Product

Real modules, not generic AI fluff

Base is a revenue workspace for marketing agencies. Every feature maps to something you can open in the app: client health, upsells, meetings, Throughline, portals, and the integrations that feed them.

Revenue

Catch risk and expansion before renewals stall.

Health 38 · $98K/yr

Meetings skew negative (pacing friction and thin recap owners), compounded by six weeks without QBR follow-through.

Health 52 · $62K/yr

In-room chemistry frays afterward; recap (Jul 12) circled twice on nurture refresh ownership.

Health 84 · $154K/yr

Constructive touchpoints lately. Notes pin owners and dates; sponsors surfacing expansion without a nudge.

Client Health

Portfolio health scores with risk/watch/healthy bands and revenue-at-risk modeling.

AtlasVertexHarbor

Paid media narrative refresh

78% conf · 6–8 wks$8–12K/mo retainer

Upsell Opportunities

AI-ranked upsell ideas with confidence, pricing type, and pitch-ready detail per client.

Revenue Hub

Agency-wide revenue overview tying client info, health, upsells, and offers together.

Growth retainer · Tier 2

Paid + lifecycle · $15–18K/mo · Published

Public page · youragency.runonbase.com/offers/…

Offers & Public Pages

Internal offer catalog with optional branded public pages for prospects and clients.

Operations

Meetings, claims, and delivery signals in one place.

Meetings & emails

Gmail · Drive · scoped

Email · Northwind

Re: Q2 nurture · “Can we revisit scope before renewal?”

RetentionClient ask

Meeting · Weekly sync

“Paid social needs a narrative refresh” · min 37

Expansion signal

Explicit scopes only · assigned to client · feeds health & upsell

Meetings & Emails

Meetings and email ingestion with scoped access: client asks, retention signals, and expansion clues from comms you’d otherwise forget.

Launch paid social by Mar 15

Meeting · Feb 12Open

Budget cap $40K/mo until April

Gmail · Feb 8Conflict

Creative refresh approved

Meeting · Feb 19Confirmed

Throughline

Claim extraction from Gmail and meetings with conflict detection and source links.

Open action items

Send revised media plan · Northwind

Confirm nurture owners · Harbor

Publish weekly snapshot · Vertex

Operations

Operations board with meeting action items, client updates, and weekly snapshots.

Data sources · Active

ShopifyMetaGoogle AdsDriveHubSpotStripeGA4GmailTeamwork

Last sync · Google Drive · 12 min ago

Data Sources

Unified integration hub for Shopify, Meta, Google Ads, Drive, HubSpot, Teamwork, Stripe, GA4, and Gmail.

Growth

Campaign performance and strategy context per client.

Campaign performance

Meta + Google Ads · per client workspace

Campaign Performance

Per-client Meta and Google Ads performance with creative and experiment views.

GoalsCategoryCompetitiveMarket insights

North star: become category leader in B2B SaaS demand gen for mid-market.

Strategy Workspace

Per-client strategy workspace: goals, positioning, competitive analysis, market insights.

Client experience

Show clients the work behind the work so retainers stick and expansion gets easier.

Northwind Labs

insights.northwindlabs.com

DashboardNeededContentAnalyticsStrategy

Client task · Needed

Approve Q2 creative direction

Due Fri · blocks media launch

Content · In review

LinkedIn carousel · Apr 12 slot

Client Portal

White-label portal with custom domain, client tasks, auto notify, content calendar, and performance tabs so clients see the work and renewals stick.

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