GREEN TIE MEDIA — ADMIN

Changes go live for all visitors when you hit Save.

One-time setup

Create a project at console.firebase.google.com.
Authentication → Sign-in method → enable Email/Password; add yourself under Users.
Firestore Database → create, then set Rules to:
rules_version = '2';
service cloud.firestore { match /databases/{db}/documents {
  match /site/{doc} { allow read: if true; allow write: if request.auth != null; }
  match /proposals/{id} { allow read: if true; allow write: if request.auth != null; }
  match /partners/{id} { allow read: if true; allow write: if request.auth != null; }
  match /crm/{id} { allow read, write: if request.auth != null; }
  match /clients/{id} { allow read, write: if request.auth != null; }
  match /clientContent/{id} { allow read, write: if request.auth != null; }
} }
Project settings → Your apps → Web app → copy apiKey, authDomain, projectId into the FIREBASE_CONFIG block in index.html, packages.html, and this file.

Sign in

Email Password

GTM ADMIN

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Client proposals

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Partners

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CRM contacts

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Packages

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Agreements signed

Quick actions

View live: Homepage · Packages page

Recent proposals

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Booking

Scheduling link (Cal.com)

Used by every "Book a Call" button on the homepage and packages pages, and the free-consult popup on the 180 Ideas guide.

Notion template link (180 Ideas checklist)

In Notion: Share → Publish, enable "Duplicate as template", paste the public link here. The "Get the Notion Template" button on the guide stays hidden until this is set.

Brevo form URL (welcome email automation)

From Brevo: Contacts → Forms → your form → embed code → copy the form's action URL. Once set, every /free signup is also sent to Brevo, which triggers your welcome automation and builds your newsletter list.

Hero video — the one vertical short in the header

YouTube Short link or ID

Autoplays muted in a phone-shaped frame next to your headline. Leave blank to show no video in the hero.

Video lineup section — showreel + three videos, further down the page

Show this section on the homepage — unchecked hides it entirely

Showreel video ID or URL Playlist ID (optional)

Your bio — the "Who You'll Work With" block above the booking CTA

Show this section on the homepage — unchecked hides it entirely

Photo

No photo yet

…or paste an image URL

A portrait-ish crop looks best — it's shown at 4:5.

Title Subtitle Paragraph

Leave a blank line between paragraphs and they'll render as separate paragraphs.

Team members — stacks as a card grid under your bio; add as many as you need

Show the team on the homepage — unchecked hides all of them

Heading above the grid

Instagram strip — shows on the homepage once it has a post

No posts yet.

Add a reel or post by URL

Changes go live instantly — no Save needed. Paste the link from Instagram's Share → Copy Link. Works for reels and regular posts on public accounts.

Page header

Kicker (small text above the title) Title Intro paragraph

Packages — add or remove as many as you like; one deliverable per line

Add-ons — one per line as: Name | $price

Referral & agreement page — lives at /referral; linked from the bottom of every proposal

Page title Intro Line items

Signature-block note (shown above the signature lines)

Client proposals

Each proposal is a private copy of the packages page with the client's name on it. It starts as a copy of your Universal packages — edit anything, save, send the link.

New proposal

Client / company name

Pricing valid until (optional)

One-off proposal — no client name, no "Prepared for" banner, random link

Personal note shown under their name (optional)

Packages for this client — prefilled from Universal; edit freely

Add-ons for this client — one per line as: Name | $price (blank = hide section)

Partners on this proposal — shown at the end of the page

Manage the profiles themselves in the Partners tab.

Service agreements

Build it, send the link, they sign in the browser. The signed page is the permanent record and stays at that link forever. Green Tie Media is pre-signed on every one, so their signature executes it.

My details — stamped on every agreement

Legal / business name

Signer name

Signer title

Phone

Business address

Your signature is rendered as your typed name in a script face — deliberately not a scan of your real handwriting, so a public page never carries a liftable image of it.

