Scaling Edge HQ
👥 Team capacity
Top ad accounts (by spend)
| Client | Spend | Leads | Booked | CPA |
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Recent applicants
| Name | Role | Stage | Applied |
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Ask HQ
Live data from ClickUp, GHL, Meta, Fathom, DriveWhat do you want to know?
Scaling Edge Marketing
View landing page ↗Leads 0
| Name | Contact | Website | Business | Budget | Timing | Status |
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Booked calls 0
| Name | Contact | Website | Business | Budget | Timing | Booked |
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Booked Sales Calls
| Name | Source | Type | Outcome (tap to set) | Cash contracted | Cash collected | Call date | Booked |
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Content Coach
Weekly Instagram coaching from your own post data plus rival creators' outliers. It analyses and coaches, it never writes your posts.Team OS
Client Management
Ad Ops
Scheduled media-buyer workflows across every client ad accountAd Compare
Side-by-side competitor ad comparisonClient Tasks
Live mirror of ClickUp · changes write backClient Meetings
Fathom feed — Javen + Scaling Edge accountsClient Marketing Performance
Pick a client to see their full performance dashboard| Client account | Spend | CTR | CPC | Link clicks | Leads | CPL | Booked | CPA |
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Sales Reverse Engineer
Your Goal Numbers model: type your targets and rates, see exactly what the funnel must produce.🎯 Goal Numbers
Gold boxes = you fill in. Everything else calculates live. Save shares it with the team.Funnel Simulator
Change any input and the whole money model recalculates: projection, averages per sale, monthly and weekly targets.🧮 Funnel calculator — change any blue input and the whole model recalculates
Bottleneck Analysis
Diagnose the leak by funnel type (VSL, Lead Form Hybrid, Webinar, Cold Outbound). Benchmarks blend Jeremy Haynes' frameworks with cross-industry B2B high-ticket data.📉 Funnel diagnostic
Fill only the blue column with this period's numbers. Percentages as %, costs in £. Leave a row blank if you don't track it. RED = below the industry floor, AMBER = between floor and good, GREEN = at or above good. Fix the highest-up red first.
Hiring Pipeline
Shareable application links per roleApplication links
Staff Training
Onboarding portal, training videos, and SOPs in one place🎬 Staff training portal
Our Loom videos live inside the Scaling Edge community on GoHighLevel. Click below to open it.
📚 Quick SOP lookup
Admin Settings
Manage clients, configs, and integrations👥 Clients
Add or update client wirings (PIT, location ID, ad account, calendar IDs). Validates against GHL live.
📋 Wired clients
Clients currently wired into the Client Marketing tab.
🛠 Integrations status
🔗 ClickUp connection
Uses an OAuth token that never rotates — connect once and forget it. Personal tokens (used before) get regenerated every ~2 weeks; OAuth persists forever unless you revoke it.
🛠 AI Editor full agent
Talk to it like a developer on your team. It searches and reads the dashboard code itself, makes the edits, checks its own work, can look at live client and ad data, and ships to the live site when you tell it to. Multi-step requests and follow-up messages are fine. Everything it publishes is reversible from the version history below. It can change and deploy the backend too: the APIs, the lead funnel pages and the hiring form.