Sender-side quirks to keep working around when building or troubleshooting a campaign.

No SPF/DKIM/DMARC-per-domain data loaded yet — send the domains & logins sheet to fill that in.

Refreshed from the live Instantly dashboard, Sep 8 2026 — this is what Alycia is actively running and monitoring day to day. Send more screenshots or an export any time to add campaigns as they launch. Click any row for the full cadence.

Refreshed directly from the live Instantly dashboard, Sep 8, 2026 — sent/click/replied/progress% updated across all 20 tracked campaigns to match live numbers. Two status changes: 08/19_Ag Tech_US_Executive_Growing Operations Department is now Completed at 100% (28 sent, unchanged from Sep 1 — list exhausted, not paused), and 07/31_Statista NA_Fastest Growing_Headcount Heavy is now Completed at 100% (349 sent). Biggest movers since the last refresh: 08/19_Manufacturing_US_Operations Lead jumped to 2,935 sent (still 2 replies, 0.27%), 08/25_Hiring AI Engineer Role tripled to 158 sent (1% through its list, still 0 replies), and 08/13_PA RE EXPO_Renewable Energy is now 95% through its list (238 sent, still 0 replies — worth a look given it's this close to exhausting the list with zero engagement). All other tracked campaigns grew modestly in sent count; reply totals held steady across the board except a slight tick up on AI4.io_C-Suite (659→660 sent). Bounce-rate badges and unsubscribe counts weren't updated this pass since Instantly's campaign list view doesn't surface either directly — both carried over from the last check (5 unsubscribes total: 1 on TurnkeyDev Canada_FR, 4 on TurnkeyDev Canada). Active-campaign count in the KPI row above dropped from 16 to 14 to reflect the two campaigns that completed this pass. The 15 older/paused campaigns flagged Sep 1 as untracked (14 07/01_Legal_Coffee variants, 2 06/30_TenderOS_Sales Managers_US variants, 06/02_Construction Podcast Invite_US_Paola) are all still present in Instantly, unchanged, plus one new one-off test campaign ("TEST send-now 1 lead (jobbank render check)", 3 sent, Completed) not worth tracking here. Two data notes carried over from earlier refreshes, not re-verified this pass: the "07/31_Industrial Survey_Peer Survey" campaign still appears in Instantly as "(copy)"; and the Supplychain & Logistics campaign's Opportunities count still reads 0 in Instantly, down from the 1 positive/interested reply logged previously.

Drafted a 5-touch cadence (Solar EPC/Installer, ~40 regional EPCs/installers exhibiting at RE+ Mid-Atlantic, 20–500 employees) refined with CEO/President job titles in mind. 48 leads enriched with emails (23 CEO, 14 President, 3 COO, 3 Owner, and a handful of other operating titles) and uploaded to Instantly along with the cadence on Aug 13 — campaign is created but still sitting in Draft status, not yet launched. Lead sourcing for this list previously tested Sales Navigator (missed most companies) and Airscale (still surfaced irrelevant titles); manual sourcing with AI assistance ended up being the effective method. See Goals for Tomorrow to get it out of Draft.

Previously logged elsewhere as shut down, but confirmed active — 60 episodes tracked (48 posted), and Google Business Profile posts promoting them were scheduled last week. Riverside's monthly billing is legitimate. Fully documented in the PODCAST folder in Drive. See the Podcast tracker on the Social Media tab for platform links and performance. Tools in use: Riverside (recording/editing), Instantly (email), Sales Navigator, Airscale.

Where episodes are posted and how they're performing on each platform. Confirmed active (episode tracking sheet shared Aug 10) — previously logged elsewhere as "shut down," but that was incorrect; Riverside's monthly billing (see Budget Overview) is legitimate.

Play/download/follower counts aren't loaded yet — send a screenshot or export from each platform's dashboard and I'll fill these in. Episode breakdown by industry (60 total): Oil & Gas 36, Manufacturing 11, Pharma 6, Financial Services 2, Journalism 1, Cosmetics 1, Law 1, Food 1, unclassified 1. Hosted mainly by Phil (18 credited) and Paola (7 credited); most others don't list a host in the sheet.

Google Business Profile posts advertising podcast episodes on Webisoft's Google Page, scheduled out across the full episode tracking sheet (60 episodes, 48 already posted). The scheduling itself was done last week — just getting it onto the tracker now.

• Calendar maintained with consistent publishing schedule
• Articles, case studies, videos, and news repurposed into posts
• Comments, messages, and mentions monitored daily
• Content and approvals collected from internal team members

Sep 5–Oct 4, 2026 · linkedin.com/company/webisoft, Page admin analytics

Content engagement window shown is Sep 22–Oct 6, 2026 (most recent 3 posts); the KPI row above covers the full last-30-days window (Sep 5–Oct 4, 2026). Per-post numbers for 9/29 and 9/22 were refreshed from the Oct 1 pull (they continue to accrue impressions). These are LinkedIn Shorts clip posts from the podcast pipeline below. Source: LinkedIn Page admin > Analytics (Content & Followers tabs), pulled Oct 6, 2026.

Click a clip to open the video on Google Drive. Post copy is the exact caption used (or queued to use) on LinkedIn.

Send file links, screenshots, or a list of design requests and this will fill in further as an asset gallery.

AI Discovery — Sales Deck

Shipped

14 slides · Sales collateral for the "AI Discovery Sprint" offer ($2,500 flat, 30-day engagement)

Positions Webisoft's AI Discovery Sprint: de-risking AI investment before a large project, identifying 3–5 high-value AI opportunities, and building a roadmap tied to revenue, cost savings, and speed. Covers the problem (AI feels risky, vendors push hype over outcomes), what winning with AI looks like, sample opportunities (sales proposal assistant, lead qualification, ops reporting automation), the 30-day sprint structure (rapid assessment → use-case design → prioritization), deliverables, ROI framing, and closes with the $2,500 flat-fee offer and a guarantee to keep working at no extra cost until the fee is returned in value.

Open original (Google Slides)

Added Aug 4, 2026

Capabilities Deck

Shipped

10 pages · "A High-Velocity Dev Lab" — redesigned general capabilities/sales deck (v10, per Srikar's feedback)

Revised Aug 11 per Srikar's feedback, adding two new case studies on top of the Aug 10 redesign. What they do (software dev & venture studio founded 2017, Montreal + Miami), industries trusted across (blockchain, telecom, energy, airlines, manufacturing, security, non-profit) with named clients (Cardano Foundation, dVIN Labs, Midnight Foundation, Bell Media, Quebecor, Exmar, Spartan Solar, Theta Lake, eCycle, Share Mobility, La Tablée des Chefs), now seven case studies (Exmar ERP+AI search, Quebecor AI proposal engine, Spartan Solar Xero-to-Odoo migration, Theta Lake compliance AI, dVIN Labs in-house transition, Share Mobility interim-CTO crisis stabilization, eCycle unified marketplace catalog), four engagement tracks (Build, Scale, Modernize, AI), a 4-phase "how we work" process, and the leadership team (William Marchand, Phil Therien, Utkarsh Varma, Jérémie Bonsant). SOC 2 compliant, AWS Partner, Odoo Partner.

Open original (Google Drive)

Updated Aug 11, 2026

Webisoft Portfolio
for Review Sites

Webisoft Portfolio for Review Sites

Needs input

Google Doc · Draft case-study copy for Clutch, GoodFirms, DesignRush, TopDevelopers, Techreviewer, Capterra, etc.

Updated Aug 5 with dates/budgets filled in. Seven case-study entries total: the original five anonymized ones (clients listed by industry only, per William/Phil's direction) — Maritime & Energy (Exmar, custom ERP + AI document search, ongoing retainer since ~2026, ~$1M/yr), Solar Energy ($100M revenue, Xero→Odoo migration + AI invoice automation, 2026, ~$100K/yr), Out-of-Home Advertising (Quebecor AI sales recommendation engine, 2025, ~$300K/yr), AI & Enterprise Compliance (Theta Lake, since 2022, ~$150K/yr), and E-Commerce/Retail Tech (eCycle Solutions — identity and dates now confirmed, closing the earlier gap, 2025, ~$100K/yr) — plus two new GoodFirms-tagged entries: an Interim CTO/emergency stabilization engagement for a mobility-tech client, and an in-house blockchain transition for a multi-chain trading platform. Still open: team size is unconfirmed for three entries (Maritime, Compliance, E-Commerce show "[still needed]"/"[fill in]"), and William/Phil flagged that Exmar and Theta Lake should be reframed as ongoing multi-year retainer partnerships rather than single bounded projects before this goes external. A bonus 6th case study (Arctic Research Foundation SOW, WON, ~8 weeks, $6,250) and a possible 7th (Quebecor's separate "Neo: Connect et BI" project) are noted as options if more entries are wanted later.

Open original (Google Doc)

Updated Aug 5, 2026

Webisoft General Info
for Review Sites

Webisoft General Info for Review Sites

Ready to use

Google Doc · "Phase 2 — Profile Asset Library": ready-to-use copy for all agency review and software listing platforms

Canonical company info (founded 2016, Montreal HQ + Miami office, 30+ senior in-house engineers, no outsourcing) plus company descriptions at four lengths (50/100/250/500 words) to match each platform's character limits — Clutch, GoodFirms, TechBehemoths, TopDevelopers, Sortlist, DesignRush, and more. Covers the five core practice areas (Blockchain, AI, Enterprise Software/ERP, Product Development, Technology Advisory), notable clients (Quebecor, eCycle Solutions, Spafax, Spartan Solar, Midnight, Cardano Foundation), and award/recognition callouts (TechBehemoths 2021–2025, Manifest Most Reviewed Agency). Meant to be copied directly into listing platforms without mixing description lengths.