Templates

Editing: Recurring retainer

Document title Opening paragraph

Default unit label

Default turnaround

Default revisions

Default notice period

Signature-block note Footer line

Clauses — drag order with the arrows; {{tokens}} fill themselves in

Available tokens: {{client}} {{provider}} {{service}} {{amount}} {{unit}} {{startDate}} {{term}} {{turnaround}} {{revisions}} {{notice}}. Wrap words in **stars** for bold.

New agreement

Link is generated when you save.

Client

Company

Contact name

Contact title

Phone

Address

The money — this is the only place in the document a number appears

Amount

Unit label

Start date

Notice period

Turnaround

Revisions

What they're buying — used wherever {{service}} appears Deliverables — one per line, as: Name — detail

Document

Title Opening paragraph Signature-block note Footer line

Clauses for this client — edit freely, it won't touch your template

Consistency check

Looks for dollar amounts or hard dates hiding in other clauses that could contradict the payment paragraph. Runs automatically on save.

Partners

Profiles you can attach to any client proposal. Photo is a link to an image — right-click any photo on the web (their site, LinkedIn) and "Copy Image Address", or upload the photo somewhere like postimages.org and paste the direct link.

New partner

Name

Business

Photo URL (optional)

Profile link (optional)

Link label (optional — defaults to "View profile") Intro — who they are Default partnership description — what they do on projects

CRM dashboard

Today

This week

Interested

Booked

Contacts

Your lists, newest first. Click to open one; ✕ deletes the list (never the clients).

List title

Field to match

Contains (ignored for "Has NO…")

All clients

"Set Free Video" Cal.com link "Set Phone Call" Cal.com link

Match your CSV columns

We guessed from the headers — fix any that are wrong, then import. Unmatched columns get saved into Notes so nothing is lost.

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⚠ This person is with a partner venue — do not contact.

New

Name

Business

City

Phone

Source

Website

WebsiteOpen ↗

Info Activity

Action buttons & step ranking

How this works: these are the buttons on every client card. Each gets a step number — 1 is the first step of your outreach, and a higher number trumps a lower one. A lead's furthest step is the highest-numbered button you've ever logged on them. The charts count leads by furthest step, and each step's percentage compares against everyone who reached step 1 (so step 1 is always 100%). Buttons sharing the same number are combined into one statistic. Set a button to 0 to keep it but leave it out of the funnel. "Opens" makes the button also pop open one of the lead's links (or a booking link) after logging. Typed activity notes don't count — only buttons.

Button labelStepOpens

Master funnel

No ranked activity logged yet.

By city

No city data yet.

Venue pipeline

Venues

📋 Research prompt — paste this to Claude to fill this CRM with public info

Research wedding and corporate event venues in [AREA — e.g. "Davis County, Utah"]. For each venue, gather ONLY publicly listed information: business name, city, phone number, email address, website URL, and any owner/manager name published on the venue's own site or public directories. Do not guess or fabricate contact details — leave unknown fields blank. Output a CSV with this exact header row:
Name,Business,City,Phone,Email,Website,Source,Info
Where: Name = publicly listed contact person (blank if none), Source = "Venue research [month year]", Info = one line: venue style + capacity if published + whether they host weddings, corporate, or both. Aim for [N] venues. List venues you could not verify at the end, outside the CSV.

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Venue name

City

Contact name

Phone

Website

Customer type (for Signed tab)

Not interested

Workflow — check steps as they happen (skipping is fine)

Linked people (from your CRM)

Signed contract PDF

Offer sheet

Sheet title Intro line

Section 1 heading (what the venue gets)

Section 2 heading (guest pricing they can quote)

Section 1 items — one per line, use " — " to split bold lead from detail Section 2 items — one per line Conditions / fine print — one per line Footer note

Signed customers

Venues appear here once they have a customer type set (on the venue card) or the "Signed Contract" step checked. The ★ marks each venue's main point of contact.

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Job set-aside calculator — enter a job, get your transfers

Gross pay from client

Travel miles (round trip)

Hours on site

Hours editing

0 total billable hours.

Other expenses — money that leaves before anything gets split

Subcontracted work

Additional travel cost

Rentals

Other

Note on "other" (optional)

Net after expenses

Gross $0 − expenses $0. Everything below is figured off this.

