Your dashboard, your way.
Update monthly performance, add custom metrics, and choose what to show in your next executive briefing.
AccreditationsSee the trend.
Illustration only · Your office supplies its own data.
BUILT FOR BBB LEADERSHIP
Less board prep.
More forward.
Your performance, agendas, and follow-through.
Together in one private workspace for your BBB office.
Private by office. Built around your board.
A clearer picture, before the meeting.
m.Your BBB workspaceInteractive demo
AT A GLANCE
Executive overview
Board readiness88%Prep is progressing
Tasks completed12/ 164 next steps remaining
Preparation progress
Earlier Meeting day
Next board meetingAgenda ready for review
Scheduled Illustrative demo. No real office data.
Know where you standPrepare with purposeKeep decisions moving
ONE WORKSPACE. YOUR WHOLE PICTURE.
From the monthly numbers
to the next action.
Give leadership and board members a shared place to prepare, discuss, and follow through.
Walk in prepared.
Build an ordered agenda, assign topic owners, and keep preparation notes beside each meeting.
01Executive update15 min
02Performance review20 min
03Decisions & next steps10 min
Make follow-through visible.
Turn decisions into tasks with an owner, a due date, and a status. Link the work back to the meeting.
Prepare the board packetDone
The right people, together.
Give admins, editors, and viewers the access they need. Keep shared notes and office information in one place.
AdminEditorViewer
A BETTER MEETING RHYTHM
Before. During. After.
All connected.
Build the shared picture.
Bring your metrics up to date. Shape the agenda, add context, and export a calendar reminder.
Focus on the decisions.
Present the numbers that matter. Work through the agenda and capture notes as the conversation develops.
Keep the work moving.
Assign next steps, set due dates, and track progress before the next board meeting.
SIMPLE, OFFICE-LEVEL PRICING
One office.
One organized workspace.
Designed for BBB teams that want a clearer view of performance and a better way to manage board work.
Your office has its own workspace.Role-based access keeps each office’s information separate.
Board & Performance
Private pilot$99USD / month per office
- Editable performance dashboard
- Board agendas and meeting notes
- Tasks, owners, and due dates
- Shared office notes
- Admin, editor, and viewer roles
- Calendar exports with reminder alerts
Planned subscription price. Paid enrollment is not open yet. Pilot access is arranged by your administrator. Automatic email reminders are not active.
READY FOR THE NEXT CONVERSATION