Open original (Google Doc)

Added Aug 4, 2026

Trigger-Based Outbound
Campaign Options

Trigger-Based Outbound — Campaign Options

Needs input

PDF · Six trigger/gift-based lead-gen campaign concepts, prepared for William & Phil's review

Six outbound approaches built around a job-change or CRM-history trigger, each paired with a physical or personalized "gift" hook: (1) New Technical Executive — CTO/CIO changed jobs in the past 90 days (Amplemarket), gift is a Montreal-specific local product framed as a congratulations; (2) ERP Hiring Signal — company hiring an ERP Manager/Administrator (Amplemarket), gift is a printed 4–6 page Migration Risk Assessment; (3) Client Alumni — decision-makers who left a top client (Exmar, Quebecor, Spartan, eCycle, Theta Lake) in the past 12 months and now fit the ICP (Sales Navigator), gift is a working 2–3 screen prototype rebuilt for their new company plus a local Montreal gift; (4) Podcast Guest Backlog — past Innovation Blueprint guests/declines who never became customers, gift is their episode professionally packaged (clips, pull-quotes, graphics); (5) CEOs Whose CTO Recently Departed — mines the CTO job-change signal backwards to find companies with a vacant CTO seat, gift is a free one-page outside technical read of their roadmap, no pitch; (6) Old Champions, New Jobs — contacts from lost/stalled 2023–2025 deals who've since moved to an ICP-fit company, gift is the original proposal reprinted with a personalized sticky note. Awaiting William and Phil's review on which to pursue.

Open original (Google Drive)

Added Aug 11, 2026

turnkey.dev
Profile Asset Library

turnkey.dev — Profile Asset Library

Ready to use

Google Doc · Ready-to-use copy for review pages, directories, and listings for turnkey.dev, a Webisoft-operated vetted developer network

Canonical brand info plus four description lengths (50/100/250/500 words) for turnkey.dev, a vetted developer-staffing marketplace operated by Webisoft: clients describe a role/stack/seniority and get a shortlist of pre-vetted senior developers, usually within a few days, drawn from 26 technologies across six categories with published hourly rates ($45–$160). Every developer passes a technical screen, a practical exercise, a shipped-project review, and reference checks; requesting a shortlist is free, and any developer can be replaced at no cost within the first two weeks. One of three new brand asset libraries (with Erzon and Move to Cloud) prepared so each product/site can get its own review-site listings.

Open original (Google Doc)

Added Aug 13, 2026

Erzon
Profile Asset Library

Erzon — Profile Asset Library

Ready to use

Google Doc · Ready-to-use copy for review pages, directories, and listings for Erzon, a Webisoft-operated production-incident and reliability service

Canonical brand info plus four description lengths (50/100/250/500 words) for Erzon, a production-incident response and reliability-retainer brand operated by Webisoft Technologie Inc.: senior-engineer triage within one business hour across database, DevOps/infrastructure, and application failures, via a flat-scoped Emergency Fix ($250–$7,500/incident) or a monthly Reliability Retainer (from $2,500/mo). Every engagement includes a written root-cause report; free triage, and no charge if Erzon can't help. One of three new brand asset libraries (with turnkey.dev and Move to Cloud) prepared so each product/site can get its own review-site listings.

Open original (Google Doc)

Added Aug 13, 2026

Move to Cloud
Profile Asset Library

Move to Cloud — Profile Asset Library

Ready to use

Google Doc · Ready-to-use copy for review pages, directories, and listings for Move to Cloud (movetocloud.io), a Webisoft-operated content and lead-generation brand

Canonical brand info plus four description lengths (50/100/250/500 words) for Move to Cloud, a free vendor-neutral cloud-migration content library published by Webisoft Technologie Inc.: 45 guides across six categories (providers, playbooks, cost/FinOps, security, glossary) covering AWS, Azure, Google Cloud, DigitalOcean, and Oracle Cloud, written by Webisoft's own migration engineers. No pricing plans or storefront — the only conversion point is a free migration assessment, functioning as top-of-funnel content marketing/lead-gen for Webisoft's cloud practice. One of three new brand asset libraries (with turnkey.dev and Erzon) prepared so each product/site can get its own review-site listings.

Open original (Google Doc)

Added Aug 13, 2026

Review Websites
— Profiles

Review Websites — Profiles

Ready to use

Google Sheet · Deep-dive pricing, traffic, and buyer-value research across every review site Webisoft is tracking

Two-tab workbook built Aug 14, 2026: a "Pricing & Analytics" tab covering verification status, active sponsorships, pricing tiers, backlink DA, global traffic rank/visit volume/trend, a buy/no-buy recommendation with reasoning, incognito-mode notes on how each profile actually shows up in a real buyer search, and whether Webisoft is cited in ChatGPT/Claude search results for core service lines — plus a "Login Information & Details" tab (Phase 1 audit) with login access, ranking, review counts, and profile completeness per site. Surfaced a few corrections to the tracker: Clutch's actual monthly spend is $3,486.55 (was logged as an even $3,500 estimate), GoodFirms has a separate $49/mo Pro plan alongside the $1,500/yr sponsorship already in place, and SoftwareSuggest's real pricing ($4,000–$15,000 depending on tier/term) makes it low priority even once its account-access issue is resolved.

Open original (Google Sheet)

Added Aug 14, 2026

CTO on Demand
Phase 2 Assets

CTO on Demand — Phase 2 Review Page Assets

Ready to use

Google Doc · Ready-to-use copy for Clutch, GoodFirms, TechBehemoths, and other agency review platforms

Canonical service info plus four description lengths (50/100/250/500 words) for Webisoft's CTO on Demand service (fractional/interim CTO advisory, part of the Technology Advisory practice): senior in-house engineers provide technical architecture reviews, ongoing fractional/interim CTO coverage, technical due diligence, and roadmap planning, billed at $100/hr with a $2,500 minimum for advisory work (fractional/interim retainers scoped individually). Also includes a sub-service breakdown (Fractional CTO Retainer, Interim CTO Coverage, Technical Architecture Review, Technical Due Diligence, Technology Roadmap Planning, Backend/Frontend/DevOps Advisory), FAQ answers, taglines, and client/social proof. Created so this service line can start being added to review-site profiles.

Open original (Google Doc)

Added Aug 17, 2026

SEO Competitive
Content Brief

SEO Competitive Content Brief — CTO on Demand

Ready to use

Doc · Keyword-by-keyword competitive research and page-brief recommendations for CTO on Demand's core SEO terms

Researched Aug 19, 2026. Covers where CTO on Demand ranks (and doesn't) for terms like "fractional CTO services," "CTO on demand," "interim CTO services," and "fractional CTO cost/pricing," with page-by-page gap analysis against top-ranking competitors (word count, structure, claims, CTAs). Flags that CTO on Demand doesn't rank #1 for its own brand term, and that the existing fractional-CTO-cost page needs a tiered pricing table, cited stats, and a lead-magnet CTA to beat the current top-ranking competitor. Recommends five priority pages to build next, starting with a rebuilt "CTO on Demand" pillar page and the expanded pricing page.

Open original (Google Drive)

Added Aug 19, 2026

CTO on Demand
Pillar Page Draft

CTO on Demand — Pillar Page Draft

Needs input

Google Doc · ~2,600-word homepage/category pillar page draft targeting "CTO on Demand" as brand + category term

Drafted Aug 19, 2026 off the SEO Competitive Content Brief. Leads with the leadership-vacuum positioning, the four common trigger situations, the three-phase Creating Clarity methodology, two case studies, a differentiation section, and a 6-question FAQ. Reuses verified stats and case studies from the current live homepage — flagged in the draft to double-check those figures (review count, delivery-improvement %) haven't drifted before publishing.

Open original (Google Drive)

Added Aug 19, 2026

Fractional CTO Cost
Page — Expanded

Fractional CTO Cost — Expanded Page Draft

Needs input

Google Doc · ~3,200-word expansion of the existing live pricing page, adding what the top-ranking competitor page has that ours doesn't

Drafted Aug 19, 2026. Adds a named 4-tier pricing table (Advisory, Standard Fractional, Heavy Fractional, Interim), a fractional-vs-full-time cost comparison, a "what moves your price" section with a worked example, and a proposed new lead magnet ("12-Point Fractional CTO Evaluation Checklist"). Two open items flagged for sign-off: the new Advisory/Heavy Fractional price bands need confirming against how CTO on Demand actually prices, and the checklist lead magnet doesn't exist yet and would need to be built.

Open original (Google Drive)

Added Aug 19, 2026

Fractional CTO Services
Pillar Page Draft

Fractional CTO Services — Pillar Page Draft

Needs input

Google Doc · ~2,800-word new pillar page for the high-volume, high-competition term "fractional CTO services," which currently doesn't resolve to any CTO on Demand page

Drafted Aug 19, 2026. Covers what a fractional engagement actually includes, when it does/doesn't make sense, the Creating Clarity methodology, pricing summary linking to the cost page, two case studies, a differentiation section, and a 6-question FAQ. Written to sit above the cost page and the interim-services page in site architecture — flagged to confirm nav/breadcrumb structure before publishing.

Open original (Google Drive)

Added Aug 19, 2026

Technical Due Diligence
Prep for Founders

Technical Due Diligence Prep for Founders — New Page Draft

Needs input

Google Doc · ~2,400-word new page targeting the founder/seller side of technical due diligence, a less-crowded angle than the investor-side pages that currently dominate search results

Drafted Aug 19, 2026. Covers the four things diligence actually tests (knowledge concentration, data access/audit trails, unreviewed AI-generated code, roadmap feasibility), a compressed 3-week prep process, a case study, and a 6-question FAQ. Flagged for a decision before publishing: this proposed 3-week engagement is distinct from the existing 4-week Engineering Audit & Stabilization Sprint, and offering two similarly-scoped fixed engagements could read as inconsistent unless clearly differentiated.