Move this money

→ Business savings

→ Business checking

Left over after all transfers

Net minus everything allocated above.

You've allocated more than this job brought in. Trim an expense or lower a rate.

Rates — change these any time

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Monthly value

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Active clients

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Churn rate

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Outstanding

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Behind quota

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Avg / client

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Annual run rate

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Trade / unpaid

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Cancelled

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Lost / mo

Recurring — click a card to open the full profile

Churn — past clients, kept on file

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Customers

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Total revenue

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Avg job

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Repeat rate

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Last 90 days

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Total jobs

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Outstanding

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Cold 6+ mo

Worth a follow-up — bought once, quiet for 60+ days

One-time customers

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Pieces tracked

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Total views

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New customers

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Sales driven

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Avg views

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Views / customer

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Sales / piece

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Organic

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Paid

Missing data — posted 48+ hours ago with nothing logged

Add a piece

No customer selected

Customer — stays selected so you can add several in a row Link to the post

YouTube and TikTok links auto-fill the title and thumbnail. Others need a pasted thumbnail URL.

Title

Date posted

Thumbnail URL

Organic or paid

Views

New clients

Sales #

Sales $

All content

Most views

Most new customers

Drop an idea

Idea list — check when filmed; drag or use ↑↓ to reorder

By folder

Overdue — post date passed — check when actually posted

Nothing overdue.

This week

Drag a card from below onto a day (max 3 per day), or expand a card and pick a date. Check a card when it's posted.

Filmed, not scheduled

Ready for data — posted 7+ days ago

Nothing waiting.

Too fresh — data unlocks 7 days after posting

Nothing here.

All posted content

Order

Metric

÷ by (ratio)

Metric breakdown

Choose a metric

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Average

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Best

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Worst

By content type — solid = average, faded = best

Add data to posted content first.

GREEN TIE MEDIA — ADMIN

One-time setup

Sign in

Quick actions

Recent proposals

Booking

Hero video — the one vertical short in the header

Video lineup section — showreel + three videos, further down the page

Your bio — the "Who You'll Work With" block above the booking CTA

Team members — stacks as a card grid under your bio; add as many as you need

Instagram strip — shows on the homepage once it has a post

Page header

Packages — add or remove as many as you like; one deliverable per line

Add-ons — one per line as: Name | $price

Referral & agreement page — lives at /referral; linked from the bottom of every proposal

Client proposals

New proposal

Packages for this client — prefilled from Universal; edit freely

Add-ons for this client — one per line as: Name | $price (blank = hide section)

Partners on this proposal — shown at the end of the page

Service agreements

My details — stamped on every agreement

Templates

Clauses — drag order with the arrows; {{tokens}} fill themselves in

New agreement

Client

The money — this is the only place in the document a number appears

Document

Clauses for this client — edit freely, it won't touch your template

Consistency check

Partners

New partner

CRM dashboard

All clients

Match your CSV columns

Action buttons & step ranking

Master funnel

By city

Venue pipeline

Offer sheet

Signed customers

Job set-aside calculator — enter a job, get your transfers

Other expenses — money that leaves before anything gets split

Move this money

Rates — change these any time

Recurring — click a card to open the full profile

Churn — past clients, kept on file

Worth a follow-up — bought once, quiet for 60+ days

One-time customers

Missing data — posted 48+ hours ago with nothing logged

Add a piece

All content

Most views

Most new customers

Drop an idea

Idea list — check when filmed; drag or use ↑↓ to reorder

By folder

Overdue — post date passed — check when actually posted

This week

Filmed, not scheduled

Ready for data — posted 7+ days ago

Too fresh — data unlocks 7 days after posting

All posted content

Metric breakdown

By content type — solid = average, faded = best

Add data

New customer

Money

Contact & links

Work details — how they want deliverables

Upcoming ideas — check one off and it drops to the bottom

Their videos — paste links, they embed below

Contact notes — dated automatically

Their content

Most new customers

Most views

Edit piece

Quick Add Lead