The client portal

Every number,
in plain words.

One private page per client, refreshed every night from the systems you already run. Every number carries a note on what it means and what we are doing about it. Built for a phone, read in five minutes on the first of the month. The pictures on this page are drawn mock-ups of the real thing, with sample data.

SAMIA DASH SAMPLE DATA OCTOBER AT A GLANCE SAFFRON TABLE · UPDATED NIGHTLY COVERS 4,102 ▲ 4% on September RESERVATIONS 948 ▲ 10% on September COST PER BOOKING $8.85 ▼ 17%, a good sign GOOGLE RATING 4.6 47 NEW REVIEWS Covers by week DINE-IN DELIVERY OCTOBER · FOUR FULL WEEKS OCT 1 OCT 22 WHAT THIS MEANS

What is on the page

Nine tabs, one story,
no jargon.

The page opens on the month in one paragraph, written by a person, followed by six numbers and what we are doing next. Below that, a tab for each part of the business: Overview, Covers, Marketing, Reviews, Finance, Billing, Deliverables, Approvals and Reports. Three of them are drawn here; the samples are the real, interactive pages.

Marketing

Every campaign as a card.

Name, platform and a live dot. The month's budget against what has been spent so far. Results, and the cost per result against the target you agreed and the cap that pauses it. Under the card, the ads themselves, drawn as they appear on a phone, and a link to the plain-English rules that run them.

Beside it, a funnel from impressions to bookings, a split by platform, and the connected sources with the time each was last read. The booking count comes from your booking system, never from the ad platform's own report.

The Marketing tab on the sample ↗

MARKETING Saffron Table · October SAMPLE DATA LIVE META · INSTAGRAM + FACEBOOK · SINCE SEP 5 WEEKEND BRUNCH Objective: brunch tables, Sat and Sun, 11 to 2 MONTH BUDGET $700 · SPENT TO DATE $640 118BOOKINGS $5.42PER BOOKING $7 / $10TARGET / CAP COST PER BOOKING AGAINST THE CAP $0 $7 TARGET $10 CAP UNDER THE LINE IS GOOD · LAST READ 2:00 AM FUNNEL · OCTOBER, PAID ADS IMPRESSIONS148,000 CLICKS3,420 PAGE VISITS2,960 RESULTS217 206 BOOKINGS + 11 ENQUIRIES RESULTS = 7.3% OF VISITS MARKETING Saffron Table · Oct SAMPLE DATA LIVE SINCE SEP 5 META · INSTAGRAM + FACEBOOK WEEKEND BRUNCH Brunch tables, Sat and Sun, 11 to 2 MONTH BUDGET $700 · SPENT $640 118BOOKINGS $5.42PER BOOKING $7 / $10TARGET / CAP COST PER BOOKING AGAINST THE CAP $0 $7 TARGET $10 CAP UNDER THE LINE IS GOOD FUNNEL · OCTOBER, PAID ADS IMPRESSIONS148,000 CLICKS3,420 VISITS2,960 RESULTS217 206 BOOKINGS + 11 ENQUIRIES RESULTS = 7.3% OF VISITS

Drawn mock-up · sample data

Finance

Invoices, and the leaks to plug.

Revenue and profit with a line for each month, the cash position, and the invoices you sent: paid, open and overdue, with who owes what and how many days late. Then leaks to plug: five to eight concrete places money is going that should not be, each with a monthly estimate you can check against the numbers on the page, the evidence, the fix, who owns it, and whether it is open, being fixed or plugged.

Our own invoices to you sit on the Billing tab: the plan, the amount, the next date, the past ones. Nothing about money is hidden on a page about money.

The Finance tab on the sample ↗

FINANCE Saffron Table · October SAMPLE DATA INVOICES YOU SENT · OFFICE CATERING, OCTOBER · FROM QUICKBOOKS PAID 2 $1,650 in October OPEN 1 $900, not yet due OVERDUE 1 $850 · 10 days late LEAKS TO PLUG SEVEN LEAKS, ABOUT $10,600 A MONTH · EVERY ESTIMATE COMES FROM A NUMBER ON THIS PAGE FIXING Friday no-shows 22 OF 200 PARTIES DID NOT ARRIVE · DEPOSITS FROM NOV 8 · YOU $1,800 OPEN Delivery-app commission $4,900 OF ORDERS AT 3%, NOT 22% · ORDER-DIRECT CARD · SAMIA $930 FIXING Card fees on the wrong plan 2.8% OF SALES, 2.5% ON THE RIGHT PLAN · ONE FORM · BOOKKEEPER $405 FINANCE Saffron Table · Oct SAMPLE DATA INVOICES YOU SENT · CATERING, OCTOBER PAID 2 $1,650 IN OCTOBER OPEN 1 $900 NOT YET DUE OVERDUE 1 $850 10 DAYS LATE LEAKS TO PLUG SEVEN LEAKS, ABOUT $10,600 A MONTH FIXING Friday no-shows $1,800 22 OF 200 PARTIES DID NOT ARRIVE FIX: $25 DEPOSITS FROM NOV 8 · YOU OPEN Delivery-app commission $930 ONE ORDER IN FIVE ($4,900) AT 3%, NOT 22% FIX: ORDER-DIRECT CARD IN EVERY BAG · SAMIA FIXING Card fees on the wrong plan $405 2.8% OF SALES; 2.5% ON THE RIGHT PLAN FIX: INTERCHANGE-PLUS PLAN · BOOKKEEPER

Drawn mock-up · sample data

Approvals

One queue for everything that needs your yes.

