AIG · Client Portal
Your roadmap, previewed before you open it.
A live index of every active and recent AIG consulting engagement. Tap a card to open the workspace — branded, dated, and built to be shared across your team.
Roadmaps to success
Every client engagement ships a full workspace of deliverables. Tap a card to open it.
Active engagement
Peter W. Traub Roofing
Specialty roofing · NJ
Workforce & Sale Readiness
- Owner
- Peter W. Traub
- Website
- petertraubroofing.com
- info@petertraubroofing.com
Crew stabilization · $2.5M objective
Family-owned slate/tile specialist in Berkeley Heights, NJ. Workspace holds the executive plan for November worker acquisition (base + 90-day success fee) and sale preparation, plus discussion questions and action items for the conversation with Peter.
2
Client-facing
reports
reports
A+
BBB
rating
rating
1985
Established
Open Traub workspace
Active engagement
Galaxy Fun Park
$1M+ franchise sales
Franchise Sales Workspace
- Owner
- Steve & Shannon Fleming
- Website
- galaxyfunpark.com
- info@galaxyfunpark.com
LinkedIn + Google · FDD compliance · Site research
High-investment indoor entertainment franchise. The workspace holds the 12-month tiered sales plan for $1M+ investors, team assignments, empty big-box site research, and a full SEO/AEO/GEO visibility report with recommendations.
3
Tiers
across 12 mo
across 12 mo
$2.3–5.9M
Investment
range
range
4
Client-facing
reports
reports
Open Galaxy workspace
Active engagement
Oasis
Indoor environmental inspections
Visibility & Growth Approach
- Owner
- Spencer Hampy, President
- Website
- oasisie.com
- Service@OasisIE.com
Local search · B2B offer · Building record
Inspection-only firm in the NYC metro. The workspace holds the 12-month visibility approach, the questions and action items to start it, and the team and tasks required to deliver it.
3
Tiers
across 12 mo
across 12 mo
4.7
Yelp
37 reviews
37 reviews
9
AIG options
that fit
that fit
Open Oasis workspace
Active engagement
USHA
Client workspace
Ads Performance Report
- Owner
- Shane Johnson
- Website
- usheatandair.com
- dispatch@usheatandair.com
Local Services · Google Search
September LSA delivered 5 phone leads at $61.44. The latest Search window (Sep 24–Oct 7) produced 4 conversions, but cost per conversion rose to $167.57 as average CPC doubled.
5
Sept LSA
leads
leads
4
Search
conv.
conv.
$61
Sept LSA
cost / lead
cost / lead
Open USHA workspace
Active engagement
OAKS, UK
FE Compliance Platform
21-Month Tiered Marketing Plan
- Owner
- OAKS / Dream Coder leadership
- Website
- Client site — on the engagement file
- Client contact — on the engagement file
Visibility · Team · Audience
Three-tier plan for OAKS (UK FE colleges + ITPs, OneFile alternative). Seven-month tiers run Prove → Amplify → Convert. The workspace holds the visibility/paid-marketing plan, team-and-assignments action plan, and researched target audience deep-dive.
3
Tiers
7 mo each
7 mo each
150–200
Qualified
demos (target)
demos (target)
21
Months
horizon
horizon
Open OAKS workspace
Active engagement
Lyviss
Live Assist for Microsoft Dynamics 365
Visibility & 12-Month Tiered Plan
- Owner
- Lyviss CEO
- Website
- lyviss.com
- sales@lyviss.com
SEO · AEO · GEO Diagnostic
A diagnostic of where Live Assist for Microsoft Dynamics 365 (LAD365) stands across classic search, answer engines, and generative AI — paired with a four-tier 12-month execution roadmap and the people-side plan to run it.
4
Tiers
2–3 mo each
2–3 mo each
30
Action
items
items
12
Months
horizon
horizon
Open Lyviss workspace
How the client portal works
From kickoff to handoff, every engagement produces the same artifact set — a branded workspace of deliverables, accessible here.
1
Card index
Every active engagement gets a preview card on this page. Open it to enter the workspace.
2
Workspace
The workspace holds the full deliverable set — a tiered execution plan, a people/team plan, and a research deep-dive.
3
Companion reports
Each workspace ships three companion reports. The workspace index links to all three; each report cross-links back.
4
Branded for you
All documents use AIG's brand system so they're shareable internally — by your CMO, your board, or your investors.
Want your own roadmap?
Every AIG consulting engagement ships with this portal setup — a public, branded, shareable home for your roadmap. Built in. No extra cost.