Watch exactly what you get, and what your clients get.
Three real screen recordings, stitched into one video. First your agency dashboard: inviting a client, reviewing their diagnostic, running the live session. Then the owner dashboard your clients work daily between your meetings. Then the 15 to 20 minute client intake. Sample data, real engine output. Captions on screen.
Answer the same 15 to 20 minute intake your clients would, about your own business, and see the diagnostic it produces before you decide anything.
Want the deep written breakdown?
Every section of what you see in the video, laid out as a reference you can scan: the five-tab client CRM, the six safeguards, the pipeline statuses, every FAQ.
See the full breakdown →Business owner, not an agency?
If you want to work with Jake directly as your advisor on top of the same system (monthly or bi-weekly meetings on your diagnostic), the owner lane lives on its own page.
See 1:1 consulting with Jake →