Sales

Prospecting

Prospect records, demos, and sales-ready growth previews.

Prospect PipelineSetupCompanies marked as prospects and ready for sales follow-up.Demo WorkspacesSoonUse client records to show prospects what activation would look like.PowerPage DemosSoonFuture PowerPages™ previews that demonstrate the SEO process.

Clients

Relationships

Clients

Client and initiative context for the work.

Client PortfolioLiveAll accessible clients and initiatives.Client GroupsSetupSaved subsets such as assigned, launch, or at-risk clients.Client SetupLiveCreate and connect real client context.

Client jump

View all

Add your first clientCreate client context before growth work starts.

Plan

Planning

Plan

ProfitPaths®-driven planning across channels and capabilities.

OverviewLiveAll planning areas and the operating loop from ProfitPaths® to meetings.StrategySetupMarketing Action Plans (MAPs), Automation Mastery Plans (AMPs), and ProfitPaths® design.AdsLiveGoogle Search validation, account imports, pacing, and search-term review.SEOSoonOn-site SEO with PowerPages™ and on-page content, Digital PR, and technical SEO.ContentSoonOffer angles, page copy, article drafts, email, and cross-channel asset work.DesignSoonBriefs, wireframes, mockups, conversion UX review, and handoff approvals.WebsitesSoonLanding pages, conversion paths, technical website work, and QA records.SocialSoonOrganic calendar planning, post drafts, creative needs, scheduling, and learning loops.AutomationSoonAMP opportunities, workflow plans, implementation handoffs, and adoption checks.

Work

Execution

Work

Planned work, assigned tasks, activity, and follow-through.

My WorkSetupAssigned tasks and follow-through.Team WorkSoonShared operational queue across clients.Due SoonSoonTime-sensitive work once due dates are live.CompletedSoonFinished work and outcomes.

Approvals

Human review

Approvals

AI-prepared actions waiting for decisions.

Ready for ReviewLiveReal pending Ads reviews and future shared approvals.Needs More InfoSetupBlocked decisions that need evidence or context.ApprovedLiveApproved decisions from Ads and future shared records.RejectedLiveRejected or declined actions for review and learning.HistorySetupDecision audit trail once shared history records mature.

Reports

Outcomes

Reports

Executive updates, ROI, and performance proof.

PerformanceSetupOutcome reporting from connected source data.Monthly ReportsSoonExecutive-ready client updates.BenchmarksSoonCross-client comparison after benchmark contracts exist.

Insights

Signals

Insights

Opportunities, risks, wins, and evidence.

OpportunitiesSetupReusable growth opportunities from real evidence.RisksSoonBudget waste, conversion issues, and operating concerns.WinsSoonValidated outcomes for meetings and reports.

Meetings

Operating memory

Meetings

Agendas, notes, decisions, and follow-ups.

UpcomingSoonScheduled client and internal meetings.AgendasSetupAgenda planning from client context.DecisionsSoonMeeting decisions that feed work and history.Follow-UpsSoonExtracted follow-through once meeting records are live.

Settings

Company

Settings

Organization, users, roles, connections, templates, billing, and client setup.

OrganizationLiveActive company settings and agency workspace controls.UsersLiveInvites, active members, and access lifecycle.RolesLivePermission roles, approval authority, and admin gates.ConnectionsLiveGoogle Ads connections and account mapping.TemplatesSoonApproval, meeting, report, and workflow defaults.BillingSoonLicensing and subscription controls.Client ConfigurationSetupClient setup defaults, portal settings, and growth-area configuration.

Invite-only workspace access

Sign in to the 5K AI workspace.

Access campaign operations, agent timelines, and settings after a 5K admin approves your workspace access.

Protected ProfitPathsGoogle OAuthInvite approvals

Routing

Sign-in returns you to the route you requested before authentication.

Requests

New accounts without an invite go to the 5K team for approval first.

Security

Session refresh and callback flows are centralized and production ready.

Secure access

Workspace access

Continue with Google to sign in or request private-preview access.

Google sign-in is required for workspace access. If your account is not approved yet, we will send your request to the 5K team first.

5K AI is operated by Conklin Media LLC d/b/a 5K.co.