Administrator and User Manual

GrowthEngine AI Academy

GrowthEngine AI is a brand-first growth operating system. The app is designed to help a business move from a clear sales message into pages, blogs, funnels, leads, CRM follow-up, and analytics.

Brand -> Blueprint -> Variables -> Keywords -> Web Pages -> Blogs -> Funnels -> Leads -> CRM -> Email Follow-Up -> Revenue

Brand-To-Revenue Workflow

1. Create or select a brand. The active brand controls the records you see and the content the AI should use.
2. Write the brand blueprint. Define ideal customer, problem, outcome, trust, CTA, and hero type.
3. Add variables and categories. Store reusable values like %SERVICE%, %CITY%, %PHONE%, and service-area lists.
4. Add buyer-intent keywords. Focus on phrases that show commercial intent, not random traffic. The keyword engine can generate a buyer-intent set straight from this blueprint (service × city × service area × intent stage) — no external account needed. See the final step to connect Google Ads for real search-volume data.
5. Generate or edit pages. Every page should have a specific search intent and one main CTA.
6. Publish blogs and offers. Blogs support authority, internal linking, and lead capture.
7. Route leads into CRM. Forms, popups, and funnels should create usable lead records with deal value and next steps.
8. Follow up by email. Connect SMTP and configure sales campaigns for cold, warm, and hot leads.
9. Connect Google Ads for keyword data (advanced — final step). The blueprint engine works with zero setup. To pull real search volume + Google's own keyword ideas, connect the Google Ads API under Integrations — this needs a Google Ads developer token (apply & get approved, requires a Manager/MCC account), OAuth2 (client id/secret + refresh token), and the account customer ID. This is separate from the Google conversion-tracking integration (GA4 / Ads conversion / Search Console), which does not return keywords. Add it once Google approves the developer token; the engine has a provider seam ready for it.

Brand Blueprint

The brand blueprint is the source of truth for conversion. If the blueprint is weak, the pages will feel generic. If the blueprint is specific, the AI has better raw material.

Best-practice fields

• Ideal Customer: Name the buyer, their situation, and why they are searching now.
• Problem: Describe the pain in real language the customer would recognize.
• Outcome: Show the result they want after contacting the business.
• Trust: Use real proof: years in business, license, insurance, reviews, response process, certifications, or project examples.
• CTA: Use a specific next step like Call Now, Request Quote, Book Cleaning, Schedule Service, or Get Estimate.

GrowthAI Assistant — Talk To Set Up Your App

GrowthAI is the assistant built into the app (the chat box, and the full-screen Assistant). It is not a search box or a help desk that hands you a to-do list — it is an agent that sets the app up with you and does the work for you using the same tools you have. The single most important thing to understand: GrowthAI starts by having a conversation to capture your story, and everything it builds comes from that story.

How the onboarding conversation goes

When you open a new brand (or one with a thin blueprint) and say something as simple as “I want a website,” GrowthAI will not jump straight to building. It opens with something like: “Before I build anything, I want to get your story right — tell me about your business. What do you do, and who do you help?” From there it:

1. Asks one question at a time — never a wall of fields. It listens, then reflects back what it heard in your own words so you know it understood before moving on.
2. Captures the essentials through normal conversation: business type, business name, city / area served, your main service, who you serve, the problem you solve, the outcome customers feel, what makes you different (your origin and your story), and the one action you want visitors to take.
3. Saves as you go. The moment you tell it something it writes it into your brand blueprint — it does not wait until the end — so nothing is lost if you step away and come back later.
4. Remembers across sessions. Your story, preferences, and standing instructions are stored in the brand’s long-term memory. The next time you chat, it picks up exactly where you left off and will not re-ask what you already answered.

If you don’t know an answer, it helps

You are never expected to have perfect marketing wording ready. If you are unsure how to describe your ideal customer, your problem, or your tagline, just say so. GrowthAI will draft a strong, specific suggestion for you — based on your business type, city, and what you do — show it to you in plain language, and ask “does that sound like you?” You approve it, tweak it, or tell it to try again. It only fills fields you have left blank; it never overwrites something you told it.

