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Internal · sitemap of the entire product

Every screen, every route.

Lift Cloud — the marketing cloud for Mittelstand-DACH agencies. One operating system; three primary surfaces; one ledger. 76 pages, 8-step onboarding, two-area ticket detail, end-to-end navigable.

87
Routes
7
Surfaces
8
Onboarding steps
3
Primary roles
87
Navigable URLs
01 — Public

Pre-login. First impressions.

Marketing-continuous. Includes the 8-step self-serve onboarding, the guided demo, and the public 404.

14 pages·1 wizard
Sign in
Editorial dark-mode split. Three trust stats below the hero.
/login.htmlOpen →
Forgot password
One-time link, 30-min validity, device-bound.
/forgot-password.htmlOpen →
Signup · Step 1 — Account
Personal login. Name, email, password, T&C.
/signup/1.htmlOpen →
Signup · Step 2 — Company
Legal form, USt-IdNr, Handelsregister, industry, size.
/signup/2.htmlOpen →
Signup · Step 3 — Goals
Compass seed — pick 1–3 strategic goals from 8 categories.
/signup/3.htmlOpen →
Signup · Step 4 — Challenges
What hurts. Read by sales rep before first call.
/signup/4.htmlOpen →
Signup · Step 5 — Package
Starter · Professional · Growth. With Sales-mode context strip.
/signup/5.htmlOpen →
Signup · Step 6 — Billing
SEPA mandate (−5%) or bank-transfer. Live preview.
/signup/6.htmlOpen →
Signup · Step 7 — Address
Billing + shipping. Auto-detects DE/AT/CH tax region.
/signup/7.htmlOpen →
Signup · Step 8 — Confirm
Review every field with inline „Edit" links + first invoice preview.
/signup/8.htmlOpen →
Signup · Success
Welcome screen + next-steps timeline.
/signup/success.htmlOpen →
Guided demo
8-step tour. The two-area ticket detail is the climax.
/demo.htmlOpen →
Contact & support
Message form + direct email/phone + FAQ.
/contact.htmlOpen →
404 · Not found
Editorial dark 404 with 4 useful next-steps.
/404.htmlOpen →
02 — Client portal

For owners and their guests.

Clarity over capability. One progress feed, one bill, one Compass.

16 screens·incl. add & detail
Workbench
KPI hero strip + top goal + latest report + active project.
/client/home.htmlOpen →
Compass
Strategic goal grid with sparklines + category library.
/client/compass.htmlOpen →
New goal
3-step inline wizard: category → define → confirm.
/client/compass/new.htmlOpen →
Progress
Unified tickets + projects table. Filter chips + saved views.
/client/progress.htmlOpen →
New ticket
Title, context, category, link-to-goal, urgency, attach.
/client/progress/new.htmlOpen →
Ticket detail · client view
Client sees only sage panel — never the internal area.
/client/ticket.htmlOpen →
Project detail
5-stage progress, billing deltas, milestone table.
/client/project.htmlOpen →
Reports
Hours-vs-contingent chart + monthly report archive.
/client/reports.htmlOpen →
Files
Brandbook, logos, photos. 6 folders + recent uploads grid.
/client/files.htmlOpen →
Upload files
Drop zone + per-file progress + destination folder.
/client/files/upload.htmlOpen →
Billing
SEPA hero (−5%) + paid invoice list with PDF download.
/client/billing.htmlOpen →
Invoice detail
Every line linked back to the ticket/project that made it.
/client/billing/invoice.htmlOpen →
Store
Add-ons + one-off projects in 6 categories.
/client/store.htmlOpen →
Product detail · Local SEO Audit
Pitch, includes, delivery, price, & request CTA.
/client/store/product.htmlOpen →
Appointments
Week grid · Jour Fixe slots (included) vs. extra (billed).
/client/appointments.htmlOpen →
Appointment confirmed
Receipt + add-to-calendar buttons + booking ID.
/client/appointments/confirmed.htmlOpen →
03 — Expert workspace

The agency's operating room.

