Introducing CAM Growth Portal by Alloy

Finally,
growth you can
actually see.

Revenue created, leads qualified, and ROI you can watch climb — the live numbers that prove the partnership pays for itself, updated in real time.

Included free with every BoardSuite plan
Real-time
leads & results, not monthly PDFs
One screen
roadmap, leads, projects & ROI
$0 extra
included with every plan
Why we built it

You shouldn't have to take
our word for it.

Marketing is the easiest place in the world to hide. We took the opposite bet: open the books, show the work, and let the results speak. The portal is where our partnership lives in the open.

See the work, as it happens

No "trust us, we're on it." Every project, subtask, and deadline we're driving for you is visible and updated live — not summarized in a slide three weeks later.

Act on leads in real time

The moment a board fills out a form, it lands in your queue. Qualify, sort, and follow up the same day — while the lead is still warm.

Prove the value, every quarter

Revenue created, quote value, projected firm value — the numbers that justify the spend, totalled and always on. Renewals built on proof, not faith.

Inside the portal

Five screens. Our whole partnership.

Everything we do for your firm, organized into one calm, always-current view — built for board members and owners, not analysts.

Five screens. Our whole partnership.

Everything we do for your firm, organized into one calm, always-current view — built for board members and owners, not analysts.

Welcome, by nameYour quarter, goal and date the moment you land.
Value, always onRevenue created and firm value, totalled live.
🔒 growth.alloygp.co
👤

Welcome back, John.

View roadmap →
Current quarter
Q2 2026 · June 22
Goal
3 of 30 boards signed
Waiting on you
Action Queue
12
Leads to
qualify
Qualify
Built together
Partnership Value
$2.39M
Revenue created
+$1.92M
Firm value
Action queue, front & centerExactly what is waiting on you — 12 leads to qualify.
One tap to the planJump straight to the full roadmap whenever you want.

Every lead. Every dollar. Live.

The screen that ends the “is it working?” conversation — qualified-lead pace, real-dollar value, and exactly where every lead came from.

Leads waiting on you12 ready to qualify in a single click.
Win rate, live26% of quotes signed — tracked continuously.
🔒 growth.alloygp.co/partnership
12
Partnership growth · live

Leads waiting on you

Lorraine · 2208 Postoffice St Condos
● management.co · Quote Form · Jun 14
29 unitsHigh-RiseBoard ✓
Qualify
Qualified leads · 2026
42
↗ 10 ahead of '25 pace
202642
202532
Quote value
$493K/yr
from 26 open leads
Sales value
$204K/yr
from 9 leads in 2026
Win rate
26%
9 of 35 quotes signed
Pace vs. last year42 qualified leads, 10 ahead of last year.
Real-dollar value$493K in quote value, $204K in sales.

The plan — and the proof you’re on it.

Growth isn’t one campaign — it’s a journey across every market you serve. The roadmap shows where each market sits.

Foundation → DominanceEvery market you serve, mapped across all five stages.
Delivered & countedQuarter-by-quarter initiatives — 126 in Q1, 79 this quarter.
🔒 growth.alloygp.co/roadmap
The growth journey
4 active markets
FoundationTractionMomentumExpansionDominance
⌖ Los Angeles, CA
HQ · 10 years in
⌖ San Diego, CA
1 year in
⌖ San Francisco, CA
5 months in
The growth engine

Program roadmap · the 90-day cycle

Q4Complete
Oct–Dec 2025
67
key initiatives · 100%
Q1Complete
Jan–Mar 2026
126
key initiatives · 100%
Q2In progress
Apr–Jun 2026
79
70 of 79 · 89%
Q3Up next
Jul–Sep 2026
🔒
Plan locks at kickoff
The 90-day cyclePlan, build, prove — the engine that drives every quarter.
Live stage per marketSee exactly where Los Angeles, San Diego and San Francisco sit.

Watch the work get done.

The engine room — every project we’re driving this quarter, what’s waiting on you, and how far along each one is.

