Roadmap

Now (this sprint)

• pending Apply add-client-tier.sql + add-client-info.sql to the production Supabase project. Backfill tier labels and primary contact names for every active client so the new HubNav and greeting render with real data.
• pending Force re-authentication of every existing Google integration so the Google Ads scope works for every client. Affects ~60% of active clients.
• pending Wire Meta Ads to all paying clients (currently only Denver). Audit each Meta account's permission grant.
• pending Ship n8n workflow templates for Email / SMS counts. One template per GHL location, dispatched on weekly schedule.

Next

• planned Microsoft Clarity integration. Either via Clarity Data Export API or via a small n8n proxy. Adds 4 metrics (sessions, rage clicks, dead clicks, scroll depth).
• planned SE Ranking as a possible replacement or supplement to DataForSEO. They have an MCP server we could integrate with, plus richer agency-tier reporting. Decision still open — see DataForSEO.
• planned GHL Lead Type Breakdown: qualified calls (≥60s), unique first-time callers, walk-ins, outbound contact attempts. Pure GHL extension, no new integration.
• planned Local Dominator native integration — replace iframe embeds with API calls so the geo-grid data lives in our DB and can be reported on.

Later

• planned AI Insights panel — daily summary of what changed and why, generated by an LLM that has access to the metrics and a small business-context prompt.
• planned Per-stage cycle time in the GHL pipeline (how long a lead sits in each stage on average).
• planned Multi-location client support (one client row, multiple GBP locations, multiple GA4 properties — aggregated views).
• planned Submit Request inbox UI for admins (currently surfaces in Slack only).
• planned "View as client" toggle for admins so they can preview the read-only experience without logging out.
• planned Email-scheduled PDFs — auto-deliver the monthly report on the first of every month.

Explicitly not doing (for now)

• A native mobile app. The dashboard is responsive enough for tablet and good enough for phone in a pinch.
• White-labeling for client subdomains. Unnecessary complexity at our scale.
• A query builder / custom dashboard configurator. Adds support burden, dilutes the curated view we sell.
• Multi-currency. Every client we serve operates in USD. Add it the day a non-US client onboards.