Object map

• Account: The agency or company that signs in; owns the plan, the pool, members and history · Account settings, History, Your data, Archive and trash
  • Member: Owner, editor or viewer, scoped to all clients or one · Members, Invite people, Change a role or scope, Home
  • Plan: Free, Starter, Growth, Agency or Enterprise, with the question pool · Plan and billing, Plan and billing, Plan and billing, Plan and billing, Choose a plan
  • Client: A brand the account runs for, or a prospect before it is won · Clients, Add a client, Brightcrate, Harbor Dental, Start a pitch, Archive the pitch
    • Question: Asked of every engine each round · Questions, Replace a question, How do freelancers track unpaid invoices?, Import
    • Competitor · Competitors, Remove a competitor
    • Run: A round per engine: scheduled, answered or missing · First round, First round, First round
      • Answer · Answers, Answer, Answer
    • Weekly read · Tallyfox · the week, Tallyfox · the week, Tallyfox · trend
      • Action: Drawn from the read; handed on as a brief · Actions, Get into invoicing-roundup.example's comparison, Edit the brief, Get into invoicing-roundup.example's comparison, Add a comparison page against Ledgerly
    • Monthly report · Reports, Tallyfox · July, Choose the answers and a note, Schedule the report
      • Share link · Share and export, Tallyfox · September, Revoke the share link
      • Delivery · PDF ready, Share and export, Tables as CSV
    • Connection: GA4, Search Console, AI crawler visits · Connections, Connect GA4, Connections
  • Notice · Inbox, Notifications

Journeys

1. First hour · from sign-in to the first answered round, a missing source, and a link to share
2. Agency pitch · from the clients list to a prospect's read, a shared link and a won client
3. Weekly read · from home to the week's read, an action and its brief
4. Inbox · the notices waiting, each opening the screen it concerns
5. Monthly report · from reports to a share link as a prospect or client sees it, its PDF and its schedule
6. Quarterly review · from questions and competitors through the review steps to done
7. Import · from a file of questions to the preview and the import
8. Connections · from none connected to GA4 answering and Search Console stopped
9. Members · from the members list to an invitation, a role change and a removal
10. Plan and billing · from Free to a paid plan, payment difficulty, cancel and downgrade
11. Scoped viewer · from an invitation to the one client's read, with no setup or billing