Live project listEvery initiative with subtasks and due dates.
Tagged by engineReach, Match, Retain — filter to what matters.
🔒 growth.alloygp.co/playbook
10

Projects we're driving

89%of quarter
complete
● On Track
Build Website — Foundation
●●○○○○○ 2/7 subtasks
In progressReach
29%
Local Takeover · League City
●●●○ 3/4 subtasks
In progressReach
75%
Local Takeover · Los Angeles
●●●○ 3/4 subtasks
In progressReach
75%
Update Growth Blueprint & Q3 Playbook
○○○○○ 0/5 subtasks
PlanningRetain
0%
Social Media — June
○○○○○○○ 0/7 subtasks
In progressReach
6%
JS
John Smith
Alloy started this · 6 replies
Your new site is taking shape — ready for your first look
Your move
management.co needs to review website design feedback in the In Review section.
Review nowOpen message
Leads◷ new today
3
new leads to qualify
Qualify leads →
Waiting on you, surfacedNothing stalls because a task slipped through.
Real-time progressBars and quarter completion update as work lands.

Every message and request, in one thread.

No more lost emails or “did you get my note?” — a full ticket and messaging system, every conversation tracked against the work it belongs to.

Tracked inboxEvery ticket — Pending, In-progress, Resolved.
Full history keptAttach files, CC teammates — nothing lost.
🔒 growth.alloygp.co/tickets
CPE Tasks 9In-Progress 2All
#10572Pending
Email Signature
JS John Smith
#10511Pending
LinkedIn Request
JS John Smith
#10510Pending
Social Media Access & Posting
JS John Smith
#10441Pending
Re: Website form routing
DN Doug Newman
#10572PendingMark resolved

Email Signature

From John Smith · john@smith.com
MJ
Mary Jane · 5d ago

Hi John — I wanted to make sure the email signature ended on a good note. We created an updated method for you. Can you take a look and let us know if this is easier to install?

Reply to your team… ➤ Send
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Two-way messagingThreaded by topic, with your Alloy team.
One-click new requestOpen a request for anything in seconds.
Proof of partnership value

The numbers that justify
the partnership — always on.

With other agencies you get a raw Google Analytics export and you're left to decode what it means. The portal totals your return continuously, so the case for the work is never more than a glance away.

74
Qualified leads
since June 2025
$1.16M
Total quote value
contract revenue in play
$2.39M
Revenue created
lifetime, closed
+$1.92M
Projected firm value
enterprise value increase

Figures shown are an illustrative partnership. Your portal reflects your firm's actual leads, quotes, revenue, and projected value — tracked from day one.

How you get it

No upsell. It comes
with the work.

The Growth Portal isn't a product we sell on the side — it's how every Alloy engagement is run. Start a plan and your portal goes live on day one.

1

Start a plan

Start a BoardSuite plan. A quick conversation gets the partnership moving — no prep, no pressure.

2

We build your engine

The brand interview and growth roadmap set the plan. Your portal is provisioned and connected to the work as we build.

3

Your portal goes live

Log in to watch leads land, projects move, and value compound — in real time, for as long as we work together.

Common questions

Honest answers, plainly.

How much does the Growth Portal cost? +

Nothing extra. The portal is included free with every BoardSuite plan — it's simply how we run the work and report on it. There's no separate license, seat fee, or add-on.

Can I get the portal without a plan? +

The portal exists to show the work we're doing for you, so it's tied to an active engagement. Start a BoardSuite plan and your portal comes with it. If you'd like a walkthrough first, we're happy to give you a live tour.

Where does the data come from? +

Directly from the systems running your growth — your lead forms, Google Business Profile, ad platforms, our project management, and our proposal and review engines. The portal pulls it together so you see one honest picture instead of five disconnected dashboards.

Is it just for one person, or my whole team? +

Your whole team. Invite owners, partners, and key staff so everyone sees the same source of truth — no more forwarding screenshots or re-explaining results in a meeting.

How current is the information? +

Leads and project status update in real time. Value metrics like revenue created and projected firm value refresh continuously as quotes are sent, deals close, and work ships — not once a month in a deck.

Get started

Start a plan. Get the portal. See everything.

Every Alloy plan comes with the Growth Portal — full transparency into the work and the wins, from day one. Tell us about your firm and we'll show you what our partnership could look like.

Day-one access
live with your first plan
Whole team
one source of truth
Free
with every plan
Takes 30 seconds

Request a walkthrough

No long-term contract required. We'll reach out within one business day.