The portfolio tour

Five steps to go from a fresh signup to a venture with goals, budget, agents, and a running strategy.

  1. 1

    Create your first venture

    Spin up an org for the thing you’re working on

    Each venture, client, or portco is its own GoodHelp org — its own goals, agents, content, and budget. You choose what to call it (workspace, venture, client, portco) so the rest of the product speaks your language.

  2. 2

    Set a goal

    Tell the agents what success looks like

    A goal is a measurable target with a budget — a north star the agents work against, not a one-off task. Sketch it as a draft first, then confirm it when you’re sure. Confirmed goals are what agents commit to.

  3. 3

    Assign a responsible agent

    Pick who owns this work

    Every goal has an accountable owner. Usually that’s the Department Head agent for the area (Marketing, Product, Finance), which coordinates the specialists below it. For cross-department goals, escalate to the org-level Chief of Staff agent.

  4. 4

    Sub-let budget

    Optional

    Carve a slice of the org budget for this goal

    Want a goal to have its own hard spending limit, separate from the org-wide budget? Add a budget allocation on the goal. The agents refuse to spend past it, so "try this experiment for $200" becomes a cap, not a hope.

  5. 5

    Run a strategy

    Rolling out

    Let the agents experiment for you

    Strategies are A/B-style trials the agents run against a goal — different angles, formats, and audiences — to find what actually moves the needle. The Strategy dashboard is rolling out org-by-org.

Get started free Read the full guide

Want the deep dive on orgs, goals, budgets, and strategies? See the portfolio guide.