Screens

1. Sign in · Visitor · desktop and phone
2. Sign in · Visitor · desktop and phone
3. Email me a sign-in link · Visitor · desktop and phone
4. Link sent · Visitor · phone
5. Link expired · Visitor · phone
6. Sign in through SAML · Visitor · desktop
7. Your business · Owner · desktop and phone
8. Your business · Owner · desktop and phone
9. Your business · Owner · desktop and phone
10. Your brand · Owner · desktop and phone
11. Your questions · Owner · desktop and phone
12. Your questions · Owner · desktop and phone
13. Home · Owner · desktop and phone
14. First round · Owner · phone
15. First round · Owner · desktop and phone
16. First round · Owner · desktop and phone
17. First round · Owner · desktop and phone
18. Your competitors · Owner · desktop and phone
19. Add a competitor · Owner · desktop and phone
20. Add a competitor · Owner · desktop and phone
21. Share the questions · Owner · desktop and phone
22. Share and export · Owner · desktop and phone
23. Tallyfox · Asker · phone
24. Home · Owner · desktop and phone
25. Home · Owner · desktop and phone
26. Clients · Owner · desktop and phone
27. Add a client · Owner · desktop and phone
28. Add a client · Owner · desktop and phone
29. Brightcrate · Owner · desktop and phone
30. Start a pitch · Owner · desktop and phone
31. Harbor Dental questions · Owner · desktop and phone
32. Harbor Dental · Owner · desktop and phone
33. Share the pitch · Owner · desktop and phone
34. Pitch link · Owner · desktop and phone
35. Harbor Dental · Prospect · phone
36. Mark as won · Owner · desktop and phone
37. Mark as won · Owner · desktop and phone
38. Harbor Dental · Owner · desktop and phone
39. Archive the pitch · Owner · desktop and phone
40. Inbox · Owner · desktop and phone
41. Tallyfox · the week · Owner · desktop and phone
42. Tallyfox · the week · Owner · desktop and phone
43. Tallyfox · trend · Owner · desktop and phone
44. Answers · Owner · desktop and phone
45. Answer · Owner · desktop and phone
46. Answer · Owner · desktop and phone
47. Actions · Owner · desktop and phone
48. Get into invoicing-roundup.example's comparison · Owner · desktop and phone
49. Edit the brief · Owner · desktop and phone
50. Send the brief · Owner · desktop and phone
51. Send the brief · Owner · desktop and phone
52. Get into invoicing-roundup.example's comparison · Owner · desktop and phone
53. Correct the price in 14 answers · Owner · desktop and phone
54. Brief · Executor · phone
55. Brief not shared · Executor · phone
56. Add a comparison page against Ledgerly · Owner · desktop and phone
57. Add a comparison page against Ledgerly · Owner · desktop and phone
58. Facts · Owner · desktop and phone
59. Upcoming · Owner · desktop and phone
60. Sent · Owner · desktop and phone
61. Reports · Owner · desktop and phone
62. Tallyfox · July · Owner · desktop and phone
63. Tallyfox · September · Owner · desktop and phone
64. Choose the answers and a note · Owner · desktop and phone
65. PDF ready · Owner · desktop and phone
66. Share and export · Owner · desktop and phone
67. Schedule the report · Owner · desktop and phone
68. Schedule the report · Owner · desktop and phone
69. Schedule is on · Owner · desktop and phone
70. Revoke the share link · Owner · desktop and phone
71. Report not shared · Asker · phone
72. Tallyfox · September · Asker · phone
73. Tables as CSV · Owner · desktop and phone
74. Questions · Owner · desktop and phone
75. Replace a question · Owner · desktop and phone
76. Add a question · Owner · desktop and phone
77. How do freelancers track unpaid invoices? · Owner · desktop and phone
78. Competitors · Owner · desktop and phone
79. Remove a competitor · Owner · desktop and phone
80. Quarterly review · Owner · desktop and phone
81. Quarterly review · Owner · desktop and phone
82. Quarterly review · Owner · desktop and phone
83. Review done · Owner · desktop and phone
84. Tallyfox · questions and competitors · Asker · phone
85. Import · Owner · desktop and phone
86. Import · Owner · desktop and phone
87. Import · Owner · desktop and phone
88. Import · Owner · desktop and phone
89. Import done · Owner · desktop and phone
90. Connections · Owner · desktop and phone
91. Connect GA4 · Owner · desktop and phone
92. Connect GA4 · Owner · desktop and phone
93. Connect GA4 · Owner · desktop and phone
94. Connections · Owner · desktop and phone
95. Disconnect GA4 · Owner · desktop and phone
96. Members · Owner · desktop and phone
97. Invite people · Owner · desktop and phone
98. Invite people · Owner · desktop and phone
99. You are invited · Invitee · phone
100. Invitation closed · Invitee · phone
101. Change a role or scope · Owner · desktop and phone
102. Step down as owner · Owner · desktop and phone
103. Remove a member · Owner · desktop and phone
104. Plan and billing · Owner · desktop and phone
105. Plan and billing · Owner · desktop and phone
106. Choose a plan · Owner · desktop and phone
107. Waiting for Polar · Owner · desktop and phone
108. Plan and billing · Owner · desktop and phone
109. Plan and billing · Owner · desktop and phone
110. Plan and billing · Owner · desktop and phone
111. Downgrade · Owner · desktop and phone
112. Cancel the plan · Owner · desktop and phone
113. Billing details · Owner · desktop and phone
114. Account settings · Owner · desktop and phone
115. Change my email · Owner · desktop and phone
116. Link sent · Owner · desktop and phone
117. Notifications · Owner · desktop and phone
118. Single sign-on · Owner · desktop
119. Your data · Owner · desktop and phone
120. Delete the account · Owner · desktop and phone
121. API keys · Owner · desktop and phone
122. API keys · Owner · desktop and phone
123. History · Owner · desktop and phone
124. Archive and trash · Owner · desktop and phone
125. Home · Viewer scoped to Tallyfox · desktop and phone
126. Tallyfox · the week · Viewer scoped to Tallyfox · desktop and phone
127. Nothing to read · Viewer scoped to Tallyfox · desktop and phone
128. PDF failed · Owner · desktop and phone