Open original (Google Drive)

Added Aug 19, 2026

Interim CTO Services
Page Draft

Interim CTO Services — New Page Draft

Needs input

Google Doc · ~2,300-word new page explicitly distinguishing interim from fractional CTO services, a distinction currently missing from the site

Drafted Aug 19, 2026. Covers the interim-vs-fractional distinction (authority, time horizon, price), what an interim CTO does from day one, four trigger situations, the compressed Creating Clarity methodology, a case study, pricing ($20,000–$40,000/month), and a 6-question FAQ. Flagged for a final gut-check before publishing: this is the highest-priced tier across all five drafted pages, so the hours/price positioning should be confirmed against how the team actually wants interim engagements marketed.

Open original (Google Drive)

Added Aug 19, 2026

Best Fractional CTO
Services Comparison

Best Fractional CTO Services (2026): An Honest Comparison — Page Draft v2

Ready to use

Google Doc · ~3,200-word revised draft, refined with Claude Fable, built to compete with "best fractional CTO services" roundups

Revised Aug 20, 2026 (v2). All competitor descriptions and pricing now verified directly against each company's own current site (CTOx corrected from v1: it's a training community/accelerator, not a client-facing firm). Adds published competitor pricing where it exists, named-source market statistics for AI-citation value, a direct 40-60 word answer opening every H2, FAQPage-ready FAQ, and CTAs matched to the live site's actual wording. No em-dashes per Alycia's style note. Notes flag: re-verify Go Fractional and Kompella's published pricing immediately before publishing since those could change, and add FAQPage/ItemList schema at implementation.

Open original (Google Drive)

Updated Aug 20, 2026 · Added Aug 19, 2026

How We Handle
Client Feedback

How We Handle Client Feedback — Page Draft v2

Ready to use

Google Doc · ~2,000-word revised draft, refined with Claude Fable, ranking on the client-feedback topic itself rather than a testimonials wall

Revised Aug 20, 2026 (v2). Now leads with the strongest fact the site already publishes (4.9/5 across 23 verified reviews) instead of opening apologetically about thin third-party profiles. Adds a new "How to Evaluate Any Fractional CTO's Reviews" section to broaden reach to the non-branded "fractional CTO reviews" query, direct-answer H2 openers, an expanded FAQPage-ready FAQ, and CTAs matched to live site wording. No em-dashes per Alycia's style note. Notes flag: confirm the 4.9/5 figure stays in sync with the homepage, confirm the /#reviews anchor id, and consider AggregateRating schema only if scoped correctly per current Google guidelines.

Open original (Google Drive)

Updated Aug 20, 2026 · Added Aug 19, 2026

Free AI Assessment
LinkedIn Carousel

Free AI Assessment — LinkedIn Carousel (Srikar)

Ready to use

Slides/PDF · 3-slide "swipe" carousel promoting Srikar's Free AI Assessment offer, rebuilt to match Webisoft branding

Re-designed Aug 21, 2026. Tried building it in Claude Fable first but wasn't happy with the result, so rebuilt it in Canva and had Fable go back in to correct the fonts. Slide 1 hooks with "Everyone has AI now. Almost nobody is using it right," slide 2 breaks down the three-part offer (operations review, no-pressure honest read, and the SR&ED credit angle recovering up to 36.75% of qualifying work), and slide 3 closes with William and Phil's contact info. Delivered as both editable Slides/PPTX and a flattened PDF.

Open original (Google Slides) Open PDF (Google Drive)

Added Aug 21, 2026

Edigo Facebook
Benchmark

Edigo Facebook Benchmark — pre-relaunch baseline

Reference

Edigo.io (Webisoft education platform, being relaunched) · Facebook performance analysis to set benchmarks ahead of relaunch

Key stats as of Aug 26, 2026: last content post was Jan 27, 2022 (~4.6 years of silence as of today); 3.6 avg. likes/post across 11 dated posts sampled; 12,000 followers.

Open original (Google Drive)

Added Aug 26, 2026

Edigo Instagram
Benchmark

Edigo Instagram Benchmark — pre-relaunch baseline

Reference

Edigo.io (Webisoft education platform, being relaunched) · Instagram performance analysis to set benchmarks ahead of relaunch

Key stats as of Aug 26, 2026: last post was Jan 27, 2022; 10.6 avg. likes/post; 0.4% avg. engagement rate (~13x more efficient per follower than Facebook); 2,698 followers.

Open original (Google Drive)

Added Aug 26, 2026

Webisoft Projects
Web Copy

Webisoft Projects: Web Copy — draft, needs refining

Needs input

Google Doc · 7 new/updated case studies for webisoft.com/projects, reworked from review-site portfolio entries and Phil's capacity deck

Covers Exmar Offshore (replaces existing entry 16), Spartan Solar, Quebecor, Theta Lake, eCycle Solutions, plus 2 confidential entries (mobility interim CTO, multi-chain trading platform). Each has card copy and detail-page copy tailored to the site's format (short H3 description, named client, single category, no budget/duration/team-size fields) rather than the review-site Challenge/Solution/Results shape. Several open items flagged before this can publish: Exmar's AI-search work needs confirming as part of the same engagement or split out; Theta Lake naming needs a direct client check given their compliance/trust positioning; eCycle's source has a title/description mismatch to resolve; Spartan Solar's $100M revenue figure needs their sign-off; all budget/retainer figures have been stripped per existing site convention; and the capacity deck lists several active clients (Bell Media, Air Inuit, etc.) with no Projects page presence at all.

Open original (Google Drive)

Added Aug 26, 2026

Blog Posts to Target
AI Citations & Google Rankings

Blog Posts to Target AI Citations & Google Rankings

Needs input

Google Sheet, 2 tabs (AI_Citations, Google) · identifies specific blog content opportunities to maximize visibility in AI answer engines and Google search

Each row maps a working title to the internal data needed to write it, who to ask for that data, and current blocked/not-blocked status. AI_Citations tab: 25 article ideas, 24 blocked on internal information (mostly real project figures, named failure modes, and benchmark data from delivered engagements) — only 1 has everything needed. Google tab: 28 article ideas, 12 already have everything needed to write, 16 are blocked pending internal input from the team (Phil Therien, Utkarsh Varma, Jeremie Bonsant, William Marchand, and others named per row).

Open original (Google Sheets)

Added Aug 26, 2026

Webisoft
Blog Triage

Webisoft Blog Triage v3 — 248 pages sorted against GA4 data

Needs input

Google Sheet, 5 tabs (Read Me, Triage, Blocked on Tracking, Priority Fixes, Summary) · triages every blog/site page to find errors, issues, and best performers, and sorts each into a recommended action

v3 correction: v1/v2 concluded articles had a missing or buried CTA, based on a text extraction that linearises the page and pushes the sidebar contact form to the end — a screenshot of a live article shows that form is actually visible in the left sidebar from the first screen. The labels "NO CTA – add offer" and "CTA TOO DEEP – move up" were removed as built on a false premise, and those pages (plus the old "need read time" bucket) are now merged into one 38-page, 82,146-session bucket: "NOT CONVERTING – cause unknown." Leading hypothesis is now that the sidebar form itself isn't firing a GA4 key event, or its conversions are being misattributed to /contact or the homepage — blocked pending one GA4 check (Page path × Event name, 12 months) before any fix gets assigned. Updated recommended-action breakdown across 248 pages: 40 kept as-is, 38 not converting (cause unknown, was previously 3 separate CTA-related buckets), 27 flagged for rewrite, 25 to keep and optimize, 4 that look like bot/broken traffic, 86 needing manual review, 28 site pages excluded. Category split unchanged: 168 off-strategy crypto pages (164,940 sessions, the bulk of traffic), 29 on-strategy AI, 16 other software, 4 mixed, 3 on-strategy ERP. Other Priority Fixes items also still stand: a title/meta problem on the site's single biggest impression page (2.27M impressions, 10.7% of the site, but 0.03% CTR), two CRM pages with 3-5 second engagement reading as a rendering bug, an estimated 8% bot/scraper traffic distorting site-wide rates, and the read-time crawl (only 6 of 248 rows have it) demoted from urgent to a content-quality signal now that it's no longer tied to CTA visibility.

Sep 7 update: the old "CTA Worked Example" tab was replaced with a dedicated "Blocked on Tracking" tab that lays out the full case for the one still-open GA4 check — what's been ruled out (missing/buried CTA), the three remaining explanations (form doesn't fire a key event, event fires but isn't marked as a key event, or the audience genuinely doesn't convert), why the zeros at that scale look like a measurement gap rather than real behavior, and what each possible check result would mean for next steps. The 38-page "NOT CONVERTING – cause unknown" bucket is still not assigned a fix pending that check.

Sep 7 update (later same day): used Search Console to fill in three new columns on the Triage tab — meta description status, top query (28d clicks/impressions), and indexing status. Meta description status is now assessed for 220 of 248 pages: 123 need a fix (auto-generated/truncated), 97 already have a custom meta description. Indexing status is checked for 19 pages so far: 12 confirmed NOT INDEXED, all due to a canonical tag pointing to a competing service page or another article (one of them a straightforward page-with-redirect case for 7 of the 12); the remaining 7 checked pages are indexed and simply have a ranking/CTR issue rather than an indexing problem. These 12 not-indexed pages and the 123 broken meta descriptions are also the basis for the new "Website Edits Checklist" doc (136 pages, split into indexing fixes / full title+H1+meta refresh / meta-description-only), queued separately on this tracker and ready to execute once CMS access comes through.

