Paid search proposals

The Proposal Builder now sells paid search: Google Ads, Local Services Ads and ChatGPT Ads, forecast against what the prospect will pay for a customer.

NewPaid search proposals

Proposals for Google Ads, Local Services Ads and ChatGPT Ads, measured against what the prospect will pay for a new customer. The forecast updates live.
The plan opens with the economics, and intake is modeled as its own step, so a weak phone process shows up before you launch.

Learn how: Building a PPC proposal →

NewAccount audits

Prospect already running ads? Upload their Google Ads exports and an audit of the live account goes into the proposal.

Learn how: Building a PPC proposal →

ImprovedKeyword research you can trust

One keyword table for the whole account, with sorting that sorts and a scrollbar you can see.
Close variants count once, each platform keeps its own demand, and the research only keeps keywords worth buying.

NewSEO and paid in one proposal

Tick SEO and Paid Digital and the deck makes both cases, with one plan covering them.

Learn how: Starting a proposal →

Every change in this release window

The smaller updates we shipped from Oct 29, 2026 to Nov 4, 2026, until the next release. See the full changelog for everything.

Nov 3, 2026

FixedReporting: The CallRail calls panel loads again.

Nov 2, 2026

NewClaude: Sales Assistant Agent in the Library. It briefs you before discovery calls, writes them up afterwards and keeps your open proposals in front of you.

ImprovedReporting: The nightly report refresh runs on its own schedule and backs off when a source is busy, so it finishes more reliably.

Oct 31, 2026

FixedReporting: Very large data pulls no longer fail partway through.

Oct 29, 2026

ImprovedTeam: Your sales team can edit the agency profile, and every agency setting has its own screen.