The minimum-information rule (a quality guardrail)

To protect you from a weak result, GrowthAI cannot build a web page until your blueprint has the minimum information. The required fields are:

• Business type · Business name · City / primary area
• Primary service · Ideal customer
• The problem you solve · The outcome customers want
• Primary CTA (the one action — Call Now, Request Quote, Book Service…)

If you ask for a page before these exist, GrowthAI will tell you exactly what is still missing and finish the conversation to capture it (drafting anything you’re unsure of) before it builds. This is on purpose: with these eight in place, the page is generated from your real story — Hook, Problem, Outcome, Why You, How It Works, Proof, Urgency, and one clear CTA — instead of a recolored demo. Your pricing choice (show prices, hide prices and show a free-estimate block, or packages only) is honored too.

After your story is captured

Once the blueprint is strong, GrowthAI builds the page and confirms it with the real page so you can open it in the Web Page Editor. Then it offers the next steps in order, doing each one for you when you say go: buyer-intent keywords → additional service pages → blogs → smart funnels → email follow-up. You always keep full control — you can change the colors, style, copy, and layout in the editor at any time.

Build from a flagship design (not a blank page)

When GrowthAI builds your page it does not start from a blank layout. It picks the best-fit flagship demo template for your business (for a house-cleaning brand it picks the cleaning flagship, for a law firm the legal one, and so on), clones that polished design — hero, service cards, gallery, reviews, FAQ, quote form, footer — and pours your story into it. So your first draft already looks professionally designed. Ask it to “rebuild my page” or “make it look better” and it updates your existing page in place (it won’t create duplicates) and gives you the live link.

Change the colors, style, and voice — just ask, it gives you the choices

You don’t need to know any theme names or settings. Tell GrowthAI how you want it to feel — “warmer”, “more modern”, “bolder”, “cleaner” — and it will offer you simple, described choices and recommend one for your business, then apply it instantly to your live page. Three things it can change on command:

• Color tone — 8 curated palettes, each contrast-safe: Atelier Emerald (fresh green), Ocean Slate (cool blue-grey), Sunset Clay (warm terracotta), Forest Gold (deep green + gold), Crimson Ink (bold red on dark), Graphite Mono (sleek greyscale), Midnight Indigo (deep blue night), Royal Plum (rich purple).
• Design style — 10 full looks (fonts, shapes, spacing, mood): Modern, Luxury, Bold, Dark Tech, Playful, Classic, Warm Organic, Industrial, Image-Forward, Minimal.
• Voice / tone of the writing — Friendly, Professional, Authoritative, Warm, Bold, Playful, or Reassuring. Setting it also makes all future copy match that voice.

What to remember as a user

• Just talk to it. Tell it about your business in your own words. You don’t need to know the “fields.”
• It’s okay not to know. Ask it to suggest wording, colors, a style, or a voice — it offers you described choices and recommends one.
• It remembers you. Your story is saved to the brand and reused everywhere — pages, forms, blogs, email — so you only tell it once.
• It builds from a flagship design and updates your existing page (no duplicates), then gives you the live link.
• Edit anytime. Anything the assistant writes (blueprint, page, colors, style) is fully editable afterward in the app.

SEO Page Settings

Web Page Settings should never stay as template demo text. Slug, SEO title, meta description, and H1 should come from the active brand, keyword, city/state, service, and blueprint.

electrical-service-austin
house-cleaning-memphis

Electrical Service in Austin | Austin Electrical Services

Local SEO & Google Business Profile

This is the most misunderstood part of getting found locally, so read it before you spend a dollar on ads. A great web page does not, by itself, win “electrician near me” (or “[your service] near me”). Look at a real Google result for a “near me” search and you will see three things above the normal website links:

1. The Map Pack (the map + 3 businesses with stars, reviews, distance, hours, and a call button).
2. Sponsored ads (paid Google Ads).
3. Directories like Yelp, Angi, and BBB (“Top 10 Electricians in …”).

