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Evan · Siegle Partners AI
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Client Portal

Your Marketing,
Fully Transparent.

One dashboard to see every campaign, every deliverable, and every result — updated daily from your connected platforms — no spreadsheets needed.

  • Campaign analytics — clicks, leads, spend, and ROI by channel
  • Content pipeline with status tracking & approval workflows
  • SEO rankings + keyword tracking — updated daily
  • Lead source attribution by campaign and channel
Request Portal Access
ops.sieglepartners.com/dashboard
Dashboard
Sample Client (Demo Data)
+ Create
MK
Executive Dashboard
Real-time business pulse — pipeline, revenue & activity
Business Pulseupdated moments agoLIVE
$94,320
Pipeline
$0
Aging >30d
$71,500
Sold 7 Days
99%
Resolution
2 open quotes ≥$5k with no outreach logged — follow up today
Follow Up — Action Required
68
Henderson, Mark
$9,400 · 11d open
Pending
52
Collins, Patricia
$6,200 · 18d open
Pending
31
Wu, Benjamin
$5,800 · 24d open
Pending
Live Platform Demo

Your marketing system, all in one place

Every client gets a dashboard updated daily from connected platforms — no PDFs, no waiting for a monthly report.

Viewing:
ops.sieglepartners.com/dashboard
Modeled ROAS
12.6×
▲ Trailing 30 days
Leads (30d)
283
▲ +38% vs prior
Cost / Lead
$33
▼ 18% lower
Media Spend
$9,433
On budget
Leads by Channel — Trailing 30 Days
LIVE DATA
SEO + Google GBP
104
Google Ads + LSA
87
Meta Ads
68
Programmatic CTV
24
Recent Activity
New lead: AC repair request — Newtown, PA — Google LSA
2m ago
Content published: "What SEER Rating Do I Need?" — Score 91/100
1h ago
Meta campaign updated: Tune-up offer — audience refreshed
3h ago
Rank moved: "hvac repair bucks county" — Position 4 → 2
Yesterday
Alerts & Actions
Content queue: 3 drafts ready for review
Now
GBP alert: 2 unanswered questions detected
6h ago
Monthly report ready — 12 pages, all channels
Today
Co-op submission: June $2,400 claimed — confirmed
2d ago
ops.sieglepartners.com/seo
Keywords Top 10
47
▲ +9 this month
Organic Clicks
2,841
▲ +41% YoY
Avg. Position
6.2
▲ from 9.1
KeywordRankChangeMonthly VolumeStatus
hvac repair bucks county pa2▲ 4880Top 3
ac installation newtown pa3▲ 6590Top 3
furnace repair lansdale1▲ 2480Top 3
heat pump replacement pa5▲ 11720Top 10
emergency hvac service bucks county4▼ 11,200Top 3
trane dealer bucks county6▲ 8390Top 10
ops.sieglepartners.com/campaigns
Active Campaigns
6
All channels live
Total Spend MTD
$9,433
94% of budget
Avg. CTR
4.8%
▲ vs 2.1% industry
Google Search + LSA Live
Google Ads
$4,417 of $5,000 spent
104
Leads
6.2%
CTR
$42
CPL
Meta — Tune-Up Offer Live
Facebook + Instagram
$2,280 of $3,000 spent
68
Leads
3.1%
CTR
$33
CPL
Programmatic CTV + Display Live
Simpli.fi · Connected TV
$1,740 of $2,900 spent
24
Leads
0.9%
CTR
$72
CPL
ops.sieglepartners.com/content
Published (30d)
12
▲ On schedule
Avg. Score
89
▲ QA gate: 75+
In Review
3
Pending approval
Drafts
7
In pipeline
What SEER Rating Do I Need for My Home?
Blog
91/100
AC Repair vs. Replacement: How to Decide
Blog
88/100
Furnace Maintenance Checklist for PA Winters
Blog
79/100
Heat Pump FAQ: Everything Bucks County Homeowners Ask
FAQ Page
76/100
Emergency HVAC Service: What to Do at 2am
Blog
Draft
Trane XR15 vs. XR17: Which Should You Buy?
Comparison
Draft

Demo data shown — all figures are illustrative. Client names are fictional. Actual dashboards show real-time data from your connected platforms.

HOW IT WORKS

Access in 3 Simple Steps

1
Sign On as a Client

Start a service with Siegle Partners and your portal account is automatically created and configured for your campaigns.

2
Get Your Login

You'll receive secure credentials within 1 business day. Access the portal from any device, any time.

3
See Everything Live

Your campaigns, content, and reports are all live. No more waiting for monthly check-ins to know what's happening.

Ready to See Your Results in Real Time?

Become a Siegle Partners client and get access to the SP-OS Portal — your dedicated performance hub, included with every engagement.

Get Started Today

Free strategy session · No long-term contracts · Month-to-month