Mission Control
Close Kit
Live Stripe links — text one to a client and close on the spotToday's briefing
Upcoming follow-ups
Pipeline →Recent deals
View all →Reviews to approve
View all →Pipeline
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Call-backs & tasks
Set a follow-up date + time on any deal and it shows up hereUp next — keep dialing
Furthest along in the cadence first, then fresh leadsClients
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Client Intake / Onboarding
Everything needed to kick off a build. Saves straight into Clients.
Client onboarding link
Send this to a new client — their answers land in Submissions belowhttps://app.gorallymedia.com/onboard.html
Submissions
Portfolio
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Reviews
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SMS / A2P Readiness
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Analytics
Your pipeline by the numbers.
Deals by stage
Value by stage
By pipeline
Client status
Build Studio
Fill in a prospect → get the complete build brief → hand it to Claude → full demo site. Same formula that built Pittman & Lawn N Order.
Your build brief — paste this to Claude
Open Claude (Cowork), paste the brief, and it builds the full site — pages, photos, chatbot, everything — into your Rally folder.