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Client Growth Hub — Operator User Guide

Audience: Growth, sales, operations, and admin users working in the Client Growth Hub web app.

Goal: Day-to-day navigation and the intended research-to-revenue workflow.

Step-by-step how-to: Client Growth Hub Quick Guide.

Related: Features, Research Campaigns, Prospects, CRM, and Pipeline

Access​

  1. Open the Client Growth Hub web application provided for your workspace.
  2. Sign in at Login with an active user that belongs to your organization.
  3. Most business data is organization-scoped — you only see records for your workspace.

There is no public self-registration. The first admin is provisioned by Aventora or your operator; that admin invites additional users from Settings → User management. Edit on a user updates name, role, language, status, and password. Email and organization stay fixed.

SectionPurpose
DashboardExecutive summary of the revenue loop; Getting started banner when eligible
InboxConversations and follow-up
SocialB2C Social inbox — draft replies from social listen
CRMContacts and organizations
PipelineOpportunities by stage and value
TasksAssigned work and overdue items
ResearchCampaign directory plus campaign workspace (Policy / Runs / Coverage) with Businesses / Contacts toggle
Agent RunsAI/provider call history, status, citations, cost, failures
ProspectsCandidate review, approval, rejection, CRM import (same workflow toggle)
RepositoryPlatform super admin: organizations already known to CGH, how discovery found them, and prospect assignment
CampaignsPlatform super admin: move, clone, share, unshare, or delete a campaign definition
TemplatesReusable approved message content
SequencesMulti-step outreach
DocumentsOnboarding / KYC document analysis
AutomationsWorkflow rules and recovery templates
ReportsExports, PDF reports, generated files
SettingsWorkspace configuration, users, usage, audit

Getting started (trial)​

New trial users often see a docked Getting started wizard (dashboard banner + right-side panel):

  1. Choose Businesses (B2B) or Contacts (B2C) — this also switches the Research / Prospects toggle.
  2. Click Next through each step while the system creates a sample campaign, loads fixture prospects, enriches contact details, and imports to CRM.
  3. Watch Research / Prospects update as each step runs.

Tutorial actions use fixture data and do not consume research entitlements. Use Back, Restart tutorial (to take the other tour), or Dismiss. Progress is saved per user.

Core workflow​

  1. Set the Businesses / Contacts toggle for the workflow you want.
  2. Define a research campaign (Research).
  3. Launch prospect research (B2B: review brief → choose mode → approve & launch; B2C: social listen campaign).
  4. Review candidates (Prospects) — start with Recommended, then All qualified if you need more.
  5. For B2B: Accept & find contacts, then Approve & import when persona-matching contacts are ready (or use Close the loop on the detail screen).
  6. Manage contacts, organizations, opportunities, cases, and tasks (CRM / Pipeline / Tasks).
  7. Coordinate outreach (Templates, Sequences, Inbox, bookings; Social for B2C reply drafts).
  8. Use Run again on an active campaign for more prospects. Check the Runs tab for each run's stop reason and cost. Use End campaign when the mandate is finished.
  9. Monitor Dashboard, Reports, Usage, and Audit.

Dashboard​

Typical metrics:

  • Prospects researched
  • Approved leads
  • Outreach sent
  • Replies
  • Bookings
  • Pipeline value
  • Won revenue

Refresh after imports, research launches, outreach, bookings, or significant CRM updates. Empty charts usually mean no qualifying analytics activity yet for the organization.

Daily operator checklist​

  1. Check Inbox for new replies and hot conversations.
  2. Clear overdue Tasks.
  3. Review any completed research jobs on Research / Agent Runs.
  4. Work the Prospects queue — Accept businesses that fit, wait for Contact Resolution, then approve and import. Reject poor fits and say why. Choose Reject this prospect only when the campaign should stay the same (for example Already a customer / client). Choose Reject and apply to future runs only when the prospect is from a campaign built for your organization and you want similar companies excluded on the next research run.
  5. Update Pipeline stages as conversations progress.
  6. Enroll new contacts in a Sequence or send from an approved Template when ready.
  7. Spot-check Audit after large imports or admin changes if you are responsible for compliance.

Pilot smoke checklist​

Before handing a workspace to a pilot user, confirm:

  • Admin login succeeds and the dashboard loads
  • CRM contacts list loads
  • A research campaign can be created and a job queued
  • A prospect can be approved and imported
  • A message can be sent with a configured (or mock) provider
  • A booking can be created when calendar is configured
  • Audit events appear for the workflow
  • Agent Runs shows research AI activity when a job runs

Changelog​

DateChange
2026-09-29Navigation marks Repository and Campaigns as platform super admin surfaces. Core workflow adds Run again, run stop reason and cost, and End campaign.
2026-09-29Assigned or shared prospects arrive as your own prospect with company details only. The identical-research warning only covers campaigns in your organization.
2026-09-28Sharing a campaign can also assign the prospects that campaign has already found, except any the target organization has already accepted. Later discoveries are not included.
2026-09-23Super admins use Campaigns to move, clone, or share a definition and to assign prospects. Shared campaigns show Shared and stay read-only for the definition.
2026-09-23Settings → User management can edit name, role, language, status, and password. Email and organization stay fixed.
2026-09-18Reject dialog offers reject-this-prospect-only versus apply-to-future-runs. Already a customer/client never changes targeting.
2026-09-18Reject reasons are always stored. Campaign targeting changes only for prospects from a campaign built for your organization.
2026-09-18Rejecting a prospect requires a reason; ICP reasons teach the next campaign run.
2026-08-31Research navigation: /research directory and /research/[campaignId] workspace (Policy / Runs / Coverage).
2026-08-31Research navigation: New campaign dialog and Selected campaign policy at the top of the page.
2026-08-30Added Repository navigation for reusable discovered organizations and discovery provenance.
2026-08-13Pre-approval Engage eligible is not generally available; removed from the public core workflow until managed-campaign validation completes.
2026-08-12Optional Engage eligible first-touch when a campaign enables pre-approval engagement (default off).
2026-08-12Core workflow: recommended vs all-qualified, Accept → Contact Resolution before CRM import.
2026-07-28Added Getting started tutorial, Businesses/Contacts toggle, Social inbox, enrichment / Close the loop in the core workflow.
2026-07-22Linked Client Growth Hub Quick Guide for click-path how-to steps.
2026-07-21Initial public operator user guide consolidated from Client Growth Hub manuals.