset_demo_6409
Needs tracking reviewInstant Form
Emergency HVAC estimate request
form_demo_1140
Dry-run onlyDry-run build preview
The provider preview shows what would be prepared for review: campaign, ad set, ad, creative, and Instant Form records. These references are normalized in the product so retries can reuse them instead of creating duplicates.
Current preview state
Dry-run mode refuses activation. An operator must resolve blockers, gather approvals, and pass the launch gate before any future live provider path can be used.
Campaign
Paused preview
meta:campaign:dry_run_1001
campaign:dry-run-1001
Ad set
Paused preview
meta:adset:dry_run_2001
ad-set:dry-run-2001
Ad
Paused preview
meta:ad:dry_run_3001
ad:dry-run-3001
Creative
Draft preview
meta:creative:dry_run_4001
creative:dry-run-4001
Instant Form
Draft preview
meta:form:dry_run_5001
instant-form:dry-run-5001
Partial failure handling: if one draft item fails, we keep the references already created and retry only the missing or failed piece. The retry should not duplicate campaign, ad set, ad, creative, or Instant Form records.
Lead delivery and quality
We separate where a prospect becomes a lead from where your team receives that lead. Raw lead counts and quality feedback are also kept separate so reports do not treat every form fill as a good opportunity.
Current lead delivery status
Meta Instant Form is the default first lead capture path when it fits the offer. Handoff remains the business-owned response process.
Alternate destination readiness
Use an alternate destination only when there is a clear business reason and delivery can be verified.
Managed Website Agent form
Ready after QAUse when the offer needs more proof or the business wants a higher-intent page before the form.
Mobile page, privacy path, form delivery, follow-up owner, and backup plan must be confirmed.
Existing website form
Verify onlyUse when the current site already converts and the customer wants to keep the familiar path.
The agency must verify the page works, leads arrive, and the response owner can act quickly.
Phone or booking path
Operator confirmationUse when calls or scheduled appointments are the real sales workflow.
Confirm hours, missed-call handling, booking availability, and what counts as a lead.
Quality feedback modes
The campaign can report quality directly, in weekly totals, or as unknown when feedback is not available yet.
Direct lead feedback
Available when leads enter this productUse this when leads come from Meta Instant Forms, managed forms, or another direct product-owned path.
Weekly aggregate feedback
Use for outside systemsUse this when leads go to an inbox, booking tool, phone workflow, or other system outside this dashboard.
Unknown quality
Lower confidenceUse this when raw lead counts exist but quality feedback is not available yet.
Quality categories
This is a lightweight rubric, not a sales CRM.
Good
qualified, booked, won
These leads look like useful sales opportunities.
Bad
unqualified, outside service area, spam or duplicate
These leads should reduce confidence or trigger a strategy review.
Unclear
new, contactable, lost, unknown
These leads need more follow-up before they prove quality.
Raw leads and test leads
Test leads stay visible as delivery proof, but they are excluded from performance and quality calculations.
Meta Instant Form
Awaiting booked-or-not feedback.
Today
Counts as raw lead
contactable
Managed form test
Visible for delivery proof only.
QA run
Excluded from performance
test lead
Weekly report
The weekly report explains what changed, what the numbers mean, what still needs customer input, and how confident the agency is in the recommendations. It is reviewed internally before it is sent.
Weekly report draft
Reporting period: June 17-23, 2026
Spend
$684
Current week-to-date ad spend
Raw leads
11
Test leads excluded
Good leads
3
Based on received feedback
Unknown quality
4
Awaiting customer feedback
Work completed
Blockers and client actions
Lead feedback
NeededConfirm whether the 4 unknown leads were useful, bad fit, or still in follow-up.
Response time
OpenTell us whether the team can respond inside business hours within 15 minutes.
Next actions
Recommended changes
Hold budget steady
Raw lead volume is present, but quality confidence is not high enough for a budget increase.
Improve lead qualification copy
Add clearer service-area and urgency wording before judging lead quality.
This report can be sent with an unknown-quality label, but the recommendation stays cautious until quality feedback is available.
Campaign and creative review
The agency turns approved working boundaries into a campaign plan, static creative drafts, copy options, and an Instant Form draft. You approve public claims, creative, form questions, destination, and launch readiness when needed. You do not approve technical provider payloads.
Campaign plan draft
Generate emergency HVAC estimate requests from Denver metro homeowners.
This plan can prepare draft campaign pieces only. Launch still requires approved public claims, creative, form questions, destination, funding, and a readiness gate pass.
Proof and claim boundaries
Public claims must be true, sourced, and approved before they appear in ads, forms, or pages.