Step 1 — Claim & verify your Google Business Profile (the #1 lever)

1. Go to google.com/business and sign in with the business owner’s Google account.
2. Search for the business. If it exists, click Claim; if not, Add your business.
3. Choose the most specific primary category (e.g. “Electrician”, not “Contractor”). Add relevant secondary categories.
4. Verify the listing (postcard, phone, email, or video — Google picks the method). You cannot rank in the Map Pack until you’re verified.
5. Set a service area (the cities/zip codes you serve) if you go to customers, or a physical address if they come to you. Don’t do both unless you truly have a storefront.

Step 2 — Make NAP identical everywhere

NAP = Name, Address, Phone. Google trusts a business it sees described consistently across the web. Your NAP on the Google Business Profile, your GrowthEngine page footer, and every directory must match character for character (same suite format, same phone format).

• In GrowthEngine, set %PHONE%, %EMAIL%, address, and %CITY%/%SERVICE_AREA% in the brand blueprint — the page footer and the LocalBusiness schema use them automatically.
• Use the same business name you verified on Google. Don’t add keywords to the name (“Bob’s Electric Cheap Fast Phoenix”) — that violates Google’s guidelines and can get you suspended.

Step 3 — Get reviews (this moves the Map Pack the most)

• Ask every happy customer for a Google review the day the job is done. Volume + recency + rating all matter.
• Get your Google review link from the profile (“Ask for reviews”) and text/email it right after service. Put it in your email follow-up sequences too.
• Reply to every review, good or bad. A calm, helpful reply to a bad review builds more trust than a wall of 5 stars.
• Aim to consistently out-review the other businesses showing in your Map Pack for your main keywords.

Step 4 — Fill the profile out completely

• Services — list each service (matches your keywords: emergency repair, panel upgrade, EV charger install…).
• Photos — real photos of the team, trucks, and finished work. Profiles with photos get far more clicks and calls.
• Hours (including holiday hours) and “24/7” if you offer emergency service — that emergency signal is what the top “near me” ads lead with.
• Google Posts — short updates/offers every week or two keep the profile active.
• Q&A — seed and answer the common questions buyers ask.

Step 5 — Build citations & get on the directories that already rank

Those Yelp / Angi / BBB “Top 10” pages rank for your keywords whether you like it or not — so be on them. Each listing is also a citation (a NAP mention) that reinforces your local trust.

• Create/claim profiles on Yelp, Angi, Better Business Bureau, Bing Places, Apple Maps, Facebook, plus your trade-specific directories.
• Use the exact same NAP on every one. Inconsistent addresses/phones are the most common reason local rankings stall.

How GrowthEngine supports the off-page work

• Every page emits LocalBusiness structured data (name, phone, area served, hours, aggregate rating) + a Service Area section — the on-page signals Google reads to corroborate your profile.
• The keyword engine tags each keyword’s Target so you spend effort correctly: build pages for Organic keywords, point Near-me keywords at the GBP work above, and get listed for Directory keywords.
• Put your Google review link into your email follow-up sequences so review requests go out automatically.

Local SEO launch checklist

1. Google Business Profile claimed and verified.
2. Correct primary category + service area/address set.
3. NAP identical on GBP, the GrowthEngine page footer, and all directories.
4. Services, photos, hours, and a first Google Post added.
5. A review request process is running (link in follow-up emails).
6. Listed on Yelp, Angi, BBB, Bing Places, Apple Maps.
7. Your “[service] [city]” pages are published in GrowthEngine to back it all up.

White-Label Domain Setup

White-label domains let a customer use their own domain while GrowthEngine serves the site. In most cases, the user does not change nameservers. They add an A record at the company where their domain is managed.

What to tell the user

1. Log in to your domain registrar.
2. Open DNS, Manage DNS, Zone Editor, or Records.
3. Add or edit an A record.
4. Point the host to the GrowthEngine server IP.
5. Wait for DNS to update.
6. Return to GrowthEngine and click Check DNS.
7. After DNS connects, enable HTTPS.

