Settings
Sign-in is by magic link only; there is no password to store or leak. Your board lives in this browser, and when you are signed in it syncs to your account so the desks and the weekly digest can watch your numbers.
Emails come from hq@vizmeta.com: magic links, handoff receipts, your Monday digest, and the monthly board report. Need a human? team@vizmeta.com reaches the studio. Your data is never sold or shared. Questions? Talk to the studio.
This clears every desk on this board. If you are signed in, the cleared board syncs to your account too. Export a copy first if you want one.
To remove your account and email entirely, ask the studio and it is done within a day.
Scores stay on the trend forever; only the oldest detailed report detaches.
The Action Board
Desk memos...raised from your numbers
Each memo is generated from the data on a desk. Add it to the board as a line item, or dismiss it. Memos refresh as your numbers change.
| Desk | Memo | Priority | Move |
|---|
Line items
| # | Action | Desk | Status | Age | Follow-through |
|---|

Growth desk
Search results
Rank log
Questions, key phrases, and keywords: whatever a customer would type or ask. Paige checks where you stand every week automatically.
| Question or keyword | Latest | Change |
|---|
Findability
Score history
Fix list

Operations desk
Standard operating procedures
Pick your business type. You get a concise starter pack of the procedures that most affect revenue and reputation. Edit every word to fit how you actually work; your edits save automatically. Export the pack when you want it on paper.
Content cadence
Publishing cadence is an operations problem, so it lives on my desk. Goal:
| Title | Type | Target date | Status |
|---|

Technology desk
Redesigns and "quick edits" are where rankings go to die. Before any site change goes live (yours or your web person's), open a release here and work the checks. The post-deploy items keep you honest two weeks later. Background: the ten technical issues that quietly kill rankings.

Finance desk
Enter each channel's monthly numbers; I compute cost per lead, cost per customer, and the return multiple. Edit any cell and it recalculates.
| Channel | Spend/mo $ | Leads/mo | Close % | Avg deal $ | CPL | Cost/customer | Est. revenue | Return | |
|---|---|---|---|---|---|---|---|---|---|

Data desk
Tracked terms
Whatever a customer would ask an assistant when they need what you sell. Anna asks all five several times over, every month, and records how often you got named. Several times because one ask is a coin flip: the same question to the same assistant on the same day can name you once and skip you the next.
Background: AI search visibility, plain English.| Search term | GPT | CLAU | PPLX | GOOG | GROK | Rate |
|---|
Logged by hand
Anything the automatic round does not cover: an assistant with no API, or a one-off you tried yourself. These do not feed the grid above unless the wording matches a tracked term exactly.
| Date | Assistant | What you asked | Mentioned? | Accurate? |
|---|

Standards desk
Before a marketing claim ships ("fastest in the metro," "500 happy customers," a glowing testimonial), run it through my checks. Seven boxes; if you can't tick them, rewrite the claim until you can.

Revenue desk
Log every real opportunity. I track the stage, the money, and the days since you last touched it. Anything quiet past a week gets flagged, because follow-up is where deals are actually won.
| Deal | Value $ | Stage | Next action | Last touch |
|---|

Team desk
Open roles
| Role | Opened | Days open | Stage |
|---|
Hiring essentials

Customers desk
Your client list with a pulse: health, last check-in, and the promise currently on the table. Anyone past 30 days without contact turns red, because silence is how clients leave.
| Client | Health | Last check-in | Open promise |
|---|

Legal desk
Two working checklists: the legal essentials every online business needs in place, and a contract review you run before signing anything. My checklists organize the questions; they are not legal advice. For real stakes, hire a human attorney.
Legal essentials
Contract reviews
Open a review before you sign. Eight boxes; anything unchecked is a question for the other party or a lawyer.