Open original (Google Sheets)

Added Aug 26, 2026 · Updated Sep 7, 2026 (v3, Search Console data added for meta/indexing)

Website Edits
Checklist

Website Edits Checklist — 136 pages, ready to execute

Blocked on website access

Word doc · the full list of on-page changes to make once CMS edit access is granted, organized so each page's changes can be made in a single pass

Built from Search Console, the live website, and the Blog Triage data so it can just be executed as soon as access comes through. Sections in fix order — indexing first, since a page that isn't indexed doesn't benefit from title/H1/meta work until its canonical tag is corrected: Section 1 — 12 pages not indexed due to a canonical tag pointing elsewhere, fix first. Section 2 — 9 pages needing a full refresh of title tag, H1, and meta description (each field marked "no change needed" where it's already fine). Section 3 — 115 pages where title and H1 are fine and only the meta description needs a rewrite; this covers every remaining page on the site with a broken or auto-generated meta description, not just the top-priority ones. Same underlying findings as the Meta description & indexing audit card on the Website, SEO & GEO tab.

Open original (Google Docs)

Added Sep 7, 2026

Competitive SEO Brief — Odoo ERP Services

Ready to use

PDF, 8 pages · Teardown of the four competitor pages ranking on page one for Odoo partner/developer searches in Canada, vs. Webisoft's two Odoo-adjacent URLs

Researched Aug 26, 2026 (Captivea, OERP, Surekha Technologies, O2B Technologies). Biggest finding: Webisoft's /hire-odoo-developers and /odoo-development-company both redirect into the generic enterprise-software page, which has no Odoo partner tier, stats, testimonials, or FAQ — while all four competitors run standalone pages with 4/4 hitting a dedicated landing page, partner tier stated, years cited, and an FAQ block. Webisoft's Clutch 4.9/5, AWS Partner status, and SOC 2 Type II compliance beat every competitor's proof points but aren't surfaced on an Odoo page. Five recommended actions, ranked quick win to strategic: un-redirect the two Odoo URLs, surface the Clutch score stacked with Odoo-specific numbers, add an 8–10 question FAQ block, pursue/publicize official Odoo partner status, and publish a pricing/engagement-model page (a gap across all four competitors, not just Webisoft).

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Added Aug 26, 2026

Configuring
GST and QST in Odoo

Configuring GST and QST in Odoo: A Quebec Setup Guide

Needs input

Google Doc · ~1,500-word configuration guide · target query "gst qst odoo configuration"

Drafted Aug 27, 2026, one of 12 Odoo-specific articles written to be publishable without internal company data. Argues the rates aren't the hard part (GST 5% federal, QST 9.975% on Quebec, calculated pre-GST) — fiscal positions, which control which taxes apply to which customer, are what actually decide whether filings come out right. Framed explicitly as a configuration guide, not tax advice, with a note to confirm obligations with an accountant. Carries the Webisoft-is-an-official-Odoo-partner / Verified August 2026 disclaimer used across this batch.

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Added Aug 27, 2026

Odoo
Partner or Self-Implement

Do You Need an Odoo Partner, or Can You Self-Implement?

Needs input

Google Doc · ~2,650-word comparison · target query "do i need an odoo partner"

Drafted Aug 27, 2026. Lays out that there are three implementation paths, not two: self-implement, buy Success Pack hours directly from Odoo, or engage a partner — citing Odoo's own guidance that companies under 50 employees usually go direct with Success Packs and companies over 50 usually use a partner. Pushes past headcount as a rough proxy to the real dividing line: whether you can use Odoo's workflows as they ship out of the box.

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Added Aug 27, 2026

Dynamics
GP End of Life

Dynamics GP End of Life: The Dates That Actually Apply to You

Needs input

Google Doc · ~1,500-word explainer · target query "dynamics gp end of life"

Drafted Aug 27, 2026. Corrects the common framing that there's a single Dynamics GP end-of-life date — which deadline applies depends on GP version, and extended support for GP 2016/2016 R2 already ended July 14, 2026, meaning those installs are unsupported now. Breaks the full timeline down version by version. Verified against Microsoft's published lifecycle information, August 2026.

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Added Aug 27, 2026

Odoo
Community vs Enterprise

Odoo Community vs Enterprise: Which One You Actually Need

Needs input

Google Doc · ~2,400-word comparison · target query "odoo community vs enterprise"

Drafted Aug 27, 2026. States plainly that Odoo Community is free and covers CRM, sales, invoicing, inventory, purchasing, manufacturing, website, and project management — enough for most companies under 50 employees. Lists five conditions that actually require a paid plan (Studio, running multiple companies in one database, external API access, self-hosting with custom modules, and one more), then frames the rest of the comparison as "the parts that cost us billable work" — an honest-partner angle rather than an upsell.

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Added Aug 27, 2026

Odoo Hosting in Canada

Odoo Hosting in Canada: Odoo Online vs Odoo.sh vs Self-Hosted

Needs input

Google Doc · ~1,500-word explainer · target query "odoo hosting canada"

Drafted Aug 27, 2026. Walks through Odoo's three hosting options (Odoo Online, Odoo.sh, self-hosted) and leads with the one fact most buyers miss: Odoo.sh assigns new projects to a United States data center by default, which matters immediately for any Canadian buyer who cares about data residency. Verified against Odoo's official documentation, August 2026, and leans on Webisoft's AWS Partner Network membership as added credibility on the hosting question.

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Added Aug 27, 2026

Odoo Studio Explainer

Odoo Studio: What You Can Build Without a Developer

Needs input

Google Doc · ~1,200-word explainer · target query "odoo studio"

Drafted Aug 27, 2026. Explains Odoo Studio (the no-code tool for adding fields, changing layouts, building reports, and creating automated actions) and flags the detail that turns it from a feature question into a pricing one: Studio requires the Custom plan, not Standard. Also surfaces an underused angle — you can trial Studio to check whether it does what you need before paying for the tier that unlocks it.

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Added Aug 27, 2026

Odoo Version Upgrades

Odoo Version Upgrades: What Breaks and How to Plan One

Needs input

Google Doc · ~1,400-word guide · target query "odoo version upgrade"

Drafted Aug 27, 2026. Opens with Odoo's own team naming version upgrades as the main practical difference between Community and Enterprise: on a paid plan, Odoo performs the upgrade at no extra fee, while on Community the upgrade is entirely the customer's problem. Goes on to cover why upgrades commonly stall. Verified August 2026.

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Added Aug 27, 2026

Odoo vs ERPNext

Odoo vs ERPNext: An Honest Comparison from an Odoo Partner

Needs input

Google Doc · ~1,300-word comparison · target query "odoo vs erpnext"

Drafted Aug 27, 2026. Leads with the structural difference that decides most of the comparison — Odoo prices per user, ERPNext prices per server (and is free software, with Frappe Cloud hosting billed separately) — and states outright that this comparison doesn't favor Webisoft as an Odoo partner, rather than downplaying ERPNext's advantage.

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Added Aug 27, 2026

Odoo
vs NetSuite vs SAP B1

Odoo vs NetSuite vs SAP Business One: How to Actually Compare the Cost

Needs input

Google Doc · ~1,850-word comparison · target query "odoo vs netsuite cost"

Drafted Aug 27, 2026. Makes the case that a per-user price comparison across these three doesn't work because none of them price the same way — Odoo per user with every app included, SAP Business One per user for a core set with paid add-ons, and NetSuite carrying a base platform fee regardless of user count that hits smaller companies disproportionately hardest. Verified against each vendor's published pricing, August 2026.

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Added Aug 27, 2026

CTO or
Development Partner

Do You Need a CTO or a Development Partner?

Needs input

Google Doc · ~1,250-word explainer · target query "do i need a cto or a development agency"

Drafted Aug 27, 2026, one of 8 fractional-CTO/technical-leadership articles written to be publishable from public sources. Frames the two as solving different problems that get conflated: a CTO makes decisions, a development partner does work — and argues most founders asking this question actually have the second problem but were told to solve the first.

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Added Aug 27, 2026

Can an Agency
Replace a CTO

Can a Development Agency Replace a CTO?

Needs input

Google Doc · ~1,100-word explainer · target query "can an agency replace a cto"

Drafted Aug 27, 2026. Answers "partly" and spends the piece being precise about which parts, written self-aware as the version Webisoft gives clients before signing rather than after ("we are an agency, so treat the following with appropriate suspicion"). Breaks down what an agency can genuinely own vs. what it can't.

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Added Aug 27, 2026

CTO vs VP
Eng vs Tech Lead

CTO, VP Engineering, or Tech Lead: Which Do You Need?

Needs input

Google Doc · ~940-word explainer · target query "cto vs vp engineering vs tech lead"

Drafted Aug 27, 2026. Makes the distinction about scope, not seniority: a tech lead owns delivery on a team (hands on the code, unblocks engineers, usually 3–8 people while still building) vs. the broader remits of a VP Engineering or CTO. Written to stop the expensive mistake of hiring a competent person into the wrong-scoped role.

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Added Aug 27, 2026

First Technical Hire

Should Your First Technical Hire Be a CTO or a Senior Engineer?

Needs input

Google Doc · ~1,100-word explainer · target query "first technical hire cto or engineer"

Drafted Aug 27, 2026. Answers "usually the senior engineer" up front and explains why: a CTO's job is direction and organization, and a first-hire company typically has neither an organization to lead nor enough strategic ambiguity to occupy an executive.

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Added Aug 27, 2026

Who Owns
Technical Decisions

Who Owns Technical Decisions When You Have No CTO?

Needs input

Google Doc · ~1,100-word explainer · target query "who makes technical decisions without a cto"

Drafted Aug 27, 2026. Frames the real failure mode as decisions made by default (whoever happened to be in the room) rather than bad decisions, and treats it as a governance problem with a governance answer — naming an owner, even a non-technical one, rather than requiring a new hire.

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Added Aug 27, 2026

Outsource vs
Hire In-House

When to Outsource Engineering vs Hire In-House

Needs input

Google Doc · ~1,050-word comparison · target query "outsource engineering vs hire in house"

Drafted Aug 27, 2026. Written self-aware as coming from an outsourced-engineering shop, including the parts that argue against Webisoft. Argues hourly-cost comparisons are the least useful axis (a senior engineer's fully loaded internal cost runs closer to salary plus 40%) and that what actually differs is speed, reversibility, and where the knowledge ends up.

