Dash

For agencies and marketing teams

Client accounts, briefed before calls.

Client briefs, monthly reports and campaign numbers, assembled across every tool the account actually touches.

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Connects to all the tools you use

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Four jobs before the client call.

01

The account, fifteen minutes out

What you promised at the last review, what is open, what they complained about, and who stopped replying.

HubSpotGoogle AnalyticsGoogle DriveSlackGmail
Try: @Dash brief me on the Northgate account before my three o'clock call.

02

The monthly report, drafted

Assembled across the ad platforms, analytics and the CRM in your format, and held for you before it goes out.

Google AnalyticsGoogle AdsMeta AdsHubSpotGoogle Slides
Try: @Dash draft the monthly Northgate report in our usual format and hold it.

03

The campaign audit

What is spending, what is converting and what should be paused, with the numbers behind every call.

Google AdsMeta AdsGoogle AnalyticsSlackGoogle Sheets
Try: @Dash audit the Northgate campaigns and tell me what to pause this week.

04

The prospect, researched first

Their business, their reviews and who you would be talking to, with every claim linked to its page.

Google SearchLinkedInHubSpotGoogle DocsSlack
Try: @Dash research Northgate Dental before the pitch and link every source.

Every account.
One brief.