PLATFORM OVERVIEW • REVENUE ENGINE WORKSPACE
Inside your account
Revenue Engine comes with a full business workspace, not just the work we perform for you. Here is what is in there, what we run on your behalf, and how self-service tools expand your capacity.
WHAT WE RUN VS. WHAT YOU CARRY
Your access, data, and responsibilities—clearly defined.
You own your Google Business Profile, business data, contacts, and approved content. We act as an authorized manager and handle the managed work in your plan. The broader platform workspace is available for your use, with some settings remaining agency-administered under your written agreement. Everything below fits into one of two pillars: work we perform and report on, or capability sitting in your workspace.
The work in your plan, performed on schedule and reported monthly. It is listed in plain sentences on each plan’s page, and it is what you pay us to manage.
- Configured inbound call coverage, with after-hours & overflow first
- Missed-call text-back & lead capture
- Approved qualification, transfer, booking, or callback paths
- One CRM pipeline & defined follow-up workflow
- Confirmations, reminders, & one agreed recovery workflow
- Full Google Business Profile Management included at the same location
- Human handoffs for exceptions outside the approved scope
- Monthly performance summary & work log
The wider platform workspace your account carries. Feature access is available whenever you need it; metered communications (phone minutes, AI processing, emails) are subject to your plan’s fair-use allowance. We leave self-service tools sitting there, or configure additional parts under written scope.
- Unified inbox (calls, texts, emails, messages in one view)
- Forms, surveys & lead capture builder
- CRM contacts & sales pipeline view
- Workflow automation engine
- Email campaign tools
- Calendars & scheduling management
- Social scheduling (self-service for channels you connect)
- Reporting dashboards
- Invoicing & payment collection
- Mobile app access for field leads
WORKFLOW ILLUSTRATION
How a prospect moves through your workspace
A simplified look at how configured automation and managed follow-up interact inside the system.
Stage 01: Lead Captured
Inbound calls engage configured coverage; missed calls trigger prompt text-back to capture prospect details before they move on.
Conceptual workflow — actual behavior depends on your configured channels, permissions, workflows, and service scope. Not a live client account or performance result.
SYSTEM CAPABILITIES
What the system gets done
Filter capabilities by category to see what is managed by BSS versus what is available for self-service use.
Unified Conversations Inbox
Calls, texts, emails, and messages from supported connected channels land in one place so your team can view and respond without switching apps.
Boundary / Allowance:
Included for connected channels; messaging fees metered past plan allowance.
Booking & Calendars
Prospects select available times, automated email reminders go out, and confirmed bookings sync with your existing team calendar.
Boundary / Allowance:
Calendar setup included in Revenue Engine setup; automated reminders email-only until A2P verified.
CRM Pipelines & Lead Tracking
Every inquiry receives a pipeline stage, a clear next step, and a historical activity record so nothing relies on memory.
Boundary / Allowance:
One primary sales pipeline configured during onboarding; additional custom pipelines separately scoped.
Reputation & Review Management
Responses drafted in your approved voice with escalation rules for complaints or sensitive issues.
Boundary / Allowance:
Routine replies handled under approved rules; complaints and sensitive reviews escalated to owner.
Invoicing & Payments
Send invoices, collect card payments, and view payment status directly from the workspace.
Boundary / Allowance:
Platform capability available for self-service. External transaction processing fees are set by the gateway provider, not BSS.
Reporting & Dashboards
Track calls, bookings, reviews, and completed work with monthly executive summaries.
Boundary / Allowance:
Monthly summary provided for managed deliverables; platform dashboards accessible self-service.
INTEGRATIONS
Works with what you already run
You do not have to replace what is working. Your account connects to the tools most service businesses already use. We check the ones you actually use during setup rather than assuming.
Google Presence
- Google Business Profile
- Google Ads
Calendars & Email
- Google Calendar / Gmail
- Outlook / Microsoft 365
- Zoom
Payments & Jobs
- QuickBooks
- Stripe
- Shopify / Jobber
Social & Messaging
Integration Qualifications & Scope Boundary
Integration availability, direction of data sync, required third-party subscriptions, permissions, and setup scope vary by tool. Running something not listed here? Tell us during your free inspection and we will tell you plainly whether it connects natively, requires middleware, or is not supported. Custom integration work beyond standard setup is quoted separately.
ACCOUNT GOVERNANCE
Ownership, access & fair-use boundaries
Clear terms on who owns what, how user access works, and how platform usage allowances are structured.
Data & Profile Ownership
You retain complete primary ownership of your Google Business Profile, business contacts, client data, and approved marketing content. We act strictly as an authorized manager, and you can remove that manager access at any time. BSS retains ownership of reusable templates, workflows, prompts, snapshots, and agency processes.
Permissions & Roles
User access is granted according to your plan, role, and security requirements. Admin oversight ensures managed workflows run safely while your team receives appropriate access levels.
Fair-Use & Metering
Plans carry generous fair-use allowances for metered communications ($100/mo on Revenue Engine, $10/mo on GBP Management). Usage beyond allowance triggers a re-scoping conversation — no surprise charges.
QUESTIONS & ANSWERS
Frequently asked questions
FORT LAUDERDALE • SOUTHEAST FLORIDA
See everything your account handles — before you commit.
One conversation. We’ll tell you what we’d check first — and if you’re already in good shape, we’ll say that too.
Free 15-point inspection · No obligation · Month-to-month plans