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Added Aug 27, 2026

Hire Engineers
Without a CTO

How to Hire Your First Engineers Without a CTO

Needs input

Google Doc · ~1,100-word guide · target query "how to hire developers without technical background"

Drafted Aug 27, 2026. Written for non-technical founders, built around the honest constraint that they can't assess technical depth themselves — so the hiring process has to be designed around that rather than pretending otherwise. Opens with writing the role around the actual work instead of a technology checklist.

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Added Aug 27, 2026

Technical
Leadership Cost

What Technical Leadership Actually Costs at Each Stage

Needs input

Google Doc · ~1,025-word breakdown · target query "technical leadership cost"

Drafted Aug 27, 2026. Argues most comparisons wrongly pit a full-time CTO against a single alternative, when there are six realistic options, and that the right one depends on how many decisions a company makes per week rather than headcount or funding stage.

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Added Aug 27, 2026

Technical Leadership
Article Inputs

Technical Leadership Article Inputs

Needs input

Google Sheet, 3 tabs (Read Me, Questions, Options) · the internal-data question tracker for the 8 fractional-CTO/technical-leadership articles above

Built Aug 27, 2026. All 8 articles are written and publishable from public sources as-is — this sheet captures the questions that add the parts only Webisoft can answer (e.g. do we sit in on client technical interviews, do we offer architectural review as a standalone priced service, typical monthly cost of a team-extension engagement), each tagged by who should answer (Commercial or Engineering), priority, which article(s) it unblocks, and a dropdown-constrained answer format so it's fast to fill in. Companion to the 40-question Odoo data-input list — this one covers the fractional-CTO cluster.

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Added Aug 27, 2026

Enterprise Vendor
Onboarding Checklist

What Enterprise Procurement Actually Asks For: A Vendor Onboarding Checklist

Needs input

Google Doc · ~1,400-word checklist · target query "enterprise vendor onboarding requirements"

Drafted Aug 27, 2026. Compiled from Webisoft's own experience completing supplier registrations across dozens of enterprise and government procurement portals (mining, energy, aerospace, financial services), not from a template — the pitch is that the pattern is consistent enough that assembling the answer set once saves most of the time on every later registration, versus doing it portal by portal.

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Added Aug 27, 2026

Loi 96
and Business Software

Loi 96 and Your Business Software: What It Actually Requires

Needs input

Google Doc · ~1,300-word guide · target query "loi 96 software requirements"

Drafted Aug 27, 2026. Notes that almost every existing guide to Loi 96 covers signage, packaging, contracts, and websites, but very few cover the day-to-day software employees actually work in — the gap this article targets. States that 25+ employees in Quebec puts your software in scope, and is explicit that it's a practical guide, not legal advice, with obligations to be confirmed with counsel.

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Added Aug 27, 2026

Law 25:
Buying/Building Software

Law 25: What It Requires When You Buy or Build Software

Needs input

Google Doc · ~1,390-word guide · target query "law 25 software compliance"

Drafted Aug 27, 2026. Written for whoever signs off on software rather than privacy officers (most Law 25 coverage targets the latter). Leads with the provision that catches people off guard: acquiring a cloud service counts as acquiring an information system, which triggers a mandatory privacy impact assessment. Flags that Law 25 has been amended and is explicit this is not legal advice.

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Added Aug 27, 2026

Quebec Mandatory
Billing (SRS)

Quebec Mandatory Billing: What Restaurants and Taxi Operators Need in Their Systems

Needs input

Google Doc · ~1,190-word guide · target query "quebec mandatory billing srs"

Drafted Aug 27, 2026. Opens by correcting a common misread: there is no general e-invoicing mandate in Quebec — Revenu Québec applies special invoicing rules only to restaurant establishments and remunerated (taxi) transport businesses, for whom it's a real, specific technical obligation with a live 2026 deadline. Framed as a practical guide, not tax advice.

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Added Aug 27, 2026

Quebec Compliance
Article Inputs

Quebec Compliance Article Inputs

Blocked

Google Sheet, 3 tabs (Read Me, Questions, Options) · input/sign-off tracker for the 4 Quebec compliance articles above

Built Aug 27, 2026. Different from the Odoo and Technical Leadership input trackers: three of the four articles (Loi 96, Law 25, Mandatory Billing) state legal or tax obligations, so being wrong costs more than a poor ranking. Rows are typed BLOCKER, Priority, or Input — the two BLOCKER rows ask Leadership directly whether Webisoft has counsel to review the Loi 96 and Law 25 articles before publishing, and whether Webisoft is comfortable publishing articles that state regulatory obligations at all. None of these 4 articles can go out without those two answered.

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Added Aug 27, 2026

Outgrown QuickBooks

Signs You Have Outgrown QuickBooks

Needs input

Google Doc · ~1,330-word explainer · target query "outgrown quickbooks"

Drafted Aug 27, 2026, one of 6 ERP-fundamentals articles that sit upstream of the 12 Odoo-specific drafts (someone searching "outgrown QuickBooks" isn't yet searching "QuickBooks to Odoo migration", so this links down into that cluster). Skips the usual feelings-based framing for QuickBooks Online's published hard caps — checkable in two minutes, not a judgment call. Limits verified against Intuit's documentation, August 2026.

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Added Aug 27, 2026

Outgrown Spreadsheets

Signs You Have Outgrown Spreadsheets

Needs input

Google Doc · ~1,120-word explainer · target query "outgrown spreadsheets"

Drafted Aug 27, 2026. Argues spreadsheets rarely fail by breaking — the business changes shape around them — and that they fail in a predictable order, so where a company is in that order tells you what to replace first.

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Added Aug 27, 2026

ERP Build vs Buy

Build, Buy or Configure: An ERP Decision Framework

Needs input

Google Doc · ~1,110-word framework · target query "custom erp vs off the shelf"

Drafted Aug 27, 2026. Reframes the usual build-or-buy binary as three options — buy and use as shipped, buy and configure, or build custom — and argues most businesses belong in the middle option. Self-aware framing: Webisoft does all three, which it states up front as relevant to how to read the recommendation.

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Added Aug 27, 2026

How to Choose an ERP

How to Choose an ERP: A Buyer's Process

Needs input

Google Doc · ~1,280-word process guide · target query "how to choose an erp"

Drafted Aug 27, 2026. Notes upfront that Webisoft sells one of the answers (Odoo, as an official partner), then argues most ERP selection processes are built to confirm a decision already made via a feature matrix every vendor nearly passes — and proposes instead starting from what's broken today and looking for where each system doesn't fit.

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Added Aug 27, 2026

ERP Data Migration

ERP Data Migration: How Not to Lose Your Financial History

Needs input

Google Doc · ~1,290-word guide · target query "erp data migration"

Drafted Aug 27, 2026. Argues migrations overrun almost never for technical reasons — moving data is a solved problem, deciding what to move and proving it arrived correctly is where projects stall — and walks through the three decisions that determine how the whole migration goes, all made before anything is exported.

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Added Aug 27, 2026

ERP Integrations

ERP Integrations: What to Ask Before You Buy

Needs input

Google Doc · ~1,100-word guide · target query "erp integration requirements"

Drafted Aug 27, 2026. Points out that "we have an API" is technically true from nearly every vendor but says nothing about whether the specific integration a buyer needs has actually been built or is maintained — and frames integration as the most consistently underestimated line item in an ERP project, usually underestimated at the point of purchase rather than delivery.

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Added Aug 27, 2026

ERP Fundamentals
Article Inputs

ERP Fundamentals Article Inputs

Needs input

Google Sheet, 3 tabs (Read Me, Questions, Options) · input tracker for the 6 ERP fundamentals articles above

Built Aug 27, 2026. No legal blockers on this one, unlike the Quebec compliance sheet — every question here is framed as an improvement, not a gate (e.g. which QuickBooks limit clients actually hit first, how large a typical client's chart of accounts is on arrival, what's most often running in spreadsheets when Webisoft arrives, which integration most often breaks or overruns), tagged by who should answer (Delivery) and which article it unblocks, with dropdown-constrained answers.

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Added Aug 27, 2026

SOC 2
for Software Vendors

SOC 2 for Software Vendors: What the Audit Actually Involves

Needs input

Google Doc · ~1,655-word explainer · target query "soc 2 software vendor"

Drafted Aug 27, 2026. Differentiator is the vantage point: written by a company that holds SOC 2 and gets asked to evidence it in enterprise/government procurement, not one selling readiness software or audits. Opens by correcting the most common misunderstanding — SOC 2 is not a certification, it's an attestation report from an independent licensed CPA firm, with no badge or pass mark.

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Added Aug 27, 2026

HIPAA and
Custom Software

HIPAA and Custom Software: What "HIPAA Compliant" Actually Means

Needs input

Google Doc · ~1,715-word explainer · target query "hipaa compliant software development"

Drafted Aug 27, 2026. Leads with the fact that undercuts a lot of vendor marketing: there is no such thing as HIPAA certification — HHS doesn't certify software or organizations, and any vendor claiming to be "HIPAA certified" is describing something that doesn't exist. Framed as a practical guide, not legal advice, with obligations to be confirmed with counsel.

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Added Aug 27, 2026

Credentials
Article Inputs

Credentials Article Inputs (SOC 2 & HIPAA)

Blocked

Google Sheet, 3 tabs (Read Me, Questions, Options) · input/sign-off tracker for the SOC 2 and HIPAA articles above

Built Aug 27, 2026. Same risk profile as the Quebec compliance sheet, different reason: both articles make claims about Webisoft itself that have to be verified before publishing, not just general regulatory statements. All 4 questions are marked BLOCKER, routed to Leadership: whether Webisoft holds SOC 2 Type I, Type II, or both; whether the SOC 2 report period is current; what can accurately be said about Webisoft's HIPAA position; and whether Webisoft signs Business Associate Agreements as standard. Neither article can publish until Leadership answers all four.