New creative, a new audience, a budget change above 10 percent, a new page on your site, any claim about price or health: each waits here with the rule that queued it. Approve from your phone or ask for changes. If we hear nothing, we hold it and ask again; nothing is ever sent on a guess.

The software that watches the rules and fills this queue is called Samia bot. It gathers the numbers at night and applies the rules you approved in the morning. It never writes a new ad or spends outside the budget on its own; that waits for a person, and every action it does take is logged on the page with the number that triggered it.

The Approvals tab on the sample ↗

The rules on the sample campaign ↗

APPROVALS 6 WAITING SAMPLE DATA CREATIVE Instagram post: Thanksgiving pre-orders open Caption and three photos · goes out Nov 10 at 4:30 p.m. · due Nov 7 RULE: ANYTHING PUBLISHED IN YOUR NAME WAITS FOR YOU APPROVE Ask for changes BUDGET Weekend brunch: $500 more in November Brunch bookings cost $5.42 in October · $1,200 in November instead of $700 RULE: ANY BUDGET CHANGE ABOVE 10% OF THE MONTH’S PLAN APPROVE Ask for changes CLAIM Claim check: 4.8 stars, 1,240 reviews Search ad says 4.8 from 1,240 reviews; your listing shows 4.6 from 1,284 RULE: EVERY NUMBER IN AN AD MUST MATCH A SOURCE WE CAN SHOW APPROVE Ask for changes THREE MORE BELOW: OFFICE CATERING PAGE · THANKSGIVING EMAIL · WINTER TABLE AUDIENCE APPROVALS 6 WAITING SAMPLE DATA CREATIVE Instagram post: Thanksgiving pre-orders Caption and three photos · Nov 10 · due Nov 7 RULE: ANYTHING IN YOUR NAME WAITS FOR YOU APPROVE Ask for changes BUDGET Weekend brunch: $500 more in November $5.42 a booking in October · $1,200, not $700 RULE: BUDGET CHANGES ABOVE 10% WAIT FOR A YES APPROVE Ask for changes CLAIM Claim check: 4.8 stars, 1,240 reviews Your listing shows 4.6 from 1,284 · ad held RULE: EVERY NUMBER IN AN AD NEEDS A SOURCE APPROVE Ask for changes THREE MORE: CATERING PAGE · EMAIL · AUDIENCE

Drawn mock-up · sample data

Tab by tab

What each one
is for.

The same nine tabs for every client, with the second one renamed to fit the business: covers for a restaurant, patients for a practice, jobs for a contractor, matters for a firm.

Overview

The month in one paragraph, what we are doing next, the six numbers that matter, and anything that needs your attention this week.

Covers

The thing your business counts, by day and by hour: covers, patients, jobs or matters. Where the bookings came from, the no-shows, the top sellers.

Marketing

Campaign cards, the ads, the funnel, the platform split, and the connected sources with the time each was last read.

Reviews

Your rating and the new reviews, what people said, the words they use, how long each review waited for a reply, and one reply so you can hear the voice.

Finance

Revenue and profit, cash, the invoices you sent, bills due this week, your costs, and the leaks to plug with the arithmetic behind each one.

Billing

Our own invoices to you: the plan, what it covers, the amount, the next date and the past ones. Ad spend goes from you to the platforms; we never hold it.

Deliverables

What we made this month, piece by piece, with what each one did and its status: done, waiting on you, scheduled.

Approvals

Everything waiting for a yes, with the rule that put it there. Approve or ask for changes from your phone.

Reports

One page a month, written and signed by a person once the books close, kept so you can read the whole year in order.

How a number gets to the page

Connected, gathered,
checked, explained.

Nothing on the page is typed in by hand, and nothing on it is a platform grading its own homework. A booking is counted where the booking lives.

Connect

Your booking system, point of sale, ad accounts, reviews and books, each through its own partner or read-only access. You grant it from inside the platform and can remove it any time. We never hold a password.

Gather

Every night, Samia bot reads each source and rebuilds the page. Each source card shows when it was last read; if a connection breaks, the card turns red and we fix it before morning.

Check

Results come from the system that holds them, never the ad platform. A test booking has to show on the page before any campaign spends. A person reads the page before the monthly note goes out.

Explain

Every number carries a note on what it means and what we are doing about it. The monthly report is written in full sentences and signed with a name.

Signing in and privacy

Yours to read.
Nobody else's.

Each client sees only their own page. There are no passwords to remember and no app to install; it is a web page that works on any phone.

Signing in

Once our domain is live, you sign in with a one-time code sent to your email, through Cloudflare Access. No password, nothing to reset. The four samples are open to anyone, with sample data.

What we store

The totals the sources give us, the notes we write, the approvals and who gave them. Never your customers' card numbers. Connections are read-only; you can remove our access from inside each platform at any time.

Sample or live

Every page says which it is. The samples carry a yellow Sample data chip. A connected client's page shows when it was last updated and that the numbers are live.

The four samples

Open one.
Click around.

Four businesses, four sets of numbers, all sample data. Switch the range, hover the charts, open the Finance tab, approve a post. Judge whether it is a report you would actually read on the first of the month.

With Launch, Partner and GrowthIncluded live from day one
Finance tab (the Finance dashboard add-on)$2,500 set-up, then $450 a month
RefreshedNightly at 2:00 a.m., every source
Monthly report1 page once the books close, signed by a person

Start here

Tell us about
the business.

Three questions, two minutes. We reply within one working day; after a thirty-minute call you get a two-page plan and a fixed price. Your dashboard is live from the first week.

Notes from the agency

An email when we have something useful to say.

What is working for owner-run businesses, in plain numbers. No schedule and no selling. Leave any time by replying.