Approved to use
AllowedLicensed local HVAC team, emergency repair service, Denver metro service area, and review-based proof once source links are confirmed.
Needs approval
Customer checkResponse-time wording, guarantee language, discount terms, before/after examples, and any named customer proof.
Not allowed
BlockedGuaranteed leads, guaranteed savings, fake before/after outcomes, unsupported review counts, or generated visuals that look like real completed customer jobs.
Creative and copy drafts
Static image generation is direct in this product path. Arcads is not required before the agency can prepare reviewable image ad concepts.
Static image drafts
Direct generation draftThe agency can directly generate static image ad concepts for review. Arcads is not required for this MVP path.
Copy variants
DraftedDefault draft set includes 5 primary-text options, 5 headline options, and 3 descriptions for operator review.
Creative QA
Needs operator passMisleading claims, fake proof, brand fit, image artifacts, aspect ratio, CTA match, proof permission, and policy-sensitive language still need review.
Instant Form draft
The first form is drafted for the Meta Leads path. The agency checks the fields, handoff, privacy language, and follow-up plan before asking for any customer approval.
Questions
DraftName, phone, service needed, ZIP code, urgency, and homeowner/renter qualification are drafted for review.
Lead handoff
Needs confirmationThe response owner and lead handoff destination must be confirmed before launch readiness can pass.
Customer approval
Required before launchThe customer approves public form questions and lead path, not the technical provider payload.
Website Agent preview
Preview review is allowed before production publish. The public domain stays blocked until an approval snapshot and QA evidence are attached to the exact site version.
Current managed site
The preview route targets one site record. Published content is intentionally separate from draft review content.
Readiness checklist
This is status visibility only. Operators record the underlying site, page, domain, tracking, form, QA, and publish-readiness records.
Preview link
ReadyThe draft can be reviewed on a preview URL before any customer-owned domain is connected.
Draft vs published
SeparatedDraft v2 is available for review. The production route still has no published version.
Domain ownership
Needs DNSThe customer-owned domain is tracked, but DNS and SSL are not verified yet.
Tracking
Needs reviewMeta Pixel and GA4/GTM values are recorded only after operator verification.
Managed form
DraftThe form questions and lead handoff are drafted but still need QA evidence.
QA evidence
Blocks publishMobile, form submission, tracking, privacy, and site-scoping checks must be recorded.
Publish approval
Blocks publishPublic publish requires an approved page snapshot plus QA evidence. Preview can exist first.
Public publish is blocked until the approved page snapshot and QA evidence match this site version. Preview review can happen first, but it does not create a production publish.
Onboarding intake
The intake separates the lead capture destination from the lead handoff destination and gives the operator enough context to draft working boundaries.
Approval
Approval covers ad-spend cap, starting daily budget, geography, exclusions, offer, destination, lead handoff, lead definition, public creative direction, proof, restrictions, and what the agency may change inside the envelope.
Approval queue
Each approval is tied to one exact version. Approved snapshots are kept as the record of what you agreed to; later material changes create a new version and replace the old approval where needed.
Campaign launch plan
First Meta launch for emergency HVAC repair in Denver metro
If the offer, service area, lead path, proof, or budget changes, this approval is replaced by a new version before launch.
Managed landing page
Public page copy, proof usage, form questions, and lead handoff
New public claims, proof, destination, or form changes require a fresh approval.
Launch readiness
Launch does not start just because onboarding or payment is done. We check access, funding, lead delivery, approved public content, tracking, policy risk, and the first monitoring plan before spend or public publishing begins.
Launch gate status
Current outcome: blocked until funding is confirmed. One warning also needs an approved waiver before launch can proceed.
Approved working boundaries
ReadyBudget cap, offer, service area, lead plan, and restrictions are approved.
Ad funding
Blocks launchLaunch cannot start until the billing owner confirms ad funding.
Lead handoff
ReadyNew leads can be delivered to the named inbox and response owner.
Page speed
Waiver neededThe page is usable, but slower than preferred. Launch can proceed only if this business warning is accepted.
First 72-hour monitor
The first monitor window is for delivery health, tracking, forms, page availability, lead routing, policy state, and spend pacing. It does not turn early learning-window noise into performance conclusions.
Monitor status
Hour 18 of first 72 hours
Health checks
Campaign delivery
HealthyThe launch is delivering inside the approved starting budget range.
Spend pacing
WatchingSpend is being checked against the daily and monthly guardrails.
Policy and review
HealthyNo active policy block is visible for the launch path.
Lead form
HealthyThe lead form is available and still matches the approved path.
Page availability
HealthyThe destination is available on mobile and desktop checks.