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Added Aug 27, 2026

CTO on Demand
New Page Drafts

CTO on Demand — New/Updated Page Drafts

Ready to use

Google Doc, ~2,575 words · drafted against the New Pages Tracker's content gaps, covering all 8 tracked items

Drafted Aug 28, 2026 off the SEO gap analysis. Every fact (pricing bands, engagement lengths, positioning language) is pulled from content already live on ctoondemand.com — nothing invented, with [NEEDS INPUT] flags anywhere a specific number needs confirming. 4 new pages fully drafted with title/meta, H1/H2 structure, and FAQPage-ready FAQ blocks: /interim-cto (full-time temporary coverage, $20k–$40k/month), /outsourced-cto (umbrella page linking the three concrete arrangements), /virtual-cto (flatten the existing URL, 301 redirect, pricing splits by fractional vs. interim), and /cto-consulting-services (the "a consultant recommends, we own the outcome" positioning). Plus 4 companion action items: expand /fractional-cto-cost above the fold to capture the "virtual cto pricing" query (position 8, zero clicks), consolidate two competing due-diligence-checklist pages into one authority page, a fast title/meta rewrite for "On Demand CTO" (no new content needed), and an audit-before-writing flag on "IT infrastructure consulting" (highest impression volume on the tracker at ~7 avg. position but 0% CTR — may be ranking for the wrong reason). Also recommends Organization/Service schema site-wide and an llms.txt file at the domain root as forward-looking AI-visibility moves.

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Added Aug 28, 2026

Webisoft
Case Studies Deck

Case Studies — Full Deck (Final Draft)

Ready to use

19-page PDF · drafted in Canva after a first pass in Fable didn't land, case-study copy rewritten to fit the new format, then tidied and font-matched to Webisoft's other docs via Fable

Covers What We Do, Industries, What Clients Say, What We Support, How We Work, 8 full case studies (Offshore Energy internal-tool-to-SaaS revenue, Media & Advertising AI recommendation engine, Solar Energy Xero-to-Odoo migration with AI invoice processing, RegTech embedded engineering team for a compliance platform, Mobility interim CTO and emergency stabilization, Recycling blockchain/AI R&D, Web3 in-house blockchain transition and token relaunch, EdTech design tool and teacher marketplace for Edigo), plus Selected Projects, Team, and Contact. Already pushed to CrowdReviews; the FS6 upload is still blocked since the site isn't loading.

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Added Sep 11, 2026

Case Studies
Named Clients (Lead Version)

Case Studies Deck — Named-Clients Version (for a specific lead)

Ready to use

19-page PDF · edited from the Case Studies — Full Deck to suit a potential lead Alycia is emailing with

Same structure as the standard deck (What We Do, Trusted Across Industries, What Clients Say, What We Support, How We Work, 8 case studies, Selected Projects, Team, Contact), but with real client names surfaced throughout instead of the anonymized industry-only labeling used in the standard/external deck — Exmar, Quebecor, Spartan Solar, Theta Lake, SHARE Mobility, eCycle Solutions, dVIN Labs, and Edigo are named directly in the case studies, and the Industries and What Clients Say pages list named clients as well (Deloitte, OMC, Staffly, Passerelle, Pixel Guru, Estate Agent Networking, and others). Built as a one-off, more specific version for this lead rather than a replacement for the standard anonymized deck — keep both on hand.

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Added Sep 29, 2026

Lead-Generation
Platform Research

Lead-Generation Platform Research — Findings & Recommendations

Ready to use

Google Doc · comparison table across 4 platforms, plus AI-citation and non-directory-channel appendices

Capterra + Software Advice and the Revleads network (TDPM, Crozdesk, CTO Club, CPO Club, Retail Exec) are both skipped — software-tool/product directories, not agency-fit, with custom dev services excluded by their own guidelines. DesignRush: free listing already live and Verified, but 0 inquiries in 3 months (804 impressions, 3 profile views, 14 site visits) against real profile gaps — Team Bios show only William with the wrong title and no photo, and the Clients section has 12 names with no logos or case-study links; fix those before considering the $200–500/mo paid tier. Clutch PPL comes out on top: Webisoft is already Verified with 23 reviews at 4.9/5, buyers submit a project and get shortlisted against up to 5 providers, pricing isn't public so a sales consultation is needed — meeting requested with Andrew to get real PPL terms. Non-directory channels (intent-data platforms, SDR/appointment-setting agencies like Belkins, LinkedIn Ads) were also scoped: SDR agencies are the most realistic next step if Webisoft wants to expand past directories, since intent-data platforms assume enterprise deal sizes Webisoft doesn't have.

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Added Sep 14, 2026

Outsourced BDR
Vendor Comparison

Outsourced BDR Vendor Comparison — Bullpen Alternatives

Ready to use

Google Doc · comparison of 5 outsourced BDR/SDR vendors as Bullpen alternatives, narrowed down from 8 researched

SalesRoads and LevelUp Leads are the two best Bullpen alternatives to take to a quote call; Martal is the Canadian option if a multi-month pilot is acceptable. SalesRoads is the closest like-for-like — phone-first, cancel anytime, 4-week billing, $11,950 per 4 weeks per SDR, no meeting guarantee. LevelUp Leads has the lowest entry price (reported from $5,000/month) and near-perfect reviews, but one source reports a 3-month minimum and IP terms favoring LevelUp. Martal Group has 200+ onshore reps (~20% in Canada) but requires a 3–4 month pilot and doesn't publish pricing. Belkins is strong on research and reviews but email-led, with a 3–6 month commitment and a premium price. memoryBlue is the most expensive per SDR and mainly makes sense if Webisoft wants to hire the SDR afterward. None of the five publishes a guaranteed meeting count, and pricing for four of the five comes from third-party estimates rather than a published rate — doc includes a list of questions to confirm in writing before signing with any vendor.

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Added Oct 1, 2026

Webisoft
Lead-Gen Ideas

Webisoft Lead-Gen Ideas — running list, free/low-cost only

Needs input

Google Doc · living list of free or low-cost qualified-lead ideas now that mass outbound and BDR calling have stopped; each idea logs what it is, why it fits, how it would work, cost, and what needs checking first

1. Fix the website conversion path. Replace the generic contact form with a short multi-step qualifier (need, budget band starting at "under $5K," timeline, company size, country, work email), score it in Odoo CRM, and split the thank-you path: qualified leads land straight on Phil's calendar, everyone else gets a "we'll review and be in touch" holding message. Lighter version: keep the current form and let a short qualifying auto-reply do the work instead. Costs nothing beyond time — needs the current form tool confirmed, qualifying thresholds agreed with William and Phil, and an owner for daily triage. 2. Identify companies visiting webisoft.com. Odoo CRM's "Visits to Lead" can resolve visitor IPs to company names and auto-create a lead when rules match (US/Canada, high-intent pages, 10–200 employees, relevant industry) — pay-as-you-go IAP credits, realistic 20–40% match rate, company-level only. Hard blocker to confirm: this only works if webisoft.com runs on Odoo Website, and the site may still be the separate Locomotive-based build — if so, Leadfeeder's free tier plus Odoo Lead Enrichment is the fallback. Also needs a Quebec Law 25 consent-banner check. Recommended order: ship the conversion-path fix first (no cost, no technical dependency, and it makes every other lead source in the doc work better); start the visitor-ID setup only once Utkarsh confirms webisoft.com's actual hosting.

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Added Sep 17, 2026

GA4 Lead-Gen
Funnel Findings

GA4 Lead-Gen Funnel Findings — Webisoft.com

Needs input

Google Doc · investigation into the contact-form funnel on webisoft.com (GA4 property Webisoft.com – GA4), Jul 25–Sep 18, 2026

Root cause: the original funnel (service page → /contact view → contact_form event) always returned zero users because contact_form only ever fires on one page, /fr/thank-you — it's the French confirmation page's page_view, not an event tied to the form itself. Checking the live English contact page confirmed why: submitting shows a "Your message was sent successfully" message in place at /contact, with no redirect to a distinct URL, so GA4's page_view-based tracking structurally cannot see English conversions at all — this isn't a Zaraz misconfiguration, it needs a dedicated JS event (e.g. form_success) fired when that message appears. Working funnel (contact page view → thank-you page): 903 contact-page viewers, 5 reached the French thank-you page — a 99.45% drop-off, and likely an undercount given the English gap. By device: 671 desktop, 228 mobile, 2 smart TV, 2 tablet viewed a contact page; all 5 completions were on desktop, zero mobile or tablet. Next steps: get a dedicated English conversion event added via Zaraz/GTM, test the mobile contact form end-to-end to rule out a functional bug, enable GA4 Enhanced Measurement scroll tracking (currently off sitewide), and flag a legacy "AngleChoice" event still firing on pages that mostly 404 for GTM/Zaraz cleanup.

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Added Sep 18, 2026

Outbound Lead Gen
Vendor Comparison

Outbound Lead Generation Vendor Comparison — Belkins, SalesRoads, Martal, LevelUp

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Google Doc · side-by-side of the 4 SDR/lead-gen vendors Alycia spoke to, based on what each quoted in its deck, email or call as of Oct 6, 2026

On quoted numbers, LevelUp is the cheapest per meeting (about $420–$630) and Belkins carries the least risk because Webisoft pays per meeting. SalesRoads and Martal cost more and commit to less. LevelUp Leads: $5,500/month, calling only, about 2–3 qualified meetings a week planned, strongest software-development case studies, references only at the final stage. Belkins: $500 setup plus about $800–$1,000 per meeting with a 10-credit minimum, no-shows replaced free, final price pending their research. Martal Group: $8,000/month for a manager and two reps, but its own case study shows 3–4 meetings a month against the 7–10 quoted, with no remedy if volume is missed. SalesRoads: $11,950 per 4 weeks for one SDR, month-to-month, highest price, and no appointment projection until a second call. Doc also covers a cost-per-meeting estimate (Alycia’s own arithmetic, not guaranteed outcomes), vendor profiles, ratings and review themes, and an open-items table: 4 items pending (Belkins per-meeting price, SalesRoads CASL answer, Martal Do Not Call screening, Martal client reference) and 6 declined, deferred or never answered. Vendor results are self-reported and not independently verified.

