Put your whole company on one set of numbers, and stop arguing about whose report is right.
Marketing, the office and the owner each keep their own version of how the month is going. TruLata gives all of them one board that reads your accounts and refreshes when it is opened.
What does organizational alignment get me?
One set of numbers that every person in the company reads, instead of a marketing report, a sales spreadsheet and the owner's memory each telling a different story. TruLata is one dashboard for your business at your own trulata.com address behind our sign-in gate, and it refreshes because someone opened it. Your office manager, your sales lead and you each sign in as yourselves, open the same Leads view, the same Google Ads view and the same Overview, and read the same figure under the same time stamp.
That is the first half of alignment, and the software does it on its own. The second half is judgement: agreeing what counts as a lead, who owns each number, who decides a budget change and who is told. Our team does that work with you on top of the board, on Command or through the managed strategy retainer, scoped with you. The agreement lands in the product rather than in a slide deck: the program goals card on the Overview, set with you later in setup; the outcome set on every lead from the screen; and the requests that leave the screen into a logged ticket queue.
How TruLata works shows what the board does on its own, and the page for the owner who is the marketing department shows the seat this is built from.
Three versions of the month
- A marketing report
- A sales spreadsheet
- The owner's memory
- Each telling a different story
One board
- Every person signs in as themselves
- The same Leads, Google Ads and Overview views
- The same figure under the same time stamp
What does everyone read on the one board?
The views a service business runs on: Overview, Revenue, SEO, AEO / GEO, Google Ads, Content, Outbound, Email, Analytics, Integrations, Settings, Account, Team, Billing, Branding, Social, Jobs, Leads and Website. The Overview opens on a pipeline funnel and the program goals card. A view appears only when its source is connected, so Jobs shows only where your business runs on a CRM or booking platform; Creative appears on accounts where we run paid social. Press Export on any view and its table downloads as a CSV, so the number in the meeting is the number on the screen.
The stamp in the header says how old the data is, which ends the argument about whose report is right. Website leads, your CRM's pipeline stages and sources, Stripe payments and subscriptions, jobs from your booking platform and ActiveCampaign email statistics are live. Google Analytics 4 sessions, sources, pages and key events lag hours intraday. Google Ads spend, conversions and cost per conversion lag hours as well, and the account's change history is read every morning at 7:05am Eastern. Search Console queries, impressions, clicks and average position run two to three days behind, and those positions are Search Console's own averages, not a rank tracker. The live data page lists which numbers move on refresh and which carry a date from their source.
The ceiling matters too. Your inbox and calendar stay outside the read today, card data is never read, and a phone lead counts where your CRM records it; where you run a call-tracking platform with an API it is connected during setup. See the board before you talk to anyone: the demo at demo.trulata.com runs the same engine code every client runs, on a fictional company called Meridian, with your name and email in front of it, and every number illustrative. Open the Overview, then Leads, then Team.
How old each number is
- Leads, pipeline, payments, jobsWebsite leads, your CRM, Stripe, your booking platform, email statistics
- GA4 and Google AdsSessions, sources, key events, spend, conversions
- Ads change historyRead every morning
- Search ConsoleQueries, clicks and average position
The same figure under the same time stamp.
How do I get my whole team onto the same numbers?
Open the Team view and invite them by email. The top of the view reads seats used of the seats on your plan, each invite carries a role of Member or Admin, and a full plan says so with a seat-limit message instead of stretching the count. Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. A Member reads every view; an Admin also manages channels, integrations and the team. The Team page covers every control on the view.
Nobody shares a password, because sign-in is a single-use link. Each person signs in with a single-use magic link from login.trulata.com, and a person who holds a seat on more than one account lands on a chooser. Remove a seat and the revocation takes effect within 30 seconds. That is what makes one board safe to hand to a contractor: they are out the moment you say so. The security page lists the checks every request passes and every write path the screen has.
Requests from the screen are how your team asks for a change without a side conversation. From the board a person can set a lead outcome, which writes to the lead record; request a website change; and request a content, keyword, category or targeting change. Each request lands with your TruLata team, is logged, and the confirmation on screen carries a ticket number the person can quote. The Support view lists every ticket, from the screen or from an email to support@trulata.com, with its status. Each is carried out by your team, and the engine's writes to your ad accounts and your site go through their APIs and land in each account's own change history. Support tickets are included on all tiers.
What runs on a schedule, and what still needs a person?
The reading and the watching run on a schedule whether anyone is at a desk. Every morning at 7:05am Eastern the ads change watch reads your Google Ads account's change history and its user list, and separates our own writes and routine noise from material changes by anyone else. On an instance whose forms feed the lead sheet, a lead watch runs five checks at 7:20am Eastern against the sheet, GA4 and Ads. At 12:01am Central a fallback snapshot is baked for every client from one registry, and a failed pull leaves the previous page up rather than a blank one. On Launch, Growth and Command, the content engine researches and drafts on your cadence. On Command, prospects are sourced weekly to the target profile set with you. The ads page and the leads page cover both morning watches.
A budget or bid change in your ads account is made within the limits set for your engagement and lands in your account's own change history. Prospect emails leave from a review-first queue; a person releases them, or the queue releases on the schedule set for the engagement, and every send is logged with the draft, the mailbox and the time. Replies are classified and shown, and not-interested or bounced addresses are suppressed from further sends.
Alignment is deciding, with names attached, which of those a person on your side owns and which our team owns: who marks the lead outcome each morning, who signs off a budget change, who reads the ads watch when it flags a change nobody on your side made. The board shows the number; the agreement says who moves on it.