One expert surface, two roles. The Marketing Expert (Lea) owns the relationship — quotes, calendar, finance, progress confirmation. The Tech Expert (Tom) owns delivery — triage, budgets, staff. Progress changes are proposed by Tech, confirmed by Marketing: the money lever stays with the relationship owner.

14 screens·2 roles
Today · inbox
6 attention-needed items + today's calendar + KPI strip.
/expert/today.htmlOpen →
Board · Kanban
29 active items across 14 clients. Filter chips + saved views.
/expert/board.htmlOpen →
Ticket · two-area detail
Sage = client-visible · amber = internal-only. Confirm-before-send.
/expert/ticket.htmlOpen →
New ticket
Pick client, describe outcome, set priority & budget.
/expert/ticket/new.htmlOpen →
Calendar
Week grid + slot requests + Google/Outlook sync state.
/expert/calendar.htmlOpen →
Requests & Quotes
Two tabs under one funnel — ideas left of Approved, money right of it.
/expert/requests.htmlOpen →
New request
The idea form — no numbers; the offer comes after approval.
/expert/requests/new.htmlOpen →
My clients
14 active book of business with health + MRR.
/expert/clients.htmlOpen →
Client detail · Müller Maschinenbau
Tabbed account view — tickets, projects, vault, contacts.
/expert/clients/detail.htmlOpen →
My finance
Per-client revenue + commission breakdown for the month.
/expert/finance.htmlOpen →
Tech expert · Today
Delivery triage — new tickets, budget warnings, mentions, parents ready to close. Proposals tracker.
/expert/tech/today.htmlOpen →
Tech expert · Board
Same board, delivery scope — “3 tech-lead companies + 4 assigned tickets”.
/expert/tech/board.htmlOpen →
Tech expert · Propose progress
The propose/confirm flow — propose dialog, pending chip, restricted-compose org setting.
/expert/tech/project.htmlOpen →
04 — Agency admin

Money, people, catalog, content.

Operational power for the people who run the agency.

28 screens·incl. all add/edit/detail
Pulse · agency home
MRR · clients · trials · operations · risk · activity · revenue chart.
/admin/pulse.htmlOpen →
Finance · agency-wide
Revenue mix, commission payouts, VAT summary.
/admin/finance.htmlOpen →
Invoices · run & manage
62 invoices · €68.4K · 3 in dunning.
/admin/invoices.htmlOpen →
Invoice detail
Line-by-line explanation back to the ledger.
/admin/invoices/detail.htmlOpen →
Manual invoice
For one-off items outside the auto-cycle.
/admin/invoices/new.htmlOpen →
Appointments · agency
22 today · 14 extra (billed) this month · no-show rate.
/admin/appointments.htmlOpen →
Referrals
Top referrers, bonus rules, attribution window.
/admin/referrals.htmlOpen →
New referral code
Issue a code, set max uses, expiry, bonus rule.
/admin/referrals/new.htmlOpen →
Audit log
Aggregated, hash-chained, 7-year retention.
/admin/audit.htmlOpen →
Audit event detail
Actor + target + diff + hash chain proof.
/admin/audit/event.htmlOpen →
People
Employees · clients · inactive. 2FA + last-login.
/admin/people.htmlOpen →
Invite employee
Role + commission + working hours + 2FA requirement.
/admin/people/new.htmlOpen →
Employee detail
Tabbed account: clients, performance, compensation, perms.
/admin/people/detail.htmlOpen →
Companies
142 active · 9 trial. Expert assignment, MRR, health.
/admin/companies.htmlOpen →
Add company
Imports a client without self-onboarding.
/admin/companies/new.htmlOpen →
Company detail · Müller
10-tab account view with all relations + address & tax.
/admin/companies/detail.htmlOpen →
Roles & permissions
Grouped + described matrix. Live „affects N users" banner.
/admin/roles.htmlOpen →
New role
Inherit from a base role; tweak the diff.
/admin/roles/new.htmlOpen →
Packages & add-ons
3 tiers + 5 add-ons. Adoption + MRR per tier.
/admin/packages.htmlOpen →
New package
Hours · price · overtime · features · visibility.
/admin/packages/new.htmlOpen →
Edit package · Professional
With simulated impact on new signups.
/admin/packages/edit.htmlOpen →
Store management
42 products in 7 categories. Featured + requests · 30d.
/admin/store.htmlOpen →
New product
Cover, pitch, includes, billing kind, visibility.
/admin/store/new.htmlOpen →
Goal templates
24 templates · KPI source bound · adoption count.
/admin/goals.htmlOpen →
Report templates
Monthly summaries per tier + quarterly strategy review.
/admin/reports.htmlOpen →
Blog
64 posts. Status + views (30d).
/admin/blog.htmlOpen →
Blog editor
Title, subtitle, toolbar, body, meta + SEO sidebar.
/admin/blog/new.htmlOpen →
Blog post · published
„Why we're shifting your spend to Meta in Q3."
/admin/blog/post.htmlOpen →
05 — Credentials vault