Lead handoff
Action neededThe business should confirm the named owner is receiving and handling alerts.
Conversion recording
WatchingRaw lead delivery is visible, but conversion confidence stays cautious during the learning window.
Mobile state
WatchingThe destination works on mobile. The agency is still watching page weight and usability.
Wrong geography or offer signs
HealthyNo spend outside the approved service area or offer has been detected.
Provider drift
WatchingThe agency is checking that provider objects still match the approved launch plan.
Data freshness
HealthyThe latest provider and internal data refresh is current enough for health monitoring.
Confidence labels
These labels explain how much evidence supports the agency recommendation. The first 72 hours normally stay cautious.
Insufficient signal
Not enough health or lead data exists yet for a useful recommendation.
Early directional
The agency can describe health direction while keeping recommendations cautious.
Actionable
There is enough evidence to recommend a specific fix or customer action.
Ready to scale
Reserved for later periods with stronger conversion and quality evidence.
Support status
The support ladder stays automation-first. Most normal launch checks stay internal and are summarized later unless customer authority is required.
Internal fix in progress
No customer approval neededRoutine health fixes, data checks, creative refreshes, and pacing checks stay with the agency unless they need your authority.
Client action needed
OpenOnly funding, access, approvals, business clarification, client-owned lead delivery, or unresolved material disruption should ask for your action.
Material disruption
Not detectedNo broken destination, wrong geography or offer, account restriction, or active wasted spend is currently visible.
When we ask for action
We do not ask you to approve normal learning-window checks. Client action is limited to these ownership or disruption cases.
Client action and notification gate
Customer notices are held unless client action or an unresolved material disruption is needed.
Confirm the response owner can handle new lead alerts during business hours.
This is a read-only launch monitor surface. Normal pacing, tracking, policy, provider drift, and early performance checks are handled by the agency unless one of the client-action rules above applies.
Manual exception notes appear here only when the agency had to step around automation and the outcome affects your launch or a future automation candidate.
Offboarding
This view shows what happens next when you ask to pause, transfer, disconnect, or cancel service. We keep the handoff clear without promising removal of records we are required to retain.
Offboarding request
Requested by Jordan Lee. Requested end date: July 31, 2026. Paid-through access: August 14, 2026.
New campaign changes, page publishes, and new report sends are paused while the agency confirms your choices.
Customer-scoped working data is queued for deletion or de-identification after export and required retention checks.
Campaigns
Pause at end date
Keep existing history visible, stop new agency changes, and pause active delivery after the confirmed end date.
Reporting access
Continue through paid-through date
Keep customer dashboard access open for exports, receipts, reports, and final status until the paid-through period ends.
Managed page
Transfer copy and assets
Export the page package so your team can keep using customer-owned copy, images, forms, and reports.
Lead handoff
Disconnect product routing
Remove product-managed lead routing after export and confirm where future leads should go.
Subscription
Cancel after paid-through date
Billing access remains available for receipts, payment history, export, and offboarding status.
Export, access, and removal status
Export package
Preparing
Includes customer-owned page assets, reports, approvals, task history, and integration summaries. It does not include internal-only notes or access tokens.
Product-controlled access
Queued
The agency will revoke or remove product-managed access after the final export and any required handoff checks.
Webhooks and lead routing
Scheduled
Product-managed webhooks and lead routing are removed so new leads no longer flow through this workspace.
Subscription removal
Paid-through
Recurring service is set to end after the paid-through period while billing records remain available.
Records retained after offboarding
Cancellation does not mean every record disappears. We retain a narrow set of records for audit, legal, accounting, and security reasons while removing or de-identifying customer-scoped working data according to the offboarding plan.
Endpoint contracts
These UI forms expose the first internal vertical-slice path. Some dashboard-only helper routes remain placeholders, while implemented API routes are listed without a pending marker: /api/free-options/meta-audit, /api/free-options/ad-strategy, /api/billing/checkout, /api/intake, /api/operating-envelope/approve, /api/operating-envelope/request-changes, /api/approvals/[approvalId]/decision, /api/launch-gates, pending: /api/meta/connections, pending: /api/meta/dry-run-builds, pending: /api/sites/managed-preview, /api/package-selections, pending: /api/dashboard/connections, pending: /api/dashboard/campaign-plan, /api/dashboard/creative-review, /api/dashboard/lead-quality-mode, /api/dashboard/lead-feedback, /api/dashboard/lead-feedback/aggregate, /api/operator/reports, /api/operator/launch-monitor-checks, /api/operator/support-escalations, /api/operator/manual-exceptions, /api/dashboard/offboarding.