Type: A
Host: @
Value: 3.18.108.70

Type: A
Host: www
Value: 3.18.108.70

Type: A
Host: offers
Value: 3.18.108.70

Root Path

Use / for almost every white-label domain. That means the whole domain opens the GrowthEngine site. Use a custom path only when the domain should serve GrowthEngine under a folder like /campaign.

Email Delivery

Lead forms are only launch-ready when email delivery is configured and tested. SMTP is the most common setup.

Google, Meta, and LinkedIn

Ad and analytics integrations should guide the user through setup instead of asking for mysterious IDs with no context.

Launch standard

• Tracking ID is saved.
• Domain is verified where the ad platform requires it.
• Test event or pageview appears in the platform.
• Lead conversion is configured before ads start spending.

Smart Funnels

Smart Funnels are GrowthEngine's routing system. They connect buyer-intent keywords, brand variables, landing pages, CTAs, forms, popups, CRM records, and email sequences into one measurable sales path.

Search intent -> Matching page -> CTA/Form/Popup -> Lead -> CRM stage -> Email sequence -> Deal value -> Follow-up

Why Smart Funnels matter

A normal website waits for the visitor to figure everything out. A Smart Funnel guides the visitor based on intent. Someone searching for emergency service, pricing, commercial work, or a specific local service area should not receive the same message, same CTA, same form, and same follow-up.

• Keyword match: The visitor arrives through a service, city, or problem keyword.
• Landing page: The page matches the service and gives one clear action.
• Form or popup: The offer captures the details sales needs to follow up.
• CRM record: The lead becomes an inbox item or deal with owner, value, probability, and next activity.
• Email follow-up: The right sequence continues the sales conversation without blasting every lead at once.

Common Smart Funnel examples

What the AI should do

• Create funnel rules from keywords, variables, page intent, service categories, and service-area categories.
• Recommend the best CTA and form for each visitor intent.
• Route higher-intent leads into hotter CRM stages with higher priority next steps.
• Assign the right email sequence based on the form type and buyer intent.
• Help users regenerate or improve funnel logic when campaigns are not converting.

Launch checklist for Smart Funnels

• Each funnel has a clear goal: call, quote, booking, consultation, download, or demo.
• The landing page matches one service and one search intent.
• The form asks for only the details needed to follow up well.
• The CRM stage, deal value, owner, and next activity are set.
• The email sequence is selected deliberately, not sent to everyone by default.
• Analytics can show visits, leads, conversion rate, and funnel performance.

CRM Pipeline & Data Management

The CRM is where GrowthEngine turns leads into revenue. It is modeled after professional tools like HubSpot and Pipedrive, giving you a complete view of your customers, companies, and deals.

Mass Import (Spreadsheets)

If you are moving from another CRM, use the Import CSV button on any CRM list page. You can bulk-upload Contacts, Companies, or Deals.

• Auto-Deduplication: The system automatically matches existing records by Email (contacts) or Domain (companies) to prevent duplicates.
• Auto-Linking: Importing contacts with a "Company" name will automatically create and link those records.

Activity Timeline & Associations

Open any Contact, Company, or Deal to see the Activity Timeline. This is a unified feed of every Note, Email, SMS, and Task completion.

• Associated Records: See all Deals for a Contact, or all Contacts for a Company, in one view. Click any card to jump between them instantly.
• AI Insight: Use the "Generate Insight" button on any record to get a summary of the relationship and the AI's recommendation for the next best action.

Pipeline Stages

• Leads Inbox: Raw leads start here until someone confirms the need is real.
• New: A new deal needs fast response, usually a call or first email within minutes.
• Contacted: The first call, text, or email happened. The next task should be clear.
• Qualified: There is a real need, timing, and value. Send quote, booking path, or next-step request.
• Proposal: The buyer has enough information to decide.
• Won / Lost: Move deals here to track your close rate and revenue.