- Lead outcomesWho marks each lead's outcome every morning
- Budget changesWho signs off, within the limits set for your engagement
- The ads watchWho reads it when it flags a change nobody on your side made
- Who is toldWhen a budget changes, named in advance
The board shows the number; the agreement says who moves on it.
Which tier fits a company that needs everyone on one board?
Starter includes the TruLata dashboard, full analytics, leads, search visibility, the AI visibility program, managed Google Ads search, the assistant and briefings and support tickets. Google Ads search is managed on all tiers. The content engine runs on Launch, Growth and Command. Meta ads are managed on Growth and Command. The outbound engine runs on Command. Command adds the outbound engine, social media management and your full marketing team, always on, is scoped per engagement and carries no number on this site.
Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command, and the seat count is the first thing to check against the number of people who need to read the board. Starter is $400 a month, Launch $650, Growth $1,200, and Command is scoped per engagement. Every tier is month to month at a flat monthly figure, and an annual commitment takes twenty percent off the monthly. The pricing page carries the same figures as every other page on this site.
Check the seat count first
- Seatsthree on Starter, three on Launch, ten on Growth and unlimited on Command
- TermMonth to month, a flat monthly figure
- Annual commitmentTwenty percent off the monthly
Can your team run the alignment work for me?
Yes. Command adds the outbound engine, social media management and your full marketing team, always on, scoped per engagement. The managed strategy retainer sits on top of any tier, scoped with you, and it is where the alignment work itself lives. We read the board with you and agree one definition of a lead and one definition of a won job. We name who owns each number, who decides a budget change and who is told. We cascade the year's goal into the program goals card on the Overview and the outcome each lead is marked with, so the target is visible on every seat. And we decide with you what stays with a person and what runs on a schedule. The managed page covers both.
We serve every industry across the country. TruLata is also a marketing services firm, and the software sits alongside that work. Alignment pairs with scaling solutions when the company is adding people, with decision-making when the owner needs a shorter path from the number to the call, and with a fractional CMO when marketing needs a named senior owner. A connector the board lacks is built during setup, and a view built for your operation alone is scoped as custom software. The services hub lists everything our team does.
The agreement lands in the product
- One definition of a lead
- One definition of a won job
- One owner per number
- The year's goal
- The program goals card on the Overview
- The outcome on every lead
- Visible on every seat
One board, in one table.
| What everyone reads | Where it comes from | How fresh |
|---|---|---|
| Website leads, with an outcome set from the screen | Your site's form handler, appended to a lead sheet server-side; the Leads view reads it newest first | Live |
| Pipeline stages and sources | Your CRM, your own sub-account | Live |
| Payments and subscriptions | Stripe, read only; a charge or a refund is made in your own account | Live |
| Spend, conversions, cost per conversion | Google Ads | Hours behind; change history read daily at 7:05am ET |
| Queries, impressions, clicks, average position | Search Console; positions are its own averages, not a rank tracker | 2 to 3 days behind |
| Seats and roles | The Team view, read from your plan record; Member or Admin | Every open; a removed seat is out within 30 seconds |
| Requests from the screen | The relay to your TruLata team; listed on the Support view | Logged, with a ticket number; carried out by your team |
A phone lead counts where your CRM records it, and where you run a call-tracking platform with an API it is connected during setup. Your inbox and calendar stay outside the read today, and card data is never read. Positions are Search Console's own averages. Every seat reads the same board, and every write from it goes to your team as a logged ticket or to your own lead record.
Questions, answered.
What does organizational alignment mean on TruLata?
One board every person in the company reads, each signed in as themselves, with the same figure under the same time stamp. The software carries the numbers, the seats and the logged ticket queue. Our team carries the judgement on top: one definition of a lead, one owner per number, who decides a budget change and who is told.
How many people can read the board?
Seats are three on Starter, three on Launch, ten on Growth and unlimited on Command. The Team view shows seats used of the seats on your plan and says so with a seat-limit message when the plan is full. Each person signs in with a single-use link from login.trulata.com, and a removed seat is out within 30 seconds.
Can someone on my team change my ad budget or my CRM from the screen?
From the screen a person can set a lead outcome, request a website change, and request a content, keyword, category or targeting change; each request lands with your TruLata team, is logged and carries a ticket number. A budget or bid change is made within the limits set for your engagement and lands in your account's own change history, and your CRM stays the record your team works in.
What does your consulting add on top of the software?
The agreements. The board shows the numbers and their freshness; deciding what counts as a lead, who owns the cost per conversion and who is told when the pipeline stalls is judgement, and that is ours with you. On Command or through the managed strategy retainer, scoped with you, our team reads the board with you, names the owners, cascades the goal into the program goals card and the lead outcomes, and draws the line between what stays with a person and what runs on a schedule.
Is this only for the trades, or only local companies?
Neither. We serve every industry across the country. TruLata is built for a service business, in one territory or across many, and the alignment consulting sits on top of it for any team that needs to read one set of numbers.
How long until my team is reading the board?
Seats are invited from the Team view as soon as the board shows your own numbers.
See how it would run
for your business.
15 minutes with TruLata. We show you what your marketing brings in, what each lead costs, and what we would change first.
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- Refreshed when you open itLive data on page load, never a monthly PDF
- Counted from your own formsLeads recorded server-side, compared daily with Ads and GA4
- Seen in AI answersHow often ChatGPT, Gemini, Claude and Grok name you, measured
- Every send loggedProspect emails leave from a review-first queue, and every send is logged.