Answers
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Getting set up
Getting startedFrom zero to your first dashboard. It is faster than your last CRM migration, promise.The Launchpad: what is left to set up, and what each one is costing youYour setup checklist, in the order that makes your numbers true soonest.Your first month: why the numbers look strangeHigh unattributed revenue and an odd ROAS in week one are the honest answer, not a bug.HighLevel: connecting, and the one reconnect quirkConnect from the HighLevel marketplace, and read this before you ever disconnect.HighLevel: making a WooCommerce sale start your automationYour store sale becomes a paid invoice in HighLevel. This is the workflow that turns it into marketing.The ten tracking fields, and your say over themWhat we add to your CRM, why, and how to keep the connection read only if you would rather.Everything the WordPress plugin doesIt is not just the tracking snippet with extra steps. Here is the whole list.How your connections fit togetherWhat can send what, where it lands, and why some choices are not offered.Moving between Keap and HighLevelIn either direction, without your contacts arriving unmailable or your history arriving twice.Making your tracking survive SafariSafari forgets your visitors after 7 days. Here is how to make it stop.Your team: who sees whatInvite people, decide what each of them can see, and park the ones who leave.Signing in: magic links and Face IDNo passwords to forget. Yes, on purpose.Reading your numbers
Reading your dashboard (and the unattributed line)What ROAS means here, and why we show you the revenue we could NOT attribute.The daily brief: what it says and how to switch it offOne page in your inbox each morning, where every line comes from, and the switch in Settings.Find anyone, from any pageA name, an email, a scrap of a phone number. Get the person, and their whole arc from first click to payment.Opportunities: the older Keap board, and moving off itIf your business runs on Keap Opportunities rather than Pipelines, we read that board too, and we can copy it across when you are ready.Pipelines: the deal board Keap does not give youA sales overview, a board you can drag, a deal drawer that writes to your CRM, and who sees which deals.Site Traffic: your funnel without Google AnalyticsEvery visit, from ad impression to money in the bank. Your snippet was collecting this all along.Keap Lead Sources: make Keap’s own ROI report agree with this oneYour ad campaigns become Keap Lead Sources, with their spend, so Keap and the dashboard tell one story.Competitors: who outranks you, over time, and what fixes itReal ratings, real review counts, reviews over time, and gaps that are math, not motivation posters.Affiliates: who referred what, what they earned, and the payout runReferred revenue, commissions and balances read from Keap’s own ledger, and a payout run planned against your minimum.Make the dashboard yoursPick your stats, size them like phone widgets, save the view.Saved reports: pins, sharing, and whose name is whoseSave a way of looking at your numbers, pin it, share it, schedule it, and rename your copy without touching anyone else's.Share your dashboard with someone who has no accountA link anybody can open: a frozen snapshot, or a live one for a wall screen. No sign-in, no names, withdrawable.Sending your revenue back to Google and MetaThe half of the loop nobody else closes, and exactly where it stands today.Calls, links, and leads
Tracked links and QR codes: the offline halfPut a code on a truck, a flyer, a yard sign, and finally find out whether it worked.Call tracking: bring your own platformKeep CallRail, CTM, Marchex, whatever. We are the join, not another phone bill.Calendly bookings as a funnel stageWhich ads produce meetings that actually happen, not just leads that vanish.Lead rules: whose leads count, and what junk isEvery contact created in your CRM counts as a lead until you say otherwise. Here is how to say otherwise, and how the numbers admit it.QuickBooks and contacts
QuickBooks: counting real revenueConnect it read only for honest revenue. Two way contact sync is optional, and never touches your money.Do Not Contact, and what we refuse to pretendOne button on a contact record, honest about what it does in each CRM and what no API can do.Ask AI and the roadmap
The roadmap, and why your votes are scarceFive credits, three max per item. A vote here is a ranking, not a like.Ask AI, and the daily limit50 questions a day, three bonus unlocks a month, and what happens when you out-ask them.AI Access: your numbers in Claude or ChatGPTA personal connector URL your AI assistant can read, plus three changes it can make when you ask.Ask AI can shape the screen now (v1.1)Arrange the dashboard, draft a recipe, or set lead rules by asking. It proposes; you press Save.When something looks off
Activity: what happened, who did it, and how to find itNinety days of every change, sync and alert on a timeline, with a search that understands plain words.Is it your account, or is it MyVitalAssistant?Where we say so when something is wrong on our side, and why there is no permanent green badge.Data flow cards and recipes: what moves, and what you told it to doStatus now has four tabs. Two describe what MyVitalAssistant does on its own, and two are yours to write.The activity log: what happened and who did itEvery change, every sync, in one honest stream.When something looks wrongThe short list of "is it broken or is it me" answers.MyVitalAssistant by Vital Consulting · Stuck? Email a human · Privacy