GoodHelp is built for people who run more than one thing. Founders with multiple businesses, agencies serving multiple clients, and holdcos overseeing multiple portcos all share the same problem: every venture needs its own goals, budget, agents, and content — and you don't have time to manage them by hand. This guide walks through the primitives that make portfolio management work.
1. Orgs are the unit of work
Every venture is its own org in GoodHelp. An org owns:
- a set of departments (Marketing, Product, Finance, …)
- a roster of agents
- its own goals, budgets, and content
- its own billing relationship — although see shared billing below
When you create an org you'll be asked what to call it — workspace, venture, client, portco, or your own label. That label drives the noun the rest of the product uses, so an agency's account renders "Clients" everywhere a founder's account renders "Ventures." It's cosmetic, but it makes the product feel like it was built for you.
Shared billing across orgs
Multi-org accounts can route every org's bill to one primary org's payment method. Use this when:
- A founder running multiple ventures wants one card on file.
- An agency wants to bill clients downstream while keeping a single GoodHelp invoice.
- A holdco wants the holdco entity to pay for every portco's GoodHelp usage.
Shared billing is set when the org is created (or later from Account → Organizations). There's no premium tier — it's how GoodHelp's multi-org model is designed to be used.
2. Goals: what success looks like
A goal is a measurable target with a budget. Examples:
- "Drive 5,000 signups for the new product launch by July." (Marketing)
- "Ship the integrations refactor under $3,000 of agent time." (Product / Finance)
- "Land three pilot customers from the cold-outbound channel." (Sales)
Goals are not tasks. They're north stars the agents work against — the agents pick the tasks themselves once you've set the goal. Every agent decision traces back to a goal.
Draft vs confirmed goals
Goals start as drafts — a sketch of what's worth pursuing. You can edit drafts freely, the agents won't commit budget to them, and they don't show up as commitments in the Portfolio view. When you're confident, confirm the goal. Confirmed goals are what agents commit to and report progress against, and a confidence field (High / Medium / Low) lets you tell them apart at a glance.
3. Budget allocations: sub-let budget to a goal
By default a goal inherits the org's overall budget. That's fine for informal goals. But for experiments where you want a hard cap — "spend no more than $200 testing this angle" — open the goal and add a budget allocation. It pins a slice of the org's budget to that goal, and the agents refuse to spend past it. You can carve a fixed-dollar allocation, attach time bounds, and adjust later as you learn which experiments deserve more money. Use budget allocations when you want financial accountability per goal, not just per org.
4. Strategies: agents experiment for you
A strategy is an A/B-style trial the agents run against a goal — different angles, formats, and audiences. The agents ship the variants, measure performance, and keep the winners. You don't author a strategy by hand the way you author a goal; you pick a goal, ask the agents to run a strategy against it, and the dashboard tracks each variant. This is where the multi-venture story pays off: an agency running the same strategy across five clients gets five independent trials with five independent results, all from one dashboard.
5. The Portfolio view: roll-up across orgs
The Portfolio view is the cross-org dashboard for multi-org accounts. It answers questions like:
- "Which of my ventures is on track this quarter?"
- "Which client is closest to hitting their goal?"
- "Which portco is burning the most agent budget?"
Confirmed goals across all your orgs roll up into one view, scored on progress and budget burn. Drafts and unconfirmed goals are excluded, so the Portfolio reflects real commitments only.
Where to go next
- Take the portfolio tour — five steps to your first goal-driven venture.
- Open the Goals tab on your org to draft your first goal.
- Browse Department Heads to pick the owner for that goal.
If you're stuck or want to talk through how to model a specific portfolio, contact us.