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Added Oct 6, 2026

Pulled directly from Google Search Console (search.google.com/search-console, Performance report) for webisoft.com — last 3 months, Jun 22–Sep 21, 2026 (1,000+ queries in the full report). Source changed from the previous GA4-integration pull: checked GA4 Admin → Product Links on Sep 24, 2026 and found no Search Console property linked to this GA4 account at all, so the earlier "GA4's Search Console integration" figures in this tab couldn't have come from a live GA4/GSC link — going forward this tab pulls straight from Search Console itself. Only the top 10 queries by clicks are shown below; the browser session was unstable mid-pull (kept losing connection to Chrome) so per-query Average position and target-page mapping (previously cross-referenced against GA4 landing-page data) couldn't be pulled this pass. Re-pull to expand past the top 10 and restore rank/target-page columns.

Site is still heavily branded-query dependent: the "webisoft"/"iweb-soft" cluster alone accounts for the large majority of clicks and impressions in this 3-month window, all pointing at what is almost certainly the custom CRM development page and the homepage, though exact target-page attribution needs a re-pull of the Pages report to confirm (not captured this pass). One flag worth a look: 1,000+ distinct queries drove only 2,640 total clicks against 1.64M impressions (0.2% average CTR, 40.8 average position) — a very long, thin tail of low-ranking, low-volume queries sitting well past page 1. Next pull should also add the Pages/Countries/Devices breakdowns and restore per-query rank.

Uploaded Aug 28, 2026 from the link-building tracker's Link Inventory tab. 31 of 40 placements have a recorded price (9 have no invoicing/pricing information on file); the $5,110 total covers only the priced ones. 6 placements are flagged for quality issues (4 anchor-text over-optimization, 1 tenuous topical connection, 1 forced bridge, plus 1 poor-fit placement noted separately), and 6 are live but point to the wrong URL or use different anchor text than what was ordered — including the two Will was alerted to on Aug 28 (index.dev → database optimization, index.dev → ai model development, both linking to the wrong sub-page).

• Company info, services & credentials consistent across the web
• Content structured for AI answer engines (clear facts, Q&A format)
• Visibility monitored in AI search / generated answers
• Search-focused content published and refreshed on schedule

Pulled up meta descriptions, H1s, and titles across the blog to identify errors, which surfaced a pattern of automatic/auto-generated meta descriptions on a large share of posts. Confirmed and expanded with real Search Console data on Sep 7.

• Meta descriptions: 123 of 220 assessed blog posts (56%) have broken, auto-generated/truncated meta descriptions that Google cuts off mid-sentence — needs manual fixing per article, not a single template fix. Flagged as a priority fix.
• "Impressions but no clicks": the 7 worst-performing pages on this metric are all indexed and ranking for the right query — confirms a snippet/CTR problem, not a targeting mismatch.
• Zero organic visibility: all 12 pages with zero organic visibility aren't ranking poorly — they're simply not indexed, because each has a canonical tag pointing to a different URL (usually the matching service page). A technical/dev fix, not a content fix.
• GA4 vs. Search Console: GA4's Search Console integration reports roughly 4x the clicks and impressions that Search Console itself shows for the same 28-day window — worth flagging before citing either number as ground truth.

All of the above has been compiled into the Website Edits Checklist doc on the Designs & Documents tab — 136 pages total, split into indexing fixes (12), full title/H1/meta refresh (9), and meta-description-only (115) — organized so each page's changes can be made in one pass once CMS access is granted.

Goals: get Search Console access (done, Sep 7) and get CMS/edit access to the Webisoft website so these fixes can actually be made — access still pending.

UTM-tagged profile links pulled from the Review Sites UTM Tracker — status, source/medium tags, and GA4 totals for impressions, click-throughs, and UTM/web visits year-to-date (2026). Click a name to open the live profile.

Choose a month above (or Total for Jan–Aug 2026) to see that period’s Impressions, Click-Throughs, and UTM/Web Visits per site, pulled from GA4. — means no UTM was configured, or no GA4 data/access existed yet for that platform or period. "Active — Unable to Access" means the listing is live but the team cannot currently log in to manage or verify it. Source: Webisoft Review Sites UTM Tracker (uploaded Sep 3, 2026).

Pulled from the Clutch vendor dashboard (vendor.clutch.co/performance) on Oct 8, 2026. The dashboard only reports impressions as a rolling 90-day figure, and the audience report export is a single total with no dates, so a clean September or October monthly figure for the table above could not be built from it. The Sep/Oct cells in the table stay empty until a monthly pull is possible.

Boosted placement = extra impressions / click-throughs from pages where Webisoft is listed organically as a benefit of being an Advertiser. For September alone the dashboard showed +387 boosted impressions and +16 boosted click-throughs.

*From the audience report export (no date range shown in the file; most likely the 365-day view): 97 clicks and 27 profile views in total across 205 listing pages — 92 clicks / 27 views on clutch.co and 5 clicks / 0 views on The Manifest. Sponsored pages account for 38 of the 97 clicks. Biggest organic click sources: Top Software Development Companies (22 clicks, ranked #729), Top Software Development Agencies in the United States (13 clicks, #415), Top Software Developers in Florida (3, #54). Each sponsorship is billed as one month at a time (4 running at $4,155/mo combined), and the Gold and Montreal placements renew Oct 11 and the two AI placements Oct 13 — a decision point on whether to renew. Source: audience-report-2026-10-08 export.

Pulled from the GoodFirms analytics page (myaccount.goodfirms.co/users/analytics) on Oct 8, 2026 for the last 30 days (Sep 6–Oct 5, 2026). GoodFirms only offers a rolling 30-day window here, so this is not a calendar-month figure and the Sep/Oct cells in the table above are left empty.

70 landing pages in total; the top five above account for 185 of the 324 impressions. For comparison, the table above shows 22 impressions in August and 494 in July. GoodFirms also reports Webisoft as a Market Influencer on its Leaders Matrix for Blockchain Development – Ethereum (5.0/5 from 7 verified reviews), with a ready-made LinkedIn post offered — worth using. Whether "website visits" corresponds to the click-throughs column above is an assumption, so it is not copied into the table.

Pulled from the FindBestFirms vendor dashboard (findbestfirms.com/vendor/dashboard) on Oct 8, 2026 for the last 30 days. The dashboard only shows a rolling 30-day window in its summary cards, so this is not a calendar-month figure and the Sep/Oct cells in the table above are left empty.

Impressions are up 5.1% on the prior period and the click-through rate is 0.0%. The profile shows as Verified. The dashboard reports no new reviews or leads in the window. For comparison, the table above shows 14 impressions in July and 41 in August.

• Descriptions, services, logos, and branding consistent across profiles
• New platforms identified where Webisoft should be listed
• Testimonials, case studies, certifications, and awards published
• Reviews, comments, and inquiries monitored and responded to
• Resolved: completed the audit pass on all previously-unaudited platforms (Aug 13, 2026) — Kompass, UpCity, AppFutura, Extract.co, ITOlist, TrustRadius, and PeerSpot. See table for individual findings.
• Follow up on Gartner Peer Insights profile submitted for review (Aug 7, 2026)
• TrustRadius & PeerSpot applications submitted (Aug 13, 2026): applied to be listed on both; awaiting approval, along with the existing Gartner Peer Insights submission.
• App Dev Companies (Aug 13, 2026): applied to be listed; awaiting approval.
• Digital Agency Network (Aug 13, 2026): checked — paid plans only, no free listing option; on hold for now.
• DesignRush profile refresh started (Aug 13, 2026, in progress): began updating the profile.
• GeniusFirms — on hold, likely not pursuing (Aug 10, 2026): can't upload a free profile — the minimum package is $499/yr — and the site doesn't rank well enough to justify that spend. Profile creation paused; treating this as not worth the investment unless something changes.
• Resolved: TechReviewer featured-placement pricing inquiry (emailed Aug 7, 2026) turned into 2 paid sponsorships — see Ranking column for positions and validity dates. Watch renewal: Sponsorship 1 expires Dec 29, 2026; Sponsorship 2 expires Jan 12, 2027.
• FindBestFirms verification stuck (Aug 7, 2026) — verified by email Aug 10, not public yet: profile had been stuck at 91.7% complete pending vendor verification (Facebook, X/Twitter, Company LinkedIn, Manager LinkedIn, Instagram, plus a separate email verification for contact@webisoft.com that never arrived). FindBestFirms emailed Aug 10 confirming we're verified, but that hasn't transferred across to the public listing yet — check back again in a couple of days to confirm it's live.
• Category/focus-area mix reviewed on RightFirms, GoodFirms, TechBehemoths, and FindBestFirms (Aug 10, 2026): checked all four against Will's target split of roughly 70% software dev. Kept TechBehemoths weighted higher toward Crypto than the others, since that's where Webisoft currently has an active sponsorship.
• Resolved: Clutch pricing ($3,500/mo sponsored placement, quoted Aug 11) — purchased by Will; see Budget Overview for the same line item.
• Resolved: separately, Clutch's overdue-balance notice (flagged Aug 11, escalated to their finance department Aug 12) was resolved Aug 13. See Budget Overview.
• Resolved: refreshed the key clients listed on the Clutch profile (Aug 11, 2026).
• Resolved: added team members and services to the Clutch profile to match the other review sites' format (Aug 11, 2026).
• Clutch not verified (Aug 11, 2026): vendor dashboard flagged the profile as not yet verified — look into Clutch's verification process.
• F6S (Aug 11–14, 2026): found as a new review site to monitor on Aug 11 — the existing listing was a fraudulent Webisoft profile tied to Eddan Zhang's account, confirmed Aug 12 and reported to F6S. On Aug 13, created a legitimate F6S profile, now 90% complete — the only pieces missing are the Email Triage software listing (blocked pending Phil's documentation) and our financials. Resolved Aug 14: confirmed the fraudulent profile has been taken down.
• Agency Spotter still inaccessible (Aug 12–14, 2026): editing access remains unresolved — still can't get into the profile to update or audit it.
• SuperbCompanies (Aug 14, 2026): no direct contact page on their site; reached out via LinkedIn instead. Waiting to hear back.
• SoftwareSuggest & TrustRadius updated but not live (Aug 14, 2026): both profiles were updated, but neither is active/publicly viewable yet. Also hit a SoftwareSuggest-specific issue: it doesn't recognize our Twitter URL as valid, so that field was left blank.
• New: "Review Websites — Profiles" tracking document created (Aug 14, 2026) — a deep pass on traffic (global rank, visit volume/trend), pricing tiers, backlink DA, and a buy/no-buy recommendation for every review site, plus a buyer's-eye view of which sites actually surface Webisoft in a real search or in ChatGPT/Claude results. See Designs & Documents tab for the link. A few headline corrections surfaced: Clutch's actual monthly spend is $3,486.55 (was logged as an even $3,500 estimate); GoodFirms also has a separate $49/mo Pro plan alongside the $1,500/yr sponsorship already purchased; SoftwareSuggest's real pricing ($4,000–$15,000 depending on tier/term) makes it a low priority even once the account access issue is resolved.
• Agency Spotter editing access unclear (Aug 12, 2026): unsure who on the team has editing access to the profile — needs tracking down before it can be updated/audited.
• Selected Firms claim approved but not connected (Aug 12–13, 2026): profile already shows 4.8★/4 reviews but wasn't claimed by Webisoft — sent a claim request Aug 12, approved, but the login link from Selected Firms' claimed-profile email doesn't connect to the Webisoft account once logged in. Following up with Selected Firms about the issue.
• SoftwareSuggest blocked (Aug 13, 2026): attempted to create a profile but blocked — an existing vendor account is already connected to our domain and can't be located. Contacted their support.
• Editing access limited to William (Aug 12, 2026): TopDevelopers, Sortlist, and Glassdoor profiles can only be edited by William — need his help to make any updates on these three.
• G2 blocked (Aug 12, 2026): reviewed the profile — need to contact G2's team directly to make edits.
• Resolved: updated the Slashdot, SourceForge, and Top Business Software profiles (Aug 12, 2026).