Apollo.io Prospecting

Find new customers without leaving the app. Apollo.io integration gives you access to a database of 220M+ contacts at 30M+ companies directly from your CRM.

How to search effectively

Go to CRM → Contacts → Find Prospects (Apollo). The search interface includes AI Guidance for each filter to help you narrow down your list:

• Job Titles: For small businesses, use titles like "Owner" or "Founder" rather than "CEO".
• Keywords: Combine industries with specific tags (e.g., "Construction" AND "Commercial") for higher precision.
• Location: Search by City, State, or Zip Code to find local leads.

The Background Mining Queue

GrowthEngine AI is designed to support free or low-tier Apollo accounts. Instead of hitting rate limits, you can select hundreds of leads and click Import Selected.

• Queued Extraction: Leads are added to a "Mining Queue" and extracted slowly over time.
• Rate Limit Respect: The app only "mines" data during the hours you specify (e.g., 9 AM - 5 PM) and stays within your set daily/hourly limits.
• Automatic CRM Entry: Once mined, prospects appear in your Contacts list automatically, complete with their company details and LinkedIn profiles.

High-Intent Email Sequences

GrowthEngine email follow-up should work like a service-business sales process distributed through useful emails. The app should use the active brand, form type, CTA, keyword, buyer problem, desired outcome, and trust proof so the message feels specific.

Recommended sequence types

45-day service-business cadence

Day 0: Confirmation + next step
Day 1: Problem clarity
Day 2: Service fit
Day 3: Proof + trust
Day 5: Preparation checklist
Day 7: Common objection
Day 10: Offer path
Day 14: Comparison
Day 18: FAQ answer
Day 22: Decision help
Day 27: Re-engagement
Day 33: Helpful resource
Day 39: Last helpful follow-up
Day 45: Breakup / future reminder

Rules for better copy

• Use %NAME%, %SERVICE%, %COMPANY%, %PHONE%, %EMAIL%, %CITY%, and brand variables.
• Write to the customer’s situation, not the company’s internal process.
• Use one CTA per email.
• Use real proof only. Do not invent reviews, licenses, awards, discounts, or guarantees.
• Separate popup sequences from classic forms and RFQ forms because the buyer intent is different.
• Build the sequence as Automation Hub steps (email + wait); the engine sends each step when it’s due and paces large sends so nothing goes out all at once.

Sources Used To Shape This Playbook

• Fluxe Digital Marketing: service-business sequences such as welcome, training, reminders, re-engagement, upsell, evangelist, nurture, onboarding, and transactional triggers.
• Mixmax: clear goals, value-first copy, concise emails, proof, CTAs, and multi-touch sequences.
• Cognism, Nimble, Sequenzy, and Panoramata: segmentation, CRM-based timing, onboarding value, personalization, and avoiding overly aggressive follow-up.

Page Conversion Framework

A strong page is a guided sales conversation. It should not read like internal notes about what the app is doing.

1. Hero: service, location, outcome, CTA.
2. Problem: describe the pain clearly.
3. Service path: show what the customer can choose.
4. Proof: reviews, trust badges, examples, process, certifications.
5. Offer: explain the value of acting now.
6. FAQ: answer pricing, timing, service area, next steps, and preparation.
7. Form: collect only what sales needs to follow up well.

Write for benefits, not features (the FAB rule)

This is the single biggest copy mistake businesses make: they describe what the product is instead of what it does for the customer. Nobody buys a feature — they buy the better life on the other side of it. Run every line through Feature → Advantage → Benefit, then lead with the benefit.

• Feature — the fact. What the product is or has. (“Automated email follow-up.”)
• Advantage — what the feature does, ideally with a number. (“It contacts every new lead within 60 seconds and keeps following up for 14 days.”)
• Benefit — what the customer gets and feels as a result. (“You stop losing jobs to whoever called back first — while you’re busy on site.”)

Blog Engine

Blogs should build topical authority and create new lead capture paths. A blog post should use the same brand voice, footer, CTA, and form strategy as the main website.

