Convey Growth · Command Center
The whole book of business. Every brand, both lanes, the lifecycle, live agents, and Convey's own revenue. Open any brand and its dashboard wears that brand's colors.
in your corner.
CONVEY · INTERNAL
Active brands
3
+ 1 prospect
Live dashboards
1 / 3
SQ1 wired · others onboarding
Client rev tracked · 30d
$31,615
SQ1 (1 of 3 wired)
Convey MRR
–
Dale's sheet (interim)
Team
2
Dougie · Dale
Who directs what
the agents own the work · we direct themDougie
Brand · creative · design & gamification
- Brand, positioning & canon (voice, guardrails, facts)
- Audience & ICP research (Delphi, cohorts)
- All decks + sales / investor narrative
- TikTok Shop kit (listings, images, pricing, copy)
- Website design + front-end build (wireframes → Figma → theme)
- Gamification of retention & LTV (taste finder, pack-your-box, Subscriber HQ, gift-every-3rd)
- All ad creative + UGC + creator engine
- Pushes websites live (with Dale)
Directs: Delphi · Essy · Eddie · Lumen · Sloane · Spotlight · Designer · Mr. Buggy · Portia · Roast
Dale
Media · CRO · retention · Shopify · lifecycle
- Paid media buying + ads engine (8 cohorts)
- Approves Dougie's ad creative
- Front-end CRO + on-site testing
- Klaviyo flows + email deliverability
- Retention, LTV + sales lifecycle (subscriptions, upsell, build-a-box)
- Brand calendar management
- Owns the Shopify backend + automation toolkit
- Measurement stack (Meta pixel/CAPI, GA4, Clarity)
- Inventory / catalog audit
- Pushes the websites live
- Weekly operating cadence (5 rituals) + scorecards
Directs: Fable 5 stack · media · measurement · Klaviyo · Shopify agents
Shared
both of us, together
- Financial models & margin (both run them)
- Growth strategy + the plan
- Wednesday Ship Day
- Launch (Dougie + Dale publish together)
Client lifecycle
every lead runs the same 10 stages0Prospect
1-2Pitch
3-4Packet
5Diagnostic
6-7Money+Kickoff
8-9Build+Operate
Full step-by-step: CLIENT-LIFECYCLE-CHOREOGRAPHY.md
Agents · live feed
who's working where · both stacks · goes live in Phase 3AgentOwnerBrandStatusLast action
DelphiDougieSweet Addison'sIdleDelivered 3 ICPs + pain points
PortiaDougieSquare OneIdlePolicies + ADA/WCAG pass
Mr. BuggyDougieSquare OneIdleWebsite QA + regression gates
Designer / EddieDougieSquare OneIdleComposition + founder-footage edits
RoastDougieConvey (strategy)IdleReshaped the scale model
Fable 5 stackDaleSquare OneActiveOrchestrating Dale's agent runs (specifics TBD)
The brands
click into each · badge shows stageSquare One CoffeeBuild
Specialty coffee · Lancaster PA · TikTok Shop + DTC
Stage 8-9 · Build + Operate
DougieDale
Full Brand OS: lifecycle, cadence, progress, every file, dashboards, access, measurement, open items.
Open Brand OS →NexusbodyClient
Med spa · branding TBD
Stage 0-5 · onboarding
Dale
In REPO-SYNC/clients. Brand OS + theming to be built when instrumentation and brand kit are in hand.
Brand OS pendingWisdomfeedPartner
Partner brand · branding TBD
Stage TBD
Dougie
In REPO-SYNC/clients. Brand OS + theming pending.
Brand OS pendingSweet Addison'sProspect
Clean GF+DF cookies & brownies · Addison LaBonte
Stage 3-4 · Packet
DougieDale
Factory-prepared before the call: audience, pain points, teardown done. Wedge = no TikTok/Meta pixel + no TikTok Shop despite a 1.7M-follower founder.
Open Brand OS →+
Add a brand
Duplicate the template, drop in their palette, wire their data.
Convey $ · our revenue
money in & out, for usMRR
–
Dale's sheet (interim)
Install rev · 30d
–
Dale's sheet (interim)
Pipeline (weighted)
~$2k/mo
Sweet Addison's quote
Expenses · 30d
–
tools + contractors
DFY capacity
3 / ~12
active vs healthy cap
| Brand | Model | Install | Monthly | Status |
|---|---|---|---|---|
| Square One | Commission on net profit | — | variable | Build · pre-launch |
| Sweet Addison's | Install + TikTok mgmt + creative | $2,500 | ~$2,000 (+ Euka) | Prospect · likely closing |
| Nexusbody | TBD | — | — | Onboarding |
| Wisdomfeed | Partner | — | — | Active |