Tell Claude about a new initiative any time (idea, owner, status, next step) and it will be added here.

"Not yet started" is mostly a longer-tail list of large enterprise/energy/mining companies (Ariba, Coupa, Jaggaer, and similar procurement-portal links identified but not yet actioned) — a prioritization pass on that list is a good next step. 2 newly reached "Account created" today (Rogers Communications, Teck Resources); 11 rows changed status overall. Source: supplier tracking sheet, updated Aug 7, 2026 (compared against the earlier same-day upload — "form submitted" comments counted as equivalent to Account created).

Newest first. Each card shows a preview — click to open the full detail view (accomplishments, goals for next day, blockers, and any referenced documents).

Sep 11–Oct 8, 2026 · GA4 Reports snapshot, Webisoft.com property

Data flag: "Page not found" is still the 2nd-most-viewed page at 1.9K views (2.2K in the Oct 1 snapshot) — worth investigating for broken internal/external links or crawler traffic. Active users by country led by United States (7.9K), Singapore (3.8K), China (1.9K), United Kingdom (638), India (624), Canada (529), Germany (347). The window moved forward from the Oct 1 snapshot (Sep 3–30), so the two overlap and are not an independent comparison. Source: GA4 (Webisoft.com property), Reports snapshot, last 28 days (Sep 11–Oct 8, 2026), pulled Oct 9, 2026.

Jul 7–Oct 6, 2026 · Search results, Web (text) · webisoft.com (domain property)

Data flags: (1) The "custom crm ... iweb-soft" query cluster (9 of the top 10 queries, ~613 combined clicks) is still driving CRM-page traffic under a name that isn't quite "Webisoft" — worth checking whether this is a real brand-confusion/competitor-name pattern or a tracking artifact, since it is larger than every query except the branded "webisoft" term itself. (2) Desktop pulls 1.24M of the 1.41M total impressions but only 1,185 clicks, a far wider impressions-to-clicks gap than Mobile (159,845 impressions, 1,295 clicks) — worth a look at desktop SERP snippets/rankings. (3) Indexing: 1.54K pages indexed vs. 2.42K not indexed (1,557 / 2,449 on Oct 1). The largest reasons are "Page with redirect" (1,384), "Alternate page with proper canonical tag" (553), "Not found (404)" (209) and "Crawled – currently not indexed" (179). (4) The window moved from Jun 29–Sep 28 (Oct 1 pull) to Jul 7–Oct 6, so totals are not like-for-like with the earlier snapshot. The Google Recommendations panel items from the Oct 1 pull were not re-checked in this update. Source: Google Search Console (sc-domain:webisoft.com), Performance > Search results, last 3 months, plus Page indexing, pulled Oct 9, 2026.

Data quality flag: July's numbers are inflated by a July 25 anomaly — "Direct" sessions from Singapore on Chrome, landing on /articles, spiked to ~27,000 against an expected ~240 (likely a bot/crawler hit, not real traffic). Treat July's Sessions/engagement figures with that in mind. September is now a full calendar month: 59% of its sessions were Direct at 23.48% engagement, against 80.87% for Organic Search. Source: GA4 (Webisoft.com property), Traffic acquisition report, calendar-month custom date ranges; Jun–Aug pulled Sep 11, 2026, Sep and Oct pulled Oct 9, 2026.

Channel breakdown source: GA4 (Webisoft.com property), last 90 days (Jul 11–Oct 8, 2026), pulled Oct 9, 2026. Top 5 channels shown; 10 smaller channels omitted for space. This window includes the July 25 Direct anomaly noted above, which inflates Direct sessions and lowers the overall engagement rate.

Sep 11–Oct 8, 2026 · GA4 Reports snapshot, CTO on demand property

Data flag: "404 | CTO on Demand" is again among the most-viewed pages at 27 views, level with Contact — worth checking for broken internal/external links. Direct is 509 of 581 sessions, and Singapore (144) and China (53) make up roughly a third of active users, which may be bot/crawler traffic rather than real visitors. Key events are almost entirely ViewContent (373 of 374); no Contact key event was recorded in this window (1 in the Oct 1 snapshot). Active users by country led by United States (201), Singapore (144), China (53), Germany (28), India (19), Canada (11), United Kingdom (10). The window moved forward from the Oct 1 snapshot (Sep 3–30), so the two overlap. Source: GA4 (CTO on demand property), Reports snapshot, last 28 days (Sep 11–Oct 8, 2026), pulled Oct 9, 2026.

Source: GA4 (CTO on demand property), Traffic acquisition report, calendar-month custom date ranges; Jun–Aug pulled Sep 4, 2026, Sep and Oct pulled Oct 9, 2026. Engagement rate and Key events climbed sharply from June's low base once paid search/social campaigns picked up in July–August. September fell back from August (sessions 580 vs 846, key events 374 vs 752), though the 8 days of October already have 201 sessions. Key events are mostly ViewContent, so they track page views of key pages rather than leads.

Channel breakdown source: GA4 (CTO on demand property), last 90 days (Jul 11–Oct 8, 2026), pulled Oct 9, 2026. Top 5 channels shown; 5 smaller channels (Paid Other, AI Assistant, Referral, Organic Social, Cross-network) omitted for space.

Sep 11–Oct 8, 2026 · GA4 Reports snapshot, turnkey.dev property

No key events (conversions) recorded in this 28-day window — consistent with the 90-day channel data below. AI Assistant is tied with Unassigned as turnkey.dev's 3rd-largest channel (3 of 43 sessions), behind Direct and Organic Search. Active users by country led by United States (18), China (5), Germany (3), India (3), Azerbaijan (1), Belgium (1), Canada (1). The window moved forward from the Oct 1 snapshot (Sep 3–30), so the two overlap. Source: GA4 (turnkey.dev property), Reports snapshot, last 28 days (Sep 11–Oct 8, 2026), pulled Oct 9, 2026.

Source: GA4 (turnkey.dev property), Traffic acquisition report, calendar-month custom date ranges; Jun–Aug pulled Sep 4, 2026, Sep and Oct pulled Oct 9, 2026. No data recorded in June; volume is low across all months (site launched/instrumented mid-year) — no key events (conversions) recorded in any month yet. September sessions halved from August (69 vs 137), though engagement rate and time per session were higher.

Channel breakdown source: GA4 (turnkey.dev property), last 90 days (Jul 11–Oct 8, 2026), pulled Oct 9, 2026. All 6 channels shown — lowest volume of the three sites; no key events (conversions) recorded in this window.

15 companies live on the portfolio today. "Full Details" entries were built by Alycia with an AI-generated image and confidential-client framing (industry named, company not); "Minimal Details" entries predate this pass and use a real project image with the company named directly.

"Created by" Alycia vs. Other distinguishes this pass's confidential/AI-generated-image entries from the pre-existing minimal ones — not a claim about who did the underlying client work.

8 past clients identified as potential new case studies. Details requested from Will before any of these can be written up and published.

Source: Webisoft_Portfolio_Tracker.xlsx, built Sep 1, 2026 — consolidates the site's existing portfolio entries and the capacity-deck client list flagged earlier (see the Designs & Documents tab) into one place. "Possible offering" is blank where no service line was noted yet.