Good blog topics

• Emergency service questions
• Cost and pricing explainers
• How to know when to call a professional
• Local service area guides
• Before hiring checklist
• Comparison and problem-solving guides

2-Way SMS & Conversations

Text with leads and customers right from the app — and let GrowthAI reply for you. Every message lands in one Conversations inbox. It runs through your own phone using the free, open-source “SMS Gateway for Android” app, so there are no Twilio fees and no per-message cost.

What you need

• An Android phone (any old one works — not an iPhone) with an active SIM that can text (ideally unlimited texts).
• Keep it plugged in and on Wi-Fi. This phone becomes your free SMS sender.

Step 1 — Install the free app (open source)

1. On the Android phone, open the official download page and grab the latest app-release.apk:
   github.com/capcom6/android-sms-gateway/releases
2. Tap the downloaded .apk, allow “install unknown apps,” and install. (It’s free and open-source — the paid apps you may have seen are different products.)

Step 2 — Turn on Cloud mode & grant permissions

1. Open the app, switch Cloud server ON, and wait for Online. It shows a Username and Password — keep them handy.
2. If it says SMS was denied: Android Settings → Apps → SMS Gateway → Permissions → SMS → Allow. Also set its Battery to Unrestricted so it never sleeps.

Step 3 — Connect it in GrowthEngine (per brand)

1. Select the brand at the top, then go to Integrations → 2-Way SMS.
2. Paste the Username and Password, keep “Let GrowthAI auto-reply” checked, and Save.
3. Copy the Inbound webhook URL shown (it’s unique to this brand) into the Android app’s webhooks (event: SMS received) so replies work.
4. Click Send test SMS to your own phone to confirm it’s connected.

How to use it

Once connected, this brand can text out and reply automatically. It powers the Conversations inbox, plus the “Send SMS” / “Request a review” steps in Automations, the review requests, the text-to-pay links, and appointment reminders — all through this brand’s number.

Example

A customer texts “Do you do same-day service?” → your number receives it → GrowthAI replies in seconds, “Yes! We have same-day slots today. Want me to grab one for you?” → the whole thread shows up under Conversations, where you can jump in anytime. Set up a second brand and it gets its own separate number and inbox.

Automation Hub

The Automation Hub — one engine for all follow-up

Everything that follows up with a person lives in one place: the Automation Hub (sidebar → Automation Hub). There is no separate “email automation” and “workflows” anymore — email, SMS, CRM moves, and review requests all run through the same engine. An automation is simply a trigger (something happens) → optional conditions → an ordered list of steps that run on their own.

1. Pick a trigger (what starts it)

2. Add conditions (optional logic rules)

Narrow who enters with simple AND rules — e.g. deal.amount > 1000, contact.lifecycle_stage is customer, or review.rating < 3 (to alert you only on bad reviews). Pick the field from a dropdown, choose an operator, type a value.

3. Add the steps (what happens, in order)

Personalize any message with tokens: %NAME%, %COMPANY%, %BRAND%, %EMAIL%, %PHONE%, %SERVICE%, plus any brand variable.

Start from a template (the fastest way)

On the Hub, click a ready-made template: New lead → instant text + email then follow up, Tech on the way → SMS, Service completed → request a review, Deal won → thank-you + referral, and more. It clones into a new (paused) automation you can edit and turn on.

The visual builder

1. Click + New Automation (or a template). Name it and choose the trigger.
2. For a form trigger, pick Any form or one specific form in the sidebar.
3. Click + Add Step, choose the action, and edit it in the side drawer. Reorder freely.
4. Click Activate, then Save Changes. From then on, matching people are enrolled automatically.

The live status dashboard

The top of the Hub shows real numbers so you always know what’s happening: Sent, Queued now, Scheduled (waiting for a future step), Retrying (a send failed and is backing off), Failed (gave up after several tries — check the brand’s email/SMS connection), and Completed. Each automation also shows its own counts.

