Lead tracking · Task management · Outreach support · Report formatting
New Team Member Checklist
SOP Training Map
Agency Standards — Non-Negotiable
Team Members
Everyone working inside your agency OS — roles, status, and client assignments.
Role Permissions
Client Pipeline Stages
Define the stages clients move through — from first lead to active partnership.
Click the color dot to change color. Drag to reorder.
ℹ Stage names here will feed into the Client Pipeline view and dashboard funnel in a future update.
Proposals
All proposals. Build one from the offer suite below.
Offer Suite — Select to Build a Proposal
Glow Partnership
$2,000 – $3,000 / month
Entry-level retainer. Content strategy, caption writing, monthly calendar, strategy call, and report.
Most Popular
Elevate Partnership
$3,500 – $5,000 / month
Growth retainer. Everything in Glow plus full content system, bi-weekly calls, and acquisition funnel.
Signature Partnership
$6,000 – $8,000 / month
Premium retainer. Full done-for-you content production, weekly sessions, and brand positioning.
High-Ticket
In-House Training
$8,500 — One-Time
Full Eliora Content System built for your team. Staff training, SOP delivery, 3-month support.
Template Library
Ready-to-use templates. Copy, edit, or create your own.
All Clients
—
Overview
Audits
Proposals
Onboarding
Contracts
Content Studio
Tasks
Calendar
Reports
Files
Notes
Messages
Activity
Timeline
Analytics
Client Details
Partnership
Open Tasks
Upcoming Events
Onboarding Pipeline
Workflow Suggestions
Audits
Client Onboarding
Collect business info, brand voice, and strategy context.
Proposals
Contracts
Content Studio
All
Pipeline
Ideas
Scheduled
Published
Caption Bank
Review Queue
Tasks & Deliverables
Client Calendar
Monthly Reports
Shared Drive
Media Library
Click to upload or drag files hereImages, PDF, video, docs — max 50 MB per file
or drag files into the zone above
Add Note
Client Messages
Visible to client in their portal
Activity Feed
Loading timeline…
Client Analytics
Performance metrics, content insights, and posting consistency.
Workflow Insights
Posting Consistency
Platform Breakdown
Top Performing Content
Metric History
Analytics
Performance metrics, operational insights, and content tracking.
Operations Overview
Performance Metrics
Platform Breakdown
Operational Insights
Posting Consistency
Top Performing Content
Add Metrics
Billing & Invoices
Track invoices, payments, and monthly revenue.
Invoices
Revenue by Client
Upcoming Due Dates
New Invoice
Invoice
Mark as:
New Contract
Contract
Mark as:
AI Studio
Agency-wide AI command center. Build briefs, generate content strategy, and track AI history.
Build AI Brief
Complete the required fields before generating.
AI Output
Fill the brief and click Generate to create content.
Recent AI Generations
Saved Prompt Templates
Save a completed brief as a template for reuse across clients.
Settings
Manage your account, company, and workspace configuration.
My Account
Company
Account Info
This is your personal account information.
Change Password
Your password is encrypted and never stored in plain text.
Two-Step Verification
Adds an extra layer of security to your account.
Two-step verification
Coming soon — advanced security settings
Coming Soon
Account Verification
Phone verification
Verify your phone number for account recovery
Coming Soon
Email Signature
Appended to messages you send to clients.
Company Details
Service Offerings
Services appear in proposals. Keep pricing current here.
Notification Preferences
Proposal approved
Invoice paid
Contract signed
Invoice overdue
Client Portal Preferences
Show invoices to clients
Show reports to clients
Integrations
Connect your favourite tools to supercharge your agency workflow. Integrations are coming in upcoming releases — request early access below.
🎨
Canva
Import designs and brand assets directly into your content library
Coming Soon
📂
Google Drive
Attach Drive folders to client profiles and sync deliverable assets
Coming Soon
💲
Stripe
Send invoices and collect client payments directly through your portal
Coming Soon
🕒
Google Calendar
Two-way sync with Google Calendar — deadlines, calls, and content dates
Coming Soon
💬
Slack
Get notified in Slack when clients approve content or submit feedback
Coming Soon
✉
Gmail / Outlook
Two-way client email — send and receive without leaving Eliora OS
Coming Soon
Request an integration
Missing a tool your agency relies on? Let us know and we'll prioritise it.
Team Members
Manage roles and access for your team.
Role Permissions
Membership Plans
Choose the plan that fits your agency. Billing activation coming soon.
Starter
$49/mo
✓ 3 active clients
✓ Proposals + Contracts
✓ Content pipeline
✓ Client portal
✗ AI features
✗ Analytics
Growth
$149/mo
✓ Unlimited clients
✓ Proposals + Contracts
✓ Full content system
✓ Client portal
✓ AI assistant
✓ Analytics + Reports
Agency
$349/mo
✓ Everything in Growth
✓ Team seats (5 included)
✓ Custom branding
✓ Priority support
✓ API access
✓ White-label portal
Plan billing is not yet active. Plans shown are illustrative.
Bank Details for Payouts
Connect your bank account to receive client payments via Stripe Connect. Your banking details are stored securely by Stripe — never by Eliora OS.
Stripe Connect Status
Not connected. Stripe Connect integration coming soon.
🔒 Your banking details are handled entirely by Stripe. Eliora OS stores only your Stripe account connection status — never your account numbers, routing numbers, or personal banking information.
Accepted Payment Methods
Choose which payment methods your clients can use. Processing fees apply when payments are enabled via Stripe.
💳 Card Payment
Processing fee: 2.9% + 30¢
Visa, Mastercard, Amex
🏦 ACH Transfer
Processing fee: 0.8% (max $5)
US bank accounts only
These are configuration preferences only. Real payment processing requires Stripe Connect to be activated.