Clients

New Client

Add a client and configure their services.

Client Name

Industry

Primary Service Area

City · State abbreviation · Radius in miles (default 25)

Lead Terminal Location ID

Lead Terminal Sub-Account API Key

In GHL: open the sub-account → Settings → Integrations → API Key → copy the key. Required for agent GHL skills.

Active Services

Meta Ads Setup

Meta Pixel

Facebook Page ID

Find it: client's Facebook Page → About → scroll to bottom → Page ID

Meta Campaign Filter

Keyword used to filter Meta campaigns in reports. Leave blank to auto-derive from client name.

Website URL

Brand Assets

Client Logo

Drop logo here or browse

PNG, SVG, or WebP — transparent background preferred

Used on landing pages, Google image ads, and Meta ad creative

Brand Voice

Primary Color

Target Audience

Contact Info

Owner Name

Owner Email

Report Recipients

Phone

Performance Benchmarks

Average Job / Ticket Value ($)

Close Rate (%)

Monthly Budget ($)

Target Cost Per Lead ($)

Budget Allocation

Enter the monthly spend allocated to each active channel.

Meta Ads

$/mo

Lead Terminal Integration

Lead Terminal Form Embed Code

Lead Terminal → Sites → Forms → Integrate