Good afternoon, Yaniv
The whole client lifecycle in one place. Health and renewal signals help you catch risk before renewal, not after. GoHighLevel stays your CRM and billing system of record.
Active engagements
6
Across 4 service lines
Recurring / mo
$8,240
Down $750 in offboarding
At-risk clients
1
Summit Analytics
In offboarding
1
Globex Corporation
Lifecycle board
Health, stage, and next renewal per client
Recent activity
Proposals
Assemble a proposal from the Service Catalog, set quantities, and export to PDF. Prices flow live from the catalog, so a quote is never out of date.
Saved proposals
Onboarding
Pick a client, build a scope document and internal delivery playbook from the same catalog services, then export the client version. Each client keeps its own record.
Client-facing · scope of work
Engagement Scope · TheBRHub
Client
Services in scope
Monthly total$0.00
What you can expect from us
These line items came from the Service Catalog. Change a price there and every proposal and scope doc updates. That is the single source of truth working.
Offboarding
Pick a client, run a proper wind-down instead of a silent shut-off, attach final reports, then export the client document. Each client keeps its own record.
Client-facing · safe to send
Service Offboarding Summary · TheBRHub
Client
Services being wound down
Monthly total$0.00
What we covered together
Merge tags:
{{client}} {{contact}} {{date}} {{service}}. Empty sections are hidden on export.Your reports and records
What happens next
Merge tags:
{{client}} {{contact}} {{date}} {{service}}. Empty sections are hidden on export.This is what the client sees. No mention of EasyDMARC, no internal notes, and the exit reads as a clean handover. Export prints only this document.
Service Catalog
The single source of truth. Add, edit, and remove services here. Proposals and Onboarding read these prices live, so nothing drifts across documents.
Email Templates
On-brand emails for every lifecycle stage. Click one to preview with a sample client merged in, edit the copy, and copy it to your clipboard.
Clients
Lightweight records that point back to GoHighLevel. Not a second CRM, just enough to drive the paper. Click a client for detail, or add a new one.
Deliverables
The attachment library. White-labeled DMARC reports, AuditSuite posture reports, DNS handovers feed the onboarding and offboarding docs.
DMARC Aggregate - Globex Corporation
AuditSuite Posture Report - Northwind Retail
Contracts
Agreements created from won proposals. Track status from draft to signed. E-signature would connect to a provider later, so signing here is a manual status flip for now.
Settings
Back up everything to a file, or restore it on another machine. This is how you move between your desktop and laptop without a backend.
Data backup
Clients, catalog, proposals, contracts, activity, and every onboarding and offboarding record
Export writes a single JSON file to your Downloads. On your other machine, open OpsCORE and use Import to load it. Importing replaces what is currently in that browser.
Sync
Your work saves to your OpsCORE account automatically as you go
Saved
Every change is written to this browser instantly and pushed to your account within a couple of seconds. If a save cannot reach the server it is kept locally and retried, and the status above shows Not saved until it succeeds. Sync now forces an immediate save.
Reset
Wipe this browser and reload the built-in sample data