Built for scale (massive campaigns)

• Bulk enroll. From CRM → Contacts, select people and “enroll in automation” to drop thousands into a sequence at once.
• Throttled. The engine paces sends per brand per minute so you never trip your provider’s rate limit (critical on Microsoft 365).
• Retries failures. A failed send is retried with growing delays (2m → 10m → … up to ~6 hours), then marked Failed and surfaced — never silently dropped.
• Crash-safe. Every enrollment’s position is saved to disk, so a restart resumes exactly where it left off — no lost sequences, no duplicate sends.

Example

Form submitted → Send email “Hi %NAME%, thanks for contacting %COMPANY%…” → Wait 2 days → Send SMS reminder. Or: Service completed → Wait 2 hours → Request a review. Or: Tech on the way → Send SMS “Your %COMPANY% tech is on the way!”

Getting Into The Inbox

Email Deliverability & Sending

Sending email is easy; landing in the inbox (not spam, not blocked) is the real game. This section covers how GrowthEngine sends, how to connect a real sending account, and the compliance pieces that keep your reputation clean — all of which the Automation Hub uses automatically.

How sending is chosen (per brand)

For each brand, GrowthEngine picks a sender in this order:

1. The brand’s own connected account — Microsoft 365 or its own SMTP. Always wins, so a brand sends from its own identity.
2. Amazon SES (the platform bulk sender) — used for verified domains once SES is configured. Best for big campaigns.
3. The global SMTP fallback — a shared account for brands that haven’t connected their own.

Connect Microsoft 365 (per brand)

1. Make sure the brand is selected, then go to Integrations → Add Integration → Email Account → Microsoft → Sign in with Microsoft.
2. Sign in as the mailbox you want to send from (you can only send as the account you log in as, unless your admin grants “Send As”).
3. Approve the consent screen — this is required and grants the refresh token that keeps the connection alive. Without it, the connection “expires” every hour.

Microsoft 365 is great for normal volume but caps around 30 messages/minute and 10,000 recipients/day — fine for follow-up, not for mass outreach. For that, use SES.

Amazon SES for scale (multi-domain)

SES is the cheap, high-volume sender (pennies per thousand). One SES account sends for every brand — you just verify each brand’s domain once. In Sending Domains (sidebar):

1. Type the brand’s domain → Verify domain. GrowthEngine registers it with SES and shows the exact DNS records.
2. Add the 3 DKIM CNAME records (plus the suggested SPF + DMARC) at the brand’s DNS provider.
3. Status flips to ✓ Verified on its own (usually within an hour). After that, the brand sends from its own domain through SES.

Get into the inbox (non-negotiables)

• SPF, DKIM, DMARC on every sending domain (the Sending Domains screen gives you all three).
• Warm up new senders — start small and ramp over weeks. A cold sender blasting thousands lands in spam or gets blocked.
• List quality beats everything. Send to people who expect to hear from you. High spam complaints (>0.3%) get you throttled no matter the provider.
• Never buy a dedicated IP to start — a cold dedicated IP hurts deliverability and costs ~$25/mo. Use shared IPs until you’re sending real, steady volume.

Suppression list (protects your reputation)

The Suppression List (sidebar) is the set of addresses that will not receive marketing email. Addresses land here automatically from hard bounces, spam complaints, and unsubscribes — and you can add any address by hand. Marketing sends skip these addresses; transactional mail (receipts, verification) still goes through.

One-click unsubscribe (required by Gmail & Yahoo)

Every automation/campaign email automatically includes a List-Unsubscribe header and a footer link, so recipients can opt out in one click (and Gmail/Yahoo require it for bulk senders). An unsubscribe instantly adds them to the suppression list — no more email to them. With Amazon SES, point an SNS topic at /webhooks/ses so bounces and complaints suppress automatically too.

SMS sending

SMS goes through this brand’s connected gateway (Integrations). Numbers are auto-formatted to E.164 (+1…), so a contact saved as (832) 390-1894 is sent correctly. If an SMS step keeps retrying, the usual cause is the gateway device being offline or the number being unreachable — the engine retries with backoff, then marks it failed.

