Customising Pipeline Stages
You can define your business’s pipeline flow in **Settings → Stages**.
Article Creator
The **Article Creator** helps you generate detailed, well-researched 2,000-word marketing articles tailored for financial advisers, accountants, and mortgage brokers. It ensures clarity, authority, and a tone that fits your brand.
Adding New Clients
To add a client opportunity manually, click **+ Add New Client** (top right of the Pipelines page) and complete the form fields:
A month's marketing done in 1 hour
By leveraging AI tools, content templates, and batch production techniques, you can maintain a strong LinkedIn presence, grow your network, and drive engagement—without spending hours on each individual post.