Where most teams get stuck
Strategy decks take days and go stale. Clients want to see the next five things.
What your plan is built from
Each client gets their own scan: their site, their competitors, their Search Console and Analytics if they grant access. Nothing is shared between workspaces.
The plays that usually rank highest
Your own plan is built from your website and numbers, but this is the shape it normally takes.
- A ranked plan per client from their own numbers
- Shareable plan links for approval
- Reply opportunities you can service as a retainer line
- Reporting tied to shipped plays rather than activity
- A pitch document built from the first scan of a prospect's site
Agents worth running
Agents run per workspace, so each client gets their own board. Nothing is ever posted for you. gtm.help finds the conversation and drafts the reply; you read it, edit it and post it from your own account.
One play, in full
Turn the first scan into the pitch
A ranked list of a prospect's own gaps beats a credentials deck in the first meeting.
- Scan the prospect's site before the call
- Take the top three plays and add what you would charge to run each
- Share the plan link so they can read it after the meeting
- Convert the accepted plays into their board on day one
- Effort
- Ten minutes per prospect
- Payoff
- A concrete, costed first ninety days instead of a proposal
Before you start
Can I keep clients separate?
Yes. Each client is its own workspace with its own plan, agents and history.
Can clients see the plan without a login?
Yes, through a shareable plan link. They cannot change anything from it.
How is this priced for multiple clients?
Pricing is per workspace. Add clients as you win them and remove them when a retainer ends.
Is the plan really specific to my business?
It is built from your website, your category and any tools you connect — not a template.
What does it cost to try?
The scan and preview are free. The full workspace is a seven-day trial, then $97 a month.
See your own ranked plan