Reputation & Reviews

Send customers a one-tap review request (by text or email). They pick a star rating: 4–5 stars are sent straight to your public Google review page, while 1–3 stars are routed to a private feedback form that comes only to you. GrowthAI can also draft your replies.

Set it up

1. Go to Reviews. Paste your Google review link (from your Google Business Profile → “Ask for reviews”).
2. Enter a customer’s name + phone (or email) and click Send review request. (You can also automate this — see Automations: “request a review”.)
3. As ratings and feedback come in, use Draft AI reply to generate a warm, on-brand response to paste on your review site.

Example

After a job, the customer gets: “Thanks for choosing us! How did we do?” → they tap 5 stars → they’re sent to your Google page to post it. A 2-star tap instead opens a private “what went wrong?” box that reaches only you.

Accounting — Invoices, Quotes, Proposals & Purchase Orders

The Accounting hub (sidebar → Sales & Accounting) is a full, QuickBooks-style money toolkit. Create four document types — Invoices, Quotes/Estimates, Proposals, and Purchase Orders (to your vendors) — each rendered as a branded PDF in your colors and fonts, and sendable by email or text with an AI-written cover note. Invoices carry a secure Stripe pay link, so there’s no card handling on your side and you’re only paid when they pay.

Set it up once

1. Document setup (top of the Accounting page): add your logo, company info, payment terms and footer — it stamps every PDF automatically.
2. Connect Stripe to generate live pay links; turn on Stripe Connect (Integrations) to receive payouts straight to your bank.
3. Save your Vendors (sidebar → Vendors) so you can raise purchase orders to them in one click.

Day-to-day

1. Pick a type, choose a saved customer (or vendor for a PO), add line items from your catalog, and Create.
2. Open the document and use ✨ Write with AI to draft a personalized email or text, then Send. Download the PDF anytime.
3. A Quote the customer accepts can be converted to an invoice (with a pay link) in one click. The hub shows your Outstanding, Collected, Open quotes, and Open POs at a glance.

Or just ask GrowthAI

Tell the assistant “bill Jane $500 for the panel job”, “send Acme a quote for 3 units”, or “make a PO to my supplier” — it creates the document and hands you the link. No form-filling required.

Appointments & Reminders

When a customer books through your site, GrowthEngine can text a confirmation immediately and a reminder before the appointment — automatically, through your SMS gateway.

Set it up

1. Connect your phone first (see 2-Way SMS).
2. Go to Work Orders → Text reminders. Turn on “Text a confirmation when a booking is made” and “Text a reminder before the appointment,” and set how many hours before.

Example

A client books a 9:00 AM appointment → they instantly get “Your appointment with {brand} is confirmed for Fri, Jun 6 at 9:00 AM.” → 24 hours before, they get a reminder so they actually show up.

Website Tracking (Tag Manager)

Add a Google Tag Manager container to your published web pages so you can load analytics and marketing tags (GA4, ad pixels, retargeting) without editing code. Each brand uses its own container, kept separate from every other brand.

Set it up

1. Create a free container at tagmanager.google.com and copy its ID (looks like GTM-XXXXXXX).
2. In GrowthEngine go to Integrations → Google Tag Manager, paste the ID under “Container for [your brand] web pages,” and save.
3. Add your tags (GA4, Meta Pixel, etc.) inside Tag Manager — they’ll load on your pages automatically.

Example

Put your GA4 + Meta Pixel in one container, paste the ID once, and every page for that brand starts reporting traffic and conversions — and you can retarget visitors with Facebook/Instagram ads.

Launch Checklist

• Active brand selected and blueprint completed.
• Brand contact details, phone, email, logo, and address saved.
• Variables and keyword sets are not duplicated.
• Web Page Settings SEO generated from brand content.
• White-label DNS shows Connected.
• HTTPS is enabled.
• SMTP email test says Connected.
• Forms create leads and notify the business.
• CRM stages and deal values are configured.
• Google, Meta, or LinkedIn tracking is configured before paid campaigns start.