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 (Jun 7) circled twice on nurture refresh ownership.

Health 84 · $154K/yr

Constructive touchpoints — 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.

Content planner

Content Planner

Orbit Lane social content calendar and planning (enabled for select agencies).

Client experience

Branded portals and proof your work is worth premium fees.

Northwind Labs

DashboardAnalyticsStrategyBranding

Client Portal

White-labeled client portal with dashboard, analytics, strategy tabs, and brand kit.

12 product areas · 9 live integrations · built for agency books

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