Ascend Financial Group

Delivery cockpit — ascendfinancial.neural-forge.io

prospect
← ClientsNew quotedemo · read-only
Waiting on you — 3 feedback · 1 delivery notes

Warm brief

demo

Don’t re-ask — institutional memory for the next open.

Alex Rivera / Ascend FG. Advisor shop, calm brand voice. Site on neural-forge. Wants trust strip + louder scheduling CTA. Prefer email over calls; decision-maker is Alex.

Decisions

2
demo
  • scopeSep 14, 2026, 13:57Travis

    Stay on WEB-EMAIL-500 package; no custom CRM work in v1.

  • won't doSep 17, 2026, 13:57Travis

    Won’t rebuild logo mark — use existing PNG asset.

Fact ledger

2
demo
Primary domainconfirmedops
ascendfinancial.neural-forge.ioSep 6, 2026, 13:57
Decision makerconfirmedclient
Alex RiveraSep 10, 2026, 13:57

Fair-use meter

green

Retainer budget this period — not auto-billing. Amber/red → propose addendum or overage.

Within fair-use this period

Changessite edits & tickets
4/8
Supportinbox & calls
2/6

Week pulse

published

This week · published Sep 23, 2026, 13:57

Account

Company
Status
Website
https://ascendfinancial.neural-forge.io
Contact
Email
Phone
Billing email
Created
Sep 6, 2026, 13:57
Notes

Site scan / SEO·AEO

—

No scan yet — expand to run.

Open

Fetch the live HTML (not Lighthouse). Persist latest on this client. Paste any competitor URL for an ad-hoc pass.

Open site

No scan yet — Scan to pull live HTML and build an operator brief.

Site feedback

3 open · 3 total
Open site
Items

Receipts

1
demo
  • Quote ASC-001 sentSep 15, 2026, 13:57

    Portal link shared with Alex — viewed same day.

Agent handoff

Export a JSON packet: summary, warm brief, decisions, open feedback, open notes, last receipt, fair-use, constraints.

Open feedback
3
Open notes
1
Decisions
2
Last receipt
Quote ASC-001 sent

Quotes

1
QuoteClientBlockerViewedMonthlyExpiresActions
ASC-001Ascend Financial GroupAlex signs2/2$500Sep 29, 2026, 13:57
ClientEdit