Shared, encrypted, audited.

Client and expert share credentials inside Lift Cloud — with live TOTP, sensitivity tiers, granular access, full audit, and two-person approval on critical reveals.

11 screens·cross-surface
Vault home · client
12 connections grouped by category. Attention strip + filters.
/client/vault.htmlOpen →
Connection detail · 5 tabs
Credentials · Access · Activity · Files · Notes. Click Reveal for the panel.
/client/vault/connection.htmlOpen →
Add connection · 6-step wizard
Service → Name → Credentials → 2FA paste → Sensitivity → Review.
/client/vault/new.htmlOpen →
Vault settings · danger zone
Defaults, rotation policies, notifications, encrypted export, revoke-all-agency.
/client/vault/settings.htmlOpen →
Set up your Vault · onboarding
Suggests connections from your goals; explicit grant-access consent.
/client/vault/onboarding.htmlOpen →
Vault home · expert
Same vault, expert chrome. Reveal flow with reason logging.
/expert/vault.htmlOpen →
Connection · expert + reveal flow
The watermarked Reveal Panel with live TOTP and 30s auto-hide.
/expert/vault/connection.htmlOpen →
Awaiting approval · requester
Critical reveal pending state with 5-min countdown.
/expert/vault/approval-request.htmlOpen →
Admin overview · all vaults
1,840 connections · hot list of clients with attention · anomaly stream.
/admin/vault.htmlOpen →
Approval queue · admin
One-click approve. Denial requires reason. Anti-fatigue nudge.
/admin/vault/approval.htmlOpen →
How encryption works · public
Three-layer encryption diagram. Can/cannot list. Break-glass explained openly.
/encryption.htmlOpen →
05 — Settings

Personal · cross-surface.

Scoped at /me — same on every surface.

5 screens
Profile & locale
Identity + language, timezone, date/number format.
/settings/profile.htmlOpen →
Security & 2FA
TOTP setup with QR + 12 backup codes + active sessions.
/settings/security.htmlOpen →
Notifications
Per-event matrix · email · push · in-app · with locks.
/settings/notifications.htmlOpen →
Active sessions
Device + location + last-active + revoke.
/settings/sessions.htmlOpen →
Guests
Steuerberater · external editors · WP — per-screen access.
/settings/guests.htmlOpen →
06 — Mobile

Not a smaller desktop. PWA.

One-handed reach. Bottom-bar holds the five top tasks.

3 screens
Workbench (mobile)
Hours hero + open count + JF chip + action callouts.
/mobile/home.htmlOpen →
Progress (mobile)
Filter chips + ticket list + FAB to compose.
/mobile/progress.htmlOpen →
Ticket detail (mobile)
Client view · reply composer with thumb-reach send.
/mobile/ticket.htmlOpen →
07 — System

Foundations + canvas view.

The design system tokens and the pan-zoom canvas of every screen side-by-side — for reviewing the whole product at once.

2 surfaces
Canvas · every screen, side-by-side
Pan-and-zoom view of all 30+ live artboards.
/canvas.htmlOpen →
Design system foundations
Type, color, the two-area model, primitives, the ten product invariants.
/foundations.htmlOpen →