01
Core Dashboard
The private account foundation for the owner, enabled tools, login access, and the overall Business Tools structure.
Master Guide · Business Tools
Understand the system before choosing the tools.
SurfLocal Media Business Tools starts with a private dashboard, a defined team structure, and a modular set of tools. This guide explains what the current system includes, what each priced tool is for, how the pieces can connect, and how a business can grow the account without rebuilding everything from scratch.
Core Dashboard: $0/moRequired account foundation in this guide
1 Owner · 2 Managers · 3 Sales UsersIncluded team structure stated by the current guide
Modular Tool StackEnable the tools the business actually needs
System structure
Start with the control layer, then add the workflow the business needs.
The system is easier to understand when it is viewed in layers. The dashboard is the foundation; people and permissions define who does what; optional tools support specific workflows; additional modules can be added later.
02
Team Structure
Organize the owner, managers, and sales users around the responsibilities and tool access each role actually needs.
03
Working Tools
Add communication, meetings, client records, billing, payroll, screen sharing, and promotional web tools as needed.
04
Expansion
Add more users or workflow modules later without changing the basic account structure or forcing an all-or-nothing software bundle.
Connected workflow
A customer path can stay connected from promotion through billing and follow-up.
The source guide describes a connected operating model. A business does not have to use every step, but the tools are designed so a promotion, customer message, relationship record, follow-up activity, billing record, and internal back-office process can live inside the same Business Tools environment.
Important: this is an example operating path, not a promise that every promotion becomes a sale or that every business needs every module. The value is the ability to keep related work in one account structure when those workflows apply.
Team roles
One account can support different responsibilities without giving everyone the same control.
The current guide is built around three working levels: owner, managers, and sales users. The owner retains account-level authority; managers support oversight; sales users work the customer-facing tools appropriate to their role.
Owner
Controls the overall Business Tools account, tool direction, users, permissions, and the owner-level workflows that require the highest authority.
Managers
Help oversee client, sales, operational, billing, or other assigned activity using the access the owner has approved.
Sales Users
Use selected customer-facing tools for promotions, communication, follow-up, client activity, presentations, and other assigned sales workflows.
Current guide pricing
The priced tools documented in this System Guide.
These prices are carried forward from the uploaded guide. Individual product pages explain each tool in more detail.
Core Platform
The private dashboard foundation where the business account, team structure, and enabled tools begin.
$0/moRequired foundation
View Owner Dashboard →
Email Campaigns
Customer follow-up, promotions, reminders, newsletters, updates, and organized email outreach.
$39/moPer month
View Email Campaigns →
Screen Sharing
Live demos, guided setup, troubleshooting, onboarding, customer support, and walkthroughs.
$29/moPer month
View Screen Sharing →
Video Meetings
Business meetings, consultations, onboarding, customer reviews, and team communication.
$39/moPer month
View Video Meetings →
Payroll Management
Employee records, onboarding documents, payroll-run records, settings, saved snapshots, and history.
$99/moPer month
View Payroll Management →
Client Management
Client records, account status, notes, files, relationship history, and follow-up activity.
$69/moPer month
View Client Management →
Billing Management
Estimates, invoices, quick bills, client review links, billing status, and payment follow-up.
$79/moPer month
View Billing Management →
Web Programs
Focused public pages for offers, coupons, specials, campaigns, and business messages.
$59/moPer month
View Web Programs →
Pricing note: this guide reflects the prices stated in the uploaded System Guide. Tools that are described elsewhere but do not have a confirmed price in this guide are not assigned a new price here.
Team expansion
The current guide includes a starting team and separately priced additional seats.
The uploaded guide states that the core account includes one owner, two managers, and three sales users. Additional manager and sales-user seats are priced separately.
1 owner
Owner-level account control is part of the current core structure described by this guide.
2 managers + 3 sales users
These included seats are stated in the uploaded System Guide.
$10 manager · $5 sales user
Per month for each additional seat, according to the current guide.
Glossary
Simple definitions for the system.
Core PlatformThe private dashboard foundation where the account, users, and enabled Business Tools begin.
OwnerThe account-level user responsible for the overall Business Tools structure and highest-level access.
ManagerA user given owner-approved access for oversight, customer, operational, billing, or other assigned responsibilities.
Sales UserA customer-facing user who works selected promotion, communication, follow-up, client, or presentation tools.
Web ProgramA focused public page for an offer, coupon, campaign, special, or business message.
Email CampaignA single or broader customer email used for follow-up, promotions, reminders, updates, or newsletters.
Client RecordThe organized customer account containing relationship details, status, notes, files, history, and follow-up context.
Connected WorkflowA process where related customer and business activity can move between compatible Business Tools without being treated as unrelated work.
Plan the Business Tools system around your organization.
Tell SurfLocal Media how your team is structured, which workflows matter first, and which tools you expect to use. This form keeps the original required account-key rules, lead-board save, email notifications, honeypot, math check, and fixed return path.
What happens next