Client Roster
Every client's account and status. Click a row to view full details or correct any field — search above to find one quickly.
| Business | Owner | Plan | Status |
|---|
No clients found.
Case Pipeline
Every active campaign case. Allen advances phase and status as work progresses — use the dropdowns to correct or override either one manually at any time.
| Case | Client | Type | Phase | Status | Started |
|---|
No cases found.
Deliverable Publisher
Reports and creative for clients. Create draft versions, then publish one when it's ready — internal drafts never overwrite what a client currently sees until you publish.
| Title | Client | Category | Versions | Client Sees |
|---|
No deliverables yet.
Request Center
Client-submitted change requests. Allen classifies and executes routine ones automatically; click any row to reclassify, execute, deny, or reopen it yourself.
| Client | Type | Description | Classification | Status |
|---|
No requests found.
Support Queue
Client support tickets. Allen classifies, replies to, and resolves routine ones automatically; click any row to reply, reclassify, reassign, or close it yourself.
| Client | Issue Type | Priority | Assigned | Classification | Status |
|---|
No support tickets found.
Meta Connections
Each client's Meta ad account connection — the source of every lead. Allen checks these automatically and you can run a check anytime; reconnecting always requires the client's own Meta login.
| Client | Page | Ad Account | Status | Last Verified |
|---|
No Meta connections found.
System Health
Whether IDoMarketing's own automated systems are actually running. A service that stops checking in shows as Action Required, not Healthy — silence is never treated as fine.
| Service | Status | Last Checked | Last Success | Details |
|---|
No health data yet — run a sweep.
Documents
Files shared with clients — reports, creative, brand assets. Upload one, then publish it when it's ready; publishing notifies the client, while review and withdraw stay internal.
| Name | Client | Category | Uploaded By | Status |
|---|
No documents found.
Tasks
To-dos for a client or for IDoMarketing internally. Create, reassign, complete, or cancel any task here — a new Client Action task notifies the client automatically.
| Task | Client | Type | Priority | Due | Assigned | Status |
|---|
No tasks found.
Calendar
IDoMarketing's own internal schedule — deadlines, App Review timelines, campaign launches. Never seen by clients. Click a date to add an event; task due dates appear as a read-only reference.
Intelligence Library
Client-facing research, scoped to one client's own selected objective. Draft here, review, then publish — a client only ever sees a published item for their own case, never a draft, never another client's research, never the underlying taxonomy.
| Title | Client | Case | Category | Tier | Status |
|---|
No research items yet.
Governance Rules
No rule is active until you explicitly activate it. With zero active rules, every research item routes to your review — that's the correct starting state, not a gap.
| Match (category / source / tier) | Action | Status | Approved By |
|---|
No governance rules proposed yet.
Approval Patterns
Your own past review decisions, grouped by category/source/tier — the evidence base a candidate governance rule would be built from.
| Category | Source | Tier | Approved | Modified | Restricted | Rejected | Total | Most Recent |
|---|
No review decisions recorded yet.
Access Flags
Volume, enumeration, and repeated-similar-query signals from real client search activity. A flag never blocks anything on its own except a sustained High-severity volume spike, which briefly slows that client's own requests — never other clients, never a silent permanent block.
| Client | Type | Severity | Detail | Status | Created |
|---|
No access flags yet.
Client Queries
What clients are actually asking. A "No match" row is a real research-gap signal — a real client question your published research doesn't yet answer — not an error.
| Client | Case | Question | Outcome | Asked |
|---|
No client questions asked yet.
Discovery
Raw intake submissions and the Advertising Objective Records built from them. Preliminary objectives are not authorization to begin anything — only a Confirmed objective (finalized at the Discovery Meeting) unlocks Phase 2 Research for its case.
Client Intakes
The client's raw, as-submitted answers. Superseded rows are kept as history, not deleted.
| Business | Client | Service Selected | Status | Submitted |
|---|
No intake submissions yet.
Advertising Objective Records
The governed, per-case source of truth. A client may have more than one of these over time — one per case, not one per client.
| Client | Service | Case | Standard Price | Potential Lead Value | Status |
|---|
No advertising objectives yet.